RIA Edge Day 1 - PT (Pacific Time, GMT-08:00)
An exclusive event dedicated to fostering professional development and community among successful women in the industry, sponsored by Nationwide.
FAB isn’t just a breakfast or networking event—it’s a movement. We invite senior leaders and allies, including supportive men from RIA firms, to contribute to meaningful conversations on creating a thriving environment for women in wealth management.
- Erin Tyra - Director, RIA Distribution, Nationwide
- Rebecca Daves - Consultant, Advisor Growth Strategies LLC
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa Connect
- Jeffrey Coyle - Founder & CEO, Libretto
- Mark Gilbert - Co-Founder & CEO, Zocks Communications
- Ashley Longabaugh - Head of Wealth Management & Principal Analyst, Celent
- Andree Mohr - President, Integrated Partners
- Taylor Matthews - Co-Founder & CEO, Farther
For today’s technology leaders, AI is both a catalyst and a challenge. In this session, CTOs from top RIAs will share how they are future-proofing their firms by embracing digital transformation in an AI-first world. From infrastructure modernization and vendor selection to data governance and internal adoption strategies, this discussion offers a behind-the-scenes look at how firms are building scalable, secure, and intelligent tech stacks to drive long-term value.
- John O'Connell - Founder & CEO, The Oasis Group
- Channing Olson - Managing Director, Head of Advisory Technology and Integration, Wealthspire
- Vladimir Voyuts - Head of Engineering, Dynasty Financial Partners
- Vickie Lewin - Chief Growth Officer, Amplify Platform
- Era Jain - Co-founder & CEO, Zeplyn
AI is reshaping the investment process – from research and risk modeling to portfolio construction and personalization. CIOs from leading RIAs will take a deep dive into how they leverage AI to enhance decision-making, boost efficiency, and unlock new alpha-generating opportunities. Gain insights into the tools, strategies, and real-world applications that are redefining modern investment management.
- Dan Bjerke - President, Digital Wealth – Investcloud, Inc.
- Seth Merrill - CIO, Crewe Advisors
- Andy Stout - Chief Investment Officer, Allworth Financial
- Joe Anthony - President & Co-Owner, Gregory FCA
- Michelle Winkles, MBA - Partner and Chief Marketing Officer, Mission Wealth
- Michele Welsh - Chief Marketing Officer, Verdence Capital Advisors
- Justin Barish - Chief Marketing Officer, Lido Advisors
- Naaz Scheik - Chief Executive Officer, SoftPak Financial Systems
- David Armstrong - Dir. of Editorial Strategy & Operations – Wealth Management Group, Wealthmanagement.com
- David Armstrong - Dir. of Editorial Strategy & Operations – Wealth Management Group, Wealthmanagement.com
- Alex Ortolani - Sr. Reporter, WealthManagement.com
- Matt Regan - President and CEO, Wealthcare Capital Management
- John Orisini - Director, Marsh Berry
- James Fisher - VP Mergers and Acquisitions, Principal, FP Transitions
Roundtable discussions offer a unique forum for engaging conversations and collaborative problem-solving in small groups of your peers. Each roundtable discussion will be carefully curated to address a specific topic or challenge, ensuring that you can choose sessions aligned with your interests and professional goals.
Topic: Do Unto Others… Advice for Advisors from the Advised
Advisors are the sages of financial strategy—but who’s guiding them? In this candid roundtable, we flip the script and share insights advisors have received from their clients, revealing blind spots and power plays that separate good client experiences from legendary ones.
Mike Wunderli, Managing Director, Head of M&A, CAPTRUST
Topic: Talent & Recruitment Strategies: How to win the battle for top talent
Steven Clark, Senior Managing Director, President-Search, Gladstone Group Inc.
- Mike Wunderli - Managing Director | Head of M&A, CAPTRUST
- Steven Clark - Senior Managing Director, President-Search, Gladstone Group
The RIA world is changing fast, and the right partnerships can take your growth to the next level. In this session, we’ll explore how to spot, build, and nurture alliances that open new doors for your business and your clients. Hear real-world stories and practical tips from leaders who’ve made alignment their growth superpower.
- Diana Britton - Managing Editor, WealthManagement.com
- Eamon Verdone - M&A Director, Savant Wealth Management
- Derek Bruton - Senior Managing Director, Gladstone Group
- Brandon Kawal - Partner, Advisor Growth Strategies, LLC
The NIL era has created new financial opportunities—and challenges—for athletes at all levels, from high school prospects to seasoned professionals. This session explores how RIA firms can effectively guide athletes through wealth management, contract evaluation, brand strategy, and long-term financial planning. Learn how to build trust, navigate compliance, and deliver holistic advice that supports both short-term gains and lifelong financial well-being. Gain strategic insights to better serve athlete-clients and expand your firm’s impact in this evolving space.
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa Connect
- Reza Zamani - Founding Partner and CEO, SteelPeak Wealth
- Joe Lum - Regional President, MAI Capital Management