Wealth Management EDGE - Day 2 (June 10) - US Eastern
8 - 10am
An exclusive event dedicated to fostering professional development and community among successful women and allies in the industry.
FAB isn’t just a breakfast or networking event—it’s a movement. We invite senior leaders and allies, including supportive men from RIA firms, to contribute to meaningful conversations on creating a thriving environment for women and their allies in wealth management.
Location: Estate Ballroom - Salon III
- Kate Healy - CEO and Founder, AdvoKate IQ, LLC
- Erin Tyra, CFP - Sales Director, RIA Annuity Distribution, Nationwide
- Leslie Tabor - Director, Schwab Advisor Services Business Consulting & Education
- Megan Bowen - Executive Director, Russell Reynolds Associates
- Kate Asack - Chief Growth Officer, Fynancial
Ready to trade conference chairs for kayaks? Join us for a refreshing escape on the water with none other than WM.com Editor Davis Janowski leading the way! Whether you're a seasoned paddler or just testing the waters, this kayaking adventure promises a perfect blend of sunshine, storytelling, and splashy fun. Expect lively conversation, scenic views, and maybe even a few editorial secrets shared mid-paddle.
Location: Royal Palm Ballroom
- David Armstrong - Executive Director, Content and User Engagement, Wealth Management
Key focus areas:
- Key macro trends we have seen in 2026
- A look at prevalent risks, extending beyond just concentration
- Cross-asset correlations and their portfolio implications
- Portfolio positioning considerations in light of our current views
Location: Royal Palm Ballroom
- Alexandra Wilson-Elizondo - Partner, Global Co-head and Co-chief Investment Officer, Multi Asset Solutions, Goldman Sachs Asset Management
- Peter Lazaroff - Chief Investment Officer, Plancorp
BROUGHT BACK BY POPULAR DEMAND! Can they take the heat? Join Michael Kitces and Jason Pereira as they discuss progressively hotter topics while eating progressively hotter wings. This session, modelled after the interview show "Hot Takes" will feature two industry experts throwing down their hot takes on the wealth management industry while throwing back hotter and hotter wings. Join them as they drop knowledge, laughter, and possibly tears in this cross-border clash of the Titans and discover who can take the heat.
Location: Royal Palm Ballroom
- Michael Kitces - Chief Financial Planning Nerd, Kitces.com
- Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
Discover why the “permanent” extension of the 2017 tax cuts under the One Big Beautiful Bill Act is almost certainly temporary, and why today’s historically low tax rates may represent the shortest, most valuable planning window in modern history. This presentation gives financial advisors a clear, actionable framework for helping clients shift assets from tax-deferred to tax-free before tax rates rise again. Learn how Roth conversions, Roth accounts, properly structured life insurance and annuities can create resilient, tax-free income streams and position clients in the zero percent tax bracket, where they’re effectively shielded from the impact of future higher taxes.
• Why the OBBBA’s “permanent” extension of the 2017 tax cuts is almost guaranteed to be short-lived
• How to help clients capitalize on today’s narrow window of historically low tax rates
• Why tax-deferred retirement accounts are more dangerous than ever
• How to build a tax-free retirement plan using Roth conversions, Roth accounts, life insurance, and guaranteed lifetime income
• How to guide clients to the zero percent tax bracket, where they’re shielded from future tax increases
Location: Royal Palm Ballroom
- David McKnight - President, Power of Zero
Location: Grand Pre-Assembly
- Michael Kitces - Chief Financial Planning Nerd, Kitces.com
Location: Royal Palm Ballroom
- David Armstrong - Executive Director, Content and User Engagement, Wealth Management
- Morgan Stanley projects the global humanoid robotics total addressable market could reach $5 trillion by 2050. The convergence of advanced AI (large language models), machine learning, improved sensors, and breakthrough materials is enabling human-like interactions and problem-solving capabilities previously impossible.
- Join us for an indepth discussion on the current robotics landscape between Brendan Ahern (CIO, Kraneshares) and Teddy Haggerty (CEO of Robostore ) to understand current market trends, adoption, and the future of robotics.
- Understand the investment options within robotics
- See a live demonstration of KOID to see the future of robotics in person!
