Wealth Management Edge 2025 | Informa | 8 June 2025 | The Boca Raton, 501 E Camino Real, Boca Raton, FL 33432

This event brings together three industry-leading brands: Inside ETFs+, WealthStack and RIA Edge.

Real-world solutions to improve your investment strategies, technology and practice management to power your firm's growth. Get the EDGE on the competition.

Who attends?
• Join 1,500+ senior wealth management decision makers, including 150+ CEOs and managing partners. From RIAs, broker dealers, trust companies, institutional investors and family offices. Asset managers, investment banks, ETF issuers, asset servicers, tech vendors, index providers and more! 70% of the 1000+ advisors manage over $500 million in assets. A quality and quantity of advisors you won't find anywhere else.

ELEVATE your experience:
• Returning to EDGE in 2025! ELEVATE Meetings and ELEVATE Roundtables, ELEVATE 1:1 Meetings: Use our app to create your profile, search event attendees using advance filters, and schedule 1:1 meetings. ELEVATE Meetings will take place at a designated space during specific time slots to maximize your time at the event. ELEVATE Roundtables offer a unique forum for engaging conversations and collaborative problem-solving in small groups of your peers. Helping drive over 22,000 meetings.

The insights you need
Get the latest on investing, technology and advice. And best practice perspectives on the ‘day-in-the-life' activities of advisors.
• Current dynamics and trends
• Navigating the AI-driven future
• The millennial investor mindset
• NextGen advisor perspectives
• Engaging women investors
• And more!

2024 Past Speakers

Mike McDaniel
Head Coach, Miami Dolphins

Michael Kitces
Chief Financial Planning Nerd, Kitces.com

Molly Bennard
CEO, Connectus Wealth Advisers

Joanne Bradford
Senior Advisor for The Female Quotient & Wealth.com, and Chief Money Officer, Domain Money

Jeff Dekko
CEO, Wealth Enhancement Advisory Services

Mark Tibergien
Board Member, Business Advisor

Jeff Gonyo
Head of Recruiting, Divisional President, and Founding Partner, Steward Partners

Joe Duran
Managing Partner, Rise Growth Partners

Lisa Crafford
Managing Director, Head of Advisory, Constellation Wealth Capital

Natalie Wolfsen
CEO, Orion

Jay Williams
Co-Founder & Chairman, Improbable Media, ESPN Talent

Ryan McCormack
Sr. Factor & Core Equity Strategist, Invesco

Oleg Tishkevish
Founder and CEO, Invent

John Froese
Director, Head of Banking & Wealth Management, Google Cloud

D.A. Abrams
Chief Operating Officer, Groundswell, Inc.

JC Abusaid
CEO, Halbert Hargrove

Matt Ackermann
Chief Content Officer, Integrated Partners

Schyler Adams, CFP
Director, Advanced Strategies & Planning Platforms, Allianz

Brendan Ahern
Chief Investment Officer, KraneShares

Bill Ahmuty
Head of SPDR Fixed Income Group, Global SPDR Business, State Street Global Advisors SPDR

Arthur Ambarik
Chief Executive Officer, Perigon Wealth Management

Joe Anthony
Co-Founder and President, Gregory FCA

David Armstrong
Executive Director, Content and User Engagement, Informa Connect

Vib Arya
Chief Operating Officer, Shufro Rose

Linda Assante
CIO, Uplifting Capital

Dr. Renee Baker
Founder and CEO, The RBI Group

Sara Baker
President, Triad Wealth Partners

Denitsa Balunis
SVP, Corporate Strategy, Edelman Financial Engines

Chet Bennets CFP, CLU, ChFC
Assistant Professor, Financial Planning and CFP®/ChFC Program Director, The American College of Financial Services

Shaquille Bent
Sales Engineer, Addepar

Carol Benz
Partner, Chief People Officer, Cerity Partners

David Blanchett
Head of Retirement Research, PGIM DC Solutions

Myles Blechner
Managing Director, ACA Group

Neil Blundell
Head of Investments, CAIS

David Bodamer
Editor, WealthManagement.com, Informa Connect

Allan Boomer
Chief Executive Officer, Momentum Advisors

Beth Bosworth
Head of Financial Planning, Wealth Advisor, Perigon Wealth Management

