RIA Edge Day 1 - PT (Pacific Time, GMT-08:00)
An exclusive event dedicated to fostering professional development and community among successful women in the industry.
FAB isn’t just a breakfast or networking event—it’s a movement. We invite senior leaders and allies, including supportive men from RIA firms, to contribute to meaningful conversations on creating a thriving environment for women in wealth management.
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa Connect
- Mark Gilbert - Co-Founder & CEO, Zocks Communications
- John O'Connell - Founder & CEO, The Oasis Group
- Vickie Lewin - Chief Growth Officer, Amplify Platform
- Channing Olson - Managing Director, Head of Advisory Technology and Integration, Wealthspire
- David Armstrong - Dir. of Editorial Strategy & Operations – Wealth Management Group, Wealthmanagement.com
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.
The NIL era has created new financial opportunities—and challenges—for athletes at all levels, from high school prospects to seasoned professionals. This session explores how RIA firms can effectively guide athletes through wealth management, contract evaluation, brand strategy, and long-term financial planning. Learn how to build trust, navigate compliance, and deliver holistic advice that supports both short-term gains and lifelong financial well-being. Gain strategic insights to better serve athlete-clients and expand your firm’s impact in this evolving space.
- Reza Zamani - Founding Partner and CEO, SteelPeak Wealth