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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Q3 Advisors, LLC

Profile

Q3 Advisors has spent over two decades helping financial professionals and their clients navigate complex retirement tax decisions. Through thousands of Roth conversion engagements, we've built Rothology® — a disciplined planning framework backed by real client outcomes, not theory. Our tools, processes, and case-tested strategies are now available to professionals & firms looking to add tax-intelligent Roth planning to their practice. Whether you're exploring conversions for the first time or looking to systematize what you already do, Q3 brings the depth, data, and deliverables to help you serve clients with confidence.