Since 1991, First Trust has been guided by a single mission to serve financial professionals and their clients. This legacy fuels our commitment to delivering trusted investment products, advisory services, and data-driven insights designed to produce meaningful results. We believe investment advice is only a small component of the service financial professionals provide. Whether it’s helping your clients realize their dreams or working to restore their confidence, your reach goes far beyond investment returns. At First Trust, we have an unwavering commitment to work alongside the financial professionals we serve and provide timely, in-depth resources to help define goals, solve problems and develop long-term strategies. This philosophy is carried through in our approach to investing.

Key takeaway for Dynamic advisors: First Trust is a privately held, fiercely independent, asset management firm with a focus on serving financial professionals. Your success is the fundamental measure of ours. 

When you visit us at the Sponsor Showcase, ask us about our commitment to serving financial professionals across the three pillars of First Trust:

1. Market and economic research
2. Investment solutions
3. Practice Management

Orion is a wealthtech company that provides integrated technology, investment solutions and business services to financial advisors, RIAs, broker-dealers and wealth management firms. Orion’s mission is to build a wealth-tech community where every advisor and investor thrives, delivering portfolio accounting, trading, CRM, financial planning, compliance, risk intelligence, investment management and AI-powered solutions through a flexible ecosystem designed to help advisors grow, scale and better serve clients.

Key takeaway for Dynamic advisors: Orion is the wealthtech partner built to help advisors grow — combining industry-leading technology, investment solutions and business services in a flexible ecosystem that meets firms where they are today and scales with them tomorrow.

When you visit us at the Sponsor Showcase, ask us about Denali AI what's coming next.

Pacific Investment Management Company LLC (“PIMCO”) [1] was founded in Newport Beach, Calif., in 1971, and is a global investment solutions provider with deep expertise across public and private markets. PIMCO started as a subsidiary of Pacific Life Insurance Company managing institutional separately managed fixed income accounts. In 2000, PIMCO was acquired by Allianz SE (“Allianz”), a large global financial services company based in Germany with the agreement that it would be able to operate as a separate and autonomous subsidiary.

As of March 31, 2026, PIMCO managed $2.27 trillion [2] in assets under management with more than 3,220 [3] dedicated professionals in 16 countries. PIMCO invests in its clients’ capital in income and credit opportunities that span the liquidity spectrum, leveraging decades of experience navigating complex debt markets. The company’s flexible capital base and deep relationships with issuers have helped PIMCO become one of the world’s largest providers of traditional and alternative investment solutions and a valued financing partner.

[1] Includes PIMCO’s global affiliates, as appropriate. PIMCO directly owns and controls PIMCO Investments LLC and may directly or indirectly own and control certain other global PIMCO entities. [2] Assets include those managed by PIMCO Prime Real Estate, an affiliate and wholly-owned subsidiary of PIMCO and PIMCO Europe GmbH that includes PIMCO Prime Real Estate GmbH, PIMCO Prime Real Estate LLC and their subsidiaries and affiliates. PIMCO Prime Real Estate LLC investment professionals provide investment management and other services as dual personnel through Pacific Investment Management Company LLC. PIMCO Prime Real Estate GmbH operates separately from PIMCO. [3] Employee data excludes PIMCO Prime Real Estate employees.

Key takeaway for Dynamic advisors: PIMCO stands to be a strategic partner to Dynamic advisors by providing the resources, expertise and investment solutions needed to help clients achieve their investment objectives. Our platform includes mutual funds, ETFs, SMAs and alternative strategies, supported by industry-leading research, global market insights and experienced portfolio management teams. Whether advisors are seeking portfolio solutions, fixed income expertise or guidance on evolving market conditions, PIMCO is committed to being a trusted and accessible partner.

When you visit us as the Oasis Sponsor Showcase, ask us about sourcing relative value across global markets.

Additional resources:

PIMCO Secular Outlook – Rupture and Resilience

PIMCO Cyclical Outlook - Layered Uncertainty: Conflict, Credit Stress, and AI

PIMCO Fund Explorer

PIMCO Model Portfolio Strategies

BlackRock is the world’s largest asset manager, helping advisors build better client outcomes through a comprehensive platform of ETFs, mutual funds, model portfolios, alternatives, SMAs and portfolio construction tools. Drawing on deep investment expertise and industry-leading risk analytics, BlackRock provides advisors with both investment solutions and the insights needed to navigate changing markets.

