Chalice Network is a community of over 50,000 members comprised of independent Financial Advisors, CPAs, Insurance Agents and other financial professionals. Our members enjoy access to exceptional benefits and solutions via our digital marketplace—all designed to help them run, grow and protect their business. Members may also access the Chalice Community where they can network, connect and learn from like-minded entrepreneurs.

At Chalice Network, we are committed to bringing our members value every step of the way and reinventing independence for thousands of business owners nationwide.

Concorde Investment Services Concorde is an SEC-Registered Investment Advisor (RIA), full-service broker-dealer and insurance firm based in Michigan and licensed in all 50 states. We empower financial professionals, their clients and the community at large through a comprehensive, thoughtfully interconnected ecosystem of financial, insurance and investment solutions.

Founded by a progressive vanguard of industry entrepreneurs, Concorde takes an agnostic approach to our wide range of offerings—acting as a strategic partner for financial professionals seeking the technology infrastructure, resources and support to establish a thriving practice on their terms.

IPI Wealth Management, Inc. is an independent SEC Registered Investment Advisor based in Decatur, IL. The Firm partners with high-caliber financial advisors who are looking to expand their capabilities in meeting their client’s needs and operates on a highly defined set of values and philosophies.

IPI Wealth Management is one of the fastest growing wealth management firms in the United States having been ranked in the 50 Fastest-Growing RIA’s by Financial Advisor Magazine in 2021. For more information, visit IPI Wealth Management at www.investment-planners.com.

RWA is a nationally recognized full-service provider of wealth management, financial planning and business owner services.  RWA investment solutions include retirement, estate and insurance planning and wealth management for individuals as well as 401(k) plans, business continuity/succession plans and mergers and acquisition advice for small and medium sized businesses. 

The RWA team focuses on understanding each client and building a personal relationship to build a customized wealth strategy specific to your goals and needs.  RWA operates on a fee-only basis and is bound by a fiduciary standard that places your financial interests ahead of our own. Our Investment Management, Financial Planning, and Risk Management processes are the result of 125 years of combined experience serving entrepreneurs, executives and their families. RWA is committed to conservative principles in business, investing and life.