Wealth Management EDGE Day 2 - US Eastern
- David Armstrong - Executive Director, Content and User Engagement, Wealthmanagement.com
- David Armstrong - Executive Director, Content and User Engagement, Wealthmanagement.com
- Michael Nathanson - CEO, Focus Financial Partners
“Financial Feud" is a high-energy, interactive debate show between Michael Kitces and Jor Duran squaring off on pressing issues in the wealth management industry. Hosted by a lively moderator, each round poses thought-provoking questions, allowing experts to present their views and counterarguments. The audience votes to determine the "winning" answer for each question, keeping the debate dynamic and engaging.
- Matt Ackerman - Chief Brand Officer, Integrated Partners
- Michael Kitces - Chief Financial Planning Nerd, Kitces.com
- Joe Duran - Executive Managing Partner, Rise Growth Partners
- Davis Janowski - Senior Editor, Technology & Research Analyst, WealthManagement.com
- Robb Baldwin - President & CEO, TradePMR
- Steve Quirk - Chief Brokerage Officer, Robinhood
The team will share how Manoj Bhargava founded numerous billion-dollar+ businesses, including 5-hour ENERGY®, and how he channels his success into charitable efforts aimed at solving some of the world's largest problems. They will also explore the creation of his family office and the development of a hedge fund born out of necessity.
- Jennifer Morrissey - Director, MBX Group
- Tyler Novak - Director of Business Development, MBX Hedge Funds
- Paul Cleary - Managing Director, MBX Group
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.
- Kate Healy - CEO and Founder, AdvoKate IQ, LLC
- Megan Bowen - Executive Director, Russell Reynolds Associates
- Erin Tyra - Sales Director, RIA Annuity Distribution, Nationwide
- Kate Asack - Chief Growth Officer, Fynancial
- Michael Kitces - Chief Financial Planning Nerd, Kitces.com
Location: Meet Up Spot in the Expo Hall
Experience curated, AI-powered networking
Supercharge your connections with EDGE Allocate: quickfire 1:1 meetings that have been AI matched based on who you’re looking to meet, taking away the hassle of finding your latest partnership. An efficient, curated experience offering pre-arranged meetings in our Al Meet Up zone at dedicated times.
To find out more, please contact: adam.baxter@informa.com
- Alex Ortolani - Sr. Reporter, WealthManagement.com
- Brent Brodeski - CEO, Savant Wealth
- David Armstrong - Executive Director, Content and User Engagement, Wealthmanagement.com
- Suzanne Siracuse - CEO, Suzanne Siracuse Consulting Services, LLC
- Rob Mooney - CEO & Managing Partner, Snowden Lane Partners
- Gerry Goldberg - Division President, Focus Partners Wealth
- Kate Healy - CEO and Founder, AdvoKate IQ, LLC
- Joe Anthony - Co Founder & President, Gregory FCA
- Shannon Spotswood - Chief Executive Officer, RFG Advisory
- James E. Bogart, CFP®, ChFC, - CEO & Founder, Bogart Wealth
- Nate Biddick - Head of Advisor Growth Solutions, Cetera Financial Group
- David Bodamer - Editorial Director, WealthManagement.com
- Jonathan Shelon, CFA - COO, KraneShares
- Jeffrey Saef, CFA - Managing Director, Global Head of Model Portfolios, BlackRock
- Crypto as an emerging asset class (State of the State, Who's already in and how far?)
- Bitcoin ETF (largest ETF launch in the history of the product)
- Exposure to Alts: Do fundamentals matter? Is there diversification in crypto?
- Crypto Allocation as part of an RIA's portfolio
- Adam Mastrelli - Founder, 57 Maiden
- Kyle DaCruz - Director, Digital Assets Product, VanEck
- David LaValle - Senior Managing Director, Global Head of ETFs, Grayscale Investments
A review of ETF Flows with Bloomberg – what's been hot in H1 2025?
Top picks from investment leaders – what do you like right now and why?
What trends are worthy of including in model portfolios?
Diversification hot picks to differentiate your portfolio
- Andre Yapp - ETF Research, Bloomberg
- Cameron Dawson - Chief Investment Officer, NewEdge Wealth
- David Abner - Head of Global ETFs and Funds, Northern Trust Asset Management
- Molly Landes - Head of ETF Capital Markets, Allspring Global Investments
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.
- Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
- Davis Janowski - Senior Editor, Technology & Research Analyst, WealthManagement.com
- Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa
- Ian McKenna - Founder & Director, Financial Technology Research Centre
Located at the Meet Up Spot in the Expo Hall
Experience curated, AI-powered networking
Supercharge your connections with EDGE Allocate: quickfire 1:1 meetings that have been AI matched based on who you’re looking to meet, taking away the hassle of finding your latest partnership. An efficient, curated experience offering pre-arranged meetings in our Al Meet Up zone at dedicated times.
- David Bodamer - Editorial Director, WealthManagement.com
Reviewing the ‘mass’ adoption of alternative investments by RIAs
The best asset types for HNW/UHNW clients
Can and should alternative investments have an ETF wrapper/daily liquidity?
