Our amazing sponsors, supporting firms, and partners play a crucial role in each year's Masters Circle Program. They've gone above and beyond to help us make this event extraordinary, and we couldn't do it without their incredible support!
Platinum Sponsors:
BNY Mellon Investment Management
Attending: Fletcher Galloway
BNY Pershing
Attending: Marc D'Angelillio, Tony Robbins
First Trust Portfolios
Attending: JG Beckett, Joe Selvaggio, Noah Helm, Ronnie Muck
Gold Sponsors:
Athene
Attending: Ryan Edgington, Todd Dougherty, Tony Peckich
MassMutual Ascend
Attending: Brian Kampe
Midwood Financial Services, Inc.
Attending: Brian David, Kevin Marino
Silver Sponsors:
Allianz Life
Attending: Logan Lantz, Thomas Mapel
Corebridge Financial
Attending: Ryan Tapak, Sean Matthews
Eagle Life Insurance Company
Attending: Bobby Getty, Heather Ochoa
Equitable
Attending: Shawn Philpot
Global Atlantic Financial Group
Attending: Mitch Williams
Goldman Sachs
Attending: Adam Mildfelt
Halo Investing
Attending: Chris Virgilio, Colleen Stockenberg
Lincoln Financial Distributors, Inc.
Attending: Brian Banta, Lindsay Concannon
Pacific Life
Attending: Matt Connor, Will McDonald
Raymond James Investment Management
Attending: Jeff Snyder, R.J. Poole
Security Benefit
Attending: Jamal Ford, Steven Strobel
Symetra
Attending: Jami Farr, Steven-Anthony Clark
Transamerica
Attending: Jon Leffew
ADDITIONAL INFORMATION
SPONSOR BOOTHS
Setup and Schedule :
Sponsors should plan to check in and set up their booths in the Wanamaker West Foyer between 12:00 PM and 6:00 PM on Sunday, September 20. Each sponsor will be provided with a 6-foot by 30-inch table with navy linens.
Sponsors planning to provide swag or giveaway items are asked to bring approximately 75 items. While sponsors are welcome to provide items of their choosing, we encourage practical, travel- and leisure-friendly giveaways such as:
Sunscreen
Pool or beach towels
Drinkware
Umbrellas
Waterproof phone cases
Phone ring holders
Collapsible coolers
Golf towels
Rechargeable handheld or neck fans
Wine bottle openers
Hand sanitizer
4-in-1 charging cables
First-aid kits
Flashlights
Roll-up blankets
Attendees will visit sponsor booths on Monday, September 21, during the following times: 6:30AM–8:30AM, 10:00AM–10:30AM, and 12:00PM–2:00PM. Booth teardown and removal may begin immediately following the final attendee session and should be completed between 2:00PM and 5:00PM.
Shipping Materials:
All conference and booth materials should be shipped using the address format below. Materials shipped to the Omni PGA Frisco should arrive no earlier than September 15. Packages arriving earlier could be charged a storage fee (see additional details below).
Please ensure to also email the tracking number(s) for your shipment(s) to Betina Post:
Label & Address Details:
All packages should be labeled with the following specific contact and group details to ensure proper routing:
Property Address: 4341 PGA Parkway, Frisco, TX 75033
Attention: The UPS Store
Group Name: Arvest Wealth Management
Group Arrival Date: September 19, 2026
On-Site Contacts: Bethany Kennedy - (469) 305-4576 OR Betina Post - (479) 263-6060
Box Numbering: Standard labeling required (e.g., Box # 1 of 4)
Delivery Timing & Restrictions:
Packages are recommended to arrive at the resort within 48 hours of the event date. Any materials or packages with excessive weight or value require prior approval from the resort prior to shipping.
Handling & Storage Fees:
All deliveries are processed through the on-site UPS Store and are subject to the following weight-based inbound AND outbound handling fees:
Carrier Envelopes/Padded Paks: $5.00
1 to 10lbs: $7.00
10.1 to 21lbs: $15.00
21.1 to 41lbs: $25.00
41.1 to 60lbs: $50.00
60.1 to 100lbs: $75.00
100.1lbs (or greater): $120.00
Crates & Pallets: $250.00
Storage Fees (per package, per day):
1 to 4 days: $0.00
5 to 7 days: $15.00
8 days (or more): $25.00
Crates & Pallets: $200.00
UPS Business Center Contacts:
For specific pricing or further shipping inquiries, sponsors should reach out directly to the resort's UPS Store:
Phone: (469) 305-4162
Email: store7743@theupsstore.com