| 7:30am | Registration Opens |
| 8:30am | Meet Me in The Middle: The Future of Advice Tony Sirianni, Publisher & CEO, AdvisorHub |
| 8:45am | Q+A with a Billion Dollar Advisor Joe Montgomery, Managing Director - Investments, Wells Fargo Advisors |
| 9:00am | Building Differentiated Portfolios Susan Wasserman, iShares Portfolio Consulting for Global Asset Managers Mark Carver, Global Head of Equity Factors and Equity Portfolio Management, MSCI Chris Milliken, Head of Model Portfolio Strategy, Goldman Sachs Asset Management |
| 9:25am | How to Position Your Firm for an AI Future Adam Steinhaus, Chief Revenue Officer, Boosted.ai |
| 9:45am | Investing in Uncertain Times: How Commonwealth is Expanding Investment Options to Better Serve Advisors and Clients Brad McMillan, Chief Investment Officer and Managing Principal, Commonwealth Financial Network |
| 10:00am | Billion Dollar Advisor Spotlight: Attracting the New Entrepreneur Class Jordan Waxman, Founder & Managing Partner, Nucleus Advisors |
| 10:15am | Break |
| 10:35am | When Equity Isn't Equitable Stan Gregor, CEO, Summit Financial |
| 10:50am | What Keeps Me up at Night about Finra ’24? Matt Baum, Partner, Fox Rothschild, LLP |
| 11:00am | Billion Dollar Advisor Spotlight: Aligning with Centers of Influences Michael Cocco, Managing Partner, Beacon Wealth Partners, Equitable Advisors |
| 11:15am | Scaling the Unscalable: How AI is Assisting Advisors in Providing Advanced Planning to Their Entire Client Base Andrew Altfest, Founder & CEO, FP Alpha |
| 11:30am | Creating Strong Culture Ron Kruszewski, Chairman and CEO, Stifel Financial Corp. |
| 11:55am | Lunch |
| 1:20pm | Panel: The State of the Acquisition Marketplace Alex David, President and CEO, Stifel Independent Advisors John Lefferts, National Head of Business Development, Equitable Advisors Scott McCaffrey, Head of Momentum Independent Network Bob Milligan, Managing Partner, 1792 Wealth Advisors Craig Pirtle, Senior Vice President, Head of Business Development and Expansion Markets, Wedbush Moderated by: Greg Banasz, CMO and Founding Partner, Steward Partners |
| 2:05pm | The True Value of Equity Jim Gold, CEO, Founding Partner, Steward Partners |
| 2:20pm | Billion Dollar Advisor Spotlight: Divorce Strategies for UHNW Couples Kimberly Nelson, Advisor, Coastal Bridge Advisors |
| 2:35pm | Will Your Clients Turn to You or AI and ChatGPT for help? Bill Coppel, Chief Client Growth Officer, TradePMR |
| 2:55pm | Finding the Right Business Model David Karr, Chairman, Equitable Advisors |
| 3:10pm | Break |
| 3:30pm | We are All Mental: Traps that Destroy Returns
Eric Beyrich, Co-Chief Investment Officer, Sound Investments |
| 3:45pm | Billion Dollar Spotlight: CPA and Attorney Referrals – Mining for Gold! Rob Conzo, CEO and Managing Director, The Wealth Alliance |
| 4:00pm | Billion Dollar Blueprint Chris Mone, EVP, Head of Wealth Management, Wedbush |
| 4:15pm | An Unvarnished Look at Tomorrow’s Energy Landscape John Donovan, Jr., Managing Partner, Donovan Ventures |
| 4:30pm | Driving New Assets & Households with Bank Accounts Aaron Dillon, Co-Founder, Skyview 1 Banking |
| 4:45pm | Attracting UHNW Clients Greg Boyle, Founding Partner and Chief Growth Officer, Pallas Capital Advisors |
| 5:00pm | Presentation of Awards / Closing Remarks Tony Sirianni, CEO and Publisher, AdvisorHub |
| 5:05pm | Cocktail Reception |
