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To view this email as a webpage click here. To view this email as a webpage click here. October 28-29, 2025 | Wynn, Las Vegas, NV Advise AI is back October 28–29, 2025 in Las Vegas — and if you're serious about using AI to work smarter and stay ahead, you’ll make sure to be in the room. This isn’t some big-picture buzzword party. We’re talking practical strategies from the people actually doing the work. Real advisors with real tools driving very real outcomes. Claim Early Bird Rate Today Advisors Save $400  REGISTER TODAY *Discount applies to financial advisors only and cannot be applied to previously completed transactions. Retroactive adjustments or refunds will not be accommodated. Meet the Advisory Board Shaping the Agenda This year’s agenda moves beyond theory. It’s handpicked by advisors, tech leaders, and innovators who are already putting AI to work. Want a glimpse at who’s calling the shots? Take a peek at our Advisory Board. AMY YOUNG Director, Capital Markets Industry Advisory Microsoft   ANDREW ALFEST CFP, President Altfest Personal Wealth Management BETH HADDOCK Chief Legal Officer Advisor Engine BRIAN MCLAUGHLIN Advisory Council, Former President Orion Advisor Tech   BRIAN PORTNOY, CFA, PhD Founder Shaping Wealth BRIAN WALLHEIMER Editor-in-Chief Financial Planning BROOKE JUNIPER CEO Sage   EMMA FOULKES Partner Collective Wealth Partners ERIK ALLISON Managing Partner Wealth Vision, LLC GEOFF F. MOORE CIO Valmark Financial Group   GRANT BLINDBURY Partner FMB Wealth Management JOEL P. BRUCKENSTEIN President Technology Tools for Today MICHELLE K. FEINSTEIN General Manager for Wealth & Asset Management Salesforce   OLEG TISHKEVICH Founder & CEO Invent PARKER ENCE CEO Jump AI DR. SINDHU JOSEPH CEO & Founder CogniCor Technologies   STEPHEN DE MAN Vice President Dimensional Fund SUSAN THEDER Chief Marketing & Experience Officer FMG Suite SUZANNE SIRACUSE Founder & CEO Suzanne Siracuse Consulting   TIMOTHY WELSH President, CEO & Founder Nexus Strategy, LLC VAUGHN HARVEY Chief Data & AI Officer LPL Financial WILLIAM TROUT Director of the Securities  & Investments Practice Datos Insights View The Full Advisory Board You’re receiving this email because you signed up for Community emails from Financial Planning. If you no longer wish to receive these emails, you can opt out here. To update the emails you want to receive or to unsubscribe, please visit our Email Preference Center. Arizent 360 Madison Avenue, 8th Floor  New York, NY 10017 About  |  Subscriptions  |  Contact  |  Privacy Policy Have questions or concerns? Contact Support Follow us in real time: