GConferenceGridThe Conference Catalogue · Vol. 2026Folio № E715C9
Of the Field

Wealth Management EDGE 2026

W

ealth Management EDGE is the premier event for financial advisors, offering an unparalleled opportunity to dive into the latest investment strategies, technology innovations, and growth tactics. Attendees enjoy insightful sessions from leaders like Michael Kitces and Eric Balchunas, curated 1-2-1 meetings, networking events, and targeted content on investme…

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27Voices
0Underwriters
0Exhibitors
0On the bill · sessions
25Companies · in total
§I

The Voices

Programmed at Wealth, in alphabetical order.
Adam Cohen
Senior Principal · Cerity Partners
Adam Moseley
Director of Artificial Intelligence Consulting · Charles Schwab
Alexandra Wilson-Elizondo
Partner, Global Co-head and Co-chief Investment Officer, Multi Asset Solutions · Goldman Sachs Asset Management
Alex Farman-Farmaian
Chief Executive Officer · Compound Planning
Alex Hargrove
CEO · NetLaw
Alexis Miller
Director of Investment Research & Alternative Investments · OnePoint BFG Wealth Partners
Alex Morris
Co-Founder and Chief Executive Officer · F/m Investments
Alex Ortolani
Sr. Reporter · Wealth Management Group
Amar Ahluwalia
CEO · OneVest
Amy DeTolla
Founder and CEO · Aureus Advantage
Andres Garcia-Amaya
CEO & Founder · Zoe Financial
Andrew Rosen
Executive Chairman · Diversified, LLC
Angela Giombetti
Chief Marketing Officer · Wealthspire Advisors
Anna Joo Fee
Founder & CEO · Goodfin
Anna Stern
Legal Editor at Trust & Estates · Informa
Anne McPhail
Managing Director · Novare Capital Management
Anshul Sharma
Chief Investment Officer · Savvy Wealth
Anthony Stich
CMO · Moran Wealth Management
Ara Coutts
Advisor · Feathery
Ash Bhoopathy
Founder · Poseidon
Ashley Longabaugh
Principal Analyst · Celent
Avy Stein
Co Founder and Chairman · Cresset

— and 5 more, by name unsung —

Intermission
Part the Second · For the Buyer

An audience of 25 companies, parsed from the program.

25 companies in attendance.

The numbers below are derived from the speakers, sponsors, and exhibitors on this page — cross-referenced into one ledger. They are the only thing here that 10times.com cannot tell you.

01Fig. 01 — Composition of the House
0All threespeak · spons · exh
0Sponsoringsponsor only
0Exhibitingexhibitor only
25Speakingspeaker only
02Fig. 02 — The Voices, by Seniority

70% of the speakers carry senior titles — C-suite, Founder, VP, or Director-level.

  • C-suite1452%
  • Founder / Owner27%
  • Director / Head of311%
  • Manager / Lead27%
  • Advisor / Investor14%
  • Other roles519%

Of 27 on the bill · classified by free-text title

03Fig. 03 — The Heaviest in the Room
  1. 01Aureus Advantage1V
  2. 02Celent1V
  3. 03Cerity Partners1V
  4. 04Charles Schwab1V
  5. 05Compound Planning1V
  6. 06Creative Planning1V
  7. 07Cresset1V
  8. 08Diversified, LLC1V
  9. 09Edelman Financial Engines1V
  10. 10Feathery1V
  11. 11F/m Investments1V
  12. 12Goldman Sachs Asset Management1V
  13. 13Goodfin1V
  14. 14Hightower Advisors1V
04Fig. 04 — By Tier

Tiers were not disclosed for this convocation.