Wealth Management EDGE Day 3 - US Eastern
- Gabe Garcia - Managing Director, SEI
- Kay Lynn Mayhue, CFP®, AEP®, RFC® - President, Merit Financial Advisors
- Nate Lenz - CEO and Co Founder, Concurrent
- Mark Bruno - Managing Director – Head of Strategic Advisory, Emigrant Partners, Emigrant Partners
- David Nason - CEO, TIAA Wealth Management & Advice Solutions
- Niladri 'Neel' Mukherjee - CIO, TIAA Wealth Management
Join leading female leaders in the ETF market to discuss the evolving ETF landscape and the new investment trends shaping its future.
Get ready for the plays that wealth management should've lifted years ago.
Auxesys founder John Swystun shares fundamentals borrowed from semiconductor, SaaS, manufacturing, automotive, and direct-to-consumer models; industries that iterate faster, scale smarter, and don't accept organic growth excuses.
You’ll leave with:
A dead-simple framework for innovating your business model
A look at SaaS that makes what's missing painfully obvious
A punch-in-the-gut understanding of the Innovator’s Dilemma (and how to avoid it)
A few questions that might change the way you hire, market, package, or lead Industry cross-pollination so overdue it hurts.
You’ll walk out wondering why no one gave this talk 15 years ago.
- John Swystun - President & CEO, Auxesys Inc.
- Dr. Naomi Win - Behavioral Finance Analyst, Orion
- Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
- Brian Portnoy - Founder & CEO, Shaping Wealth
- John Wernz - Entrepreneur In Residence, Great Hill Partners
- Michelle Winkles, MBA - Partner and Chief Marketing Officer, Mission Wealth
- Kelly Waltrich - CEO and Co-Founder, Intention.ly
- Justin Barish - Head of Digital Marketing, Cerity Partners
- David Bodamer - Editorial Director, WealthManagement.com
- Theodore Koenig - Chairman & CEO, Monroe Capital LLC
- Matt Camuso - Exchange-Traded Fund (ETF) Strategist, BNY Mellon
Following the flows – what's behind the growth of active management strategies? The ROI on active ETFs vs indexes
Panel picks for the best asset classes for active management and why
Blending active and passive strategies for the optimal portfolio
- Darren Hinshaw - Director of Research, NBC Securities
- Jennifer Hutchins - Co-Chief Investment Officer, Avantax Wealth Management
- John Davi - CEO & Founder, Astoria Portfolio Advisors
- Tyler Rosenlicht - Senior Vice President, Cohen & Steers
- Michelle Winkles, MBA - Partner and Chief Marketing Officer, Mission Wealth
- Joe Greco - Founder/ President, PALIO, inc.
- Mike Wunderli - Managing Director, ECHELON Partners
- Jon Dauphiné, Esq. - CEO, Foundation for Financial Planning
- Pammi Bhullar - Head of Corporate Citizenship, Edelman Financial Engines
Reviewing the growth of buffered ETF products and their best usage
Covered calls and structured notes as risk management alternatives – comparing and contrasting the pros and cons
Can you get the upside while protecting the downside?
How to educate and discuss risk management products with clients
Tips for matching protective products to client risk tolerances
- David Bodamer - Editorial Director, WealthManagement.com
- Brent Coggins - Chief Investment Officer, Triad Wealth Partners
- Mark Spindel - Senior Advisor, F/m Investments
M&A landscape for RIA and what it means for integrating new acquisition portfolios into your own models
Approaching personalization in a disciplined manner – how to help a client approach, express and optimize and an opportunity
Unwinding concentrated positions into a diversified portfolio
Balancing personalization with scalability for all clients – optimal wrappers and products to achieve this, UMAs vs SMAs
- Matt Harris - Head of Wealth Management Consulting, North America, Alpha FMC
- Gary Quinzel - Vice President, Portfolio Consulting, Wealth Enhancement Advisory Services
- Rafia Hasan - Chief Investment Officer, Perigon Wealth Management
- Diana Britton - Managing Editor, WealthManagement.com
- JC Abusaid - CEO and President, Halbert Hargrove
- Neil Turner - CEO and Co-Founder, NewEdge Advisors
- Amy DeTolla - Founder and CEO, Aureus Advantage
- Jim Dickson - Founding Partner and CEO, Elevation Point
- Ed Friedman - Director of Business Development and Growth, Summit Financial LLC
At the Wealth Management EDGE conference, you’ll engage in a 45-minute, interactive session to help you integrate legacy, values, and estate planning into a truly human-centered wealth management process. Drawing on Wealth In The Key of Life (the Four Keys Framework: Identity, Values, Story, Well-Being), Lifestyle & Money Psychology Utility, and T. Rowe Price’s industry-leading intergenerational transfer research, you’ll leave equipped to deepen client bonds, secure next-gen assets, and accelerate practice growth.
Learning Objectives
By session’s end, you will be able to:
- Embed the Four Keys Framework into every legacy and estate-planning conversation.
- Leverage intergenerational transfer data (T. Rowe Price projects over $90 trillion will transfer in the next two decades) to position your practice for multi-generational relationships.
- Activate human-centered tactics—story prompts, values mapping, well-being metrics—to differentiate your advice and drive referrals.
Stop by the T. Rowe Price booth to:
- Claim bulk copies of Wealth In The Key of Life
- Activate a complimentary trial of T. Rowe Price’s digital legacy-planning toolkit
Let’s ensure your relationships—and your book of business—thrive for generations to come.
- Marie Swift - Founder & CEO, Impact Communications
- Michelle Odom - Founder & CEO, Ellevate
- John Connell - Co-Founder & CEO, Focal
- Ian McKenna - Founder & Director, Financial Technology Research Centre
- Kelly Waltrich - CEO and Co-Founder, Intention.ly
Join an exclusive, invitation-only roundtable where billion-dollar+ RIA marketing leaders will explore cutting-edge growth strategies beyond traditional tactics. Led by Intention.ly CEO Kelly Waltrich, this focused discussion will decode the essential elements of sustainable growth—from advisor support models to tech stack optimization—designed specifically for elite wealth management firms.
- Jessica Polito - Founder and Principal, Turkey Hill Management, LLC
- Bill Schultheis - Director, Financial Planning, Edelman Financial Engines
- Derrick Kinney - Founder, Success For Advisors
- Fred Barstein - Founder & CEO, TRAU, TPSU, & 401kTV
- Morgan Bell - Managing Director, Advisory, Constellation Wealth Capital, LLC
- Christian Haigh - CEO and Co-founder, Compound Planning
- David Ortiz - Founder & CEO, Advisor AI Partners
- John Mackowiak - CRO, Advyzon
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa Connect
- Verity Larsen - Founder & CEO, Versoft Consulting
- Stacy Orff - Vice President, Platform Marketing, Mercer Advisors
- Alison Dooher - Head of Digital Advisor Solutions, Charles Schwab
Get ready to rock out to the sounds of The Cougars. The NJ-based band has performed 100+ times all around the Jersey Shore for over 15 years. Dance and sing along to your favorites from the 80s, 90s and today…and if you're feeling particularly edgy, wear your favorite (leopard inspired) rock outfit!