Monday, January 26, 2026

Monday, January 26, 2026
6:30 AM
Advyzon Event Desk
6:30 AM - 7:00 PM
Phoenix C Pre-Function
8:30 AM
Advyzon User Training: 101
8:30 AM - 4:30 PM
Paradise Valley

This event required pre-registration and an additional fee.  

8:30am - 9:00am       Training Day Welcome and Orientation
9:00am - 10:00am     CRM
10:00am - 10:15am    First Break
10:15am - 11:15am    Reporting
11:15am-12:15pm      Billing
12:15pm - 1:15pm      Lunch
1:15pm-2:15pm          Client Portal
2:15pm - 3:15pm        Task Management and Workflows
3:15pm - 3:30pm        Second Break
3:30pm - 4:30pm        Quantum Rebalancer
4:30pm                       Training Day Wrap-Up
 

8:30 AM
Advyzon User Training: Deeper Dive
8:30 AM - 4:30 PM
Valley of the Sun

This event required pre-registration and an additional fee.  

8:30am - 9:00am       Training Day Welcome and Orientation
9:00am - 10:00am     Opportunities and Relationship Building
10:00am - 10:15am    First Break
10:15am - 11:15am    Reporting Use Cases
11:15am - 12:15pm    Billing Auditing and Troubleshooting
12:15pm-1:15pm        Lunch
1:15pm -2:15pm         Client Portal
2:15pm -3:15pm         Advanced Workflow Usage
3:15pm - 3:30pm        Second Break
3:30pm - 4:30pm        Quantum Rebalancer
4:30pm                       Training Day Wrap-Up
 

6:00 PM
Welcome Reception - Exhibits Open!
6:00 PM - 8:00 PM
Phoenix DE and Foyer

Tuesday, January 27, 2026

Tuesday, January 27, 2026
7:30 AM
Advyzon Event Desk
7:30 AM - 5:00 PM
Phoenix C Pre-Function
Tuesday, January 27, 2026
7:30 AM
Advyzon Tech Hub
7:30 AM - 6:30 PM
Camelback
Tuesday, January 27, 2026
7:30 AM
Breakfast
7:30 AM - 8:30 AM
Phoenix AB
Tuesday, January 27, 2026
8:00 AM
Exhibits Open
8:00 AM - 5:00 PM
Phoenix DE and Foyer
Tuesday, January 27, 2026
8:30 AM
Conference Kick-off & Opening Remarks
8:30 AM - 8:40 AM
Phoenix C
Kartik Srinivasan
Kartik Srinivasan, Advyzon
8:40 AM
Advyzon Intelligence Panel
8:40 AM - 9:30 AM
Phoenix C
Dirk Pearson Kevin Hughes Tony Leal Hailin Li Kartik Srinivasan
Dirk Pearson, Advyzon
Kevin Hughes, Advyzon
Tony Leal, Advyzon
Hailin Li, Advyzon
Kartik Srinivasan, Advyzon

BREAKOUT ROTATION ONE

Tuesday, January 27, 2026
9:40 AM
AIM Track: All About AIM: Powering Advisors from Strategy to Scale
9:40 AM - 10:10 AM
Desert Sky
Michael Ursitti
Michael Ursitti, Advyzon Investment Management
9:40 AM
Product Track: Automate Your Practice with Advyzon Workflows
9:40 AM - 10:10 AM
Valley of the Sun
Shannon Hurley
Shannon Hurley, Advyzon
9:40 AM
Product Track: From Lead Gen to Lasting Trust: A Holistic Risk and Behavior Solution
9:40 AM - 10:10 AM
Cave Creek
Helen Yang
Helen Yang, Advyzon
9:40 AM
Product Track: The CX Advantage: Elevating Your Firm's Client Experience
9:40 AM - 10:10 AM
Paradise Valley
Dylan Trudeau
Dylan Trudeau, Advyzon
9:40 AM
The Path for RIAs to Offer Family Office Services: Evolving to Meet the Needs of the Ultra-Wealthy
9:40 AM - 10:10 AM
Deer Valley
Kartik Srinivasan William Knowles Kelly Smith Christi Van Rite
Kartik Srinivasan, Advyzon
William Knowles, WMK Investment Partners
Kelly Smith, Fidelity Investments
Christi Van Rite, White River Consultants
Tuesday, January 27, 2026
10:20 AM
Advyzon Executive Leadership Panel & State of the Union
10:20 AM - 11:05 AM
Phoenix C
Lee Andreatta Kyra Foster Dave Goes Hailin Li John Mackowiak
Lee Andreatta, Advyzon Investment Management
Kyra Foster, Advyzon
Dave Goes, Advyzon
Hailin Li, Advyzon
John Mackowiak, Advyzon
11:05 AM
Networking Break
11:05 AM - 11:20 AM
Phoenix DE and Foyer