Location: Royal Palm Ballroom
- Brendan Ahern - Chief Investment Officer, KraneShares
- KOID Humanoid Robot - Humanoid Robotics & AI, KraneShares
- Teddy Haggerty - Founder and CEO, Robostore
- Looking at some of the newest developments in the ETF landscape and their application to client portfolios
- Mutual fund share class conversions
- Section 351 tax-free conversions
- Private market ETFs
- Infrastructural changes that may change the landscape in 2026/2027
Location: Royal Palm Ballroom
- Sam Huszczo - Founder and Chief Investment Officer, SGH Wealth Management
- Rick Genoni - Global Head of Product Development and Innovation, Allspring Global Investments
- Robert Eckrote - Head of Product Specialists, SEI
- Peter Hill - Managing Director, Head RIA Channel, State Street Investment Management
This panel discussion brings together marketing leaders from some of the largest, most successful RIAs to share what they have learned in helping shape sustainable growth at all levels of the firm. Building a brand, incorporating the latest marketing tech tools and equipping advisors with strategies for sustainable growth are all topics this group will discuss
Location: Royal Palm Ballroom
- Joe Anthony - President, Gregory
- Tara Ryan - Chief Marketing Officer, Cerity Partners
- Angela Giombetti - Chief Marketing Officer, Wealthspire Advisors
- Kate Ardini - Chief Marketing Officer, Mariner
Organic growth has become one of the most important, yet most challenging, priorities for wealth management firms. In this panel discussion, advisors and firm leaders will share the real strategies they are using to consistently attract and retain clients in today’s fast paced world. From creative digital prospecting methods and niche positioning to strategic COI partnerships and technical specialties, panelists will break down what’s working, what they’ve tested, and how they are building repeatable growth engines inside their firms.
Location: Grand Pre-Assembly
- Brian Hamburger - CEO, MarketCounsel
- Kay Lynn Mayhue, CFP®, AEP®, RFC® - President, Merit Financial Advisors
- Gary Roth - Co-CEO, Modern Wealth Management
- James Bogart - Founder and CEO, Bogart Wealth
Right now, a prospect with $5 million in investable assets is asking AI to recommend a financial advisor. AI is answering with names — not a list of links, not an ad, not a referral. Just a few recommended firm names. Is your firm one of them?
High net worth prospects are already using ChatGPT, Claude, and Perplexity to shortlist advisors, evaluate websites, and compare firms side-by-side — all before they ever pick up the phone. The advisory firms showing up in these conversations aren’t necessarily the biggest or best-known. They’re the ones AI can actually find, understand, and trust enough to recommend.
The firms that aren’t showing up? Most don’t even know they’re invisible.
In this session, Samantha Russell will introduce the AEO Visibility Score — a 100-point framework that measures how likely AI is to recommend your firm across seven weighted categories. You’ll learn:
How prospects are using AI to research, evaluate, and choose advisors at every stageof the buying journey — with live demonstrations
The 7 factors that determine whether AI recommends your firm or your competitor’s — and how much each one actually matters (the answer will surprise you)
A step-by-step action plan to start getting recommended by AI and control how your firm is represented to prospects you’ve never met
Whether you’re at a wirehouse, an RIA, or a broker-dealer, you’ll leave with a clear score, a ranked list of what to fix first, and the confidence that your firm is showing up where your next best client is already looking.
Location: Grand Pre-Assembly
- Samantha Russell - Chief Evangelist, FMG Suite
- Where are we in the AI “hype cycle”?
- How to think about AI enablement vs AI adoption
- When should we expect to see measurable productivity gains…or will we?
- Where is most of the value creation happening?
- Which sectors are being most impacted by AI?
- How concerned should we be about the “circular AI economy”?
- How to think about durability and moats in the face of parabolic growth and disruption?
- In terms of portfolio construction, where are the most compelling opportunities in public and private markets alike?
- What are some challenges to investors resulting from the “staying private for longer” trend? Solutions?
Location: Grand Pre-Assembly
- Anshul Sharma - Chief Investment Officer, Savvy Wealth
- Christian Munafo - Portfolio Manager, Private Growth Strategies, VanEck
Join a group of 10-15 attendees and take a curated tour of exhibiting firms with the latest technology on the market. Think of it as speed-dating with vendors! During these daily 45-minutes tours, you'll visit various technology vendors to gain insights into cutting-edge tools and solutions that can enhance your practice. Let us take the stress of navigating the exhibit hall off of you so that you can experience EDGE to the fullest.
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa
- Davis Janowski - Senior Editor, Technology & Research Analyst, Wealth Management Group
- Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
- Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
- Verity Larsen - Founder & CEO, Versoft Consulting
12.30-2.30pm
Gregory, one of the leading PR and marketing agencies serving RIAs, wealthtech, ETF and investment management firms, is hosted a Marketing Matchup Meetup at EDGE. The event will be co-hosted by Joe Anthony, president and partner at Gregory, who is the host of the Marketing Matchup podcast. This event is for those who want to network with others in the marketing and growth roles at their firm, whether you are a CMO, chief growth officer or the advisor who handles your firm's marketing efforts. Attendees will have a chance to receive a copy of the soon-to-publish book The Accidental CMO and share ideas with their peers.