Megan Bowen
Executive Search Professional, Russell Reynolds Associates

Diana Britton
Director, Content, WealthManagement.com

Aaron Brodt
Chief Executive Officer, Amplify Technology

Andy Broome
Vice President, CGC Cards

Kathryn Brown
Founder and Principal, Morton Brown Family Wealth

Joel Bruckenstein
Founder, T3

Mark Bruno
Managing Director, Head of Strategic Advisory, Emigrant Partners

Ron Bullis
CEO, LifeWorks Advisors

Ms. Laurie Burkhard
Director, Head of Business Consulting, Sanctuary

Tom Burmeister
VP, US Distribution, Conquest Planning

Diana Cabrices
Founder & Fractional Chief Evangelist, Diana Cabrices Consulting

Bradley Calleja
Senior Research Analyst, Altan Insights

Cary Carbonaro
Senior Vice President, Director of Women and Wealth, Advisor Capital Management

Thomas Carroll, CFP
Principal, President, and Chief Executive Officer, Homrich Berg

Jared Chase
Director of M&A and Financial Advisor, Signature Estate & Investment Advisors

Marguerita Cheng, CFP
Chief Executive Officer, Blue Ocean Global Wealth

Farayi Chimbangu
Director, Head of Business Development, BNY Mellon | Pershing X

Sandy Christopher
Partner and Regional Division Leader private client and tax team, Withers Bergman LLP

David Clark
President and Head of Business Development, Astoria Portfolio Advisors

Michael Cocanower
Founder & CEO, AdviserCyber

Mike Conover
Founder & CEO, Brightwave

Kevin Corbett
Managing Director, Corporate Development & Strategy, Mariner Wealth Advisors

Alec Crawford
Founder & CEO, Artificial Intelligence Risk, Inc.

Richard Creedon
Principal, Corsair Capital

Landon Creer
Account Executive - Firm Partnerships, Bill

Domenick D'Andrea, AIF, CRC, CPFA
Co-Founder/Financial Advisor, Dandarah Wealth Management

Kyle DaCruz
Director, Digital Assets Product, VanEck

John Davi
CEO & Founder, Astoria Portfolio Advisors

Leslie Dentinger
Deputy CTO, Dynasty Financial Partners

Bob DePasquale
Founder, Initiate Impact

Naomi Depina
ETF Sales, GTS Mischler

David DeVoe
CEO and Founder, DeVoe & Company

Carina Diamond
CEO, Stella Secunda

Louis Diamond
President, Diamond Consultants

Mark DiPippa
Managing Partner, COO, The RBI Group

Devon Drew
CEO, Asset Link

Len Durso, ChFC, AIF
RIA Territory Manager, Southeast, Midland Advisory

Jeremy Eisenstein
Managing Director - Head of RIA Custody Sales & Relationship Management, Goldman Sachs Advisor Solutions

Jack Elder
Estate Attorney, CBS Brokerage

Rachel Elson
Wealth Advisor, Perigon Wealth Management

Parker Ence
CEO & Cofounder, Jump

Erkko Etula
CEO and Chief Investment Officer, Brooklyn Investment Group

Jared Fingeret
SVP of Liquidity and Capital, LPL

Phil Fiore, Jr. CIMA, CRPC
Chief Executive Officer, Executive Managing Director. Founding Partner, Procyon Partners, LLC

Don Friedman
President, Digital Assets Council of Financial Professionals

Deborah Fuhr
Managing Partner, ETFGI

Michael Gayed
Portfolio Manager, Tidal Financial Group

Nate Geraci
President, The ETF Institute

Jamie Gershkow
Partner, Stradley Ronon Stevens & Young, LLP

Ms Angela Giombetti
Chief Marketing Officer, Wealthspire Advisors

Cesar Gonzales Jr.
Director, Manager Development and Client Portfolio Manager, Xponance

Mary Kate Gulick, MA
Chief Marketing Officer, Head of Marketing & PR Services, FiComm

Giselle Gutierrez-Buitrago
Manager, Corporate Sales, Smarsh

Jeff Haller
Senior Managing Director, Evercore

Matt Halloran
Co-Founder & Chief Relationship Manager, ProudMouth

Brian Hamburger
President and CEO, MarketCounsel | HamburgerLaw

Brenton Harrison, CFP, CLU, CSLP
Founder and Financial Advisor, New Money, New Problems

