This isn’t just another conference—it’s a curated gathering of industry leaders, strategic innovators, and mission-driven professionals committed to building exceptional teams, expanding revenue, leveraging cutting-edge technology, and designing meaningful legacies.
Proven strategies to exponentially grow revenue from existing clients—while building high-performing teams that deliver world-class service.
Cutting-edge tech insights, tools, and AI solutions to streamline your practice and amplify performance.
Exclusive access to a network of elite advisors and industry leaders—expand your network with brilliant minds from across the globe.
Clear guidance on practice sales, acquisitions, and unlocking hidden value in your business—starting right now.
A renewed vision, elevated mindset, and actionable plan to step into the next evolution of your advisory career.
Joe Polish is the Founder of Genius Network®, one of the highest level groups in the world for Entrepreneurs. He also curates the Annual Genius Network Event and the 100k Group ($100,000). Genius Network and 100K is home to some of the most successful Entrepreneurs alive.
Joe has also helped build thousands of businesses and generated hundreds of millions of dollars for his clients. He has been featured in INC, Fortune, Forbes, Success, U.S News & World Report, among others, and has spoken at Stanford University. Joe also hosts three of the top ranked marketing and business podcasts, including iLoveMarketing.com, 10xTalk.com and GeniusNetwork.com.
Recent projects include: Cleator, a 40-acre ghost town he purchased with partners (www.WhatsYourCleator.com).
His documentary “CONNECTED: The Joe Polish Story,” premiered at the historic TCL Chinese Theater (formerly Mann’s Chinese Theater), and his documentary “Black Star” won the Audience Choice Award at the Sedona Film Festival.
Joe’s mission with Entrepreneurs and Genius Network® is “to build a better Entrepreneur,” and his mission with Genius Recovery is “to change the global conversation of how people view and treat addicts with compassion, instead of judgment and to find the best forms of treatment that has efficacy and share those with the world.
Read “Life Gives To The Giver” at www.JoesFreeBook.com. His book, What’s In It For Them, published by Hay House, released Nov 1, 2022.
According to her mother, (an extremely reliable source on the subject), Randi Brill first announced she was going to be in charge of something at the ripe old age of 14. Randi has been in charge of many creative “somethings” ever since. As Chief Creative Officer of JUST CALL RANDI, the graphic design agency exclusively for entrepreneurs, visionaries, and their companies, Randi combines graphic design and business savvy to infuse Differentiation By DESIGN into businesses to help them thrive. And she loves it!
Randi’s team “designs great results” with wealth advisories all over the country—in creative and compliance-friendly ways. When Randi identified the pattern of challenges that wealth advisors face in differentiating their businesses, offerings, and the unique value they add, she created “The David Factor™", an innovative graphic design process expressly for wealth advisors.
Randi’s also an avid and entertaining speaker, podcast guest, and author. In 2024 alone, she wrote, designed, and self-published four books FOR entrepreneurs, and through her LITTLE BOOKS, BIG RESULTS™ process, also creates many books BY entrepreneurs. Randi adores her family, is a dedicated audiobook-walker, and possesses a wicked sweet tooth. A lifelong night owl, Randi admits to getting too little sleep. Yet, for someone who’s awake as long as she is, Randi still dreams up a seemingly endless array of creative results!
An 18 year veteran of the sports training industry, Brian worked as a High-Performance Coach and Consultant for National Team, Professional and Olympic athletes worldwide.
He founded the largest youth development educational organization in the industry, serving as its CEO for nearly 8 years and co-created one of the fastest growing sport and fitness franchises in the United States along with it.
Brian has guest lectured and keynoted at governmental and private associations around the world, including Australia, New Zealand, Ireland, Italy, Sweden, the Czech Republic and throughout North America. His most common lecturing topics include leadership, peak performance, decreasing stress and threat, as well as optimized productivity.
Brian authored “The Audacity of Success”, both wrote and co-produced the landmark short film
“Life by Numbers” and has written for magazines around the globe, including Men’s Fitness, Inked and Bulace.
His most recent book is called “Mindset Matters Most” and was listed #1 on the “Personal Development” section at Amazon for a period of 7 weeks after its release.
Together with his wife, Carrie Campbell, Brian co-hosted the award-winning livestream, “Brian &
Carrie - In the Morning” as well as “Eliminate Your Limits - with Brian & Carrie” which airs in syndication on SiriusXM.
He formerly served as the Chief Culture Officer for Metaplexus, as well as the Faculty Director for its subsidiary, Virtu Academy.
