RIA Edge Day 2 - PT (Pacific Time, GMT-08:00)
- Kate Healy - CEO and Co Founder, AdvoKate IQ, LLC
- Erin Tyra - Director, RIA Distribution, Nationwide
- Laura Combs - Executive Managing Partner, Head of Women and Wealth, Mercer Advisors
Location: Monarch Ballroom
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa
Location: Monarch Ballroom
AI pilots are easy to launch. Turning them into a scalable business advantage requires the right operating model, leadership and governance. This panel will explore how RIAs can move beyond disconnected experiments to embed AI across workflows, decision-making and the client experience while maintaining accountability, security and human oversight.
Location: Monarch Ballroom
- Tim Foley - Head of AI, AdvisorEngine
- Kimberley Raimondo - Co-Founder & CEO, Brookwood Investment Group
Growth can expose operational weaknesses just as quickly as it creates opportunity. From fragmented technology and inefficient workflows to inconsistent data and manual handoffs, hidden friction can quietly erode capacity, margins and the client experience. This session will examine how leading RIAs are identifying operational leakage, simplifying complexity and building a more scalable foundation for growth.
Location: Monarch Ballroom
- Matt Ackermann - Chief Brand Officer, Integrated Partners
- Jud Mackrill - CEO & Cofounder, Milemarker
- Jon Seif - Managing Director of Digital Strategy, Perigon Wealth
- Karl Simon - Co-Founder, CTO, Subatomic
Every client interaction contains signals about changing needs, untapped assets and emerging planning opportunities, but most firms struggle to capture and act on them. This panel will explore how RIAs can use AI to connect conversations, client behavior and firmwide data, helping advisors identify opportunities sooner, personalize outreach and turn everyday interactions into meaningful growth.
Location: Monarch Ballroom
- Diana Cabrices - Founder, Diana Cabrices Consulting
- Torie Happe - VP Business Development, Jump
Traditional integrations were built to move data between systems. The next generation must also allow AI tools and agents to understand context, access information and take action across the enterprise. This session will explore how technologies such as Model Context Protocol are reshaping wealthtech connectivity and what RIAs need to consider as they build a more intelligent, interoperable and AI-ready technology ecosystem.
Location: Monarch Ballroom
- Matt Halloran - Chief Evangelist, Financial Services, Zocks
Every firm runs on five layers: data, applications, workforce, outcomes, experience. Two get bought as software. Two are where a firm's own people work. The middle one, the workforce layer, has only ever been staffed, never bought, until now. Grad Conn, CMO of Humanity Labs, walks through what changed when Mariner Wealth Advisors hired an AI Workforce to fill that layer: a five-year deal to scale to 700 full-time equivalents, and what it means for the next $3B+ RIA deciding whether to do the same.
Location: Monarch Ballroom
- Grad Conn - CMO, Humanity Labs
Location: Monarch Ballroom
- David Armstrong - Executive Director, Content and User Engagement, Wealth Management
Location: Monarch Ballroom
Location: Monarch Ballroom
- Alex Ortolani - Sr. Reporter, Wealth Management
- Mike Wunderli - Managing Director | Head of M&A, CAPTRUST
- Vince Curtin - Head of Mergers and Acquisitions Strategy, Modera
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.
One Standard of Care: MNW Clients, UHNW Service
What would a firm look like if it served Median Net Worth (MNW) clients as fiercely as Ultra High Net Worth (UHNW) clients? A candid discussion on the economics and service model, from a founder currently working on the answer.
Facilitator: Jeff Richardson, Founder, CIO, Trovera Capital Management, LLC
Location: Monarch Terrace
- Jeff Richardson - Founder, CIO, Trovera Capital Management, LLC
Location: Monarch Ballroom
- Maria Daley - Managing Director, Head of Advisory Success and Integrations, Perigon Wealth Management
- JC Abusaid - CEO and President, Halbert Hargrove
- Summer Hammons - Chief People Officer, Aspiriant
As RIA firms grow, client experience is often the first casualty, and the hardest to rebuild. Firms aspire to offer differentiated, high-touch service but lack the architecture to sustain it across multiple offices and dispersed teams. This session draws on the model Savant Wealth Management has built as one of the fastest-growing RIAs in the country. Rob Morrison, who built a 1,000-family practice before becoming Savant's Chief Experience Officer, has not only lived the Savant model, he helped build it. He will explore Savant’s “Mayo Clinic” integrated specialist model that replaces the solo generalist with a deep bench of niche strategists (CPAs, attorneys, etc.), and how values-based goal setting builds loyalty beyond portfolio performance. The session also examines how AI expands advisor capacity for proactive, personalized service without sacrificing the human connection that drives retention. Attendees leave with practical frameworks and a sharper sense of where the client experience bar is heading.
Location: Monarch Ballroom
- Rob Morrison - Chief Experience Officer, Savant Wealth Management
Location: Avalon 2