
Managed Money Roundtable
March 20, 2025

The purpose of the Roundtable is to share best practices and network with your peers about the challenges and opportunities we face with our Managed Money and Fee-Based product shelf management, due diligence, and sales initiatives.
Agenda & Logistics
March 19th
Check-In — All Day
Meet & Greet — 4:00pm
Dinner — 5:30pm
March 20th
Breakfast — 7:00-8:00am
Business Session — 8:00am-4:00pm
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Networking Event — 4:30-6:00pm
Dinner — 6:00pm
March 21st
Departure — fly home at your leisure
Please contact Rhonda Kulhanek with all travel related requests and questions.
Attendees
Toni Paup - 1865 Wealth Advisors/Osaic Wealth
Scott Bernstiel - Fulton Financial
Brandon Miller - Huntington Financial Advisors
Jason Wegner - Key Investment Services
John Olerio - Lighthouse Wealth Advisors
Click the link to learn more about each attendee by visiting their LinkedIn page.
2024 Attendees & Agenda



Potential Agenda Topics
Direct Indexing
Home Office Models
Crypto ETFs
Third-Party Models
Managing Cash Positions
Rep as PM
Re-Committing to Fee-Based Business
UMAs
Our Sponsors
Beacon Capital
Fidelity
First Trust
Mass Mutual Ascend
Midwood
SSI Investment Management
Tandem Investment Advisors
Additional sponsors to be updated as
we get closer to the event
Upcoming Roundtables
March 19 — Compliance, Ops, & Tech
March 20 — Managed Money
April 10 — Annuities
April 30 — Insurance
May 1 — Empowering Women (new)
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Sep 11 — Sales Management
Sep 25 — Annuities
Oct 9 — Structured Products
Nov 13 — Insurance
Dec 4 — Leaders & Champions