Brian holds a religiously accredited PhD in Pastoral Counseling and currently works as a High High Performance Consultant for several well-known brands in the health, wealth and tech spaces, working directly with C-Suite Executives.
On a personal level, Brian is a competitive powerlifter and holds 2 Arizona State Records in both Squat and Bench Press. For a span of 12-years, he worked as a bodyguard for several A-List celebrities.
Jeremiah D. Desmarais is one of the world’s leading voices on marketing strategy in the financial and insurance industries. A 23X time award-winning entrepreneur, consultant and philanthropist, he’s empowered over 100,000 financial professionals in 51 countries grow their businesses. A TED speaker, he's an international keynote with a unique ability to combine humor, stories and real world case studies that capture audiences “while delivering real world steps you can use NOW.” Jeremiah has shared the stage with luminaries like Tony Robbins, Robert Kiosaki and is the author of the #1 Best Seller SHIFT and host of the Advisorist Podcast ranked in top #50 business podcasts on iTunes. An avid philanthropist, he’s travelled the world giving back to indeginous communities. Invite Jeremiah D. Desmarais to your next event and your audience will be motivated, uplifted and have a notebook full of ideas to use TODAY!
Ryan Stramrood is a three times Guinness World Record holder and one of the world’s top Ultra-Extreme Adventure and Ice water swimmers. His trademarked PushPastImpossible™ mantra forms the base of his incredible session and is guaranteed to profoundly impact all who get to hear him speak.
Ryan has become a globally renowned Inspirational Speaker, has undertaken some of the world’s toughest and most deadly swimming challenges, pioneered others and is a master of mindset, setting the bar of human endurance a notch higher often in the most hostile environments.
Ryan’s keynote will take the shape of breath-taking, fascinating stories which evoke unadulterated inspiration and emotion. As a brilliant story teller, his session will deliver unique insight into the power of our minds, our behaviours, our reactions and our abilities in the most difficult of environments (of all natures). He's a true master of drawing perfect parallels between the extreme wild and the corporate/business space.
Brian is a Senior Vice President and Head of Strategy and Consulting. Brian and his team are responsible for consulting with financial professionals on all aspects of business development, with a special focus on working with accountants and attorneys.
Prior to joining First Trust, Brian was a principal and head of financial professional sales for Vanguard’s Financial Advisor Services business. He was responsible for national sales of ETFs and mutual funds across all channels—including broker-dealers, registered investment financial professionals and banks. Prior to Vanguard, Brian was a senior managing director for AllianceBernstein in New York. During his 12 years with the firm, he was responsible for building institutional business in Australia, New Zealand and Southeast Asia. He also started and ran the firm’s private client offices in Minneapolis and Philadelphia, and was a managing director for the firm’s private client practice in New York. Brian was also head of national sales for both the retail and subadvisory sales groups for the firm. Before AllianceBernstein, Brian was an officer with Putnam Investments for four years and was with The Boston Company (Funds Distributor) for three years.
Brian earned a BS in Finance from Bentley College in 1992.
Peter Campagna is the Managing Partner at Wise Rhino Group. His career in financial services and M&A spans over 30 years. He has held a variety of senior roles in both the retirement consulting and wealth advisory industries. He was Director of Institutional Accounts at BlackRock before joining Wise Rhino and has also worked with Putnam Investments and Eaton Vance. He is a graduate of Cornell University and lives in the Lake Tahoe area.
Scott is a partner at Wise Rhino Group. He started his career in financial consulting before transitioning to Mergers and Acquisitions in the insurance brokerage industry. With hands-on experience in over 350 acquisitions, Scott has gained a deep understanding of the process from the buyer's perspective, offering invaluable insights to clients. His true passion lies in fostering strong relationships with entrepreneurs, guiding them through the intricate journey of selling and scaling their businesses.
Scott currently lives in Orlando, FL with his wife Kristal and two young daughters. In addition to providing valuable M&A insights and guidance, Scott also offers free Disney vacation consulting at no additional cost.
Andrew founded YT Era, a full-service YouTube marketing solution for businesses and entrepreneurs, after reaching a low point in 2018 and discovering the transformative power of YouTube content. At rock bottom, he turned to YouTube videos for self-improvement and found success in boosting his mindset, finances and health.
Today, YT Era amplifies the world’s biggest solutions by changing the way businesses and entrepreneurs do marketing. Andrew helps entrepreneurs successfully clone themselves to explode their awareness, credibility, authority, reach, influence and sales by ALWAYS putting their Viewer first!
