RIA Edge Day 3 - PT (Pacific Time, GMT-08:00)
Registration Location: Monarch Ballroom Promenade
Breakfast Location: Monarch Terrace
Location: Monarch Ballroom
- David Armstrong - Executive Director, Content and User Engagement, Wealth Management
Location: Monarch Ballroom
Location: Monarch Ballroom
- Kim Kovalski - Managing Director, MarshBerry
The right partnership can unlock exponential growth and open doors you couldn't access alone. Learn the essential questions to ask, the green flags that signal a strong fit, and the due diligence framework that helps you identify partners who will accelerate your firm's success.
Location: Monarch Ballroom
- Stephen Caruso - Associate Director of Wealth Management, Cerulli Associates
- Rob Sandrew - National Managing Director, Head of Mariner Independent, Mariner
- Matt Regan - President, Wealthcare Capital Management
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.
Location: Monarch Ballroom
- Kate Healy - CEO and Co Founder, AdvoKate IQ, LLC
- Erin Tyra - Director, RIA Distribution, Nationwide
Hear from three marketing leaders on how they help their firms deliver winning brand visibility and how that impacts how their firms show up.
Location: Monarch Ballroom
- Haley Rosa - Senior Vice President, Gregory
- Melinda Brodbeck - Managing Director, Marketing and Communications, Elevation Point
Location: Monarch Ballroom
- Diana Britton - Executive Editor, Wealth Management
- Nate Angelo - CEO, Composition Wealth
- Scott Danner - Executive Vice President & Chief Growth Officer, Steward Partners
- Cameron Rosenow - Head of Growth and a Personal Office Advisor, NorthRock
- John Thiel - Founder, Executive Chairman, Indivisible Partners
Join us for an essential discussion on one of the most critical challenges facing RIA firms today: achieving consistent organic growth. While mergers and acquisitions have dominated industry headlines, leading RIAs are discovering that sustainable success requires a dual-track approach—balancing strategic acquisitions with robust organic growth capabilities.
This session will explore how forward-thinking RIA leaders are investing in dedicated client-prospecting channels to drive measurable asset growth. Attendees will gain actionable insights into building systematic approaches to client acquisition that complement M&A strategies and create long-term competitive advantages.
Location: Monarch Ballroom
- Jess Landy - Senior Strategic Lead, Ficomm Partners
- Bryce Black - Director of Corporate Development, Bogart Wealth