EdTech
Advisor Conference
The Future Advisors Conference connects industry leaders with the future of financial planning. It provides wealth management and financial planning students an opportunity to engage with industry advisors. The conference is for seasoned professionals, aspiring advisors, and firms.
The essentials
Event details
- Dates
- September 2026
- Organiser
- Future Advisors Conference
- Industry
- EdTech
Public discussion
What people are saying
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Agenda themes
Topics covered
- Education & Training
On stage
Speakers
- Jalina KerrManaging Director, Head of Advisor Experience, Charles Schwab
- Kevin GordonCharles Schwab
- Sherri TrombleyDirector, Business Consulting & Education, Schwab Advisor Services
- Jim DicksonFounding Partner & CEO, Elevation Point
- Gina Martin AdamsChief Market Strategist, HB Wealth
- Alejandro Lopez LiraAssistant Professor of Finance, University of Florida
- Saby MitraDean, Warrington College of Business, University of Florida
- Max DolinskyWarrington College of Business
- Connor Birch
- Reeya PatelAnalyst, AGW Capital Advisors
- Kasey KobsSenior Manager, CFP Board
On the floor
Sponsors and partners
- Charles Schwab Foundation
- Schwab Advisor Services
Logistics
Where to stay
Places to stay near the venue.
Hampton Inn & Suites Gainesville-Downtown
101 Southeast 1st Avenue, Gainesville
Hyatt Place Gainesville Downtown
212 Southeast 1st Street, Gainesville
Holiday Inn Gainesville University Center
1250 West University Avenue, Gainesville
Plan this event
Work out who to meet here
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