Wealth Management EDGE Day 2 - US Eastern
- David Armstrong - Executive Director, Content and User Engagement, Wealthmanagement.com
- Michael Nathanson - Chair and Chief Executive Officer, Focus Financial
- Matt Ackerman - Chief Brand Officer, Integrated Partners
- Michael Kitces - Chief Financial Planning Nerd, Kitces.com
- Joe Duran - Executive Managing Partner, Rise Growth Partners
- Robb Baldwin - President & CEO, TradePMR
- Steve Quirk - Chief Brokerage Officer, Robinhood
The team will share how Manoj Bhargava founded numerous billion-dollar+ businesses, including 5-hour ENERGY®, and how he channels his success into charitable efforts aimed at solving some of the world's largest problems. They will also explore the creation of his family office and the development of a hedge fund born out of necessity.
- Danny Jisa - Managing Director of Business Development, MBX Hedge Funds
- Tyler Novak - Director of Business Development, MBX Hedge Funds
- Paul Cleary - Managing Director, MBX Group
An exclusive event dedicated to fostering professional development and community among successful women 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 in wealth management.
- Kate Healy - CEO and Founder, AdvoKate IQ, LLC
- Suzanne Siracuse - CEO, Suzanne Siracuse Consulting Services, LLC
- Michael Kitces - Chief Financial Planning Nerd, Kitces.com
Location: Meet Up Spot in the Expo Hall
Experience curated, AI-powered networking
Supercharge your connections with EDGE Allocate: quickfire 1:1 meetings that have been AI matched based on who you’re looking to meet, taking away the hassle of finding your latest partnership. An efficient, curated experience offering pre-arranged meetings in our Al Meet Up zone at dedicated times.
- Alex Ortolani - Sr. Reporter, WealthManagement.com
- Brent Brodeski - CEO, Savant Wealth
- David Armstrong - Executive Director, Content and User Engagement, Wealthmanagement.com
- Suzanne Siracuse - CEO, Suzanne Siracuse Consulting Services, LLC
- Rob Mooney - CEO & Managing Partner, Snowden Lane Partners
- Gerry Goldberg - Division President, Focus Partners Wealth
- Joe Anthony - Co Founder & President, Gregory FCA
- Shannon Spotswood - Chief Executive Officer, RFG Advisory
- James E. Bogart, CFP®, ChFC, - CEO & Founder, Bogart Wealth
- Nate Biddick - Head of Advisor Growth Solutions, Cetera Financial Group
- David Bodamer - Editorial Director, WealthManagement.com
- Jonathan Shelon - COO, KraneShares
- Jeff Saef - MD & Global Head of Model Portfolios, BlackRock
- Crypto as an emerging asset class (State of the State, Who's already in and how far?)
- Bitcoin ETF (largest ETF launch in the history of the product)
- Exposure to Alts: Do fundamentals matter? Is there diversification in crypto?
- Crypto Allocation as part of an RIA's portfolio
- Adam Mastrelli - Founder, 57 Maiden
- Kyle DaCruz - Director, Digital Assets Product, VanEck
- David LaValle - Senior Managing Director, Global Head of ETFs, Grayscale Investments
A review of ETF Flows with Bloomberg – what's been hot in H1 2025?
Top picks from investment leaders – what do you like right now and why?
What trends are worthy of including in model portfolios?
Diversification hot picks to differentiate your portfolio
- Andre Yapp - ETF Research, Bloomberg
- Cameron Dawson - Chief Investment Officer, NewEdge Wealth
- David Abner - Head of Global ETFs and Funds, Northern Trust Asset Management
- Molly Landes - Head of ETF Capital Markets, Allspring Global Investments
- Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
- Davis Janowski - Reporter, WealthManagement.com
- Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa Connect
- Ian McKenna - Founder & Director, Financial Technology Research Centre
- David Bodamer - Editorial Director, WealthManagement.com
Reviewing the ‘mass’ adoption of alternative investments by RIAs
The best asset types for HNW/UHNW clients
Can and should alternative investments have an ETF wrapper/daily liquidity?
Top tips on offering alternative products for clients
- Zach Ivey - Chief Investment Officer, Savant Wealth
- Fran Golden - Managing Director, Private Wealth Solutions, Head of the Product Specialist Group, Blackstone
- Kate Boucher - MD, US Head of Wealth Management Alternatives, Goldman Sachs Asset Management
What makes Trump’s 2nd term different from his 1st term and why this time around requires a new playbook
Behind the headlines – what do early policies and Executive Actions tell us about Trump’s priorities for his second administration
What sectors / asset classes are likely to benefit/suffer and smart investment plays to capture this
Seeing through the fog - How to take advantage of short term opportunities that tariff/trade negotiations might create
- Sam Huszczo, CFP®, CFA® - Founder/Investment Advisor, SGH Wealth Management
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa Connect
- Oleg Tishkevish - CEO, Invent
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 x1: GReminders
Demo x2: Fynancial
Demo x3: BILL
Demo x4: Addepar
Demo x5: Jim Hardeman,EVP of Product, Zocks
Demo x6: MileMarker
Demo x7: WealthFeed
Demo x8: Era Jain, CEO & Co-founder, Zeplyn
Demo x9: Encorestate Plans
Demo x10: Mili AI
Demo x11: Altrata
- Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
- Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
- Amy DeTolla - Founder and CEO, Aureus Advantage
- Jim Hardeman - EVP, Product, Zocks
- Era Jain - Co-founder & CEO, Zeplyn
- Jamie Hopkins - CEO, Bryn Mawr Trust
- Jooliana Krummel - Director of Strategic Partnerships, Merit Financial Advisors
- Joe Greco - Founder/ President, PALIO, inc.
