8:00 AM WELCOME, REGISTRATION & NETWORKING BREAKFAST

8:55 AM OPENING REMARKS

9:00 AM Navigating Evolving Global Markets:

As the global economy adjusts to the first year under a new administration, RIAs face a landscape marked by shifting policies, emerging opportunities, and complex challenges. This panel will provide an in-depth analysis of key market trends, regulatory developments, and geopolitical factors shaping investment strategies in 2025 and beyond. Expert panelists will share actionable insights on navigating economic uncertainty, leveraging global diversification, and aligning client portfolios with evolving market conditions.

CFP®, CIMA®, CPWA®, CIMC®, and RMA®

Moderator:

John Hart, CAIA, Senior Consultant, Fiducient Advisors

Panelists:

Michael Bailey, CFA, Director of Research, Investment Committee Chair, FBB Capital Partners

Ricardo Ferreira, Partner, Wealth Manager, Paragon Wealth Management

Lauren Mance, CFA, Director, Market & Investment Strategy, RiversEdge Advisors

9:45 AM Retaining Top Talent: Building a High-Performance Team

As RIAs grow, retaining and attracting skilled professionals is critical. This panel will dive into effective hiring practices, creating a compelling company culture, and career development strategies to keep top talent engaged and loyal.

Moderator:

Steven Clark, Senior Managing Director, President- Search, Gladstone Group

Panelists:

Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Chief Wealth Officer, WSFS and Bryn Mawr Trust

Partheev Shah, Chief Operating Officer, Zenith Wealth Partners

James J. Spinelli, ChFC®, Founder & CEO, Great Valley Advisor Group

10:30 AM MORNING NETWORKING BREAK

11:00 AM Leveraging Alternative Investments in Client Portfolios:

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.

Moderator:

Mark Pasierb, President, Kingbird Investment Management

Panelists:

Michael Mele, CFA, Portfolio Manager, HB Wealth

Michael LoCasale, CFA, CAIA, Director, Investment Strategy, Mill Creek Capital

Nathan Clayberg, Senior Vice President, MLG Capital

Nelson P. Scott, Vice President and High Net Worth Specialist, PGIM

11:15 AM MORNING NETWORKING BREAK

1:45 AM 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.

Moderator:

Kimberly Crowley, CFP, Partner, Cerity Partners

Panelists:

Brittany Cook, J.D., LL.M.. Managing Director, AlTi Tiedemann Global

Jill Steinberg, MBA, CDFA®, Managing Director, Partner, Beacon Pointe Advisors

Mckenzie Frankel, CFP®, Principal, Entrust Financial

12:30 PM NETWORKING LUNCH

1:30 PM Roundtable Breakout Sessions:

Engage in three dynamic 20-minute breakout discussions designed to maximize idea-sharing and peer learning. Advisors will remain at their tables while discussion leaders rotate, bringing fresh perspectives to each session. This format ensures every participant gains exposure to diverse expertise, insights, and strategies throughout the series of conversations.

CFP®, CIMA®, CPWA®, CIMC®, and RMA® credits offered for this session.

— Table 1: RIA & M&A: Trends & Opportunities

• Hosted by: Michael Bilotta, President, Gladstone Group

— Table 2: Rethinking Crypto's Role in the Modern Portfolio

• Hosted by: Federico Brokate, Head of the US Business, 21shares

— Table 3: Private Credit Strategies for Client Portfolios

• Hosted by: Michael Pidhirskyj, President, CapRidge Advisors

2:30 PM Integration of Technology and Practice Management for Advisor Success:

In an increasingly competitive landscape, the integration of financial planning and practice management remains a key factor to driving advisor success. RIA’s continue to explore strategies to help advisors deliver exceptional value to clients while building thriving advisory practices in today's marketplace. Our panelists discuss innovative ways to differentiate their firms beyond traditional portfolio returns; from cultivating a cohesive company culture to leveraging technology for digital transformation, AI, and more.

Moderator:

Brian Carney, CFP®, AIF®, ChFC®, CDFA®, CEO, RiversEdge Advisors

Panelists:

Morgan Tesoriero, CFP®, Chief Compliance Officer, Manager of Investment Ops, Joel Isaacson & Co.

Robyn Jameson, CFP®, CLTC®, Managing Director, Partner, Wealth Manager, Merit Financial Advisors

Kathryn Brown, CFP®, ChFC®, Founder & Principal, Morton Brown Family Wealth

Angie Stephenson CFP, CPA-PFS, Managing Partner, Savant Wealth

3:15 PM AFTERNOON NETWORKING BREAK

3:45 PM Case Study: Using Planning, Technology, Process to Attract & Retain Clients

Presented by:

Mark Cecchini, CFP®, CCFC, Director, Wealth Solutions, Wealth Advisor, Quadrant Capital

4:15 PM 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, philanthropy, and wealth alignment.

CFP®, CIMA®, CPWA®, CIMC®, and RMA®

Moderator:

Rory O’Hara, CFP®, CRPC®, Founder & Senior Managing Partner, Ausperity Private Wealth

Panelists:

Jeff Gerold, CFP®, CEPC®, Senior Vice President, Strategic Partnerships, National Philanthropic Trust

Jacky L Petit-Homme, CFP®, CRPC®, Managing Director & Wealth Advisor, Liberty One Wealth Advisors

Brook Hart, CFP®, CEPA®, President & CCO, Presilium Private Wealth

5:00 PM NETWORKING HAPPY HOUR