Registration is now open for DeVoe Elevate 2026!
May 6-8, 2026 at the Fairmont Austin
-DRIVE organic GROWTH-
-OPTIMIZE your HUMAN CAPITAL plan-
2026 AGENDA Highlights
DeVoe Elevate™ blends powerful content with intentional connection. Every session, break, and reception is designed to spark ideas and facilitate learning from peers and industry leaders.
Growth SESSIONS
Supercharging RIA Growth: Unlocking Competitive Advantage
The Growth Mindset: How Top RIAs are Driving Growth
The Professional Referral Method: Becoming the Trusted Advisor
Crafting a High-Performance Business
Growth, Engineered: Smart Tech Strategies That Scale
Human Capital SESSIONS
Dynamic Leadership and the Enduring Advisory Firm
Building Culture: How Elite Leaders Build a Team and Influence Behavior
Succession in Practice: Real Stories, Real Strategies
Next-Gen Capital: Fueling Tomorrow, Today
People Power: How RIAs Build and Keep Great Teams
DeVoe Elevate™ 2026 Speakers
More Speakers to Come Soon!
David DeVoe founded DeVoe & Company in 2011 to help wealth management companies optimize their business decisions. The company has supported hundreds of firms in consulting, investment banking and valuation engagements since launch. David has been a thought leader on RIA practice management for 18 years and was named the 'RIA M&A Guru' by Barron's magazine.
Previously, he served as Managing Director of Strategic Business Development at Charles Schwab Advisor Services. In this role, he developed and led Schwab’s Transition Planning platform, which provides comprehensive M&A and succession planning services to registered investment advisors. During this eight-year period, he provided strategic counsel to over 500 advisors. Previously, David worked in the Business Strategy group at American Express.
David holds a BA degree from the University of California, Berkeley and an MBA from Cornell University Johnson Graduate School of Management.
David DeVoe
Keynote Speaker
Founder and CEO
DeVoe & Company
An expert in customer experience (CX), Dennis Moseley-Williams shows organizations why CX is the predominant economic offering in the world today. He delivers captivating presentations that teach audiences the principles behind creating transformative experiences for clients, customers, and employees alike to deliver transformative results. Captivating audiences with his passion, humour, and real-world case studies, Moseley-Williams is an in-demand speaker with clients ranging from Fortune 500 companies to solo entrepreneurs, in sectors ranging from financial services to manufacturing (and everything in between).
Moseley-Williams is the founder of Dennis Moseley-Williams Strategic Consulting, a firm that helps organizations secure and build sustainable relationships by creating experience-driven solutions that deliver results, increase revenues, and build enthusiastic referral-generating communities. He’s also the co-founder of the Serious Shift Inner Circle, a community for financial advisors who want to build incredible client-centred practices to generate greater client loyalty, profit, referrals, and work/life balance.
A pioneering member of The World Experience Organization, Moseley-Williams is a certified experience economy specialist and has contributed to several online experience design courses. He is also the author of Serious Shift: How Experience Staging Can Save Your Practice, a guidebook on how the experience economy can be adapted specifically to the financial services industry.
Dennis Moseley-Williams
Featured Speaker
Founder and CEO
Dennis Moseley-Williams Strategic Consulting
Rob Montella is a member of the business consulting team at First Trust Portfolios that helps financial advisors, RIA’s, banks, and institutional clients maximize efficiency and business growth.
Rob previously served as a Senior Strategist in Business Practices' for GSAM's Strategic Advisory Solutions team. He specialized in the delivery of practice management tools and services designed to improve financial advisors' business efficiency and productivity. Prior to joining Goldman Sach's, Rob spent 16 years with Ameriprise Financial, most recently as a Managing Partner with RiverSource University. In that role, he was instrumental in the development and implementation of a program that provided performance coaching and practice management consultation to top financial advisors at over 20 firms. Rob's work in the areas of Emotional Intelligence and Behavioral Finance has been featured in many industry journals and more recently in the book, "Educating Others to be Emotionally Intelligent." Rob received his Bachelor's degree from the Governor's State University.
