8:00am-9:00am: Ask the Clients Panel Discussion

• Facilitated by Cheryl Nash, President, APL InvestCloud
• Clients
• Ashley B.
• David V.
• Jen R.
• Jon T.
• Shelagh M.
• Wendie D.

9:00am-9:15am: Break

9:15am-10:45am: Tiburon CEO Summit XLIX - Keynote Presentation

• United States of America Wealth & Investment Management (& WealthTech) Key Trends
• Presented by Chip Roame, Managing Partner, Tiburon Strategic Advisors
• Introduced by Olivia Eisinger, Business Head, Advisory, Apex Fintech Solutions

10:45am-11:00am: Break

11:00am-12:20pm: Tiburon Talks: Strategic Views from Wealth & Investment Management Consulting Firms

• Introduced by Andrew Lewis, Executive Vice President, Partnerships, Communify
• Hugh Massie, CEO, DNA Behavior
  • Behavioral Personalization - The Future of Value Creation
• Saira Shariff, Managing Director, Americas, Wealth Management, Accenture
  • Using GenAI to Power Growth for Wealth Managers
• Sukanya Soderland, Partner, Oliver Wyman
  • From Pilots to Progress: Unlocking AI Transformation through People
• Kirby Eckels, Partner, North America, Asset & Wealth Management Consulting, AlphaFMC
  • Transformation in the Age of Uncertainty

12:20pm-12:45pm: Casual Lunch Break

• Please enjoy the provided lunch and/or bring it back to the afternoon sessions, taking the opportunity to network with other attendees during the break

12:45pm-1:30pm: Tiburon CEO Summit Award Recipient Fireside Chat

• Featuring: Ric Edelman, CEO, Digital Assets Council of Financial Professionals
• Facilitated by Chip Roame, Managing Partner, Tiburon Strategic Advisors
  

1:30pm-1:45pm: Break

1:45pm-2:00pm: Tiburon Impact Adventures

• Speakers
• Sean Lambert, President, San Diego & Baja, Youth with a Mission
  
• Craig Wietz, President, First Rate
  

2:00pm-3:00pm: Wealth Management Firms CEOs Panel Discussion

• Facilitated by Craig Wietz, President, First Rate
• Speakers
• Tony Abbiati, CEO, SCS Financial
  
• Tash Elwyn, President, Private Client Group, Raymond James Financial
  
• David Nason, CEO, TIAA Wealth Management & Advice Solutions
  
• John Taft, Vice Chairman, Baird
  

3:00pm-3:15pm: Break

3:15pm-4:15pm: Investment Management Firms CEOs Panel Discussion

• Facilitated by Rob Klapprodt, Chief Strategy Officer, Vestmark
• Speakers
• George Gatch, CEO, JP Morgan Asset Management
  
• Ryan Hicke, CEO, SEI Investments Company
  
• Kunal Kapoor, CEO, Morningstar
  
• Mark McCombe, Vice Chairman, BlackRock
  

4:15pm-4:30pm: Break

4:30pm-4:45pm: Skip & Chip's Excellent Adventures

• Speakers
• Skip Schweiss, CEO, Sierra Investment Management
  
• Bill VanLaw, CEO, WVL Group
  

4:45pm-5:45pm: Tiburon Talks: Strategic & Tactical Views from Academics, Trade Associations, & the Media

• Introduced by Mark Bruno, Managing Director, Strategic Advisory, Emigrant Partners
• Shlomo Benartzi, Professor, Behavioral Decision Making, UCLA Anderson School of Management
  • The Power of Nudging with AI
• Jon Dauphine, CEO, Foundation for Financial Planning
  • Pro Bono & Purpose: Why It's Good Business
• Jean Chatzky, CEO, HerMoney Media
  • The Forever Paycheck: Double Your Retirement Spending - And Never Run Out Of Money

