Wealth Management EDGE - Day 3 (June 11) - US Eastern
This panel focuses on advisor-centric approaches to ETF trends, portfolio construction, and risk management. Experts will discuss the latest ETF themes and tactics, and how advisors can keep clients invested while navigating the current market landscape.
- Kristen Winther - Chief Operating Officer, Conquest Planning
- Marissa Ansell - Head of ETF Investment Strategy, Goldman Sachs Asset Management
- Rachel Aguirre - Head of Product and Portfolio Strategy, Vanguard
- Edward Lopez - Managing Director, Head of Product Management, VanEck
Location: Royal Palm Ballroom
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa
Location: Royal Palm Ballroom
- Alex Ortolani - Sr. Reporter, Wealth Management Group
- Peter Mallouk - President and CEO, Creative Planning
Location: Royal Palm Ballroom
- Diana Britton - Executive Editor, Wealth Management Group
- Stan Gregor - CEO and Chairman, Summit Financial
- Avy Stein - Co Founder and Chairman, Cresset
What happens when elite performers leave the biggest stage in sports and step into one of the most competitive industries in financial services? Former NFL players turned wealth management leaders join Shannon Rosic for a candid conversation about reinvention, leadership, and building a business when the playbook isn’t handed to you.
This is not a conversation about celebrity or sports nostalgia. It’s a deep dive into how elite performance habits translate into:
Driving growth inside advisory firms
Building trust with high-performing clients
Creating and scaling niche offerings
Leading teams under pressure
Navigating identity shifts, setbacks, and second acts
Whether you’re building a niche, scaling your firm, or redefining your own role as a leader, this session delivers real-world lessons from professionals who understand what it takes to perform when the stakes are high and excuses don’t exist.
Location: Royal Palm Ballroom
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa
- Shawn Wooden - Financial Advisor, Associated Investor Services, Inc.
- Winston Justice - Chief Executive Officer, SagePoint Capital Partners
Location: Royal Palm Ballroom
- David Armstrong - Executive Director, Content and User Engagement, Wealth Management
Location: Royal Palm Ballroom
- Larry Restieri - CEO, Hightower Advisors
- David Armstrong - Executive Director, Content and User Engagement, Wealth Management
In today’s competitive landscape, the ability to scale your firm and attract top-tier talent is more critical than ever. This session brings together industry leaders to share actionable strategies for driving growth while building a high-performing team. From creating a compelling workplace culture to aligning talent acquisition with business objectives, this discussion will provide senior executives with proven approaches to position their firms for sustained success. Gain insights into how to attract, retain, and develop the right people to fuel your firm’s growth and ensure long-term organizational excellence.
Location: Royal Palm Ballroom
- Megan Bowen - Executive Director, Russell Reynolds Associates
- JC Abusaid - CEO and President, Halbert Hargrove
- Craig Gould - CEO, Binah Capital Group
- Elizabeth Hioe - Chief People Officer, Mercer Advisors
- Diagnosing concentration risk and tax cost
- Utilizing direct indexing – key considerations
- Advanced techniques for high-net-worth situations
- Balancing tax efficiency with risk management
Location: Royal Palm Ballroom
- Bob Hostetter - Chief Investment Officer, VestGen Wealth Partners
- Rafia Hasan - Chief Investment Officer, Perigon Wealth Management
- Sirion Skulpone - Global Head of Quantitative Equity Solutions, Goldman Sachs Asset Management
- Johann Lee - Director of Research, AlphaCore Wealth Advisory
25% of the US is Childfree, meaning they don't have kids and don't plan on having kids ever. Childfree people do not have the same safety net as parents when it comes to long-term care and estate planning. The result is that there is a 'fiduciary void' for Childfree people - who is going to make decisions for them when they can't? This session will dive into ways advisors can help to fill the fiduciary void and work with professional fiduciaries, including Childfree Trust, to solve the Childfree Care Crisis.
Location: Grand Pre-Assembly
- Jay Zigmont - Founder & Chief Visionary, Childfree Trust
- The evolution of income portfolios beyond traditional fixed income (private cred, etc…)
- Balancing yield with rising credit risks (inflation, fed rates)
- Why Investors Can’t Quit Dividend Stocks
- Dollar De-Value + Weak Demand for Treasuries = Increase Intl Bond Exposure?
Location: Grand Pre-Assembly
- Sam Huszczo - Founder and Chief Investment Officer, SGH Wealth Management
- Erik Lehr - Chief Investment Officer, Empirical Wealth Management
- Alex Ortolani - Sr. Reporter, Wealth Management Group
- Michael Belluomini - Senior Vice President, M&A Strategy, Carson Group
In today’s M&A environment, more options don’t automatically lead to better outcomes, many firms find themselves defaulting into whatever path is most available rather than intentionally choosing the one that best aligns with their goals.