Regan Archibald, Lac, FMP, is one of the leading Peptide, Functional Medicine and Longevity Specialists in the nation. His award-winning center, EastWest Health (acueastwest.com) has performed 8,789 labs and counting. These comprehensive blood labs include 94 important markers that allow Regan and his team to understand the root cause of health issues.
Regan is an international speaker and is the author of 9 books including The Peptide Blueprint and Ageless Future. His podcast, Unreasonable Health has featured thought leaders from many industries.
When not traveling, Regan can often be found deep in the Utah mountains with his wife Jessica or his kids, Zoe, Dominic and Jonah.
T. Ted Motheral is a Partner in Potomac Law Group's Corporate and Transactional practice where he focuses on mergers and acquisitions, as well as private debt and equity financing. Ted has substantial experience in leading transactions for multi-million-dollar acquisitions and has represented borrowers and lenders in multi-million-dollar debt offerings. He is also experienced in advising clients on general corporate matters, entity formation and governance, joint ventures, divestments, and reporting requirements and regulations.
Ted has significant national experience in the financial advisory services/wealth management industry. He represents over 100 financial advisory services firms in all 50 states, advising them on all corporate and legal matters, including buy and sell side mergers and acquisitions, corporate restructuring, strategic and growth initiatives, and regulatory, securities, and compliance matters. He represents firms ranging from $100 million to $60billion in assets under management in this industry.
Outside of the financial advisory services industry, Ted has extensive experience in representing private and family-owned businesses across the country. Although he is an expert in financial advisory services, he has experience in almost every other industry in the United States and has vast experience in handling cross-border acquisitions as well, in industries such as insurance, heavy manufacturing, healthcare, plastics/polymers, coatings, real estate development, assisted living, engineering, law firms, and accounting firms.
Earlier in his career, Mr. Motheral worked in the general counsel office of KLA-Tencor Corporation in Silicon Valley, California and, before becoming an attorney, worked as a financial consultant for PricewaterhouseCoopers in the New York City office.
Mr. Motheral received his education at the University of Pittsburgh School of Law, J.D., the University of Pittsburgh, M.B.A, Dean's List and Villanova University, B.S. Business Administration, Dean's List.
For complete details on Ted's experience and professional accomplishments, click HERE.
Barry Garapedian is the President and CEO of MAG7 Consulting, a boutique firm specializing in family governance, wealth education, and next-generation development. With decades of experience in wealth management and family advisory services, Barry has shaped MAG7 into a premier consultancy that helps families preserve their legacies, align their values with their wealth, and prepare future generations for success.
At the heart of MAG7's approach is Barry's passion for mentoring and empowering others. The firm's services encompass a wide range of family-focused solutions, including family constitution development, wealth biographies, and innovative programs for young family members. Barry's unique ability to connect with clients across generations has been instrumental in MAG7's evolution into a comprehensive family governance practice.
Barry spent 39 years as a Financial Advisor with Morgan Stanley, where he was Managing Director, a team founder, and the recipient of national recognition from The Financial Times and Barron’s. Throughout his career on Wall Street, Barry worked closely with clients and their children. He looked to foster value that extended beyond a family’s balance sheet, helping families create positive dynamics through strategic advice, practical guidance, and a forthright perspective.
As a family governance professional, Barry helps families navigate the complex intersections of wealth, values, and legacy. His work includes facilitating family meetings, guiding succession planning, and implementing governance structures that ensure the longevity of family wealth and unity. Barry's innovative "Dash Dinner" concept has become a cornerstone of MAG7's approach to deepening client relationships and uncovering family dynamics.
Barry's commitment to education and mentorship remains unwavering. For over 15 years, he has volunteered as a Career Coach at Pepperdine University, mentoring close to 1,000 students. He is a sought-after speaker at Business Fraternities, Student Professional Clubs, and the Pepperdine Ambassadors Council. Many of Barry's mentees maintain long-term connections, seeking his advice and guidance throughout their careers.
A native Southern Californian, he graduated from the University of Southern California with a B.A. in Public Policy. While studying at USC, he worked as a private tennis instructor and also worked as a performing magician at the iconic Magic Castle in Los Angeles. Barry remains an avid tennis player and still enjoys doing magic as a hobby.
Barry and his wife Sharon have two adult children, Missy Lou and Scotland, who are professionals in Southern California. In his free time, Barry stays very active. His hobbies include mountain-bike riding, yoga, weightlifting, tennis, swimming—including open-water endurance swims, Ironman® triathlons, and heli-skiing. A black belt in martial arts, he is committed to fitness and nutrition, mindful of the profound mind-body connection. He approaches his intellectual life with the same vigor and is an avid reader, maintaining, “life is about the books you read and the people you meet.” A loyal Dodger fan and season-ticketholder, he loves to go to games with family and friends.