Key Takeaway for Dynamic Advisors: As a fiduciary focused on serving investors, BlackRock partners with advisors to help clients achieve their long-term financial goals with greater confidence and efficiency.

When you visit us at the Sponsor Showcase, ask us about how BlackRock is helping advisors scale personalized portfolios and deepen client relationships.

Key takeaway for Dynamic advisors: If there's one takeaway, it's that uncertainty isn't new, but the sources of uncertainty change. For more than 90 years, Capital Group has helped investors navigate wars, recessions, inflationary periods, technological disruption and market volatility. Our investment approach is designed to look through short-term noise, identify enduring opportunities, and help advisors build portfolios that can be resilient across a wide range of future outcomes.

When you visit us at the Sponsor Showcase, ask us about how American funds has evolved to bring the capital system to RIA's in ETF's, SMA's, Mutual Funds and Interval funds. 

solutions already available and approved on the Dynamic platform. This includes ETFs (80 in total, with $60 billion in AUM) like FLHY and FLSP. We also have Private Markets strategies available, including Clarion in Real Estate. Additional tools with Franklin include our direct indexing (Canvas) platform. Our investment management capabilities span every asset class with many accessible via our ETFs.

When you visit us at the Sponsor Showcase, ask us about FLHY (High Yield) and FLSP (our Liquid Alts style premia strategy) as well as CPREX (Clarion Partners Real Estate Income Fund).

indexing by size. The firm is a perennial player in the private alternatives space and has the No. 1 ranked outsourced chief investment officer (OCIO) globally.

When you visit us at the Sponsor Showcase, ask us about our solutions for high-net-worth clients.  

unaffiliated asset managers, backed by some of the most rigorous oversight in the industry. Our powerful combination of global expertise, strategic partnerships, and robust stewardship is designed to help investors pursue better portfolio outcomes.  Today, clients are coming to us to discuss active ETFs, private and alternative investments, and practice management resources. 

Management team has worked tirelessly with their clients — advisors and institutional investors of all types.

Key takeaway for Dynamic advisors: New York Life Investment Management has been dedicated solely to working with advisors like you for more than 30 years. The investment products and solutions we offer have been created for application in your client portfolios and cover dozens of different asset classes from municipals to private equity. From dozens of highly rated strategies to the award-winning Advisor Advancement Institute, we have something for everyone. 

When you visit us at the Oasis Sponsor Showcase, ask us about Bow River’s PE Evergreen Fund and the MMIT and HFXI ETFs.

• Is the third largest direct indexing provider with 30-plus years of experience.
• Has institutional investment experience with access to provide solutions in the advisor market.
• Has deep expertise across active, passive and factor strategies, but what makes us unique is our focus on understanding risk and building efficient solutions around portfolio problems.

When you visit us at the Oasis Sponsor Showcase, ask us about, Direct Indexing Capabilities.

efficiently structured access to global asset classes — from core ETFs to CIO-managed models, direct indexing and U.S. farmland.

Key takeaway for Dynamic advisors: WisdomTree is more than an ETF shop — we're a full advisor solutions partner, offering custom model portfolios, SMAs and direct indexing, and differentiated exposures like U.S. farmland through Ceres Partners. Our goal is simple: help you deliver better outcomes for clients while freeing up time to grow your practice.

When you visit us at the Sponsor Showcase, ask us about direct indexing, farmland and models — three ways we're helping RIAs differentiate.

Key takeaway for Dynamic advisors: As a financial firm, American Century helps the world by supporting life-changing medical research through directing 40% of our dividends to the Stower’s Institute for Medical Research. That funding helps find cures for devasting diseases that touch all of us, like cancer and Alzheimer’s.

When you visit us at the Sponsor Showcase, ask us about how American Century Investments/Avantis Investors is one of the fastest growing active ETF providers in the country.

At Amplify ETFs, the goal is to enhance the value of investors' portfolios through a diverse range of actively managed and index-based ETFs. The firm’s ETFs are designed to provide access to attractive income generation, bolster core allocations and capitalize on transformative growth trends. Amplify’s seasoned team utilizes a combination of technical analysis, fundamental research and quantitative modeling to offer distinctive exposure to various asset classes, sectors and themes.

Aligned with its client-centric approach, the firm offers educational materials and valuable resources to empower investors in making well-informed decisions. The Amplify team firmly believes in equipping investors with the knowledge and essential tools required to help navigate the ever-changing investment landscape and capitalize on emerging opportunities.