- Joe Anthony - President, Gregory
- Kerry Davis - Managing Director, Gregory
Leaders from INVENT and DPL Financial Partners will explore how AI-powered infrastructure, integrated planning workflows, and modern financial solutions are reshaping how advisors deliver comprehensive advice at scale.
Featuring DPL’s commission free, insurance marketplace inside the INVENT platform, this session will show how integrated technology can surface client opportunities, reduce manual work, and help advisors move from insight to action faster.
For firms evaluating their tech stack or looking to drive organic growth, this keynote offers a practical look at what modern advisory infrastructure makes possible.
Location: Royal Palm Ballroom
- Oleg Tishkevich - CEO, Invent
- Tom McCarthy - Chief Distribution Officer, DPL Financial Partners
Experience the latest in WealthTech live! Witness the power of innovation as participants demo their products and services in front of a live audience. An esteemed panel of judges, comprising industry leaders and tech experts, will evaluate each demo, provide insightful feedback, and select the most impactful technology for a prestigious "Best of Show" award. This session promises to be a highlight WealthStack, offering attendees an exclusive glimpse into the future of wealth management technology and celebrating the spirit of innovation in the fintech sector.
Demo Companies:
1. Subatomic (2:47-2:52)
2. Practifi (2:53-2:58)
3. bQuest (2:59-3:04)
4. Feathery (3:05-3:10)
5. AcquireUp (3:11-3:16)
6. Vestmark (3:17-3:21)
7. Marloo (3:23-3:28)
8. Deepvest (3:29-3:34)
9. Socialive(3:35-3:40)
10. Poseidon (3:41-3:46)
11. Agilno (3:47-3:52)
12. Ridgeline (3:53-3:58)
Judges:
Location: Royal Palm Ballroom
- Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
- Verity Larsen - Founder & CEO, Versoft Consulting
- Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
- Toby Wade - Co-Founder and CEO, Deepvest
- Ara Coutts - Advisor, Feathery
- Hardy Michel - Co-Founder, Marloo
- Lauren Clough - Co-Founder & CEO, bQuest
- Oscar Husselbee - Account Executive, Practifi
- David Moricca - Founder and CEO, Socialive
- Freedom Dumlao - Chief Technology Officer & Chief AI Officer, Vestmark
- Sterling Perkins - Director of Solutions Consulting, Ridgeline
- Karl Simon - Co-Founder, CTO, Subatomic
- Ash Bhoopathy - Founder, Poseidon
- Nick Schmidt - Marketing Consultant, AcquireUp
A discussion sharing insights and takeaways from the FAB Breakfast, highlighting strategies for women in leadership roles to foster more inclusive environments within their firms and guide the next generation of women advisors.
Location: Grand Pre-Assembly
- Kate Healy - CEO and Founder, AdvoKate IQ, LLC
- Erin Tyra, CFP - Sales Director, RIA Annuity Distribution, Nationwide
- Leslie Tabor - Director, Schwab Advisor Services Business Consulting & Education
- Megan Bowen - Executive Director, Russell Reynolds Associates
Explore how employee ownership models create powerful alignment between advisors and clients while solving critical succession planning challenges. This session examines the competitive advantages of shared ownership structures, including enhanced talent retention, seamless leadership transitions, and the cultivation of a collaborative culture that drives long-term firm value and client satisfaction.
Location: Grand Pre-Assembly
- Alex Ortolani - Sr. Reporter, Wealth Management Group
- Eric Kittner - CEO and Chairman of the Board, Moneta
- Rob Mooney - CEO, Snowden Lane Partners
- Kyle Glenn - Chief Operating Officer, HB Wealth
As RIAs continue to grow and scale, an increasing number of CEOs are asking a critical question: Who should “own” our firm’s growth? While strategy often sits with the CEOs and Presidents, execution on both M&A and organic growth can fall to many different individuals within an RIA. Having clear ownership and accountability increases the likelihood that a strategic growth plan will be successful – and this session will help you navigate the various options for aligning ownership and opportunity. This includes the hiring of Chief Growth Officers and Chief Marketing Officers, as well as the wide range of outsourcing options available to RIAs as they look for fractional support on marketing, business development and technology.