Rob Montella
Business Consultant
First Trust Portfolios
Prior to founding Zoe Financial, Andres was an Executive Director at JP Morgan Asset Management, helping oversee $300 billion in assets.
Before JP Morgan, Andres worked in Morgan Stanley's Institutional Equity division, where he developed investment ideas and conveyed equity market insights to institutional clients.
Andres is consistently ranked as a top speaker at major industry conferences. He is a regular guest at CNBC & Bloomberg,
He holds a CFA designation and an MBA from the Wharton School, where he received the Joseph Wharton Fellowship and Toigo Foundation Fellowship.
Andres Garcia-Amaya
Founder and CEO
Zoe Financial
Sara Baker is the Executive Vice President of Mergers & Acquisitions for Allworth Financial. With deep expertise in advisor growth strategies, practice management, and mergers and acquisitions, she leads the firm’s partnership strategy—driving scalable, sustainable growth with a focus on cultural alignment and operational excellence.
Prior to Allworth, Sara served as president of Triad Wealth where she was responsible for setting the firm’s long-term vision. She also previously held high-ranking roles at Edleman Financial Engines, most recently serving as the VP of Advanced Planning where she built out the firm’s tax preparation and planning offering. Prior to that, she served as Senior Vice President, Wealth Management and Strategy Counsel at Mariner Wealth Advisors and was responsible for national partnership growth. Given this extensive background, Sara is also a recognized thought leader in the wealth management space and a frequent speaker at leading industry conferences nationwide.
Sara started her career as an attorney at Bryan Cave Leighten Paisner, a global Am Law 100 law firm. With a Master of Law in taxation from the University of Washington in St. Louis and a JD from the University of Missouri-Kansas City School of Law, she also earned a bachelor’s degree from Wichita State University where she played Division I volleyball. Sara currently lives in Kansas City with her husband, four children, and two German Shorthaired Pointers.
Sara Baker
EVP of Mergers & Acquisitions
Allworth Financial
Gordon Ross joined DeVoe & Company as President in 2025. He brings over 20 years of industry experience and a strong track record of helping RIAs achieve their goals. Gordon will join the executive leadership team and oversee day-to-day operations, with a focus on scaling the firm’s consulting and M&A advisory business to meet growing client demand. He will be responsible for implementing the firm’s strategic goals and supporting the firm’s continued growth in a thriving RIA market.
Most recently, he served as Chief Client Officer at Dynasty Financial Partners, where he led all client-facing functions, including relationship management, transitions, practice management, and service delivery—supporting RIAs across the country. Prior to joining Dynasty, he was Vice President at BBR Partners in New York. Before that, he was at Atlantic Trust Private Wealth Management, where he helped manage the personal client book of the COO. Originally from Scotland, Gordon began his career at Bestinvest Brokers in London, one of the UK’s leading private client investment groups.
He received a BA in economics from Durham University (UK) and MBA from Harvard Business School.
Gordon Ross
President
DeVoe & Company
Martine is responsible for driving the growth and expansion of the organization through strategic mergers and acquisitions of other RIAs. Based on her more than two decades of experience in the independent wealth management space, she leads like-minded firms in their transition decisions, including assessment of fit, due diligence, financial analysis, talent mapping, and deal negotiations. Previously, Martine served as the company’s Chief Talent Officer (a role she held since joining Mercer Advisors in 2020), with a focus on developing and growing the talent of the organization. She is also a member of the Executive Leadership Team.
Before joining Mercer Advisors, Martine was a Principal and both the Chief Operating Officer and Chief Compliance Officer at Sullivan, Bruyette, Speros & Blayney. She also served on the Technology, Operations & Service Advisory Board of one of the largest RIA custodians, and has been involved as a writer and instructor for CFP® exam review courses.