- Kate Healy - CEO and Founder, AdvoKate IQ, LLC
- Marie Swift - Founder & CEO, Impact Communications
- Dr Tal Schwartz - Founder & CEO, Ai Funds
- JC Abusaid - CEO and President, Halbert Hargrove
- Jorge Pailla, CFP - CEO | Senior Client Advisor, Meira Wealth
Over the next decade, women will control an unprecedented $30 trillion in assets—an historic wealth transfer already underway. But the financial services industry isn’t ready.
In this dynamic keynote, Cary Carbonaro shines a light on the urgent need for change. Drawing from her 25+ years of experience and insights from her new book, she explores why women clients are too often underserved, misunderstood, and underestimated—and how that’s costing advisors real relationships and real revenue.
You’ll discover:
- Why traditional advisory models fail women and how to fix it
- What women really want from financial professionals (hint: it's not just performance)
- How to build trust, communicate with empathy, and create lasting client loyalty
- Practical strategies to serve women with intention, impact, and authenticity
Cary blends data, personal stories, and actionable takeaways to help you not only retain more female clients—but become a true champion of their financial success.
This is more than a business opportunity. It’s a movement. And the future belongs to those who show up for women.
- Cary Carbonaro - Managing Wealth Advisor, Woman and Wealth Ambassador, Ashton Thomas Private Wealth
- Stephanie Bogan - Founder, Chief Possibility Officer, Limitless Adviser Coaching
- Nate Geraci - President, The ETF Store, Inc.
- Michael Gayed - Founder, Lead-Lag Media
- Brett Orvieto - Managing Partner, Dakota Wealth Management, LLC
- Henry Hagenbuch - Senior Managing Director, Mergers and Acquisitions, Lido Advisors
- Scott Leak, CFP®, CEPA® - Director of Business Development & Senior Consultant, FP Transitions
- Kevin W. Corbett - Managing Director, Corporate Development & Strategy, Mariner Wealth Advisors
- Rob Madore - Vice President, Marsh Berry
- Jim Gold - Chief Executive Officer, Steward Partners
- Mike LaMena - Chief Executive Officer, Wealthspire
- Brian Hamburger - President & CEO, MarketCounsel | HamburgerLaw
- Brandon Kawal - Partner, Advisor Growth Strategies, LLC
- ETF Innovation Means Greater Need for Education - Nate Geraci, ETF Institute
- Digital Estate Planning and Asset Management - Jamie Hopkins, Bryn Mawr Trust
- Diversification brainstorm – new products/investments to put in your portfolio in 2025 - Michael Gayed, Lead-Lag Report
- Nate Geraci - President, The ETF Store, Inc.
- Jamie Hopkins - CEO, Bryn Mawr Trust
- Michael Gayed - Founder, Lead-Lag Media
Join a group of 10-15 fellow attendees and take a curated tour of exhibiting firms with the latest investment strategies and products leading the market. Think of it as speed-dating for investment ideas!
On June 11 from 5-5.45pm prior to Happy Hour, led by one of our expert industry guides, you'll visit various Issuers, asset managers and investment experts to gain insights into cutting-edge products that can enhance your clients’ portfolios. Let us take the stress of navigating the exhibit hall off of you, so that you can experience EDGE to the fullest – cocktail in hand!
- Andrew Stewart - Partner, Chief Investment Officer, Exchange Capital Management, Inc.
- Darren Hinshaw - Director of Research, NBC Securities
Explore how cutting-edge technology is reshaping retirement planning, offering smarter tools to keep clients on track through both accumulation and decumulation phases. This session will cover innovations in financial planning software, AI-driven forecasting, and personalized solutions that enhance strategy, manage risk, and optimize withdrawals. Attendees will learn how to leverage these technologies to ensure steady growth, efficient income distribution, and long-term retirement security. Walk away with actionable insights to future-proof your retirement planning approach in the digital age.
- Davis Janowski - Reporter, WealthManagement.com
- Lauren Clough - Co-Founder & CEO, bQuest
- Sheryl O'Connor - CEO & Co-Founder, IncomeConductor
- Christine Simone - Partner, Move Health
- Brodrick Lothringer - Founder & CEO, PodPony
- Joshua Wilson - PhD, CMT ®, Advisor
- Adam Dell - Founder & CEO, Domain Money