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 Kerr, Managing Director, Head of Advisor Experience, Charles Schwab
- Kevin Gordon, Charles Schwab
- Sherri Trombley, Director, Business Consulting & Education, Schwab Advisor Services
- Jim Dickson, Founding Partner & CEO, Elevation Point
- Gina Martin Adams, Chief Market Strategist, HB Wealth
- Alejandro Lopez Lira, Assistant Professor of Finance, University of Florida
- Saby Mitra, Dean, Warrington College of Business, University of Florida
- Max Dolinsky, Warrington College of Business
- Connor Birch
- Reeya Patel, Analyst, AGW Capital Advisors
- Kasey Kobs, Senior 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, 32601
Hyatt Place Gainesville Downtown
212 Southeast 1st Street, Gainesville, 32601
The Palms
Gainesville Lodge
Sweetwater Branch Inn
Holiday Inn Gainesville University Center
1250 West University Avenue, Gainesville, 32601
Frederick Gardens
1405 SW 10th Ter
Keep planning
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