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Tuesday, October 20, 2026
5:00 pm
Registration Opens
1 hr
6:00 pm
Opening Cocktail Reception
1 hr 30 min
Wednesday, October 21, 2026
8:00 am
Continental Breakfast on the Floor
45 min
Breakfast Briefing Your CRM, Before You Need It: The AI Companion That Keeps Advisors One Step Ahead
45 min
What if your CRM could prepare you for the day before you ever opened it? Advisor Companion represents the next evolution of the advisor experience—an AI assistant that understands the client, household, portfolio, meetings and market context surrounding every interaction and proactively brings forward what matters.
8:50 am
9:00 am
Keynote Getting Found by AI: The New Organic Growth Engine for Advisors
35 min
Prospects no longer start with Google. They start with ChatGPT, Perplexity, Gemini, and Claude, and the answers they get shape who they ever consider hiring. For advisors and firms of every size, this is a quiet but fundamental shift in how new clients find you, vet you, and decide whether you make the short list.
9:40 am
Research State of Intelligent Automation
30 min
This study examines how wealth management firms are adopting AI and advanced technologies to streamline core workflows. It also reveals the measurable impact of automation on business performance and the competitive edge firms can achieve.
10:15 am
Demo Group 1
30 min
10:45 am
Exhibit Hall Networking and Refreshment Break
30 min
Sponsored by
11:15 am
Keynote Trust, but Verify: How to Put LLMs and AI Agents to Work Safely in Your Firm
35 min
Moderator
AI is moving quickly from experimentation to execution inside wealth management firms. But as leaders evaluate large language models, AI agents and automated workflows, one question becomes critical: how do you know which tools you can actually trust?
11:55 am
Case Study
30 min
Daren Blonski
Managing Principal
Sonoma Wealth Advisors
Thomas Clawson
Co-Founder
Slant
Kevin Lum
Founder & CEO
Foundry Financial
See how a wealth management firm is putting AI to work in a real-world environment. In this session, a technology provider and client will share their implementation experience, discuss measurable outcomes, and explore the opportunities and challenges encountered throughout the process. Attendees will leave with practical insights they can apply within their own organizations.
12:25 pm
Exhibition Floor Lunch
1 hr
1:25 pm
AI and Advisor Evolution
AI + BeFi – Unlocking the Human Side of Advice
30 min
Most AI innovations in wealth management focus on finding efficiencies and accelerations of mechanical workflow processes, such as with CRMs, notetakers, planning tools, and portfolio management systems. However, much of success or failure in financial planning stems from behavioral factors related to trust, clarity, confidence, emotion, decision-making, judgment, and more. How then does AI impact the human side of advice? This panel explores advances in the mutually reinforcing dynamic between applied behavioral finance and AI technologies which are increasingly sophisticated and empathetic in their application. How AI influences the value of human capital–including hiring, training, and coaching–will be a central topic of discussion.
AI and Marketing
“You Know Everything About Them. They’ve Never Heard of You.”
30 min
AI prospecting tools are powerful, but conversion is the real challenge. This session introduces a framework for using signal-rich data effectively, building the right nurture sequences, and turning AI insights into real client relationships.
2:00 pm
AI and Automation
Buy vs Build: Evaluating, Integrating, and Scaling the Right Tools
30 min
Leanne Ball
Senior Vice President, Data & Analytics
Carson Group
Mac O'Brien
Chief Growth Officer
Rothschild Wealth Partners
The explosion of AI tools aimed at the wealth management industry has created both opportunity and confusion. Advisors and firm leaders are now faced with a critical question: which AI solutions truly enhance the client experience and operational efficiency.
2:35 pm
Demo Group 2
30 min
3:05 pm
Exhibit Hall Networking Break
30 min
Sponsored by
3:35 pm
AI and Automation
“I want my ROI”
30 min
Advait Kulkarni
SVP, Technology
Signature Estate & Investment Advisors
Anthony Lancaster
SVP, Chief Data Officer
Osaic
AI solutions tell a compelling story, but is there REAL ROI that is being attained? In this session firms share where they are seeing ROI and how that is affecting how they do business in the future.