Top tips on offering alternative products for clients
- Zach Ivey - Chief Investment Officer, Savant Wealth
- Fran Golden - Managing Director, Private Wealth Solutions, Head of the Product Specialist Group, Blackstone
- Kate Boucher - MD, US Head of Wealth Management Alternatives, Goldman Sachs Asset Management
What makes Trump’s 2nd term different from his 1st term and why this time around requires a new playbook
Behind the headlines – what do early policies and Executive Actions tell us about Trump’s priorities for his second administration
What sectors / asset classes are likely to benefit/suffer and smart investment plays to capture this
Seeing through the fog - How to take advantage of short term opportunities that tariff/trade negotiations might create
Talking to clients and relationship management around the political landscape
- Sam Huszczo, CFP®, CFA® - Founder/Investment Advisor, SGH Wealth Management
- Riz Hussain - Senior Investment Portfolio Strategist, Schwab Asset Management
- Michael Lee - Founder, Michael Lee Strategy
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa
In a digital-first world, clunky integrations and fragmented apps are holding wealth management firms back. This high-impact keynote will explore how unifying your tech stack within a modern data lakehouse architecture unlocks exponential efficiency—from streamlined onboarding to AI-ready data that’s secure and scalable. Learn how forward-thinking RIAs and broker-dealers are using this approach to reduce costs, accelerate advisor ramp-up, and power next-gen applications. Featuring INVENT CEO Oleg Tishkevich and executives from leading RIA and broker-dealer firms, this session will give you a front-row seat to the future of wealthtech infrastructure.
- Oleg Tishkevich - CEO, Invent
- Courtney Haddad - Chief Compliance Officer, Concurrent
- Tu Nguyen - Head of AI and Solutions Architecture, Osaic
Experience the latest in WealthTech live! Witness the power of innovation as participants demo their products and services in front of a live audience. An esteemed panel of judges, comprising industry leaders and tech experts, will evaluate each demo, provide insightful feedback, and select the most impactful technology for a prestigious "Best of Show" award. This session promises to be a highlight WealthStack, offering attendees an exclusive glimpse into the future of wealth management technology and celebrating the spirit of innovation in the fintech sector.
Demo x1: Arnulf Hsu, CEO & Founder, GReminders
Demo x2: Tom Fields, CEO and founder Fynancial
Demo x3: Jeremiah Merle, Account Executive, New Business, BILL
Demo x4: Melinda Barton, Account Executive, Addepar
Demo x5: Jim Hardeman,EVP of Product, Zocks
Demo x6: Jud Mackrill, CEO & Co-Foudner, MileMarker
Demo x7: Rylan Folts, Co-Founder and Head of Sales, WealthFeed
Demo x8: Era Jain, CEO & Co-founder, Zeplyn
Demo x9: Matt Morris, CEO, Encorestate Plans
Demo x10: Vennela Miryala, Co-founder and Chief Product Officer Mili AI
Demo x11: Rob Le Piane, Chief Product Officer, Altrata
- Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
- Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
- Amy DeTolla - Founder and CEO, Aureus Advantage
- Arnulf Hsu - CEO & Founder, GReminders
- Tom Fields - Founder/CEO, Fynancial
- Jeremiah Merle - Account Executive, Bill
- Melinda Barton - Account Executive, Addepar
- Jim Hardeman - EVP, Product, Zocks
- Jud Mackrill - CEO & Cofounder, Milemarker
- Rylan Folts - Co-Founder and Head of Sales, WealthFeed
- Era Jain - Co-founder & CEO, Zeplyn
- Matt Morris - CEO, EncorEstate Plans
- Vennela Miryala - Co-founder and Chief Product Officer, Mili AI
- Rob Le Piane - Chief Product Officer, Altrata
- Jamie Hopkins - Chief Wealth Officer, Bryn Mawr Trust
- Jooliana Krummel - Director of Strategic Partnerships, Merit Financial Advisors
- Joe Greco - Founder/ President, PALIO, inc.
- Kate Healy - CEO and Founder, AdvoKate IQ, LLC
- Marie Swift - Founder & CEO, Impact Communications
- Dr Tal Schwartz - Founder & CEO, Ai Funds
- JC Abusaid - CEO and President, Halbert Hargrove
- Jorge Padilla, CFP - CEO | Senior Client Advisor, Meira Wealth
- Bonnie Treichel JD - Chief Solutions Officer, Endeavor Retirement
- Alison Susko - VP of Community and Partnerships, Asset-Map
- Jacqueline Reeves - Director of Retirement Plan Services, Bryn Mawr Trust
- Derek Notman - Founder and CEO, Couplr AI
- Aravind Sithamparapillai - Associate, Ironwood Wealth Management
Over the next decade, women will control an unprecedented $30 trillion in assets—an historic wealth transfer already underway. But the financial services industry isn’t ready.