Kate Healy
CEO & Founder, AdvoKate IQ, LLC

Craig Hersch
Senior Partner, Sheppard Law Firm

Philip Herzberg, CFP, CDFA, CTFA, AEP, MSF
Lead Financial Advisor, Team Hewins

Darren Hinshaw
Director of Research, NBC Securities

Jamie Hopkins
Chief Executive Officer, Bryn Mawr Trust

Jim Horrocks, CFP
CEO, TimeScale Financial

Jason Hsu
Founder & CIO, Rayliant Global Advisors

Aisha Hunt
Principal, Kelley Hunt PLLC

Mark P Hurley
CEO, Digital Privacy & Protection, LLC

Sam Huszczo, CFP, CFA
Chartered Financial Analyst, SGH Wealth Management

Davis Janowski
Senior Technology Editor, WealthManagement.com

Julie Johnson
President & CEO, XY Communication

Ms Terri Kallsen
Senior Operating Partner, Rise Growth Partners

Brandon Kawal
Principal, Advisor Growth Strategies

Mike Kerins, CFA, FRM
Head of Advisory Product, Apex Fintech Solutions

Ali Khodadad, CFA®, CFP®, ChFC®, CLU®, RICP®, AIF®
Advanced Planning Director, Jackson

Elaine King
Founder & CEO, Family and Money Matters Institute

Brian Klimke
Chief Market Strategist, Cetera Financial Group

Kim Kovalski
Managing Director, MarshBerry

Daniel Kreuter
CEO, Gladstone Group

Martine Lellis
Chief Talent Officer, Mercer Advisors

Nate Lenz
CEO and Co-Founder, Concurrent

Susan Lipp
Editor-in-Chief, Trusts & Estates

Ashley Longbaugh
Principal Analyst, Celent

Eric Ludwig, PhD, CFP
Director, The American College of Retirement Income

John MacDonald
Partner, Constangy, Brooks, Smith & Prophete, LLP

Shauna Mace
Head of Practice Management for Independent Advisor Solutions, SEI

John Mackowiak
CRO, Advyzon

Rob Madore
Vice President, MarshBerry

Ritik Malhotra
CEO and Co-Founder, Savvy Wealth

Ms. Samantha Marinelli
President, Gregory FCA

Greg Mashinter, CFA
Partner, Peloton Capital Management

Jim Masturzo
Partner and Chief Investment Officer, Multi-Asset Strategies, Research Affiliates

Crystal Mathis
Chief Marketing Officer, SignatureFD

Kay Lynn Mayhue
President, Merit Financial Advisors

Andres Mazabel
Head of Advisor Sales, Trust & Will

Terra McBride
Chief Marketing Officer, Prime Capital Investment Advisors

Cory McCruden
Managing Director, Wealth and Asset Management, Ernst & Young

Patrick McHugh
Managing Director, Head of Investments, Constellation Wealth Capital

Michael Meehan, CFA
Managing Director, Portfolio Strategist, Nuveen

Emily Meyer
VP, Senior Relationship Manager, Strategic Partnerships, Northern Trust Asset Management

Jon Meyer
CTO, CapTrust

Chantal Michael
Director, Wealth Management Channel, S&P Dow Jones Indices

Andree Mohr
Chief Implementation Officer, Integrated Partners

Rob Mooney
CEO, Snowden Lane Partners

Dennis Morton, CFP, ChFC
Co-Founder and Principal, Morton Brown Family Wealth

Ted Motheral
Partner, Potomac Law Group, PLLC

Kristin Myers
Senior Vice President of Content and Editor-in-Chief, etf.com

Ryan Nauman
Market Strategist, Zephyr

Eric Negron
CEO, Forefront Advisor Network

Brandon Nielson
Managing Partner, Co-Founder, Keystone

Phil Nuttall
Chief Operating Officer, Stratos Wealth Holdings, LLC

John O'Connell
CEO & Founder, The Oasis Group

Luke Oliver
Head of Climate Investments and Strategy, KraneShares

Brett Orvieto
Managing Director, Senior Wealth Advisor, Dakota Wealth

Michelle Panzera
Director of Marketing, Evensky & Katz/Foldes

Patrick Parker
Chief of Product, Fynancial

Deepak Patel
Founder, Fintello

Jason Pereira, CFP
Senior Partner and Financial Planner, Woodgate Financial

Deshawn Peterson, CFP®, AIF
Director, Advisor Relations, PPB Capital Partners

Jessica Polito
Founder and Principal, Turkey Hill Management, LLC

Max Rakhlin
Managing Director, Lightyear Capital

Mike Reed
Senior Vice President/Head, Digital Asset Partnership Development, Franklin Templeton

Gabe Rissman
Co-Founder and President, YourStake

Anthony Rochte
Managing Director and Global Head of Exchange-Traded Funds, Morgan Stanley

Edward Rosenberg
MD, Head of ETF and Funds Management, Texas Capital

Seth Rosenthal
Chief Investment Officer, Academy Asset Management

Shannon Rosic
Director of WealthStack Content & Solutions, Informa Connect

Jennica Ross
Head of US ETF Sales and Portfolio Trading, Susquehanna International Group, LLP

