The Advyzon Conference 2024 | Advyzon | 20 February 2024 | Sheraton Phoenix Downtown, 340 N 3rd St, Phoenix, AZ 85004, USA

From day one, This event has been on a mission to redefine advisor technology. To do that, we had to push industry boundaries.

Before us, there was no true all-in-one provider. But we knew that to grow, advisors needed technology that fit their process, and not the other way around. Years later, this event is growing with the industry—building new features to support your evolving needs.
Join us for three days of creativity and technology… walk away with the tools to take your business to the next level.

Amplify your Business.
If you’re a financial advisor or Advyzon user looking for ways to save time, streamline your business and boost profitability… this is the conference for you.

Advisor Tech.
Get hands-on training from our service team, product team, and executive leadership. It’s unfiltered access to the people who built our product.

Industry Boundaries.
Network with the best. Join our favorite partners and leading industry experts to discuss out-of-the-box, forward-thinking solutions.

2024 Speakers

MODERATORS:

Ashleigh Boone
Vice President, Key Accounts, Advyzon

Shannon Rosic
Director of WealthStack Content & Solutions, Informa Connect

SPEAKERS:

Ryann Ramos
Product Owner, Advyzon

Kelly Fitzpatrick
Senior Product Owner, Advyzon

Bridget Niemeyer
Product Owner of CRM, Advyzon

Matthew Luhn
Director, Storytelling Consultant & Inspirational Speaker

Kelly Fitzpatrick
Senior Product Owner, Advyzon

Anthony Stich
CRO, Entrustody

Marc Hans
Sr. Professor, Hubspot Academy

Sean Brown
CEO & President - YCharts

Arlene Moss
Executive Business Coach, XY Planning Network

Brian Huckstep
CIO, Co-founder, Advyzon Investment Management

Jeremy Langlois
Chief Revenue Officer, Mirador, Inc.

Rick Jaster
President & Founder, Evestia Financial

Brian Jacobs
CFA & Head of Product, Aptus

Meghan Holmes
COO, Advyzon Investment Management

Stacie Craddock
Senior Compliance Consultant, Integrated Compliance Advisors

Scott Gill
Founder & CEO, Synergy RIA Compliance Solutions

Chuck Rowlan
Senior Vice President, Business Development, Advyzon

Courtney Ranstrom,
Co-founder, Trailhead Planners

Brian Deely
Principal, Clear Creek Financial Management

Alex Riedel
Managing Director & Head of Client Portfolio Management, Advyzon Investment Management

Alexander Pron
Founder & Wealth Strategist, Crossover Capital and Jason Snipe, CIO, Odyssey Capital Advisors

John O'Connell
CEO & Founder, The Oasis Group

Mark Netjes
SVP Business Development, Advyzon

Eve Hjort, CFP®, MFA
Education & Training Coordinator, Advyzon

Michael Howell
Co-Owner, Blom & Howell Financial Planning, Inc.

Jeff Kilburg
Founder & CEO, KKM Financial

Brian Huckstep
CIO, Co-founder, Advyzon Investment Management

Joe Ezernack
CEO & Chief Investment Officer, Trademark Capital

John McHugh
President & CIO, Wealthtrust Asset Management LLC

Lee Andreatta
Chief Executive Officer, Advyzon Investment Management

Hailin Li
Founder, Advyzon

John Mackowiak
Chief Revenue Officer, Advyzon

Dirk Pearson
Chief Operating Officer, Advyzon

Bob Veres
Publisher, Inside Information

Joel Bruckenstein
President, Technology Tools for Today

Nikolee Turner
Director, Field Consulting, Charles Schwab

Ryann Ramos
Product Owner, Advyzon

Brian Huckstep
CIO, Co-founder, Advyzon Investment Management

Lee Andreatta
Chief Executive Officer, Advyzon Investment Management

Jason Barber
Founder, Uptick Partners

Martin Tarlie
Product Lead, GMO

Cat Davies
Chief Executive Officer, Innovayte

Amit Dogra
President & COO, tru Independence

Dirk Pearson
Chief Operating Officer, Advyzon

Bridget Niemeyer
Product Owner of CRM - Advyzon and Dave Ott, Data & Product Operations, Advyzon

2024 Sponsors

• Allianz
• Altruist
• APEX Advisor Solutions
• APTUS Capital Advisors
• Axos Advisor Services
• Biz Equity
• Charles Schwab
• Envestment MoneyGuide
• Evestia
• Fidelity Investment
• Flyer
• Goldman Sachs
• Kwantx
• Mirador
• Nebo Wealth
• Raymond James
• SMEAD
• Trademark Capital
• Trade PMR
• Wealth Advisor
• Growth Network
• XYPN
• YCharts