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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL
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David Ortiz
Founder & CEO at Advisor AI Partners
Speaker

Agenda Sessions

  • Beyond the Plan: Elevating Advisor Impact with Targeted Technology

    , 4:10pm
    View Session

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Brett Orvieto
Managing Partner
Dakota Wealth Management, LLC

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