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Day 1
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Day 1
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2:30am - 2:40am10 mins
Grand Ballroom
Welcome Remarks
- John Swolfs - CEO, Inside ETFs
2:40am - 3:20am40 mins
Grand Ballroom
Mergers, Acquisitions and Succession Planning: What You Need to Know to Succeed
- Alex Chalekian - Founder and CEO, Lake Avenue Financial
- Ken Auspaker - Managing Director – M&A, Financial Technology and Asset Management, Evercore
- David Grau, Sr., JD - President and Founder, FP Transitions
- Kirsten Petras - Executive Director - Sales, Oak Street Funding
- Kristen Schmidt - Founder & President, RIA Oasis
3:20am - 4:00am40 mins
Grand Ballroom
The New Influencers: Building Your Advisor Brand on Social Media
- Douglas Boneparth - President, Bone Fide Wealth
- Justin Castelli - CEO & Financial Advisor, RLS Wealth Management
- Nina O'Neal - Partner & Investment Advisor, Archer Investment Management
- Tyrone Ross Jr. - Managing Partner, Noble Bridge Wealth Management
- Dasarte Yarnway - Founder & Financial Advisor, Berknell Financial Group
4:00am - 4:30am30 mins
Networking Break
4:30am - 5:00am30 mins
Grand Ballroom
An Economist Walks Into a Brothel ...
- Allison Schrager - Economist, Journalist at Quarz, & Co-Founder, LifeCycle Finance Partners
5:00am - 5:30am30 mins
Grand Ballroom
Wealth/Stack Opening Keynote: Technology as a Catalyst for Measurable Growth
- Eric Clarke - CEO, Orion Advisor Solutions
5:30am - 7:00am90 mins
Welcome Reception: Sunday Night Football!
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