Key takeaways for Dynamic advisors: Amplify is an award-winning ETF sponsor with 44-plus ETFs and $20-plus billion in assets under management. Amplify is known for creating ETFs that go beyond traditional indexing, offering differentiated strategies designed to address real-world investment challenges. From income-focused solutions to thematic and alternative exposures, Amplify aims to provide tools that help investors build more resilient portfolios focused on total return.

When you visit us at the Oasis Sponsor Showcase, ask us about our award-winning, first to market ETF solutions.

Dimensional has been applying financial science to investing since 1981. The firm is driven by an evidence-based approach, Nobel Prize-winning insights, and decades of expertise to outperform benchmarks and peers while maintaining broad diversification and keeping costs low. Dimensional goes where the science leads, continually innovating to improve outcomes for investors. As of March 31, 2026, Dimensional and its affiliates managed $969 billion worldwide.

Key takeaway for Dynamic advisors: You don’t have to settle for tracking the market. And you don’t have to outguess the market to outperform it. Following the science of investing means we don’t have to guess about what company or sector might outperform — and look beyond the arbitrary restrictions imposed by funds that merely track an index.

Instead, Dimensional uses information in market prices to systematically target research-backed drivers of higher expected returns. Then we seek to add value through daily implementation, using a structured yet flexible approach. Our rigorous, data-driven process reflects years of innovation and refinement, and this has historically translated into better returns for investors.

When you visit us at the Oasis Sponsor Showcase, ask us about:

• How Dimensional is going beyond indexing, OR
• How 75% of Dimensional funds have outperformed their benchmarks over the last 20 years (as of Dec. 31, 2025), OR
• The benefits of Dimensional’s systematic active approach that we deploy daily, OR
• How we’re leading the charge with ETF share classes and what this means for investors. 

Fidelity Institutional delivers Fidelity’s investment products and solutions, capital markets capabilities, clearing and custody platforms, technology, and market insights to a broad range of institutional clients.”

years of experience, Nuveen is uniquely positioned to help advisors deliver income, long-term capital appreciation and real-world impact for their clients — spanning fixed income, equities, real assets, and alternatives

Key takeaway for Dynamic advisors: With broad expertise across income and alternatives, we invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our 125-plus year heritage.

When you visit us at the Oasis Sponsor Showcase, ask us about how Nuveen's full investment platform — from municipal bonds and private markets to tax optimization vehicles — can help you build more resilient, income-generating portfolios for your clients.

Templeton Financial Services, founded in 2003, is a fixed income money manager based in Chandler, Ariz. Combining deep expertise with institutional market access, TFS serves as a separate account manager building customized Tax-Free Municipal Bond portfolios — state-specific or national — around each client's unique income and tax objectives.

Key takeaways for Dynamic advisors: We provide high levels of customization. State-specific or national, built around each client's income needs, tax situation and duration preference. As the advisor, you get to speak your clients’ preferences and not have a model dropped on every account.

We act as a strategic parter for you and as an extension of your office. An advisor keeps the client relationship and offloads the piece of the portfolio that's hardest to do well alone to a specialist with institutional pricing power and 20-plus years of muni-only focus.

When you visit us at the Sponsor Showcase, ask us about what specific things we are doing this week in the current environment to add value to meet clients’ needs.

Through intelligently designed, competitively priced solutions, the firm empowers investors to gain exposure effectively.

Key takeaway for Dynamic advisors: VanEck is a macro thematic firm with a 70-year history and over $200 billion in AUM across ETFs, Mutual Funds, Model Portfolios, Digital Assets and Alternative Investments. VanEck is known for taking an innovative and forward-looking approach to product development and asset allocation guidance.

When you visit us at the Oasis Sponsor Showcase, ask us about real assets, thematic investing, specialty fixed income, digital assets and alternatives. 

Founded in 1975, Vanguard is one of the world's most respected investment management companies. The firm offers investments; advice and retirement services; and insights to individuals, institutions and financial professionals. Based in Malvern, Penn., Vanguard has offices worldwide and manages more than $10 trillion* on behalf of more than 50 million clients*. 

*Note: all figures as of March 31, 2025.

Key Takeaway for Dynamic advisors: Vanguard operates under an investor-owned** structure and adheres to a simple purpose: To take a stand for all investors, to treat them fairly and to give them the best chance for investment success. Vanguard puts an incredible amount of value in relationships with the financial advisors and firms who use Vanguard products and services in their clients’ portfolios and have vast resources dedicated to helping them succeed.

