Winning Strategies for Accelerated Growth 2024 | Informa | 13 May 2024 | The Diplomat Beach Resort Hollywood, 3555 S Ocean Dr, Hollywood, FL 33019

In the rapidly growing RIA market, there's an incredible need to bring key players together, provide expert guidance on enabling their next wave of growth, and help advisors meet the demands of today's clients, who want more sophisticated wealth management and financial planning services, as well as a higher-touch, higher-quality experience overall.

Exclusive content, experiences and networking opportunities to help elite advisors and industry leaders build world-class wealth management firms.

It will provide advisors with efficient access to the most sought-after experts, thought leaders and researchers in investing, technology and practice management.

Over the course of a single week, our event will provide real-world solutions to improve advisors’ investment management, technology and practice management. Ultimately giving attendees the “EDGE” to power the future growth of their firms.

• Investment
Access new investment strategy, product and portfolio construction ideas and meet hundreds of ETF-centric advisors, issuers and influencers.
• Productivity
Meet a new generation of growth-oriented advisors embracing technology to grow their business and the wealthtech innovators paving the way.
• Growth
Join the fastest-growing RIAs and the most influential voices in the RIA ecosystem while fine-tuning or developing your M&A, succession planning, compensation, human capital and leadership strategies.

2024 Speakers

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

JC Abusaid
CEO, Halbert Hargrove

Alex Alba
Certified Financial Planner, Piedmont Group

Arthur Ambarik
Chief Executive Officer, Perigon Wealth Management

Joe Anthony
Co-Founder and President, Gregory FCA

David Armstrong
Executive Director, Content and User Engagement, Wealthmanagement.com

Diana Bacon
Senior Wealth Advisor and Partner, Apella Wealth

Toussaint Bailey
Founder & CEO, Uplifiting Capital

Fred Barstein
Founder & CEO, Trau, Tpsu, & 401k Tv

Shlomo Benartzi
Professor, UCLA Anderson School of Management

Molly Bennard
CEO, Connectus Wealth Advisers

David Blanchett
Head of Retirement Research, PGIM DC Solutions

Adam Blumberg
Co-Founder and Lead Curriculum Developer - Certified Digital Asset Advisor, Interaxis

David Bodamer
Executive Director, WealthManagement.com

Allan Boomer
Chief Executive Officer, Momentum Advisors

Megan Bowen
Executive Search Professional, Russell Reynolds Associates

Diana Britton
Director, Content, WealthManagement.com

Katherine Brown
Founder and Principal, Morton Brown Family Wealth

Joel Bruckenstein
Founder, T3

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

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

Maria Castillo Dominguez
Senior Financial Planner, Apella Wealth

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

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

John Davi
CEO & Founder, Astoria Portfolio Advisors

Jeff Dekko
CEO, Wealth Enhancement Advisory Services

Bob DePasquale
Founder, Initiate Impact

David DeVoe
CEO and Founder, DeVoe & Company

Carina Diamond
CEO, Stella Secunda

Devon Drew
CEO, Asset Link

Malcolm Ethridge
Executive Vice President, Financial Advisor, CIC Wealth

Tom Fields
Founder/CEO, Fynancial

Heather Fortner
CEO, SignatureFD

Don Friedman
President, Digital Assets Council of Financial Professionals

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

Brian Hamburger Hamburger Law Firm
Chief Counsel, Hamburger Law Firm

Brenton Harrison
Founder and Financial Advisor, New Money, New Problems

Philip Herzberg
Lead Financial Advisor, Team Hewins

Jamie Hopkins
SVP, Director of Private Wealth Management, Bryn Mawr Trust

Jim Horrocks
CEO, TimeScale Financial

Aisha Hunt
Principal, Kelley Hunt PLLC

Mark P Hurley
CEO, Digital Privacy & Protection, LLC

Mark Iwry
Visiting Scholar, The Wharton School

Davis Janowski
Reporter, WealthManagement.com

Brandon Kawal
Principal, Advisor Growth Strategies

Michael Kitces
Chief Financial Planning Nerd, Kitces.com

Susan Lipp
Editor-in-Chief, Trusts & Estates

Ashley Longbaugh
Principal Analyst, Celent

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

Rob Madore
Vice President, Marsh Berry

Ritik Malhotra
CEO and Co Founder, Savvy Wealth

Crystal Mathis
Chief Marketing Officer, SignatureFD

Kay Lynn Mayhue
President, Merit Financial Advisors

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

Rob Mooney
CEO, Snowden Lane Partners

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

John O'Connell
CEO & Founder, The Oasis Group

Brett Oriveto
Managing Director, Senior Wealth Advisor, Dakota Wealth

Jason Pereira
Senior Partner and Financial Planner, Woodgate Financial

Deshawn Perterson
Vice President, Advisor Relations, PPB Capital Partners

Jessica Polito
Founder and Principal, Turkey Hill Management, LLC

Craid Reid
President, MMA Securities LLC

Michelle Richter-Gordon
Co-Founder, Annuity Research & Consulting

Tyrone Ross Jr.
CEO & Cofounder of Turnqey Labs, Principal of 401 Financial

Pamela Sams
Financial Advisor, Jackson Sams Wealth Strategies

Wei Scaltrito
Events & Education Co-Head, WETFS

Jacqueline Schadeck
Author, Financial Advisor, Money Planning and Positivity

Cooper Sinclair
Vice President, Strategy, Midland Advisory

Shana Sissel
Chief Executive Officer, Banríon Capital Management

Sibyl Slade
Financial Advisor, IntegriVest Wealth Advisors

Reshell Smith
Certified Financial Planner, AMES Financial Solutions, LLC

Paul Stamoulis
President, Worth Media Group

Allan Starkie
Partner, Knightsbridge Advisors, Inc.

Ken Stern
President, Lido Advisors

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

Ashleigh Swayz
Managing Member, Swayze LLC

Mark Tibergien
Board Member, Business Advisor

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

Tim Welsh
President, CEO & Founder, Nexus Strategy LLC

Ian Wenik
Editor, Citywire RIA

Dana Wilson
CEO, Chip

Reza Zamani
Founding Partner and CEO, SteelPeak Wealth

2024 Sponsors

PLATINUM SPONSORS:
• KraneShares
• Rayliant Global Advisors

GOLD SPONSORS:
• Apex Fintech Solutions
• Goldman Sachs
• Northern Trust Asset Management
• Sammons Financial Group Companies
• SEI
• Sound Income Strategies
• VanEck

SILVER SPONSORS:
• Allianz Life Financial Services, LLC
• Franklin Templeton
• Keystone National Group

BRONZE SPONSORS:
• CAIS Group
• CBS Brokerage
• Jackson National Life Insurance
• Marsh McLennan Agency LLC
• Morgan Stanley Investment Management
• Nuveen
• Walter Haverfield

KIOSK SPONSORS:
• Advyzon
• Borealis Global Advisory
• Commonwealth Financial Network
• CRSP
• eMoney
• Regal Holdings
• Vigilant Compliance, LLC
• Wealth.com