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RIA Edge Orange County

Early bird prices expiring

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October 19-21, 2026
Waldorf Astoria Monarch Beach | Dana Point, CA
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RIA Edge Day 3 - PT (Pacific Time, GMT-08:00)

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RIA Edge Day 3 - PT (Pacific Time, GMT-08:00)
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Showing 1 of 1 Streams
8:00am - 9:00am
Registration Opens and Breakfast for all Participants
Showing 1 of 1 Streams
9:00am - 9:10am
Chairman’s Welcome
  • David Armstrong - Executive Director, Content and User Engagement, Wealth Management
9:10am - 9:30am
Keynote Address: An Economic Update
9:30am - 10:00am
The Deal Journey: Navigating M&A from Term Sheet to Integration – Perspectives from Both Sides of the Table
  • Kim Kovalski - Managing Director, MarshBerry
Showing 1 of 1 Streams
10:00am - 10:30am
Morning Networking and Refreshment Break
Showing 1 of 1 Streams
10:30am - 11:10am
How Do You Vet Potential Partners? Finding Your RIA Soulmate
  • Rob Sandrew - National Managing Director, Head of Mariner Independent, Mariner
11:10am - 11:40am
FAB-ulous Findings

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
  • Erin Tyra - Director, RIA Distribution, Nationwide
11:40am - 12:10pm
Media Relations Mastery: The Great Marketing Unlock in the Age of AI Search

Hear from three marketing leaders on how they help their firms deliver winning brand visibility and how that impacts how their firms show up.

  • Haley Rosa - Senior Vice President, Gregory
Showing 1 of 1 Streams
12:10pm - 12:45pm
Lunch for all Participants
12:45pm - 1:15pm
Dessert in Foyer
Showing 1 of 1 Streams
1:15pm - 1:50pm
Making the Deal Work: Post-Merger Integration That Delivers
  • Diana Britton - Executive Editor, Wealth Management
  • Nate Angelo - CEO, Composition Wealth
  • Scott Danner - Executive Vice President and Chief Growth Officer, Steward Partners
1:50pm - 2:30pm
The Art and Science of Growing from Within
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