**Investor-owned means that Vanguard is owned by its funds, which are owned by Vanguard's fund shareholders.

When you visit us at the Oasis Sponsor Showcase, as ask about the financial planning and practice management resources we have for advisors, impressive fixed-income capabilities and Vanguard Personalized Indexing.

Wealth.com equips financial advisors with the technology to help families plan for every tomorrow. The platform combines estate planning, tax intelligence and AI-powered insights to deliver sophisticated planning at scale.

Key takeaway for Dynamic advisors: Wealth.com is the industry’s leading estate planning platform for financial advisors, helping firms deepen client relationships, uncover planning opportunities and drive growth through estate planning experiences at scale. 

When you visit us at the Oasis Sponsor Showcase, ask us about how top-performing advisory firms are turning estate planning into their most effective client acquisition, retention and referral strategy.

Calamos Investments is a diversified global investment firm offering innovative investment strategies, including alternatives, multi-asset, convertible, fixed income, private credit, equity and sustainable equity. With more than $52 billion in AUM, including more than $23 billion in liquid alternatives assets as of June 30, 2026, the firm offers strategies through ETFs, mutual funds, closed-end funds, interval funds, UCITS funds and separately managed portfolios. Clients include financial advisors, wealth management platforms, pension funds, foundations & endowments, and individuals, globally. Headquartered in the Chicago metropolitan area, the firm also has offices in New York, San Francisco, Milwaukee, Portland, Oregon, and the Miami area. For more information, visit Calamos on LinkedIn, X (@Calamos), Instagram (@calamos_investments) or www.calamos.com.

Key takeaway for Dynamic advisors: Calamos offers financial advisors a differentiated way to assist modern portfolio challenges by combining institutional-caliber investment expertise and risk management with practical, client-ready solutions across liquid alternatives, innovative structured ETFs and private markets access.

When you meet us at the conference, ask us about what comes after the 60/40 bond allocation.

DAFgiving360® is an independent 501(c)(3) public charity with a mission to increase charitable giving in the U.S. DAFgiving360 does this by providing a tax-smart and simple giving solution of a donor-advised fund (DAF) account to donors and financial advisors.

Key Takeaway for Dynamic advisors: We are not only a DAF provider – we also have a team of Charitable Consultants who are here to help advisors incorporate charitable planning discussions into the wealth management process.  

When you visit us at the Oasis Sponsor Showcase, ask us about how to deepen client relationships by aligning the client’s financial goals with philanthropic intent.

Eaton Vance is a major American investment management firm founded in Boston in 1924. It provides active management strategies, mutual funds, exchange-traded funds (ETFs), and wealth management solutions for individual and institutional investors. Today, it operates as a brand under Morgan Stanley Investment Management. 

When you meet us at Advisor Oasis, ask us about how we can help with lowering your client’s tax bill.

Harmont Fixed Income is an independent, fixed income asset manager specializing in the design, execution, and ongoing management of taxable and tax-free bond portfolios.

Invesco Ltd. is one of the world's leading asset management firms serving clients in more than 120 countries. With U.S. $2.5 trillion in assets under management as of June 30, 2026, we deliver a comprehensive range of investment capabilities across public, private, active and passive. Our collaborative mindset, breadth of solutions and global scale mean we're well positioned to help retail and institutional investors rethink challenges and find new possibilities for success.

Key takeaway for Dynamic advisors: If you've used Invesco ETFs, now is the time to see what we're doing beyond traditional investments. With INCREF now available on Dynamic's platform, advisors have access to a differentiated private real estate credit solution designed to complement public market allocations and help address income and diversification needs.

When you meet us at Advisor Oasis, ask us about how INCREF can help bridge the gap between traditional fixed income and private markets while generating income through commercial real estate credit.

Janus Henderson is a leading investment management firm with nearly $500 billion in AUM. The firm draws on more than 90 years’ experience of insight-led investing that seeks to uncover the unvarnished truth. This approach enables Janus Henderson’s teams of experts to form independent perspectives based on the real-world implications of investing.

Key takeaway for Dynamic advisors: An area of strength at Janus Henderson is actively managed fixed income ETFs as we are now the second largest provider in the world.

When you meet us at the conference, ask us about how we can help you use AI to find HNW and UHNW prospects, quickly research them, and create communications to increase response rates.

Key takeaway for Dynamic advisors: With a pioneering heritage rooted in indexing, and as the creator of many of the world’s first ETFs, we have a long track record of increasing access for investors through relentless innovation and cost-effectiveness.

When you meet us at the conference, ask us about our new partnerships and solutions.