RIA Edge Austin Day 3 - US Central
- David Armstrong - Executive Director, Content and User Engagement, Wealth Management
Top RIAs are scaling smarter, not just faster. Industry leaders share the strategies, lessons, and adaptations fueling their success in today's market. Take home proven tactics to unlock sustainable growth for your firm.
Location: Four Seasons Ballroom B, C, D
- Alex Ortolani - Sr. Reporter, Wealth Management Group
- James Bogart - Founder and CEO, Bogart Wealth
- Leo Kelly - Founder & CEO, Verdence Capital Advisors
- James Spinelli - Co-Founder & CEO, Great Valley Advisor Group
M&A can be a powerful catalyst for growth—but only when the strategy, valuation, and fit are right. This conversation will cut through the noise to deliver the insights every RIA leader needs to navigate today’s M&A landscape, evaluate opportunities with confidence, and understand what it really takes to make a deal work.
Location: Four Seasons Ballroom B, C, D
- Adam Lewis - Shareholder, Vedder Price P.C.
- Jake Tomes - CEO, Level Four Group, LLC
- John Orsini - Director, Investment Banking and Consulting, MarshBerry
- Joe Anthony - President and Co-CEO, Gregory
- Deana Lewis - CMO, The Mather Group
- Kirsten Ly - Chief Marketing Officer, Modera Wealth Management, LLC
- Michelle Winkles, MBA - Chief Marketing Officer, Mission Wealth
As competition for ultra-high-net-worth clients intensifies, leading RIAs are expanding beyond traditional wealth management to deliver a family office experience. This session explores which services truly matter, how firms are building scalable models, and where CEOs should invest to create deeper client relationships, stronger organic growth, and lasting competitive differentiation.
Location: Four Seasons Ballroom B, C, D
- Chayce Horton - Associate Director, Wealth Mangement, Cerulli Associates
- Chad Tischer, CFP® - Head of Family Office, Wealthspire Family Office
- Mark D. DeLotto - Partner | Corporate Development Officer, Simon Quick Advisors
The next generation of investors is bringing different expectations, priorities, and perspectives to wealth management. This conversation will explore how firms can adapt—from the way they engage and communicate with clients to the evolving role of technology, financial planning, and investment solutions—to build deeper, more relevant relationships for the future.
Location: Four Seasons Ballroom B, C, D
- David Armstrong - Executive Director, Content and User Engagement, Wealth Management
- Joshua VanDervort - Regional Vice President - Advisory (Life), Nationwide Financial
- Nicholas Garcia - Principal Wealth Advisor, Compound Planning
- James Spinelli - Co-Founder & CEO, Great Valley Advisor Group