6:00pm-9:00pm: Tiburon CEO Summit XLIX Group Dinner

• Location: Smith & Wollensky - Boston (294 Congress St, Boston, MA 02210)
• 6:00pm-7:00pm: Cocktails & Appetizers
• 7:00pm-9:00pm: Group Dinner

Wednesday, October 29, 2025

• Attendees should feel free to bring breakfast to the CEO Roundtables

8:00am-12:45pm: CEO Roundtable Parallel Tracks

8:00am-9:00am: CEO Roundtable Discussions

• Track I: Investment Management: Comprehensive Financial Planning: Retirement Planning, Retirement Income Planning, Social Security Planning, Tax Planning, Estate Planning, & More
  
• Facilitated by Ben Cruikshank, President, Flourish
• Speakers
• Steve Chen, CEO, Boldin
  
• Gene Farrell, CEO, Vanilla
  
• Adam Holt, CEO, Asset-Map Holdings
  
• Paul Lussow, CEO, TIFIN Give
  
• Jenny Spradling, CEO, FreeWill
  



Facilitator Ben Cruikshank President Flourish

Speaker Steve Chen CEO Boldin

Speaker Gene Farrell CEO Vanilla

Speaker Adam Holt CEO Asset-Map Holdings

Speaker Paul Lussow CEO TIFIN Give

Speaker Jenny Spradling CEO FreeWill

• Track II: Wealth Management: Leading-Edge Fee-Based Financial Advisors (RIAs), Including Robo Advisors, Hybrid Digital Advice Providers, Artificial Intelligence, & Other Leading-Edge B2C Models
  
• Facilitated by Scott Hadley, Chief Advisory Officer, Hightower
• Speakers
• Sanjeev Dheer, CEO, CENTRL
  
• Sherrie Grabot, CEO, GuidedChoice
  
• Vince Hockett, President, XY Planning Network
  
• Ana Mahony, CEO, Addition Wealth
  
• Betsy Moszeter, CEO, Newday Impact Investing
  



Facilitator Scott Hadley Chief Advisory Officer Hightower

Speaker Sanjeev Dheer CEO CENTRL

Speaker Sherrie Grabot CEO GuidedChoice

Speaker Vince Hockett President XY Planning Network

Speaker Ana Mahony CEO Addition Wealth

Speaker Betsy Moszeter CEO Newday Impact Investing

• Track III: Tactical & Strategic Opportunities: WealthTech: Venture Capital & Growth Equity
  
• Facilitated by Rodrigo Vicuna, CEO, Wealthie
• Speakers
• Ashwin Gupta, Partner, Goldman Sachs Growth Equity
  
• Rick Kushel, Managing Partner, FINTOP Capital
  
• Michael Milstein, Co-CEO, Emigrant Bank
  
• Yelena Shkolnik, Partner, Jump Capital
  
• Marshall Smith, Managing Director, First Rate Ventures
  



Facilitator Rodrigo Vicuna CEO Wealthie

Speaker Ashwin Gupta Partner Goldman Sachs Growth Equity

Speaker Rick Kushel Managing Partner FINTOP Capital

Speaker Michael Milstein Co-CEO Emigrant Bank

Speaker Yelena Shkolnik Partner Jump Capital

Speaker Marshall Smith Managing Director First Rate Ventures

9:00am-9:15am: Break

9:15am-10:15am: CEO Roundtable Discussions

• Track I: Investment Management: Managed Account Programs & Platforms (TAMPs & Model Marketplaces)
  
• Facilitated by Jerry Michael, President, Smartleaf
• Speakers
• Mike Casciano, President, EVO Wealth Consulting
  
• Margaret Hartigan, CEO, Marstone
  
• Pete Hess, President, PureFacts Financial Solutions
  
• Dylan Parker, CEO, Moment
  
• Dave Stone, CEO, First Rate
  
• Dean Zayed, CEO, Brookstone Capital Management
  



Facilitator Jerry Michael President Smartleaf

Speaker Mike Casciano President EVO Wealth Consulting

Speaker Margaret Hartigan CEO Marstone

Speaker Pete Hess President PureFacts Financial Solutions

Speaker Dylan Parker CEO Moment

Speaker Dave Stone CEO First Rate

Speaker Dean Zayed CEO Brookstone Capital Management

• Track II: Wealth Management: Independent Advisor Channels & Break-Away Broker Platforms
  
