Advisors Excel Raises $1.7 Million for Four National Nonprofits at Annual Event

TOPEKA, Kan., Feb. 19, 2025 /PRNewswire/ -- Advisors Excel, a leading marketing organization supporting independent financial professionals, announced a remarkable fundraising achievement of $1.7 million in support of four impactful organizations—Folds of Honor, The V Foundation for Cancer Research, Camp Southern Ground, and The Jones Project. The funds were raised during Advisors Excel's annual World Series of Success event in partnership with more than 550 of the nation's top financial professionals.

The two-day event, held recently in Kansas City, combines professional development with philanthropic efforts. This year's fundraiser exemplifies Advisors Excel's ongoing commitment to corporate social responsibility and giving back to the community.

Cody Foster, Co-Founder of Advisors Excel, praised the event's dual purpose, "Our annual World Series of Success event is the perfect venue to celebrate not just our advisors' successes but also lift up nonprofits so they can continue their mission of helping people across the country. The dedication and generosity of our advisors are truly inspirational and show the profound impact we can have together."

Supporting Nonprofits that Make a Difference

Beneficiaries of the fundraiser include organizations renowned for their life-changing missions:

• Folds of Honor ensures the families of fallen and disabled servicemembers receive the educational support they deserve. With 45 percent of scholarships awarded to minorities, the program reflects the diversity of the nation it serves.
  
  
• The V Foundation for Cancer Research, established in 1993 by ESPN and legendary basketball coach Jim Valvano, has provided nearly $400 million in cutting-edge cancer research funding. Thanks to the organization's endowment, 100 percent of direct donations go toward research and programs.
  
  
• Camp Southern Ground, founded by GRAMMY-winning artist Zac Brown, extends life-changing experiences and support to youth and veterans through innovative programming and a world-class facility in Georgia.
  
  
• The Jones Project, led by Coach Damon Parker, focuses on mental health awareness through compelling presentations and action-oriented strategies for students and teachers in Kansas. The Jones Project was founded in June 2022 in memory of former Advisors Excel teammate Josh Jones.

"On behalf of Folds of Honor, we sincerely appreciate Advisors Excel's generous donation and continued support in helping us change the lives of military families and first responders," said Larry Robinson, Folds of Honor Chief Impact Officer. "Since our partnership with them began in 2021, our organization has been the beneficiary of $2.3 million from Advisors Excel and their affiliated advisors. Their commitment makes a lasting impact, and we are incredibly grateful for their partnership in our mission."

History of Giving

Since 2008, Advisors Excel and its network of financial professionals have raised approximately $9.4 million for charitable organizations. At last year's event, nearly $1.36 million was donated to St. Jude Children's Research Hospital^®.

About Advisors Excel

Advisors Excel, celebrating 20 years, has redefined a marketing organization's role in supporting independent financial advisors. Its growth has been unparalleled in the industry and is achieved by working with a smaller group of select advisors. With a focus on making good advisors great business owners, Advisors Excel has revolutionized how financial professionals build and operate their businesses. 

In 2024, approximately 590 advisors working with Advisors Excel did $22 billion in annuity, Medicare, and life insurance production. Its affiliated Registered Investment Advisory Firm, AE Wealth Management, currently manages more than $34 billion and has been named one of the fastest-growing RIAs in the country.

SOURCE Advisors Excel