Butterfield Partners

if !IE endif About LPL Financial LPL Financial was founded with a pioneering vision to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. Today, LPL Financial is the largest independent broker/dealer supporting more than 11, 000 financial advisors nationwide. Providing Americans with investment advise has never been more important than now. At LPL Financial, we help financial professionals manage the complexities of running successful organizations by providing our advisors with access to: Dedicated service and training Open product architecture offering investment and insurance solutions By tailoring our programs and services to the unique needs of our advisor partners, we help them stay focused on their core areas of expertise, while enabling them to provide outstanding service and strategies to their clients. Being 100% committed to the success of the financial professionals we serve is what has helped LPL Financial become one of the leading diversified financial services organizations in the country, with headquarters in Boston, San Diego, and Charlotte. OnPath Financial, LLC 100 Illinois Street Suite 201 St. Charles, Illinois 60174 630.584.8100

Family Office Exchange (FOX) is a renowned membership organization based in Chicago, IL, that has been serving multigenerational families of wealth, their offices, and advisors for over 30 years. The organization fosters a trusted community by providing unique insights, peer connections, and practical solutions tailored to the needs of family offices and their members. Founded in 1989, FOX connects approximately 350 families and 90 high-caliber advisors globally, aiming to enhance collective intelligence and support through various programs, workshops, and forums. With a commitment to family sustainability and impactful strategies, FOX offers resources and guidance that help families navigate complex challenges and ensure long-term success. Generated from the website