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Tuesday, October 20, 2026
5:00 pm
Registration Opens
1 hr
Austin Taco Project and The Reverbery
6:00 pm
Opening Cocktail Reception
1 hr 30 min
Austin Taco Project and The Reverbery
Wednesday, October 21, 2026
8:00 am
Continental Breakfast on the Floor
45 min
Salon H
Breakfast Briefing Your CRM, Before You Need It: The AI Companion That Keeps Advisors One Step Ahead
45 min
Room 406
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
Salons F-G
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
Salons F-G
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
10:45 am
Exhibit Hall Networking and Refreshment Break
30 min
Salon H
Sponsored by
Visit the Meet the Experts Lounge for more focused, one-on-one conversations with industry experts. Bring your questions and explore the topics most relevant to your firm.
11:15 am
Keynote Trust, but Verify: How to Put LLMs and AI Agents to Work Safely in Your Firm
35 min
Salons F-G
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 How Two Firms Scaled their Business, Team, and Tech Stack for the Next Decade of Advice
30 min
Salons F-G
Moderator
Daren and Kevin have both refounded their firms to leverage AI, and the results speak for themselves: over $200M in new client assets YTD through organic growth, teams that have scaled from small ensembles into organizations, AI agents that automate critical repeatable work, and much more. We’ll talk through both the tried-and-true fundamentals they’ve implemented and the new-age strategies that are powering their success as they scale.
12:25 pm
Exhibition Floor Lunch
1 hr
Salon H
Leanne Ball
Senior Vice President, Data & Analytics
Carson Group
Ian McKenna
Founder and Director
Financial Technology Research Centre
Visit the Meet the Experts Lounge for more focused, one-on-one conversations with industry experts. Bring your questions and explore the topics most relevant to your firm.
Lunch Briefing Your AI Rollout Is Probably Doomed. Here’s Why.
45 min
Room 406
Most AI roll-outs fail before they even begin for one reason: no one’s data is ready for it.
1:25 pm
AI and Advisor Evolution
AI + BeFi – Unlocking the Human Side of Advice
30 min
Salon J
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
Salon K
Ron Bullis
CEO
Lifeworks Advisors
Dan Cavanaugh
Chief Revenue Officer and Head of Wealth Management
Aidentified
Lara Galloway
Director, Advisor Coaching and Development
Elevation Point
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
Salons F-G
Leanne Ball
Senior Vice President, Data & Analytics
Carson Group
Anthony Montufar
Chief Digital and Client Experience Officer
Equitable Advisors
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
3:05 pm
Exhibit Hall Networking Break
30 min
Salon H
Sponsored by
Visit the Meet the Experts Lounge for more focused, one-on-one conversations with industry experts. Bring your questions and explore the topics most relevant to your firm.
3:35 pm
AI and Automation
“I want my ROI”
30 min
Salons F-G
Kevin Korhorn
Founder & CEO
Korhorn Financial Group
Advait Kulkarni
SVP, Technology
Signature Estate & Investment Advisors
Anthony Lancaster
SVP, Chief Data Officer
Osaic
Moderator
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
Salons F-G
Anna Chaiken
Chief Operating Officer
Ritholtz
Stuart Feld
Chief AI Officer
Raymond James
Brian Green
Chief Product Officer
Merit Financial Advisors
Andrew MacCulloch
Head of Pre-sales
OneVest
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
Salon H
Thursday, October 22, 2026
8:00 am
Continental Breakfast on the Floor
45 min
Salon H
Breakfast Briefing The Owner of Firm Integrity: How Agentic Compliance Helps Small Firms Operate Big
45 min
Room 406
8:45 am
8:55 am
Keynote The Great AI Debate: Will AI Elevate or Erode the Value of Advice?
45 min
Salons F-G
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.
