As a retirement services company, The Retirement Advantage specializes in helping businesses and financial professionals manage employer-sponsored retirement plans. The company provides third-party administration, customized retirement plan design, and fiduciary support services to financial advisors, wealth managers, and businesses, helping them navigate plan setup, compliance requirements, and ongoing administration.

Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Now serving more than 45,500 households, the company has over 75 offices nationwide and is expanding rapidly through organic growth and acquisition. Founded in 1997, Wealth Enhancement Group specializes in providing retail clients with the team-based knowledge and resources they need to simplify their financial life.

Stifel, Nicolaus & Company, Incorporated is a full-service brokerage and investment banking firm established in 1890 and the principal subsidiary of Stifel Financial Corp. The Company provides securities brokerage, investment banking, trading, and investment advisory.

Cindi Ritcey Fox as a financial adviser is providing financial wellness to individuals, families and corporations.