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Presentation and
Sponsorship Opportunities

Connect in a Whole New Way

Torrey Pines4.jpg

Why be a
Presenting Sponsor?

Innovative, Multi-Faceted, Dynamic Interactions

The Buttonwood Conference is specifically designed around interaction, education, and networking between the Sponsors and BD/RIAs.

We are incredibly excited to provide an innovative platform for Presenting Sponsors to engage with the attending BD/RIAs. Our multi-faceted, dynamic approach to education, networking, and collaboration will be a beneficial opportunity for your firm.

Present your products, engage in small group settings, and use the many opportunities available for networking and engagement.


 General Session Presentation

10 minute presentation to full group of attendees


Round Table Small Group Presentations

15 minute small group presentations (5 total) to all groups of attendees


Networking Opportunities

Lots of networking opportunities including reception, meals, breaks, and off-site activities


Exciting Off-Site Activities

Enjoy unique social events including a dinner cruise, whale watching, GoCar tour of San Diego, and golf at Torrey Pines (golf space is limited)

Attending BD/RIA Firms

Check Back Often for Updated List

Advisory Group Equity Services Ltd

Alliance Global Partners

Along Capital Inc.

American Portfolios Financial Services, Inc

American Trust Investment Services, Inc.

Arete Wealth Management

Arkadios Capital

Atomi Financial

Berthel Fisher & Company Financial Services Inc.

Cabin Securities, Inc

Calton & Associates, Inc.

Claraphi Advisory Network

Coastal Equities Inc.

Commerce Street Capital

Commerce Street Investments (RIA )

Crescent Securities Group Inc

Emerson Equity LLC

Equifinancial LLC

Feist Asset Management

Foresight Wealth Management

FourStar Wealth Advisors

GCB Private Wealth

Hartfield Financial & Insurance Services, Inc.

Kingswood Wealth Advisors

Legacy Wealth Management

Massey Financial Group

NI Advisors

Nobles & Richards

Ortiz World Wealth

Protected Investors of America

Provident Wealth Advisors LLC

Sequence Holdings

Silicon Valley Wealth Management Solutions

The Strategic Financial Alliance, Inc


Vestech Securities, Inc.


Whitehall-Parker Securities, Inc.

Your Sponsor Registration Includes:


to the full group
of attendees - 10 Minutes

Large group presentation to give the broad description of your company and/or product

Small Group
Round Table Sessions

Small group presentations
with each group of BDs and RIAs - 15 Minutes

15 minute round-table sessions with each small group of BDs and RIAs to answer questions and engage with the attendees on your product

Ad Space

1/4 page ad in the
Conference Booklet

Full color, 1/4 page ad space in the conference booklet to promote your company or product


Display and give away
branded materials and swag

Give away swag and materials at the provided tables

Additional Sponsorship

The opportunity to host/sponsor a
dinner, cocktail reception, or activity

Options for additional sponsorship opportunities given on a first-come, first-serve basis. Sign up early!

Choice of Presentation
Time Slot

First-come, first-serve choice
of presentation day and time slot

Choice of time slot given in order of registration. Don't delay!

Networking &

Ample time to network and
socialize with attendees at group activities, receptions and meals (including dine-arounds)

Group activities, meals, receptions, and lots of built in social times

Buttonwood Report Discount

Discounted Report Fees for any reports engaged for the conference

**Sponsors must have current Buttonwood Report, Summary Report or Update to present at Conference

Sponsor packet will be sent after registration with invoice and registration details

Sponsor Registration Fee

Presentation spots are filling up! Register today!



Registration includes 2 attendees 


Choice of presentation time slot (first-come, first-serve)

- Full Color Ad Space

- 10 min Large Group Presentation

- 15 min Round Table Presentation with EACH small group of attending BD/RIAs

(That's over an hour of presentation and discussion time!)

- Swag and Material Display Space

- Unbelievable Amounts of Networking Time

- Meals and Activities


Each Additional Attendee

Up to 2 additional attendees per Sponsor. Price is per attendee

We reserve the right to reduce the number of additional attendees based on availability and date of registration.


We will make every effort to accommodate all additional attendees, but due to hotel room limitations, early registration is highly recommended. 

Space is limited; don't delay!

Filling out this form is NOT your registration, but an interest to register. A complete Registration Packet will be sent for completion.

Sponsors: Event Details

Register Today!
Buttonwood 2022
Due Diligence Conference

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