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.
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.
- 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
- Vickie Lewin - Chief Growth Officer, Amplify Platform
- Channing Olson - Managing Director, Head of Advisory Technology and Integration, Wealthspire
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.
- Joe Anthony - President & Co-Owner, Gregory FCA
- Michelle Winkles, MBA - Partner and Chief Marketing Officer, Mission Wealth
- David Armstrong - Dir. of Editorial Strategy & Operations – Wealth Management Group, Wealthmanagement.com
- David Armstrong - Dir. of Editorial Strategy & Operations – Wealth Management Group, Wealthmanagement.com
- Matt Regan - President and CEO, Wealthcare Capital Management
- John Orisini - Director, Marsh Berry
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.
- Eamon Verdone - M&A Director, Savant Wealth Management
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.
- Reza Zamani - Founding Partner and CEO, SteelPeak Wealth
- Joe Lum - Regional President, MAI Capital Management