2026 Agenda
Wednesday, January 21st
1:00pm // FAC Student Challenge
Heavener Hall
4:15 – 5:00pm // Stadium tour & Group photo
Ben Hill Griffin Stadium
5:00 – 7:00pm // Reception
G. Edward Evans Champions Club at Ben Hill Griffin Stadium
Please see FAQ for parking details.
Thursday, January 22nd
6:00am // Pickleball
UF Southwest Rec Center
8:00am // Registration Opens
UF Hilton Conference Room
8:00 – 8:45am // Welcome Breakfast
8:45 – 9:00am // Opening Remarks
Saby Mitra – Dean, Warrington College of Business, University of Florida
Max Dolinsky – Clinicial Assistant Professor & Director of Undergraduate Finance Major Professional Development, Warrington College of Business
9:00 – 9:20am // Developing Talent in the RIA Community
Sherri Trombley – Director, Business Consulting & Education at Schwab Advisor Services
9:20 – 10:00am // Opening Keynote
Jalina Kerr- Managing Director, Head of Advisor Experience at Charles Schwab
Lessons in Leadership: Fireside Chat moderated by Connor Birch
10:00 – 10:50am // The Talent Gap: Why Ambition Alone Isn’t Enough
Charlie Fitzgerald, CFP® – Co-Founder & Financial Advisor, Moisand Fitzgerald Tamayo, LLC
Marc Milic, CFP®, RICP® – Partner & Senior Wealth Advisor, DCLA
Aaron Bert, CFP®, AIF®, CAP® – President, Certified Financial Group
P. J. Gardner, CFA®, CFP® – Principal and Co-Founder, AGW Capital Advisors
Moderated by: Reeya Patel – Analyst, AGW Capital Advisors
10:50 – 11:00am // Speed Networking & University Programs Introductions
11:00 - 11:30am // Can AI Predict Stock Returns? Enhancing Forecasting for Financial Advisors
Alejandro Lopez Lira, Ph.D. – Assistant Professor of Finance, University of Florida
11:30 - 11:45am // From Internship to Impact: How a Student Became a CFP Professional Inside a Small RIA.
Kevin Caldwell, CFP® – Financial Planner & Principal, Golden Road Advisors
11:45am - 12:00pm // CFP Board Updates
Kasey Kobs – Senior Manager, CFP Board
12:00 – 12:45pm // Lunch
12:55 – 1:40pm // Advising Humans, Not Portfolios: Money Mindset and Financial Therapy
Erika Wasserman, CFT® – CEO & Founder, Your Financial Therapist
1:40 – 2:30pm // Market Outlook Fireside Chat
Kevin Gordon – Head of Macro Research and Strategy at Charles Schwab
Gina Martin Adams – Chief Market Strategist, HB Wealth
2:30 - 2:45pm // Speed Networking
2:50 - 3:30pm // Closing Keynote
Reimagining the Modern RIA: Building a Firm for the Next Generation
Jim Dickson – Founding Partner & CEO, Elevation Point
3:30 - 3:55pm // Closing Remarks
FAC Dundie Awards – Recognizing excellence nobody tracks
FAC Challenge Winners Announced
Friday, January 23rd
8:00 am // Golf Scramble
Mark Bostick Golf Course at UF