• Facilitated by Max Lane, CEO, Flourish
• Speakers
• Jon Beatty, Business Head, Schwab Advisor Services
  
• Mike Durbin, CEO, Cetera Financial Group
  
• Roman Regelman, President, FNZ Group
  
• Ainslie Simmonds, Business Head, BNY Wealth Services Platform
  
• John Tyers, President, Wells Fargo Advisors Financial Network (FiNet)
  



Facilitator Max Lane CEO Flourish

Speaker Jon Beatty Business Head Schwab Advisor Services

Speaker Mike Durbin CEO Cetera Financial Group

Speaker Roman Regelman President FNZ Group

Speaker Ainslie Simmonds Business Head BNY Wealth Services Platform

Speaker John Tyers President Wells Fargo Advisors Financial Network (FiNet)

• Track III: Tactical & Strategic Opportunities: Independent Advisor Mergers & Acquisitions: Fee-Based Financial Advisors (RIAs)
  
• Facilitated by Brian Ross, CEO, Flyer Financial Technologies
• Speakers
• Jim Abbott, Partner, Business Transactions Group, Seward & Kissel
  
• Jason Carver, Managing Partner, Pure Financial Advisors
  
• Kay Lynn Mayhue, President, Merit Financial Group
  
• Ryan Parker, CEO, EP Wealth Advisors
  
• Jenny Souza, CEO, Emigrant Partners
  



Facilitator Brian Ross CEO Flyer Financial Technologies

Speaker Jim Abbott Partner Business Transactions Group Seward & Kissel

Speaker Jason Carver Managing Partner Pure Financial Advisors

Speaker Kay Lynn Mayhue President Merit Financial Group

Speaker Ryan Parker CEO EP Wealth Advisors

Speaker Jenny Souza CEO Emigrant Partners

10:15am-10:30am: Break

10:30am-11:30am: CEO Roundtable Discussions

• Track I: Investment Management: Exchange Traded Funds (ETFs), Personalized (Direct) Indexing, Separately Accounts (SMAs), Sustainable (Values Based) Investing (ESG), Alternative Investments, & Other Innovative Investment Strategies
  
• Facilitated by Connor Coughlin, Chief Commercial Officer, Apex Fintech Solutions
• Speakers
• Mo Al Adham, CEO, Frec Markets
  
• Paul Gamble, Vice Chairman, JP Morgan Asset Management
  
• Adam Patti, CEO, VistaShares
  
• Stephanie Pierce, Deputy Business Head, BNY Investments
  
• Samir Vasavada, CEO, Vise Technologies
  



Facilitator Connor Coughlin Chief Commercial Officer Apex Fintech Solutions

Speaker Mo Al Adham CEO Frec Markets

Speaker Paul Gamble Vice Chairman JP Morgan Asset Management

Speaker Adam Patti CEO VistaShares

Speaker Stephanie Pierce Deputy Business Head BNY Investments

Speaker Samir Vasavada CEO Vise Technologies

• Track II: Wealth Management: Wealth & Investment Management Marketing & Lead Generation Strategies
  
• Facilitated by Michael Reed, Partner, Republic Capital Group
• Speakers
• David Callanan, CEO, AE Wealth Management
  
• Lacy Garcia, CEO, Willow
  
• Ray Hennessey, CEO, Vocatus
  
• Graham Turner, President, Snappy Kraken
  
• Scott White, CEO, FMG Suite
  



Facilitator Michael Reed Partner Republic Capital Group

Speaker David Callanan CEO AE Wealth Management

Speaker Lacy Garcia CEO Willow

Speaker Ray Hennessey CEO Vocatus

Speaker Graham Turner President Snappy Kraken

Speaker Scott White CEO FMG Suite

• Track III: Tactical & Strategic Opportunities: Independent Advisor Mergers & Acquisitions: Private Equity & Investment Banks
  
