AGENDA

9:30 AM - 1:00 PM

VIP Ageless Future Longevity Experience with EastWest Health onsite at the Omni.  RSVP here:   https://agelessfuture.com/ewas-longevity-event/

9:30 AM – 1:30 PM

Booth Setup

1:30 PM – 3:30 PM

Registration

4:30 PM – 9:00 PM

Welcome Event & Super Bowl Party sponsored by Gondola Partners – Doors open at 4:00pm

7:30 AM – 9:00 AM

Breakfast & Registration

8:00 AM – 5:00 PM

Sponsor Booths Open

9:00 AM – 9:15 AM

Welcome & Day 1 Kickoff (Housekeeping & Logistics)

9:15 AM – 10:10 AM

Regan Archibald – Ageless Future.  How to Look, Feel and Perform 10 Years Younger with Peptides, without risky trial-and-error, AI confusion or unreliable sources.

10:15 AM – 11:00 AM

Peter Campagna & Scott Erskin with Wise Rhino Group.  Beyond AUM: What Really Drives Enterprise Value in Today’s M&A Market

11:00 AM – 11:20 AM

Networking Break sponsored by Wealth.com

11:25 AM – 12:10 PM

Randi Brill with JUST CALL RANDI Graphic Design Agency.  Protection in an Instant! O3IPIP: The Intellectual Property Starter Kit for Wealth Advisors

12:10 PM – 1:15 PM

Lunch

1:20 PM – 1:50 PM

Barry Garapedian with Mag7 Consultants.  Empowering the Next Generation.

1:55 PM – 2:45 PM

David Perkins – Gondola Partners.  Understanding Tax Liens, Foreclosures and LienFi

2:45 PM – 3:15 PM

Networking Break sponsored by Matson Money

3:20 PM – 4:10 PM

Eric Jorgenson – Scribe Media. Book Publishing in 2026: A Fireside Chat with Eric Jorgenson & Brittany Anderson

4:15 PM – 5:00 PM

Gary Sanchez with The Meetings Hub. How Top Advisors Create Instantly Personal Client Meetings at Scale. Using WHY.os and The Meetings Hub to deepen trust, speed decisions, and increase client loyalty.

5:00 PM – 5:05 PM

Day 1 Wrap-Up

6:00 PM – 7:00 PM

Cocktail Hour – Sponsored by Scribe Media

7:00 PM – 9:00 PM

Sponsor Dine-Arounds (by invitation-only)

7:30 AM – 9:00 AM

Breakfast

8:00 AM – 5:00 PM

Sponsor Booths Open

9:00 AM – 9:05 AM

Welcome & Day 2 Kickoff (Housekeeping & Logistics)

9:10 AM – 9:55 PM

John Lucas – Coaching Lessons for Life: An interview with John Lucas, former NBA Coach and Star Player

10:00 AM – 10:45 AM

Rob Montella with First Trust.  What’s Your Brand.

10:45 AM – 11:05 AM

Networking Break sponsored by Timothy Plan

11:10 AM – 11:20 AM

Brian Heckert with Benefits Plus.  Creative New Concepts for Retirement Plan Administration for 2026.

11:25 AM – 12:10 PM

Dr. Mostafa Maita, D.O. with LifeGenix.  Protecting Your Most Finite Asset – Your Health.  A Modern Approach to Longevity, Preventive and Regenerative Wellness.

12:10 PM - 1:15 PM

Lunch

1:20 PM – 2:05 PM

Scott Danner – Steward Partners.  Panelist – Tyson Ray.  Scott will lead a panel discussion on Building Firms that Thrive Through Transition.  

2:10 PM – 2:55 PM

Kevin Knull with TaxStatus – Grow Your Business with IRS-VERIFIED FINANCIALS

2:55 PM – 3:25 PM

Networking Break

3:30 PM – 4:15 PM

Josh VanDervort with Nationwide. Reduce Tax Drag and Create Immediate Alpha for your Clients

4:20 PM – 5:05 PM

Warren Barry – The Flying V @ Work – The Aerial Symphony

5:05 PM – 5:10 PM

Day 2 Wrap-Up

6:30 PM – 9:30 PM

Tuesday Evening Event:  Cactus, Boots & BBQ! Sponsored by TaxStatus

7:30 AM – 9:00 AM

Breakfast

8:00 AM – 10:40 PM

Sponsor Booths Open

9:00 AM – 9:05 AM

WELCOME – Housekeeping Items

9:05 AM – 9:35 AM

Michael Belluomini  & Liam Heffernan with Carson Wealth.  Lessons from a Seasoned Acquirer.

9:40 AM – 10:10 AM

Ryan Hodapp, CFA, CAIA, with American Beacon – ARK: Big Ideas 2026

10:10 AM – 10:40 PM

Networking Break

10:45 AM – 11:15 AM

Sydney Harrington with Zocks.  Introducing Zocks:  The AI Assistant for Financial Advisors That Saves you 10+ Hours a Week

11:20 AM – 11:50 AM

Michael Cibelli with Lord Abbett.  Private Credit:  Is it a Bubble?

11:50 AM – 12:00 PM

Closing comments from your hosts

10:40 AM – 2:00 PM

Booth Breakdown

12:00 PM

Departures & Grab-and-Go Lunch

The Conference of a Lifetime for
Elite Professionals

The decision is NOW.