In this dynamic keynote, Cary Carbonaro shines a light on the urgent need for change. Drawing from her 25+ years of experience and insights from her new book, she explores why women clients are too often underserved, misunderstood, and underestimated—and how that’s costing advisors real relationships and real revenue.
You’ll discover:
- Why traditional advisory models fail women and how to fix it
- What women really want from financial professionals (hint: it's not just performance)
- How to build trust, communicate with empathy, and create lasting client loyalty
- Practical strategies to serve women with intention, impact, and authenticity
Cary blends data, personal stories, and actionable takeaways to help you not only retain more female clients—but become a true champion of their financial success.
This is more than a business opportunity. It’s a movement. And the future belongs to those who show up for women.
- Cary Carbonaro - Managing Wealth Advisor, Woman and Wealth Ambassador, Ashton Thomas Private Wealth
- Stephanie Bogan - Founder, Chief Possibility Officer, Limitless Adviser Coaching
- Megan Carpenter - CEO & Co-Founder, FiComm Partners, LLC
- Shannon Spotswood - Chief Executive Officer, RFG Advisory
Explore how cutting-edge technology is reshaping retirement planning, offering smarter tools to keep clients on track through both accumulation and decumulation phases. This session will cover innovations in financial planning software, AI-driven forecasting, and personalized solutions that enhance strategy, manage risk, and optimize withdrawals. Attendees will learn how to leverage these technologies to ensure steady growth, efficient income distribution, and long-term retirement security. Walk away with actionable insights to future-proof your retirement planning approach in the digital age.
- Davis Janowski - Senior Editor, Technology & Research Analyst, WealthManagement.com
- Lauren Clough - Co-Founder & CEO, bQuest
- Sheryl O'Connor - CEO & Co-Founder, IncomeConductor
- Christine Simone - Partner, Move Health
Learn how to effectively connect with the next generation of investors through tailored communication strategies and innovative engagement tools. This session will explore the preferences and expectations of younger clients, and attendees will gain practical tips on leveraging technology, social media, and personalized content to build lasting relationships and foster loyalty. Walk away with actionable strategies to attract, engage, and retain the next wave of investors.
- Brodrick Lothringer - Founder & CEO, PodPony
- Joshua Wilson, PhD, CMT ® - Founder, NeuBeFi
- Adam Dell - Founder & CEO, Domain Money
When it comes time to sell or merge, finding the right partner is about more than just valuation—it’s about alignment on culture, clients, and long-term vision. This session will dive into what makes a strategic alliance successful, from assessing fit and structuring deals to ensuring post-transaction integration drives sustainable growth. Learn how to position your firm to attract the right partners and make smarter decisions at the negotiation table.
- Brett Orvieto - Managing Director, Dakota Wealth Management, LLC
- Henry Hagenbuch - Senior Managing Director, Mergers and Acquisitions, Lido Advisors
- Scott Leak, CFP®, CEPA® - Director of Business Development & Senior Consultant, FP Transitions
- Kevin W. Corbett - Managing Director, Corporate Development & Strategy, Mariner Wealth Advisors
As the RIA industry matures, growth-minded acquirers are increasingly looking beyond scale to find firms with niche expertise, unique client segments, or differentiated planning capabilities. This session will explore how to identify, evaluate, and integrate these under-the-radar firms that bring strategic value beyond traditional metrics like AUM. Attendees will learn how to build a smart sourcing strategy, assess specialized firms effectively, and position themselves as the acquirer of choice in a crowded market.
- Rob Madore - Vice President, Marsh Berry
- Jim Gold - Chief Executive Officer, Steward Partners
- Mike LaMena - Chief Executive Officer, Wealthspire
- Brian Hamburger - President & CEO, MarketCounsel | HamburgerLaw
- Brandon Kawal - Partner, Advisor Growth Strategies, LLC
- ETF Innovation Means Greater Need for Education - Nate Geraci, ETF Institute
- Diversification brainstorm – new products/investments to put in your portfolio in 2025 - Michael Gayed, Lead-Lag Report
- Media Mastery for RIAs with Gregory FCA - Paige Sullivan - Casey Rybeck - Haley Rosa
- Nate Geraci - President, The ETF Store, Inc.
- Michael Gayed - Founder, Lead-Lag Media
- Paige Sullivan - Account Supervisor, Gregory FCA
- Casey Rybeck - Senior Account Executive, Gregory FCA
- Haley Rosa - Vice President, Gregory FCA
Join a group of 10-15 fellow attendees and take a curated tour of exhibiting firms with the latest investment strategies and products leading the market. Think of it as speed-dating for investment ideas!
On June 11 from 5-5.45pm prior to Happy Hour, led by one of our expert industry guides, you'll visit various Issuers, asset managers and investment experts to gain insights into cutting-edge products that can enhance your clients’ portfolios. Let us take the stress of navigating the exhibit hall off of you, so that you can experience EDGE to the fullest – cocktail in hand!
- Andrew Stewart - Partner, Chief Investment Officer, Exchange Capital Management, Inc.
- Darren Hinshaw - Director of Research, NBC Securities