AI is reshaping wealth management. Will your firm lead—or get left behind?
Advise AI kicks-off Austin-style
ONE PARTY. TWO GREAT VIBES. Before the third annual Financial Planning ADVISE AI conference gets underway, join us at the Hilton Austin for a pre-conference party built for great food, new connections and a little friendly competition. Two unique spaces. One unforgettable night.
🌮 THE TACO PROJECT
Eat. Play. Compete. Tacos, cocktails and games — what better way to break the ice? Grab some incredible food, challenge your fellow attendees to Topgolf and interactive games, and connect with the ADVISE AI community in a relaxed, high-energy setting. Come hungry. Bring your game.
FOUR!
Networking meets friendly competition at Topgolf. Swing, score, socialize, and see who earns bragging rights—no golf experience necessary.
Game On!
Challenge a colleague, take on a new connection, and bring your competitive side. Play, laugh, connect—and maybe earn a few bragging rights along the way.
🎵 THE REVERBERY
Austin vibes. Great conversations. Step into a space inspired by Austin’s legendary music scene. With its recording-studio vibe, vinyl details and intimate atmosphere, The Reverbery is made for kicking back and making connections.
SAME PARTY. CHOOSE YOUR VIBE.
Bounce between both spaces all night. Grab a drink, find your people and settle in for the kind of conversations that don’t happen in a conference ballroom. 🌮 Great food • 🎯 Friendly competition • 🎵 Austin atmosphere • 🤝 Amazing networking The best conversations at ADVISE AI might
2026 Advisory Council
Erik Allison
Andrew Altfest
Justin Barish
Joel Bruckenstein
Richard Chen
Stephen Chien
Adrian Crockett
Parker Ence
Brian Green
Dr. Sindhu Joseph
John O’Connell
Brian Portnoy
Suzanne Siracuse
Susan Theder
Oleg Tishkevich
Tim Welsh
Feedback from Past Attendees
This was a very valuable event because of the up-to-date content of the seminars and the excellent networking opportunities. I plan to attend next year.
This was my first Financial Planning conference. I found the event to be content-rich and a great venue to network! I will definitely be back next year.
Who attends
Great Ready for More Defining Moments at Advise AI