Location: Grand Pre-Assembly
- Mark Bruno - Managing Director, Head of Strategic Advisory, Emigrant Partners
- Anne McPhail - Managing Director, Novare Capital Management
- James Fisher - VP Mergers and Acquisitions, Principal, FP Transitions
Location: Royal Palm Ballroom
- Diana Britton - Executive Editor, Wealth Management Group
- Ralph Haberli - Chief Executive Officer & President, Edelman Financial Engines
Experience the latest in investment products live! Witness the power of innovation as participants demo their products and services in front of a live audience. This session aims to give the audience a quick fire view of some new innovative investment products to consider for their client's portfolios.
Location: Royal Palm Ballroom
- Darren Hinshaw - Director of Research, NBC Securities
- Jon Mendelsohn - CEO, Ashar Group
- Clay Coleman - Vice President, Marketing, Passco Capital
- Bringing together leaders in economic analysis and frequent media commentators, this session will look at the US economy at the midway point of 2026 and our expectations for H2.
- The concentration of AI in US portfolios and what this means for investing – are we 1996 (soft landing + extended expansion) or 1999 (bubble peak and imminent correction), or somewhere else entirely?
- Key tips for portfolio positioning in H2 2026
Location: Royal Palm Ballroom
- Eric Caisse - Partner and Chief Investment Officer, Csenge Advisory Group
- Cameron Dawson - Chief Investment Officer, NewEdge Wealth
- Don Calgani - Chief Investment Officer, Mercer Advisors
- Alex Morris - Co-Founder and Chief Executive Officer, F/m Investments
As the wealth management workforce continues to evolve, firms must rethink how they recruit, develop, and retain talent. In this forward-looking panel, leaders will share how they are adapting to generational shifts in expectations, work styles, and career goals. Discover how innovative firms are creating engaging environments, designing comp structures that incentivize not discourage and programs that accelerate advisor success, improve client outcomes, and support scalable growth.
Location: Grand Pre-Assembly
- Suzanne Siracuse - CEO, Suzanne Siracuse Consulting Services, LLC
- Nate Lenz - CEO and Co Founder, Concurrent
- Jim Dickson - Founding Partner and CEO, Elevation Point
- Scott Leak, CFP®, CEPA® - Director of Business Development & Senior Consultant, FP Transitions
- Brooke Levey - Vice President, Goldman Sachs Custody Solutions
Growth in wealth management has often been tied to one primary metric: the number of advisors a firm could recruit and retain. But that model is reaching its limits.
While demand for personalized financial advice continues to grow, the advisor population has remained nearly flat over the past decade, increasing only about 0.3% annually, and nearly 40% of advisors are expected to retire within the next 10 years. At the same time, firms face increasing pressure to serve more households, deepen relationships, and engage the next generation of investors in a digital-first world — without overwhelming advisors with administrative work.
This shift is redefining what scale and engagement means in wealth management.
In this fireside chat, Socialive CEO David Moricca and Mariner CMO Kate Ardini explore how leading firms are using Video, social and AI driven communication workflows to expand advisor capacity, strengthen relationships, and scale trust through more proactive, personalized engagement.
The conversation will unpack why the future is not about AI replacing advisors but empowering them — enabling each advisor to serve significantly more households through smarter systems, scalable communication, and stronger engagement.
Location: Grand Pre-Assembly
- David Moricca - Founder and CEO, Socialive
- Kate Ardini - Chief Marketing Officer, Mariner
Created to encourage collaboration between next gen advisors and the more seasoned executive, Mentor-Mentee Speed Dating is meant to be a place where connections are forged at lightning speed and mentorship takes on a new dimension. Mentees have the opportunity to interact with multiple mentors in a single event, gaining insights, advice, and diverse perspectives within a short timeframe. Likewise, mentors can share their expertise with a broader audience, extending their influence and contributing to the growth of multiple professionals. And it’s fun!
- Jamie Hopkins - CEO, Bryn Mawr Trust Advisors
- Sam Huszczo - Founder and Chief Investment Officer, SGH Wealth Management
- Mike Levine - Founder, BlueEye Consulting
- Dan McDonald - President, RIA Insurance Solutions, Fig Marketing
- Kate Healy - CEO and Founder, AdvoKate IQ, LLC
- Derrick Kinney - Advisor Growth Expert, Success For Advisors
- JC Abusaid - CEO and President, Halbert Hargrove
- Suzanne Siracuse - CEO, Suzanne Siracuse Consulting Services, LLC
- Lawrence Weller - President, ECF Wealth
- Megan Bowen - Executive Director, Russell Reynolds Associates
Venetian Room
- Jamie Hopkins - CEO, Bryn Mawr Trust Advisors