Format and Overview

• Rich content in multiple formats: keynotes, general sessions, and panels.

• Networking times during coffee breaks, receptions and dinners

• Day One: Arrivals and Evening Welcome Reception

• Day Two: Full-day conference programming & Summit Dinner

• Day Three: Half-day conference programming

Topics

• Current State and Outlook for RIA M&A

• State of the RIA Industry

• Lessons from Seasoned Acquirers for Prospective Sellers

• Transition Stories from Your Peers

• Your Topics: One-on-Ones Meetings with Industry Experts

• And more!

The 2024 DeVoe M&A+ Succession Summit will be held at the Ritz-Carlton San Francisco, a beautiful property atop Nob Hill.

The conference has a room block at the venue. More details forthcoming.

Shannon Eusey, Chief Executive Officer, Beacon Pointe Advisors

Matt Cooper, Partner and President, Beacon Pointe Advisors

Larry Miles, Chief Executive Officer, Choreo

David DeVoe, Founder and CEO, DeVoe & Company

Jon Beatty, Chief Operating Officer, Advisor Services, Charles Schwab

Jeremy Holly, Executive Vice President, Strategic Business Development, LPL Financial

Catherine Williams, Head of Practice Management, Dimensional Fund Advisors

Brett Van Bortel, Director of Consulting Services, Invesco Global Consulting

David Canter, President, Bluespring Wealth Partners

Ben Harrison, Managing Director | Head of Wealth Solutions, BNY Mellon | Pershing

Lisa Salvi, Managing Director | Advisor Services, Charles Schwab

Dave Barton, Vice Chairman and M&A Leader, Mercer Advisors

Mike LaMena, Chief Executive Officer, Wealthspire Advisors

Ryan Caldwell, CEO | Wealth Advisor, Wacker Wealth Partners

T.J. Troutner, Senior Vice President | Financial Advisor, Wealth Enhancement Group

Scott Holsopple, Chief Growth Officer, Hightower

Michael Belluomini, Vice President, Mergers and Acquisitions, Carson Group

Alicia Chandler, President, Oak Street Funding

James Hughes, Head of Investment Advisory Lending, Live Oak Bank

Mike King, Managing Director, Wintrust Financial

Dustin Mangone, Managing Partner, PPCLOAN

Thomas Carroll, Principal & President, Homrich Berg Wealth Management

James Gold, Chief Executive Officer, Steward Partners

Brian Hamburger, Founder | President | CEO, MarketCounsel | HamburgerLaw

Peggy Ruhlin, Special Advisor, DeVoe & Company

Francine Miltenberger, Managing Director, DeVoe & Company

Brad Grubb, Managing Director, DeVoe & Company

Adam Levy, Managing Director, DeVoe & Company