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RIA Edge Orange County

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October 19-21, 2026
Waldorf Astoria Monarch Beach | Dana Point, CA

Tom Burmeister
VP, Strategic Product Solutions at Conquest
Speaker

Profile

Tom is VP, Strategic Product Solutions at Conquest, where he sits at the crossroads of both product and go-to-market functions. When he's not shaping what's next for the platform, he's out telling the industry why it matters. With over a decade in financial advice technology, Tom has a track record of translating complex planning capabilities into compelling stories for advisors, enterprises, and the industry at large. Underlying it all is a conviction that AI and empathy can (and should) coexist in advice tech.

Agenda Sessions

  • Be curious, not judgmental about MCP, API and AI.

    , 12:00pm