Barry believes strongly in the value of giving back to others—through financial support, but also through active participation as a volunteer, demonstrating his interest in others’ lives. He has served on many Boards, including the Olive View UCLA Medical Center and the Armenian Film Foundation. Barry is especially honored to be named “Father of the Year” by the American Diabetes Association and the National Father’s Day Council in June of 2009. He is currently serving on the Board of the Cancer Support Community VVSB, the Crest Board at Pepperdine University and the Pomegranate Foundation.
Randy Carver and Bryan Sweet, the founders of Top Producer International LLC forged an event unlike any other they had previously experienced – EWAS. A chance for financial advisors to take their business success up a notch while improving life’s balance along the way. Limiting attendance ensures each advisor can engage with speakers on a more personal level plus build relationships within our supportive learning community. Now under the leadership of Bryan Sweet and Brittany Anderson of Sweet Financial Partners, and Brian Heckert of FSM Wealth, this unique experience provides amazing opportunities to boost income levels and quality of life in equal measure
Below is the agenda for our past event but will give you a general idea of the time line you can expect for 2026. Please check back this Fall for the 2026 Agenda.
VIP Experience
Booth Setup
Registration
Welcome Event & Super Bowl Party
Breakfast
Sponsor Booths Open
Welcome & Day 1 Kickoff (Housekeeping & Logistics)
General Sessions
Lunch
Afternoon Sessions
Day 1 Wrap-Up
Cocktail Hour
Sponsor Dine-Arounds
Breakfast
Sponsor Booths Open
Welcome & Day 2 Kickoff (Housekeeping & Logistics)
General Sessions
Lunch
Afternoon Sessions
Day 2 Wrap-Up
Tuesday Evening Event
Breakfast
Sponsor Booths Open
Micro-Sessions
Booth Breakdown
Departures & Grab-and-Go Lunch
Omni Scottsdale Resort & Spa at Montelucia is inspired by the rich heritage of Andalusia in southern Spain. The property is nestled within the natural landscape, offering a place to relax at one of three sparkling resort pools fringed by towering palm trees.
Treat yourself to an award-winning treatment at Joya Spa and salon. Or unwind in one of their charming 293 guest rooms or suites—spaces where old-world design meets modern technology.
08-FEB-2026
11-FEB-2026
4949 E. Lincoln Dr. Scottsdale, AZ 85253
It’s rare to find an event that blends high-level strategic insights with practical, actionable tools but EWAS always delivers. Every session and conversation was relevant and forward-thinking. The networking alone was invaluable, and I walked away with ideas, resources, and connections that will directly impact how we lead and support our advisers moving forward. Highly recommended EWAS for those who wants to stay ahead of the curve.
I've attended EWAS for two years in a row, and it continues to be one of the most valuable events in our industry. What sets it apart is the holistic lens it brings—combining strategy, innovation, and personal growth in a way that challenges how we think about the future of wealth advisory.
**Starting December 15th full conference pricing of $2,500/person will apply.
Your ticket includes breakfast, lunch & dinner. You are responsible for your own flight and accommodations.
EWAS is designed exclusively for high-performing financial professionals and wealth advisors who are committed to growing their practice, deepening client impact, and expanding their legacy. This event is by invitation only and intentionally capped at 150 attendees.
Your registration includes access to all keynote sessions, workshops, networking experiences, daily gourmet meals, and curated materials—plus access to exclusive evening experiences. Accommodations are booked separately.
Both. EWAS is uniquely designed to help you grow your business and your leadership capacity—with sessions focused on practice growth, AI and technology, team building, wealth strategy, and visionary leadership.
There are special discounts for those who are attending as a group of 2 or 3, just pick the number of attendees you are coming with on the registration form.
Smart casual during the day, with an option to dress up for evening events. Bring layers for the desert climate and attire that allows for both business and relaxation.
No, accommodations at the Omni Scottsdale Resort are booked separately. We’ve secured a special group rate for EWAS attendees. Booking details will be provided upon registration.
Due to the limited capacity and curated nature of this event, all sales are final. However, registrations may be transferred with prior approval. Contact our team for assistance.
Plan to arrive by the afternoon of February 8th for check-in and our welcome gathering. The event concludes by midday on February 11th, allowing for afternoon departures.