Chain-of-Secrets Advisor Conference

Dear Signature Series Partners,

On behalf of the team at USA Financial, we’d like to invite you to consider a sponsorship opportunity for our upcoming advisor event on September 30 - October 2, 2026.

This event, titled the Chain-of-Secrets Advisor Conference, is one that we hold annually here in Grand Rapids, Michigan. It is typically a day and a half session – but this year we are adding on a special one-day session specifically for our Signature partners. We anticipate over 100 participants in attendance, representing 50+ of our highest performing advisor offices from around the country.

The nature of the event is a mix of business-building ideas and updates on important initiatives being worked on by the team at USA Financial.

By limiting participation numbers, you can be assured that you won’t be lost in a sea of booths/speakers. You’ll have the opportunity to engage in meaningful conversations with our advisor offices that can bring new opportunities to your company/product/service while strengthening existing relationships you may already have.

On Wednesday, September 30^th, we plan to kick off the event with an AUM focus, highlighting you, our Signature Series partners. You are strategic collaborators – firms we work with closely and align with our investment growth model and support our advisors' long-term asset growth.

We look forward to the prospect of having you participate in our event. Should you have any questions regarding the sponsorship opportunity, please do not hesitate to contact me directly at mmersman@usafinancial.com.

Please note: there are two primary sponsorship opportunities for Signature partners – one of them includes an opportunity to be present throughout the entire event (Wednesday-Friday), while one is a single-day sponsorship opportunity (Wednesday only).

Reserve your sponsorship spot below. We anticipate that these spots will fill up fast, so please complete the sponsorship form as soon as possible. Signature partners are getting an early opportunity for sponsorship before we open it up to other partners. We will request formal registration and payment in the coming weeks.

Sincerely,

Mark R. Mersman
Chief Marketing Officer
USA Financial