BREAKOUT ROTATION TWO 

Tuesday, January 27, 2026
11:20 AM
Sponsor Track - Aptus: Can Fresh ETF Innovation Bring Simplicity to Asset Location?
11:20 AM - 11:50 AM
JD Gardner
JD Gardner, Aptus Capital
Desert Sky
11:20 AM
Sponsor Track - iCapital: Creating a Premier Alts Experience: iCapital and Indivisible Partners in Action
11:20 AM - 11:50 AM
Stephen Hostetler Scott McSweeney
Stephen Hostetler, Indivisible Partners
Scott McSweeney, iCapital
Cave Creek
11:20 AM
Sponsor Track - Mili: Beyond Meeting Notes: How Top Advisors Are Growing Client Capacity by 20% by Extending Advyzon with AI Agents
11:20 AM - 11:50 AM
Vennela Miryala
Vennela Miryala, Mili
Paradise Valley
11:20 AM
Sponsor Track - Schwab: Unlock the Power of Schwab Third-party Integrations and Learn the Latest in Digital Onboarding with Advyzon
11:20 AM - 11:50 AM
Britt Kremer
Britt Kremer, Charles Schwab
Phoenix C
11:20 AM
Sponsor Track - YCharts: Advisor Growth: Why Many Firms Plateau — and How to Break Through in 2026
11:20 AM - 11:50 AM
Rushi Shah
Rushi Shah, YCharts
Deer Valley

BREAKOUT ROTATION THREE

Tuesday, January 27, 2026
12:00 PM
AIM Track: The Tax Alpha Playbook: 3 Approaches That Outperform the Market Through Smart Tax Management
12:00 PM - 12:30 PM
Desert Sky
Brian Huckstep Carolyn Szaflik
Brian Huckstep, Advyzon Investment Management
Carolyn Szaflik, Advyzon Investment Management
12:00 PM
Always Exam Ready: Simplifying Compliance with Advyzon
12:00 PM - 12:30 PM
Valley of the Sun
Kelly Fitzpatrick Stacie Craddock
Kelly Fitzpatrick, Advyzon
Stacie Craddock, Integrated Compliance Advisors
12:00 PM
Confessions from Solo Practitioners: What Actually Works
12:00 PM - 12:30 PM
Paradise Valley
Chuck Rowlan David Lewinter Ashley Murphy Amy White
Chuck Rowlan, Advyzon
David Lewinter, Lewinter Wealth Advisors LLC
Ashley Murphy, Arete Wealth Strategists Australia
Amy White, Prairie Ridge Asset Management, LLC
12:00 PM
Product Track: Advyzon Planning, Unified: The Next Evolution of Advyzon’s All-in-One Platform
12:00 PM - 12:30 PM
Cave Creek
Kevin Hughes Tony Leal Tony Xie
Kevin Hughes, Advyzon
Tony Leal, Advyzon
Tony Xie, Advyzon
12:00 PM
Product Track: From Manual to Magical: Reimagining Rebalancing with Quantum
12:00 PM - 12:30 PM
Deer Valley
Ryann Ramos
Ryann Ramos, Advyzon
Tuesday, January 27, 2026
12:30 PM
Luncheon
12:30 PM - 1:35 PM
Phoenix AB
1:35 PM
Panel: Disrupting Client Experience
1:35 PM - 2:15 PM
Phoenix C
Craig Iskowitz Nick Harding Dan Skiles Michelle Sovcik Mike Williams
Craig Iskowitz, Ezra Group
Nick Harding, Nitrogen
Dan Skiles, Altruist
Michelle Sovcik, Raymond James
Mike Williams, Advyzon
2:15 PM
Winning in a World That Won’t Sit Still: Insights from Marketing Mavericks
2:15 PM - 3:00 PM
Phoenix C
Samantha Schwimmer Gwendaline Mazzara Christopher Norton Billy Oliverio
Samantha Schwimmer, Advyzon
Gwendaline Mazzara, Fidelity Investments
Christopher Norton, Potomac
Billy Oliverio, United Planners Financial Services