4:10 pm
From Experimentation to Implementation: How Advisory Firms Move AI from Curiosity to Daily Practice
45 min
Anna Chaiken
Vice President
Ritholtz
Stuart Feld
Chief AI Officer
Raymond James
Brian Green
Chief Product Officer
Merit Financial Advisors
Many firms are exploring AI tools, running pilots, and experimenting with new capabilities but far fewer have successfully embedded AI into their daily workflows. The difference often comes down to leadership, process design, and advisor adoption.
4:55 pm
Cocktail Reception
1 hr 15 min
Thursday, October 22, 2026
8:00 am
Continental Breakfast on the Floor
45 min
8:45 am
8:55 am
Keynote The Great AI Debate: Will AI Elevate or Erode the Value of Advice?
45 min
Joel Bruckenstein
President
T3 – Technology Tools For Today
Michael Kitces
Chief Financial Planning Nerd
Kitces.com
An unfiltered discussion tackling the industry’s hardest questions—automation vs. human value, scale vs. personalization, and where advisors truly fit in the future.
10:20 am
10:50 am
Exhibit Hall Networking and Refreshment Break
30 min
11:20 am
Keynote The AI Coworker: How Wealth Management Firms Are Building Specialized AI That Works Like a Colleague, Not a Calculator
30 min
The conversation about AI in wealth management has been dominated by tools. Which ones to evaluate, which ones to buy, and which ones to avoid. That conversation is necessary, but it is not sufficient. The firms that will define the next decade of advisory services are not just selecting AI tools. They are building AI coworkers.
11:55 am
AI and Advisor Evolution
What Will Clients Value Most in 2030?
30 min
As AI takes on more of the technical work traditionally associated with financial advice, the bigger question may not be whether advisors become more efficient, but whether they become more or less essential.
AI and Compliance
Move Forward With Confidence
30 min
Stephen Chien
Vice President
LPL Financial
Rob Nelson
CEO & Founder
NorthRock Partners
Anshul Sharma
Chief Investment Officer
SavvyWealth
Moderator
Advisors no longer question whether they need to adopt AI – they know they should. The challenge now is moving from experimentation to meaningful adoption. Many firms have rolled out a few AI tools and encouraged experimentation, but far fewer have developed the confidence, governance, and AI fluency needed to realize measurable business value. As expectations rise from clients and leadership teams alike, advisory firms are under pressure to move toward more intentional AI strategies.
12:25 pm
Exhibition Floor Lunch
1 hr
2:00 pm
2:30 pm
Exhibit Hall Networking and Refreshment Break
30 min
3:00 pm
AI and Marketing
Your Digital Presence Has a New Gatekeeper: AI Search and What It Means for Advisor Growth
30 min
Justin Barish
Chief Marketing & Digital Officer
Lido Advisors
Michelle Winkles
Chief Marketing Officer
Mission Wealth Management
As search shifts to large language models, advisors who aren’t optimized for AI discovery are invisible. This session shows how to structure your digital presence to be cited, summarized, and surfaced by AI turning AEO into a powerful organic growth engine.
Engage, Don’t Threaten: A Practitioner’s Playbook for Full-Firm AI Adoption
30 min
Most AI rollouts fail for the same reason: technology is introduced before people are brought along. When AI feels like something being done to employees rather than for them, adoption suffers and value remains unrealized.
3:35 pm
The Firm of the Future: How AI Will Reshape Talent, Teams and the Advisor Role
45 min
Brent Brodeski
Founder and CEO
Savant
Joe McCuine
President, Principal
Modera Wealth Management
Hannah Moore
Founder and CEO
Amplified Planning
AI will not simply change how work gets done inside wealth management firms, it will reshape who does the work, which skills matter most and how firms build teams for growth. In this forward-looking closing keynote, wealth management leaders will explore how AI is likely to affect staffing models across advisory, operations, marketing, compliance and client service. The conversation will examine which responsibilities may be automated or augmented, where new roles and capabilities will emerge, and why human judgment, relationship-building and strategic thinking will become even more valuable. Attendees will leave with a clearer view of how to prepare their people and organizations for what comes next, including how to rethink hiring, develop existing talent and design a firm that uses AI to increase capacity without sacrificing the client experience.
4:20 pm