September 16, 2025
8:00 AM to 6:00 PM
The Inverness Denver
Topics
Market trends, Fixed Income, Alternatives, ESG, Women in Wealth, Practice Management, M&A and more.
About This Event
Portfolio Summits RIA content is built by and for Independent Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and general trends within investment management.
Sponsorship opportunities are available for Asset Managers and Service Providers.
Meet The Speakers
Alex Hagmeyer
Co-Chief Investment Officer, Sr. Director Quantitative Research
SS&C ALPS Advisors
Clarissa Hobson
Director of Financial Planning
Transform Wealth
Erin Hadary
CFP, Partner
Moneta
James Telfer
Wealth Advisor, Director
Mercer Advisors
Jason Miller
Jason Miller, CFP®, CPWA® | Partner & Chief Operating Officer
Crewe Advisors
Jim Worden
Chief Investment Officer
The Wealth Consulting Group
Kaley Kris
Partner, Senior Advisor
Johnson Financial Group
Kate Redden
CFP, Partner, Regional Director
Merit Financial Advisors
Masha Hodi
Partner and Chief Experience Officer
Cerity Partners
Michael Hewel
Director of Trading
Mercer Advisors
Nick Pirnack
Partner, Senior Advisor
LotusGroup Advisors
RJ Maunton
CFP, Director, Advisory Services
Alpha Principle LLC
Shane Cummings
CFP, Wealth Advisor & Director of Technology/Cybersecurity
Halbert Hargrove
Sydney Levy
Head of Wealth Planning
Invictus Private Wealth
Tony Parkin
Principal & Head of Advisors
Parallel Advisors