Bringing FreeWill's renowned estate planning software to financial advisors and their clients

Elements enables advisors to deliver an ongoing financial planning process to their clients, at scale. Learn more about we help advisors create a next generation client experience at www.getelements.com

Junto Wealth is an independent financial life planning firm. Our drive is to help you achieve the best possible life with the money you have, viewing money as a means to make a life, rather than using lives to make money.We work with successful individuals and their families who share the desire to build a healthy and collaborative relationship. As a financial friend, we engage our clients in Essential Services that are critical to success - Pro-Activity, Organization, Accountability, Education, and Friendship - and we operate across five Financial Pillars with technical expertise: Cash Flow, Tax & Debt, Risk Management, Portfolio Management, and Legacy Planning.Together, we help to achieve a rewarding life.Learn more at www.juntowealth.com

Responsible for product strategy and roadmap in delivering financial planning software solutions to 60,000+ financial professionals.

NavPort, winner of the 2016 PACT Enterprise Award for Technology Startup, is a leading oil and gas data analytics provider that empowers enterprises involved in the unconventional well life cycle with the most up-to-date permit, completion and production data. Through its deep industry experience, NavPort delivers downhole data insights and analytics with unprecedented detail and accuracy. NavPort was acquired by RS Energy 2016.

The Philadelphia Spinners™ was a professional Ultimate Frisbee team based in Philadelphia, Pennsylvania, as a member of the MLU (Major League Ultimate).

Preferred Sands, headquartered in Radnor, PA, is one of North America's largest manufacturers and providers of frac sand for oil and natural gas companies in the hydraulic fracturing industry. Launched in 2007, Preferred Sands is the market's only commercial manufacturer with an available green technology in resin-coated sand. With its innovative product development and reclamation projects, the company is not only committed to the protection of the environment but also the health and safety of the communities it serves. With strategic plant locations in Arizona, Minnesota, Nebraska, Wisconsin and Canada, the company has core competencies in logistic transportation. Preferred Sands has been named to Inc. 500's prestigious annual list of "Fastest Growing Private Companies in America" (2013) and Deloitte Technology Fast 500(TM) (2013), as well as one of Pennsylvania's "Best Places to Work." The company's innovative RCS product line has also been recognized by the Oil & Gas Awards as the "Environmental Initiative of the Year" for 2013. Additionally, CEO, Michael O'Neill, has been named Ernst & Young's Entrepreneur of the Year(R) in Energy, Cleantech and Natural Resources (2012) and SmartCEO Magazine's CEO of the Year (2012).

Fairmount Partners is Philadelphia's largest independent investment banking firm, primarily focused on serving the needs of middle market and emerging growth companies. Fairmount provides a complete range of investment banking and capital advisory services for its clients including merger and acquisition advisory, financing advisory, fairness opinions and valuations and strategic advisory.SpecialtiesFairmount focuses its investment banking activities on a set of targeted industries in which it feels it can provide exceptional service and expertise, including (i) healthcare services, (ii) business and information technology services, (iii) technology, (iv) communications and media services and (v) industrial and consumer products.