BREAKOUT ROTATION FOUR

Tuesday, January 27, 2026
3:10 PM
AIM Track: Direct Indexing Decoded: From Complex to Easy as PIE
3:10 PM - 3:40 PM
Desert Sky
Alex Riedel
Alex Riedel, Advyzon Investment Management
3:10 PM
CIO Panel - Investment Trends to Look for in 2026
3:10 PM - 3:40 PM
Deer Valley
Brian Huckstep Sal Esposito Giovanni Petronelli
Brian Huckstep, Advyzon Investment Management
Sal Esposito, Zacks Investment Management
Giovanni Petronelli, Franklin Templeton
3:10 PM
Product Track: Advyzon Planning, Unified: The Next Evolution of Advyzon’s All-in-One Platform
3:10 PM - 3:40 PM
Phoenix C
Kevin Hughes Tony Leal Tony Xie
Kevin Hughes, Advyzon
Tony Leal, Advyzon
Tony Xie, Advyzon
3:10 PM
Product Track: Automate Your Practice with Advyzon Workflows
3:10 PM - 3:40 PM
Valley of the Sun
Shannon Hurley
Shannon Hurley, Advyzon
3:10 PM
Product Track: The CX Advantage: Elevating Your Firm's Client Experience
3:10 PM - 3:40 PM
Paradise Valley
Dylan Trudeau
Dylan Trudeau, Advyzon
Tuesday, January 27, 2026
3:40 PM
Networking Break
3:40 PM - 3:55 PM
Phoenix DE and Foyer
3:55 PM
Disruption With Purpose: How the Robinhood + TradePMR Vision is Helping Redefine Advisor Growth
3:55 PM - 4:15 PM
Phoenix C
Meghan Holmes Robb Baldwin
Meghan Holmes, Advyzon Investment Management
Robb Baldwin, Robinhood Markets
4:15 PM
Women's Panel: She Means Business
4:15 PM - 4:55 PM
Phoenix C
Samantha Schwimmer Sarah Grieco Megan Hausmann Kimberly Papedis
Samantha Schwimmer, Advyzon
Sarah Grieco, Syntax Data
Megan Hausmann, Wells Fargo RIA Solutions
Kimberly Papedis, Fusion Financial Partners
4:55 PM
Opening Keynote featuring John Mattone: Success Mapping: Creating Your Powerful, Compelling Future
4:55 PM - 5:35 PM
Phoenix C
John Mattone
John Mattone, John Mattone Global
5:35 PM
Fireside Chat Happy Hour with StoneX
5:35 PM - 6:30 PM
Phoenix AB
Taylor Lawler Roger Shaffer
Taylor Lawler, StoneX Financial Inc.
Roger Shaffer, StoneX Financial Inc.
6:30 PM
Reception Sponsored by Innovayte
6:30 PM - 8:30 PM
Carcara

Wednesday, January 28, 2026

Wednesday, January 28, 2026
7:30 AM
Advyzon Event Desk
7:30 AM - 11:30 AM
Phoenix C Pre-Function
Wednesday, January 28, 2026
7:30 AM
Advyzon Tech Hub
7:30 AM - 10:30 AM
Camelback
Wednesday, January 28, 2026
7:30 AM
Breakfast
7:30 AM - 8:30 AM
Phoenix AB
Wednesday, January 28, 2026
8:30 AM
Exhibits Open
8:30 AM - 12:30 PM
Phoenix DE and Foyer
Wednesday, January 28, 2026
8:30 AM
Fireside Chat with Liz Ann Sonders
8:30 AM - 9:15 AM
Phoenix C
Brian Huckstep Liz Ann Sonders
Brian Huckstep, Advyzon Investment Management
Liz Ann Sonders, Charles Schwab

BREAKOUT ROTATION FIVE

Wednesday, January 28, 2026
9:35 AM
Advancing AI Without Alarming Compliance
9:35 AM - 10:05 AM
Phoenix C
Meghan Holmes Tobin Bennion Alison Cooley Danny Schwartze
Meghan Holmes, Advyzon Investment Management
Tobin Bennion, Jump AI
Alison Cooley, Comply
Danny Schwartze, Integrated Compliance Advisors
9:35 AM
AIM Track: Client Expectations Evolved: Meeting Demand with a Range of Simple to Bespoke Account Solutions
9:35 AM - 10:05 AM
Desert Sky
Carolyn Szaflik Jeff Emrich Marah Fineberg-Kuck, CFP® Alex Riedel
Carolyn Szaflik, Advyzon Investment Management
Jeff Emrich, Vantus Wealth
Marah Fineberg-Kuck, CFP®, Fineberg Financial Management (FFM)
Alex Riedel, Advyzon Investment Management
9:35 AM
Product Track: Alternative Investments: How to Source, Manage, and Scale in Advyzon
9:35 AM - 10:05 AM
Deer Valley
Nikhil Deusana
Nikhil Deusana, Advyzon
9:35 AM
Product Track: Pipeline to Proposal - Streamlining Prospecting with Advyzon
9:35 AM - 10:05 AM
Paradise Valley
Blain Hefty
Blain Hefty, Advyzon
Wednesday, January 28, 2026
10:05 AM
Networking Break in the Exhibit Hall
10:05 AM - 10:20 AM
Phoenix DE and Foyer
10:20 AM
AI and the Repricing of Humanity: Finding Your Value in a World that Just Changed
10:20 AM - 10:40 AM
Phoenix C
Lawrence Ford
Lawrence Ford, Conscious Capital
10:40 AM
M&A Succession Panel
10:40 AM - 11:25 AM
Phoenix C
Lee Andreatta Harris Baltch Paul Lambert Hao Qin
Lee Andreatta, Advyzon Investment Management
Harris Baltch, Dynasty Financial Partners
Paul Lambert, Indivisible Partners
Hao Qin, Aspen Standard Wealth
11:25 AM
Closing Remarks
11:25 AM - 11:30 AM
Phoenix C
Dave Goes
Dave Goes, Advyzon
11:30 AM
Networking & Lunches to-go
11:30 AM - 12:30 PM
Phoenix DE and Foyer

*Sessions are subject to change at any time.