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Day 1
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Day 1
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2:30am-2:40am10
mins
Grand Ballroom
Welcome Remarks
- John Swolfs-CEO,Inside ETFs
2:40am-3:20am40
mins
Grand Ballroom
Mergers, Acquisitions and Succession Planning: What You Need to Know to Succeed
- Alex Chalekian-创始人兼首席执行官,Lake Avenue Financial
- Ken Auspaker-Managing Director – M&A, Financial Technology and Asset Management,Evercore
- David Grau, Sr., JD-President and Founder,FP Transitions
- Kirsten Petras-Executive Director - Sales,Oak Street Funding
- Kristen Schmidt-Founder & President,RIA Oasis
3:20am-4:00am40
mins
Grand Ballroom
The New Influencers: Building Your Advisor Brand on Social Media
- Douglas Boneparth-President,Bone Fide Wealth
- Justin Castelli-CEO & Financial Advisor,RLS Wealth Management
- Nina O'Neal-Partner & Investment Advisor,Archer Investment Management
- Tyrone Ross Jr.-Managing Partner,Noble Bridge Wealth Management
- Dasarte Yarnway-Founder & Financial Advisor,Berknell Financial Group
4:00am-4:30am30
mins
Networking Break
4:30am-5:00am30
mins
Grand Ballroom
An Economist Walks Into a Brothel ...
- Blair duQuesnay-Investment Advisor Representative,Ritholtz Wealth Management
- Allison Schrager-Economist, Journalist at Quarz, & Co-Founder,LifeCycle Finance Partners
5:00am-5:30am30
mins
Grand Ballroom
Wealth/Stack Opening Keynote: Technology as a Catalyst for Measurable Growth
- Eric Clarke-CEO,Orion Advisor Solutions
5:30am-7:00am90
mins
Welcome Reception: Sunday Night Football!
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