9:45 am
Case Study The True ROI of AI: A Study of Jump’s Impact on Equitable Advisors
30 min
Salons F-G
AI promises to help advisors save time, strengthen client relationships, and operate more efficiently—but how can firms determine whether those benefits are actually being realized? This session examines the results of a recent case study designed to measure the real-world impact of AI meeting assistant technology on advisor workflows, productivity, and client engagement. Explore the key findings, unexpected insights, and lessons learned from evaluating AI performance at scale, and gain practical ideas for measuring the return on your own AI investments
10:20 am
10:55 am
Exhibit Hall Networking and Refreshment Break
35 min
Salon H
Sponsored by
Visit the Meet the Experts Lounge for more focused, one-on-one conversations with industry experts. Bring your questions and explore the topics most relevant to your firm.
11:30 am
Keynote The AI Coworker: How Wealth Management Firms Are Building Specialized AI That Works Like a Colleague, Not a Calculator
30 min
Salons F-G
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.
12:05 pm
AI and Advisor Evolution
What Will Clients Value Most in 2030?
30 min
Salon J
Rron Rexha
Founder & CEO
Arca
Larry Sprung
Founder, Wealth Advisor
Mitlin Financial, Inc.®
Brian Towner
VP, Strategic Product Development
Orion
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
Salon K
Stephen Chien
Co-Founder
Stealth AI & Wealth Management Venture
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.
12:35 pm
Exhibition Floor Lunch
1 hr
Salon H
Brent Brodeski
Founder and CEO
Savant
David Quisenberry
CEO
Highvault Consulting
Larry Sprung
Founder, Wealth Advisor
Mitlin Financial, Inc.®
Tim Welsh
President
Nexus Strategy, LLC
Visit the Meet the Experts Lounge for more focused, one-on-one conversations with industry experts. Bring your questions and explore the topics most relevant to your firm.
Lunch Briefing How AI Is Changing the WealthTech Stack
45 min
Room 406
The first wave of AI in wealth management has focused on adding intelligence to the technology firms already use. But as AI becomes more capable, governed, and connected across enterprise data and systems, a bigger question is emerging: how does AI begin to change the WealthTech stack itself?In this Lunch & Learn, Verapath Founder & CEO Alec Crawford will explore how AI is moving from assisting users to executing work across systems and ultimately transforming technology capabilities themselves. He will introduce a practical method for evolving the stack over time: keep what works, transform where it makes sense, validate each capability, and retire external applications only when the firm is ready.Attendees will leave with a new framework for thinking about technology strategy, vendor relationships, and the future architecture of the wealth management firm.
1:35 pm
Case Study Building Independently: How One Advisor Quadrupled AUM with Savvy, an AI-Native RIA
30 min
Salons F-G
Brian Boswell
Co-Founder & Sr. Wealth Manager
The Retirement Studio
Bre McDaniel
Strategic Growth Director
Savvy Wealth
What does it take to scale an independent advisory practice nearly +300% in just two years? In this case study, discover how one advisor leveraged AI, outsourced investment management and streamlined back-office operations to accelerate growth without sacrificing independence. From building a distinctive brand to integrating AI into daily workflows, explore the strategies, technology and operational support that Savvy Wealth offers to help advisors spend less time managing their businesses and more time growing them.
2:10 pm
2:50 pm
Exhibit Hall Networking and Refreshment Break
30 min
Salon H
Sponsored by
Visit the Meet the Experts Lounge for more focused, one-on-one conversations with industry experts. Bring your questions and explore the topics most relevant to your firm.
3:20 pm
AI and Marketing
Your Digital Presence Has a New Gatekeeper: AI Search and What It Means for Advisor Growth
30 min
Salon J
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
Salon K
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.
3:55 pm
The Firm of the Future: How AI Will Reshape Talent, Teams and the Advisor Role
45 min
Salons F-G
Brent Brodeski
Founder and CEO
Savant
Ed Friedman
Chief Platform Officer
Summit Financial
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.
4:40 pm