Thank You For Being a Chapter Partner

Symposium Title Sponsor

UNF Coggin College of Business
Our Financial Services program was recently acknowledged as a leading program by Financial Planning magazine, and is one of only two degree programs in the State of Florida that meet the education requirements to sit for the CFP®. All of our financial planning courses are taught by industry professionals with vast experience in their respective fields. Additionally, our program emphasizes the pairing of classroom knowledge with hand-on learning experiences.

Oliver Schnusenberg, PhD, CFP®
(904) 982-6070
oschnuse@unf.edu


Diamond Level

Aptus Capital Advisors, LLC
Aptus is an innovative investment manager located in Fairhope, Alabama focused on behavioral finance. There is a gap between what the market gives and what the typical investor gets. Our aim is to minimize that gap. We deliver an investing experience that’s rules-based, risk-managed, and designed for long term success. In addition to its Model Portfolio Services, Aptus is an Index Provider and the Advisor to the Aptus Behavioral Momentum ETF as well as the Aptus Fortified Value ETF.

Beckham Wyrick
(251) 517-7198
beckhamwyrick@aptuscamptaladvisors.com



Finworx
Finworx is a digital marketing tool specifically designed for financial advisors. Our application addresses the challenges advisors face in prospecting for new business, growing revenue, and retaining clients.

Chris Hill
(877) 819-2188
chill@finworx.com

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