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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL
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Wealth Management EDGE Day 2 - US Eastern

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Wealth Management EDGE Day 2 - US Eastern
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Showing 1 of 1 Streams
11:25am - 12:25pm
WealthStack Tech Tours

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.



  • Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
  • Davis Janowski - Senior Editor, Technology & Research Analyst, WealthManagement.com
  • Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
  • Shannon Rosic - Director of WealthStack Content & Solutions, Informa
  • Ian McKenna - Founder & Director, Financial Technology Research Centre
Wealth Management EDGE Day 1
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