This session delivers a strategic view of the current exit landscape and the three primary paths available today - what each actually optimizes for, where they break down, and how to think about sequencing decisions over time. You’ll uncover the common (and costly) mistakes that quietly erode value - like capacity constraints, founder dependence, undercapitalized succession, and misaligned expectations - and walk away with a clear framework to align your strategy with your goals, maximize value, preserve optionality, and ensure your outcome holds up long after the deal is done.
Location: Grand Pre-Assembly
- Stephanie Bogan - CEO & Chief Possibility Officer, Limitless Adviser Coaching
The Deal Table: An M&A Experience is an engaging and dynamic roundtable event designed for RIAs eager to network and dive deeper into the world of mergers and acquisitions. Featuring multiple tables hosted by seasoned professionals with diverse M&A expertise and backgrounds, this event fosters meaningful conversations and connections. Whether you're exploring new strategies, sharing insights, or simply looking to expand your network, The Deal Table offers a unique opportunity to collaborate, learn, and exchange ideas in a lively yet professional setting.
Host: Capital, Control, and Optionality: Aligning Ownership, Growth, and Exit Pathways, Kim Kovalski, Director, MarshBerry
Host: How Can AI Affect My Business Valuations, Rush Benton, Managing Director, Gorman Jones
- Kim Kovalski - Managing Director, MarshBerry
- Rush Benton, CFA - Managing Partner, Gorman Jones
- JP Damron - Consultant, Advisor Growth Strategies
- David Armstrong - Executive Director, Content and User Engagement, Wealth Management
- Diana Britton - Executive Editor, Wealth Management Group
- Alex Ortolani - Sr. Reporter, Wealth Management Group
- David Bodamer - Editorial Director, Wealth Management Group
- Davis Janowski - Senior Editor, Technology & Research Analyst, Wealth Management Group
- Anna Stern - Legal Editor at Trust & Estates, Informa
- Patrick Donachie - Senior Reporter, Wealth Management
- Understanding the cost-return tradeoff of protection
- Risk management options in 2026
- Dynamic hedging and tactical approaches
- Portfolio construction for inherent resilience – sector rotation through active management
Location: Royal Palm Ballroom
- Darren Hinshaw - Director of Research, NBC Securities
- John Davi - CEO, CIO & Founder, Astoria Portfolio Advisors
- Victoria Greene, CFA - CIO and Co-founder, G Squared Private Wealth
- The "new normal" for bonds – higher yields and renewed relevance?
- Credit opportunities across the spectrum’
- Private credit redemptions and its implications
- Duration positioning and yield curve strategies: what does the future hold for interest rates and yield?
Location: Royal Palm Ballroom
- David Bodamer - Editorial Director, Wealth Management Group
- Stephen Tuckwood, CFA® - Director of Investments, Modern Wealth Management
- Matt Dmytryszyn - Chief Investment Officer, Composition Wealth
The debate over what a financial advisor is truly worth has gone on for decades. Now, for the first time, the data delivers a definitive answer.
Drawing on a nationally representative survey of nearly 2,000 people across all income levels and life stages, supplemented by rigorous economic modeling, this session presents findings that quantitatively and qualitatively the advisor advantage in concrete terms: behavioral, emotional, and financial. The most powerful findings aren't the numbers. They're the reasons people go without advice and what it costs them.
This session will challenge advisors to think differently about who they serve, how they communicate their value, and what it means to meet clients where they are across every stage of life
Location: Grand Pre-Assembly
- Chris O'Neill - Senior Managing Director, Interim Head of Wealth Distribution, TIAA Wealth Management
- Jamie Hopkins - CEO, Bryn Mawr Trust Advisors
- Kate Healy - CEO and Founder, AdvoKate IQ, LLC
- Suzanne Siracuse - CEO, Suzanne Siracuse Consulting Services, LLC
- Lawrence Weller - President, ECF Wealth
Explore the evolving landscape of mergers and acquisitions, covering the latest trends shaping the market, the drivers influencing deal activity, and the factors impacting valuations.
The session also provides forward-looking perspectives on the future of M&A, offering a comprehensive view of the opportunities and challenges that lie ahead. Attendees will gain valuable insights to better understand the complexities of the current environment and how to navigate them effectively.
Location: Royal Palm Ballroom
- Rush Benton, CFA - Managing Partner, Gorman Jones
- Scott Danner - Executive Vice President and Chief Growth Officer, Steward Partners
- Nicole Madosik - Partner & Chief Mergers and Integrations Officer, Mission Wealth Management
- Michael Molnar - Head of Corporate Development and M&A, Cetera Financial Group
- Kim Kovalski - Managing Director, MarshBerry
RIA firms that thrive over the long term do more than manage wealth—they establish lasting legacies that outlive their founders. As the industry matures and first-generation leaders near pivotal transition phases, succession planning has shifted from a distant goal to a critical, strategic priority. This session will explore how to build continuity and ensure your firm’s success for generations to come.
Location: Royal Palm Ballroom
- Stephen Caruso - Associate Director of Wealth Management, Cerulli Associates
- Tom Orecchio - CEO, Modera Wealth Management
- Andrew Rosen - Executive Chairman, Diversified, LLC
Location: Spanish Terrace