RIA Edge Day 2 - PT (Pacific Time, GMT-08:00)
- David Armstrong - Dir. of Editorial Strategy & Operations – Wealth Management Group, Wealthmanagement.com
- Alex Ortolani - Sr. Reporter, WealthManagement.com
- Scott Danner, AAMS - EVP & Head of Legacy, Steward Partners
- Joe McCuine, CFA® - President and CFO, Modera
- Mike Wunderli - Managing Director | Head of M&A, CAPTRUST
Behind every successful firm is a strong partnership between strategic vision and operational execution. In this fireside chat, Morgan and Brian will share insights from their ongoing collaboration and the impact of having a trusted strategic partner. They’ll explore how mentorship and candid dialogue can unlock growth, how firms can streamline operations to scale effectively, and what leadership teams should prioritize when building for long-term success. Attendees will walk away with practical takeaways on fostering trusted partnerships, building organizational capacity, and creating a culture that supports growth at scale.
- Morgan Bell - Managing Director, Advisory, Constellation Wealth Capital, LLC
- Brian Habas - Chief Operating Officer, Partner, AlphaCore Wealth Advisory
Estate planning goes far beyond wills and tax minimization; it is a cornerstone of protecting wealth, preserving family harmony, and ensuring that clients’ wishes are clearly carried out. This session will highlight practical strategies to uncover planning opportunities, address common pitfalls, and guide clients through complex decisions with confidence. Advisors will walk away with actionable tools to strengthen relationships, enhance their value proposition, and help clients achieve clarity, continuity, and peace of mind for generations to come.
- David Armstrong - Dir. of Editorial Strategy & Operations – Wealth Management Group, Wealthmanagement.com
- Jeremiah Barlow - EVP, Head of Wealth Solutions, Mercer Advisors
- Ken Lako, JD - President, Chief Executive Officer, Members Trust Company
- Patrick Schultz - Senior Wealth Planner, Clark Capital Management Group
Discover how strategic integration of private market investments can transform your RIA practice into a distinctive wealth management solution that attracts and retains high-net-worth clients. This session explores practical approaches for incorporating alternative investments into your offering, providing actionable insights on due diligence, portfolio construction, and client communication strategies that position your firm as a sophisticated advisor in an increasingly crowded marketplace.
- Joe Anthony - President & Co-Owner, Gregory
- Christine Sol - Investment Strategist, Signature Estate & Investment Advisors, LLC (SEIA)
- David Krakauer - Vice President, Portfolio Management, Mercer Advisors
- Kieran Osborne, MBus, CFA® - Partner and Chief Investment Officer, Mission Wealth
A discussion sharing insights and takeaways from the Female Advisor Breakfast (FAB) held at RIA Edge Los Angeles, highlighting strategies for women in leadership roles to foster more inclusive environments within their firms and guide the next generation of women in wealth management.
- Kate Healy - CEO and Co Founder, AdvoKate IQ, LLC
- Abby Salameh - Chief Growth Officer, RFG Advisory
- Letitia Berbaum - Founder | Wealth Advisor, Blue Sands Wealth
- Morgan Bell - Managing Director, Advisory, Constellation Wealth Capital, LLC
- Mark Bruno - Managing Director, Head of Strategic Advisory, Emigrant Partners
- Kelli Kiemle - Managing Director of Growth and Client Experience, Halbert Hargrove
- Alison Burkett - Senior Partner, Executive Vice President & Head of Enterprise Development, Snowden Lane Partners
Serving ultra-high-net-worth clients demands deliberate intention—a strategic framework built on sophisticated capabilities and unwavering commitment to personalized excellence. Success in this elite segment requires more than responsive service; it necessitates forward-thinking strategies that anticipate complex needs across generations and jurisdictions. True differentiation emerges not from what you offer, but from how thoughtfully you architect solutions that protect and amplify wealth with precision and purpose.
- Diana Britton - Managing Editor, WealthManagement.com
- Matt Parenti, CFP - Partner, Private Vista
- Jim Dickson - Founding Partner and CEO, Elevation Point
Explore proven methods to drive firm growth from within, beyond traditional M&A strategies. Uncover tactics for optimizing talent, enhancing client experience, and deepening service offerings. This session delivers a roadmap for building a scalable, competitive, and future-ready organization.
- Jennifer Hanau - President, RIA & Branches Channel, Cetera Financial Group
- Kevin Casey - Managing Director, Pathstone
- Jim Mocci - Managing Director, Head of Marketing, EP Wealth Advisors
- Jamie Goldfarb - Director of Business Development, Flourish
- Stephen Caruso - Associate Director of Wealth Management, Cerulli Associates
- Bill Schultheis - Director Financial Planning, Edelman Financial Engines
- Josh Gerry - CEO, VestGen Wealth Partners
- Bruce Mohr - Regional Director and Partner, EP Wealth Advisors