Wealth Management EDGE - Day 2 - US Eastern
8 - 10am
An exclusive event dedicated to fostering professional development and community among successful women and allies 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 and their allies in wealth management.
- Kate Healy - CEO and Founder, AdvoKate IQ, LLC
- Erin Tyra, CFP - Sales Director, RIA Annuity Distribution, Nationwide
Ready to trade conference chairs for kayaks? Join us for a refreshing escape on the water with none other than WM.com Editor Davis Janowski leading the way! Whether you're a seasoned paddler or just testing the waters, this kayaking adventure promises a perfect blend of sunshine, storytelling, and splashy fun. Expect lively conversation, scenic views, and maybe even a few editorial secrets shared mid-paddle.
- Michael Kitces - Chief Financial Planning Nerd, Kitces.com
- Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
- David McKnight - President, Power of Zero
- Joe Anthony - President, Gregory
- Tara Ryan - Chief Marketing Officer, Cerity
- Angela Giombetti - Chief Marketing Officer, Wealthspire Advisors
- Kate Ardini - Chief Marketing Officer, Mariner
- Kay Lynn Mayhue, CFP®, AEP®, RFC® - President, Merit Financial Advisors
- Gary Roth - Co-CEO, Modern Wealth Management
Join a group of 10-15 attendees and take a curated tour of exhibiting firms with the latest technology on the market. Think of it as speed-dating with vendors! During these daily 45-minutes tours, you'll visit various technology vendors to gain insights into cutting-edge tools and solutions that can enhance your practice. Let us take the stress of navigating the exhibit hall off of you so that you can experience EDGE to the fullest.
12.30-2.30pm
- Kate Healy - CEO and Founder, AdvoKate IQ, LLC
- Erin Tyra, CFP - Sales Director, RIA Annuity Distribution, Nationwide
- Alex Ortolani - Sr. Reporter, WealthManagement.com
- Eric Kittner - CEO and Chairman of the Board, Moneta
Created to encourage collaboration between next gen advisors and the more seasoned executive, Mentor-Mentee Speed Dating is meant to be a place where connections are forged at lightning speed and mentorship takes on a new dimension. Mentees have the opportunity to interact with multiple mentors in a single event, gaining insights, advice, and diverse perspectives within a short timeframe. Likewise, mentors can share their expertise with a broader audience, extending their influence and contributing to the growth of multiple professionals. And it’s fun!
- Jamie Hopkins - Chief Wealth Officer, Bryn Mawr Trust
- Sam Huszczo - Founder and Chief Investment Officer, SGH Wealth Management
- Cameron Dawson - Chief Investment Officer, NewEdge Wealth
- Don Calgani - Chief Investment Officer, Mercer Advisors
- Suzanne Siracuse - CEO, Suzanne Siracuse Consulting Services, LLC
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa
- David Armstrong - Executive Director, Content and User Engagement, Wealthmanagement.com
- Diana Britton - Executive Editor, WealthManagement.com
- Davis Janowski - Senior Editor, Technology & Research Analyst, WealthManagement.com
- David Bodamer - Editorial Director, WealthManagement.com
- Alex Ortolani - Sr. Reporter, WealthManagement.com