• Facilitated by Scott Holsopple, Chief Growth Officer, Hightower
• Speakers
• Dave DeVoe, CEO, DeVoe & Company
  
• Dan Fannon, Managing Director, Research, Jefferies
  
• Bill Frayer, Managing Director, Kelso & Company
  
• Mike Hollander, Managing Director, GTCR
  
• Max Rakhlin, Managing Director, Lightyear Capital
  



Facilitator Scott Holsopple Chief Growth Officer Hightower

Speaker Dave DeVoe CEO DeVoe & Company

Speaker Dan Fannon Managing Director Research Jefferies

Speaker Bill Frayer Managing Director Kelso & Company

Speaker Mike Hollander Managing Director GTCR

Speaker Max Rakhlin Managing Director Lightyear Capital

11:30am-11:45am: Break

11:45am-12:45pm: CEO Roundtable Discussions

• Track I: Investment Management: Alternative Investments Platforms
  
• Facilitated by Collin Roche, Co-CEO, GTCR
• Speakers
• Samir Kaji, CEO, Allocate
  
• Brendan Lake, CEO, PPB Capital Partners
  
• Cheryl Nash, President, APL InvestCloud
  
• Matt Radgowski, CEO, Halo Investing
  
• Joe Ujobai, CEO, Alternative Investment Exchange (AIX)
  



Facilitator Collin Roche Co-CEO GTCR

Speaker Samir Kaji CEO Allocate

Speaker Brendan Lake CEO PPB Capital Partners

Speaker Cheryl Nash President APL InvestCloud

Speaker Matt Radgowski CEO Halo Investing

Speaker Joe Ujobai CEO Alternative Investment Exchange (AIX)

• Track II: Wealth Management: Leading-Edge WealthTech Solutions
  
• Facilitated by Jakob Pizzera, Chief Operating Officer, OneVest
• Speakers
• Ankur Dahiya, CEO, Fifteenth
  
• Raj Doshi, President, April
  
• Aaron Klein, Founder, Contio
  
• Kevin Knull, CEO, TaxStatus
  
• Alan Moore, CEO, AdvicePay
  
• Daniel Satchkov, President, RiXtrema
  



Facilitator Jakob Pizzera Chief Operating Officer OneVest

Speaker Ankur Dahiya CEO Fifteenth

Speaker Raj Doshi President April

Speaker Aaron Klein Founder Contio

Speaker Kevin Knull CEO TaxStatus

Speaker Alan Moore CEO AdvicePay

Speaker Daniel Satchkov President RiXtrema

• Track III: Tactical & Strategic Opportunities: WealthTech: Private Equity & Investment Banks
  
• Facilitated by John Langston, CEO, Republic Capital Group
• Speakers
• Chris Egan, Managing Partner, Advent International
  
• Abbe Galvez-Cordon, Managing Director, Wealth & WealthTech, TD Securities
  
• Rob Heyvaert, Managing Partner, Motive Partners
  
• Graham Hurtt, Managing Director, Technology & Services Investment Banking, Raymond James & Associates
  
• Matt Sharnoff, Business Head, FinTech, Investment Banking, Bank of America Securities
  



Facilitator John Langston CEO Republic Capital Group

Speaker Chris Egan Managing Partner Advent International

Speaker Abbe Galvez-Cordon Managing Director Wealth & WealthTech TD Securities

Speaker Rob Heyvaert Managing Partner Motive Partners

Speaker Graham Hurtt Managing Director Technology & Services Investment Banking Raymond James & Associates

Speaker Matt Sharnoff Business Head FinTech Investment Banking Bank of America Securities

12:45pm-1:00pm: Tiburon CEO Summit XLIX Closing Networking Opportunity

1:00pm: Conclusion