Tyrone Ross Jr.
CEO & Co-Founder, Turnqey Labs; Principal of 401 Financial

Thomas Ruggie, ChFC®, CFP®
Founder, Destiny Family Office

Samantha Russell
Chief Evangelist, FMG

Haik Sahakyan
Founder and CEO, ARQA

Abby Salameh
Chief Growth Officer, RFG Advisory

Pamela Sams
Financial Advisor, Jackson Sams Wealth Strategies

Johnny Sandquist
Founder & CEO, Three Crowns Copywriting & Marketing

Stan Sattler
Director of Investment Solutions, Belle Haven Investments

David Savir
Co-Founder and Chief Executive Officer, Element Pointe Family Office

Mr. Scott Scherr
Managing Director, Head of Product Strategy, Flyer Financial Technologies

Laine Schoneberger
Chief Investment Officer & Managing Partner, Yrefy

David J. Scranton, CFA®, CFP®, ChFC, CLU
Founder, Sound Income Strategies

David J. Scranton, CLU, ChFC, CFP, CFA, MSFS
CEO, Sound Income Group

Jonathan Shelon
COO, Kraneshares

Caleb Silver
Editor-in-Chief & S.V.P. Content, Investopedia

Christine Simone
CEO & Founder, Caribou

Jim Sinai
CMO, Vanilla

Suzanne Siracuse
CEO and Founder, Suzanne Siracuse Consulting Services

Shana Sissel
Chief Executive Officer, Banríon Capital Management

Aravind Sithamparapillai
Associate, Ironwood Wealth Management

Colin Slabach, PhD, CFP, RICP
Professor, NYU

Sibyl Slade
President & Financial Advisor, IntegriVest Wealth Advisors

Homer Smith
Private Wealth Advisor, Konvergent Wealth Partners

Reshell Smith, MBA, CFP
Certified Financial Planner, AMES Financial Solutions, LLC

Gregg Sommer
Partner, US Financial Intermediaries Leader, Mercer Investments

Rusty Sommer
Managing Director - Strategic Partnerships, Flyer Financial Technologies

Mo Sparks
Director, Exchange Traded Funds, New York Stock Exchange

Lawrence D. Sprung, CFP
Founder, Wealth Advisor, Mitlin Financial, Inc.

Paul Stamoulis
President, Worth Media Group

Jaclyn Stanton
Managing Director, F2 Strategy

Allan Starkie, Ph.D.
Partner, Knightsbridge Advisors, Inc.

Andrew Stewart
Partner, Chief Investment Officer, Exchange Capital Management, Inc.

Anthony Stich
Advisor & Consultant, Seasoned Fintech Executive

Ms. Alex Stokes
Senior Account Executive, Gregory FCA

Ashleigh Swayze
Managing Member, Swayze LLC

Martin Tarlie
Product Lead, Nebo Wealth

Jacqueline Thacik
Vice President of Operations, Allegheny Financial Group

Bonnie Treichel JD
Chief Solutions Officer, Endeavor Retirement

Will Trout
Director, Securities & Investments, Datos Insights

Ana Trujillo Limon
Director, Coaching and Advisor Content, Carson Coaching

Tom Valverde
VP of Corporate Development, Bluespring Wealth Partners

R. Scott Victoria
Chief Operating Officer, TradePMR

Christopher Volpe
Managing Director, Zephyr Financial Solutions

Joe Walker
Chief Operations Officer, Bradley, Foster & Sargent

Travis Walker
Business Solutions and Diversity Consultant, Allianz Life

Ronit Walny, CFA
Head of Fixed Income Client Portfolio Management, Northern Trust Asset Management

Lieutenant General (Ret.) Robert S. Walsh
Academy Advisory Board Member, Academy Asset Management

Rachel Washburn
Head of Geopolitical Intelligence, Academy Asset Management

Dan Weiskopf
Portfolio Manager, Tidal Financial Group

Tim Welsh
President, CEO & Founder, Nexus Strategy LLC

Ian Wenik
Editor, Citywire RIA

Nick Williams
Product Manager, Zephyr

Walker Williams
Chief Market Strategist, Private Wealth, Lido Advisors

Dana Wilson
CEO, CHIP

Doug Yones, ChFC®, CETF®
Head of Exchange Traded Products, New York Stock Exchange

Reza Zamani
Founding Partner and CEO, SteelPeak Wealth

Liang Zhao
CEO, Vansary