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Monday, September 22
7:00pm - 9:00pm
Dinner
Location: Pendry
Tuesday, September 23
7:00 am - 8:00 am
Breakfast
Location: Pendry
8:00 am - 9:00 am
Opening Remarks
We’ll kick off the Summit with an energizing opening session that sets the stage for the conversations, insights, and breakthroughs ahead. Together, we’ll align around the purpose of this gathering, highlight what distinguishes top-performing firms, and invite you to bring your full attention—and ambition—to what’s possible. Expect clarity, connection, and a powerful start to your Summit experience.
9:00 am - 3:30 pm
Featured Speakers
Throughout the day, you’ll hear from some of the most respected voices in wealth management—David DeVoe, John Furey, Rich Gill, Mark Hurley, and Jamie McLaughlin—as they share insights on growth, M&A, leadership, and what’s next for advisory firms. Please note: Exact session times will be announced soon. Refreshment breaks will be provided throughout the day.
4:00 pm - 5:00 pm
Fireside Chat | Leadership Exchange
Join Matt Barthel for a candid conversation on the realities of leadership, growth, and transformation in today's advisory landscape. This fireside chat offers a behind-the-scenes look at how bold decisions and forward-thinking strategies are reshaping firms—and what it takes to lead through it all.
5:25 pm - 8:00pm
Dinner
Location: Pendry
Wednesday, September 24
7:00 am - 8:00 am
Breakfast
Location: Pendry
8:00 am - 8:30 am
Welcome & Key Learnings
Ray Sclafani kicks off Day 2 with a high-impact welcome and a powerful reflection on the key takeaways from Day 1. He’ll connect the dots, surface the most important insights, and set the tone for the day ahead—ensuring you’re ready to turn inspiration into action.
8:30 am - 2:30 pm
Featured Speakers
Throughout the day, you’ll hear from industry leaders including Brian Hamburger, Liz Nesvold, John Watkins, Joel Fletcher, John Roberts, and David Canter. These expert voices will share timely insights and real-world strategies designed to elevate your thinking and impact. Please note: Exact session times will be announced soon. Refreshment breaks will be provided throughout the day.
2:30 pm - 3:00 pm
Wrap-Up | Key Learnings
To close out the summit, Ray Sclafani will lead a reflective session highlighting key takeaways, insights, and next steps. This is your opportunity to tie it all together and leave inspired with actionable ideas.
3:15 pm