Join these industry leaders in Las Vegas — register now to secure your spot Join these industry leaders in Las Vegas — register now to secure your spot ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
| | 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. |
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| | AMY YOUNG Director, Capital Markets Industry Advisory Microsoft |
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| ANDREW ALFEST CFP, President Altfest Personal Wealth Management |
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| BETH HADDOCK Chief Legal Officer Advisor Engine |
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| | BRIAN MCLAUGHLIN Advisory Council, Former President Orion Advisor Tech |
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| BRIAN PORTNOY, CFA, PhD Founder Shaping Wealth |
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| BRIAN WALLHEIMER Editor-in-Chief Financial Planning |
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| | EMMA FOULKES Partner Collective Wealth Partners |
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| ERIK ALLISON Managing Partner Wealth Vision, LLC |
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| | GEOFF F. MOORE CIO Valmark Financial Group |
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| GRANT BLINDBURY Partner FMB Wealth Management |
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| JOEL P. BRUCKENSTEIN President Technology Tools for Today |
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| | MICHELLE K. FEINSTEIN General Manager for Wealth & Asset Management Salesforce |
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| OLEG TISHKEVICH Founder & CEO Invent |
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| | DR. SINDHU JOSEPH CEO & Founder CogniCor Technologies |
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| STEPHEN DE MAN Vice President Dimensional Fund |
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| SUSAN THEDER Chief Marketing & Experience Officer FMG Suite |
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| | SUZANNE SIRACUSE Founder & CEO Suzanne Siracuse Consulting |
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| TIMOTHY WELSH President, CEO & Founder Nexus Strategy, LLC |
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| VAUGHN HARVEY Chief Data & AI Officer LPL Financial |
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| | WILLIAM TROUT Director of the Securities & Investments Practice Datos Insights |
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