Examine and explore the enhancement opportunities for prospective RIA Buyers, Merger Candidate and Sellers to implement to maximize success in a saturated market. Our speakers will share their expertise learned through their personal experiences with acquisitions.
| Isabelle Alexander Dudum Financial |
| Mary Ballin Perigon Wealth Managemnt |
| Thomas Croxton The Network |
| Jason Dudum Dudum Financial |
| Craig Kirkpatrick Act-Three Consulting |
| Teresa Riccobuono Simply Organized |
| Wade Rodrigues AMSS |
| David Shackelford Ameriprise Financial |
| Sean Wilhelmy Sweeney Kovar |