Martine holds an MBA from Georgetown University and a B.S. in Mathematics from Duke University. She is a member Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® professional.
Martine Lellis
Executive Managing Partner, M&A Partner Development
Mercer Advisors
Rocky Daigle is the Chief Practice Officer at Beacon Pointe Advisors, where he leads the firm’s advisor platform, practice management, post-acquisition integration, and advisor enablement across a rapidly expanding national footprint. As a member of the Executive Leadership Team, he partners with the CEO and senior leaders to drive scale, efficiency, and sustainable growth.
Before his national leadership role, Rocky guided Beacon Pointe’s New Orleans office, managing key client relationships and overseeing the corporate retirement plan division. A veteran of nearly three decades in the industry, Rocky co-founded CBD Wealth Management and helped grow it from the ground up before its integration into Beacon Pointe in 2020.
Recognized by Forbes as one of America’s Best-in-State Wealth Advisors (2020), Rocky holds a B.S. in Finance and a J.D. from Louisiana State University. He has also served in leadership roles on numerous educational and charitable boards in New Orleans.
Rocky Daigle
Chief Practice Officer
Beacon Pointe Advisors
Eric Hehman is Chief Executive Officer of Austin Asset. Eric joined Austin Asset in 1997 as an unpaid intern, became an owner in 2000, and CEO in 2007. In 2014, Eric completed the seven-year transition plan providing for the retirement of the firm’s founder. Today, the firm oversees more than $1.8 Billion in assets under management.
Beyond Austin Asset, Eric cares deeply about bringing leaders together for the future success of their businesses and sharing his story to encourage them fueled the fire that led to the release of his first book in 2015: Success and Succession. He enjoys the conversations that have come from the book as they bring firm owners and next generation leaders together to solve internal succession and build sustainable businesses. Eric has spent the last 25 years lending his voice to community causes and currently serves as an officer for three non-profit boards in Austin as an expression of one of the firm’s valued behaviors: Serve First.
In 2013, Eric was honored as the winner of the “Austin Under Forty Award” which recognizes executives for their outstanding professional achievements and contributions to the community.
Eric is a graduate of the University of Texas at Austin and earned the CFP® designation in February 2000, as one of the youngest in the nation at that time.
Eric lives in his hometown of Austin with his wife JayLeen, and their four children.
Eric Hehman
CEO
Austin Asset
Brad joined DeVoe & Company in 2018. He brings 30+ years of financial services experience in wealth management, asset management, and banking.
Brad has led several multi-billion dollar AUM RIAs and banks that own RIAs, many of which he helped grow through acquisition. His roles included President of PSBT’s Wealth Management Group, Managing Director of Manarin Investment Counsel, President of Carson Wealth Management Group, and President and CEO of BancWest Investment Services. Earlier in his career, he held senior positions at Citigroup, Kemper Financial Institution Group, and consulted with Farmers Financial Services.
Brad earned his undergraduate degree in Economics from Loyola University Chicago.
Brad Grubb
Managing Director
DeVoe & Company
Jason Gordo is a co-founder and president at Modern Wealth Management. Gordo is an accomplished wealth management executive with a diverse background in business strategy, execution, and mergers and acquisitions. Prior to joining the founding team at Modern Wealth, Gordo was a Managing Director at Goldman Sachs Personal Financial Management where he was Head of Advisor Growth.
Gordo was part of the team that scaled and sold United Capital, a $25B RIA with 90 locations, to Goldman Sachs for $750M. While at United Capital he held various positions, including Head of Office and Head of FinLife Partners. Gordo was also a member of the United Capital executive team where he worked to help drive the firm’s growth and success.
Before joining United Capital, Gordo co-founded Valley Wealth, Inc., a wealth management firm that served high-net-worth clients, endowments, foundations, and corporate retirement plans. Under his leadership, the firm was named to Forbes Magazine’s list of fastest-growing RIAs.
