8:00 AM WELCOME, REGISTRATION & NETWORKING BREAKFAST

8:50 AM HOST WELCOME

9:00AM Navigating Evolving Global Markets: Insights and Opportunities:

Join us for an insightful discussion as we explore global market outlooks and opportunities in today's dynamic environment. Our panelists offer valuable perspectives, practical strategies, and attractive investment opportunities to help advisors optimize client portfolios and navigate evolving market conditions with confidence.

*CFP®, CIMA®, CPWA®, CIMC®, and RMA®

Moderator:

Mark McEvily, Chief Investment Officer, Managing Partner, Jessup Wealth Management

Panelists:

R. Travis Upton, CEO, Partner, The Joseph Group Capital Management

Scott Martin, Chief Investment Officer, Kingsview Partners

9:45AM Coffee Break

10:00AM Gather More Assets — Solve for Systematic Risk

Join us for an in-depth exploration of investment strategies that will transform your approach to managing risks and maximizing returns. We’ll start by mastering systematic risk, uncovering effective ways to handle un-diversifiable market uncertainties. Next, we'll delve into the principles of asset allocation and modern portfolio theory, revealing why traditional methods may be incomplete and how to avoid common pitfalls. Finally, we'll unlock the secrets to gaining a competitive edge, offering advanced techniques to attract more assets and outperform your competition.

Presented by:

Dan Baccarini, CIMA®, Chief Distribution Officer, Beacon Capital

10:30AM MORNING NETWORKING BREAK

10:50AM MORNING ROUNDTABLE BREAKOUT SESSIONS:

Join us for our interactive roundtable breakout sessions where industry experts will lead discussions on the latest trends and strategies in the investment world. There will be four sessions of 20 minutes with a quick 5 minute coffee break in between.

— Investing in Talent, Tools, and Training

• Hosted by: Adria Rosebrock, Director of Wealth Management Operations & Training, Hamilton Capital
  

— Technology and AI for Advisor Success

• Hosted by: Joshua Pilson, Executive Director, Technology Platforms & Data, VestGen Wealth Partners

— Enhancing Client Relationships: Building Trust in a Competitive Landscape

• Hosted by: Jason Geisz, Chief Executive Officer, Founder, Famiglia Wealth
  
  
  

12:10PM Navigating the Next Chapter for RIAs:

As the RIA landscape continues to evolve, M&A remains a pivotal strategy for firms seeking scale, succession, and new growth opportunities. This panel brings together industry leaders to explore current market dynamics, valuation trends, buyer/seller expectations, and integration challenges. Hear firsthand insights on what makes a deal successful - and what to avoid - from those actively shaping the future of M&A.

Moderator: Todd Wickwire, Managing Director, Head of Strategic Initiatives, Homrich Berg

Panelists:

Timothy Rice, Principal, Financial Advisor, CAPTRUST

Jim Tennies, President, InCap Group

12:40PM NETWORKING LUNCH

1:40PM Leveraging Alternative Investments in Client Relationships: As advisors embrace three-dimensional portfolios combining stocks, bonds, and alternatives, access to strategies like hedge funds, private equity, private credit, and real estate is more critical than ever. This panel explores the role of alternatives in portfolios, steps for accessing these strategies, and how to enhance client conversations to drive better outcomes and win new assets.

Panelists:

Adam Eagleston, Chief Investment Officer, Formidable Asset Management

Edison Byzyka, Chief Investment Officer, Credent Wealth Management

2:10PM Women in the Wealth Management Industry: Women control a third of total U.S. household financial assets yet have often been overlooked by the financial industry. Panelists share how their firms attract, develop, and retain female advisors and how that can help effectively empower women investors and their assets.

Panelists:

Lisa Bush, VP, Wealth Advisor, Alluvial Private Wealth

Lexie Head, Founder & Managing Partner, Mercer Wealth Management

2:40PM AFTERNOON NETWORKING BREAK

3:10PM Increased Offerings in Holistic Financial Planning: Panelists explore ways in which market disruptions can present greater opportunity for Financial Planning and how to position clients for success outside of portfolios. Industry thought leaders discuss tax mitigation strategies, the generational wealth transfer, and wealth alignment.

*CFP®, CIMA®, CPWA®, CIMC®, and RMA®

Moderator: Jason Geisz, Chief Executive Officer, Founder, Famiglia Wealth

Panelists:

Andrea Costa, Vice President, Wealth Strategy & Financial Planning, Horan Wealth

Ranie Verby, Director of Wealth Management, Plancorp

Heather Welsh, CFP, AEP, SVP, Wealth Planning Department Leader, Sequoia Financial Group

3:50PM NETWORKING HAPPY HOUR