Gordo graduated from Gonzaga University, earning a master’s degree in organizational leadership. He also holds industry credentials from the College for Financial Planning and the Center for Fiduciary Studies.
Jason Gordo
President, Co-Founder
Modern Wealth Management
Dustin Mangone is a Managing Partner and the Director of Investment Advisor Services for PPC LOAN, a cash-flow based lender providing nationwide financing to service sector businesses. He has over 18 years of experience with cash-flow lending and has evaluated and underwritten over $1 billion in loans for investment advisors. Dustin now spends 100% of his time consulting on the M&A financing needs of RIAs and Independent Investment Advisors nationwide and is a regular speaker on these topics. Dustin’s experience is focused on acquisitions, mergers, buy-ins, buy-outs, equity purchases, succession plans, and debt consolidations.
Dustin is a 2002 graduate of Texas A&M University and spent 2 years as a financial advisor providing retirement planning for non-profit organizations before joining PPC LOAN in May of 2005.
Dustin Mangone
Managing Partner
Director of Investment Advisor Services
PPC Loan
Doug joined DeVoe & Company in 2021 as a Managing Director and works with our clients on consulting and investment banking projects.
Doug has more than 20 years of senior-level RIA management experience as COO/CCO and consultant. Most recently, he served as COO/CCO at Parcion Private Wealth (~$2B) in Seattle. He oversaw an 80% AUM growth trajectory in the first 12 months of his tenure there. Prior to Parcion, Doug spent six years at The Ensemble Practice, where he supported RIAs and broker-dealers with business consulting and strategic planning. Doug also served in leadership positions at Columbia Pacific Capital Management and Lakeside Capital Management, among other firms.
Doug earned an MBA from Thunderbird School of Management/ASU and a BA from University of California Los Angeles.
Doug Johnson
Managing Director
DeVoe & Company
Adam returned to DeVoe & Company in 2022 after previously working with the company in 2014-2015. Adam is focused on delivering our valuation services to RIA clients. He is an experienced CFO and financial analyst.
He has held positions across multiple industries, including financial services, technology, and other professional services verticals. Most recently, he was the CFO at Talent, Inc a technology-enabled career services provider. Prior to that, he was the CFO at Helix Education, a technology-based enrollment platform for colleges and universities. Earlier in his career, Adam co-founded Deer Creek Capital Partners, a long/short alternative investment fund with $20MM in assets. He was also a Senior Equity Analyst at Invesco Funds Group.
Adam has a BA in English from the University of Michigan and a MBA in Finance from Cornell University Johnson Graduate School of Management.
Adam Levy
Managing Director
DeVoe & Company
Event Location
Fairmont Austin
101 Red River St, Austin, TX 78701
The DeVoe Elevate room block is available for confirmed registrants only and can be made via the link in the confirmation email.
The room block is limited and closes on Monday, April 20th, 2026, or when sold out, so be sure to book as soon as possible.
2026 Networking Events
Make sure to join us for our fourth annual Women in Wealth Brunch in partnership with Mission Wealth. It will be a fantastic way to kick off the event! Registration required.
Save the date for the Main Evening Event at Geraldine’s, located inside the Hotel Van Zandt! Thank you to Invesco QQQ, our Diamond Partner, for their partnership on this event! Registration required.
Join us for an early evening reception at the close of Thursday, May 7, for a good time after a full day of learning and connecting.
If you would like to learn more about becoming a partner, please email us at events@devoe-co.com.
Join us at Elevate, where we consistently earn high NPS scores reflecting top-tier speakers and insightful content that keeps attendees highly satisfied and eager to return.
DeVoe Elevate™ was selected as one of the best conferences to attend in 2026 by Michael Kitces’ Nerd’s Eye View
The 17 Best Financial Advisor Conferences To Attend In 2026
Follow along on social media using #DeVoeElevate2026.
Please enjoy these photos from previous DeVoe Elevate™ events.
