Three-day wealthtech event returns to Phoenix, featuring John Mattone, the world’s #1 executive coach, as keynote speaker
CHICAGO–(BUSINESS WIRE)–#AdvyzonConference—Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced details for the third annual 2026 Advyzon Conference, returning to the Sheraton Downtown Phoenix and taking place January 26–28, 2026.
Registration is now open for the event, which brings together financial advisors, investment managers, and industry professionals for three days of conversation, collaboration, and innovation. With the theme “Powered by Disruption: Igniting Ideas that Redefine the Wealth Management Industry”, this year’s conference will explore how technology, culture, and leadership are reshaping the advisor and client experience.
Since its 2024 debut, the Advyzon Conference has quickly evolved into one of the most anticipated gatherings in advisor technology – expanding each year in scale, energy, and influence. The 2025 conference doubled in size from the inaugural event in 2024 – click here to view highlights from the 2025 conference. The 2026 event continues that momentum with forward-thinking sessions, hands-on learning, and opportunities to connect with peers and partners shaping the future of wealth management.
This year’s keynote will feature John Mattone, the world-renowned executive coach and former coach to Apple’s Steve Jobs. Known for his insights on leadership and transformation, Mattone will share how bold thinking and authentic culture can drive lasting change across organizations.
“Disruption is where real progress begins,” said Hailin Li, Founder and CEO of Advyzon. “We’ve seen firsthand how innovation reshapes our industry – whether through new technology, new partnerships, or new ways of thinking. John Mattone’s perspective on leadership through transformation aligns perfectly with what we’re building and unveiling this year.”
The 2026 Advyzon Conference will feature more than 50 speakers, including 20 breakout sessions and 10 mainstage presentations, led by some of the most influential voices in wealth management and advisor technology. Featured speakers include Liz Ann Sonders, Chief Investment Strategist at Charles Schwab; Robb Baldwin, Founder and CEO of TradePMR; Kevin Corbett, Managing Director at Mariner; Craig Iskowitz, Founder and CEO of The Ezra Group; Billy Oliverio, Executive Vice President and Chief Marketing Officer at United Planners; Gwendaline Mazzara, Vice President, Senior Business Consultant at Fidelity Investments; Kimberly Papedis, President and Co-Founder of Fusion Financial Partners; Hao Qin, Head of M&A at Aspen Standard Wealth; Michelle Sovcik, Senior Vice President and Chief Operating Officer of RIA & Custody Services at Raymond James; and more.
“Each year, this conference is our chance to share what’s next for Advyzon,” said Dirk Pearson, Chief Operating Officer of Advyzon. “We’re excited to preview major product updates that expand our enterprise capabilities and give advisors an easier, more connected way to run their business – while engaging directly with our leadership team to shape what comes next.”
See the conference agenda here, currently featuring an ‘at a glance’ schedule that will continue to be fleshed out in the coming weeks and months.
REGISTRATION INFORMATION AND SPONSORSHIP OPPORTUNITIES
Registration is open now to Advyzon users and other financial advisors and industry professionals. To learn more and register for the conference, please click here.
Journalists interested in obtaining a special access press pass, please email [email protected].
Firms that are interested in sponsoring and exhibiting at the conference can click here for more information on sponsorship opportunities.
ABOUT ADVYZON
Advyzon is a unified wealth management platform built on modern, open architecture for financial advisors, wealth management firms, broker-dealers, banks, trusts and family offices. Founded by CEO Hailin Li, Ph.D., CFA®, Advyzon integrates portfolio management, performance reporting, trading, CRM, billing, and document storage within a single source platform, as well as investment solutions through Advyzon Investment Management (AIM). With 50% of its team dedicated to engineering and product development, Advyzon focuses on continuous innovation based on user feedback and industry needs. Advyzon serves various segments of the financial services industry through specialized solutions, including Advyzon Core for RIAs, Advyzon Enterprise for larger institutions, and Auria for family offices and ultra-high-net-worth clients. For more information, visit www.Advyzon.com and www.AdvyzonIM.com.
AIM is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon (“Advyzon”). All references to investment advisory services are provided by AIM, while technology and administrative support services are provided by Advyzon. AIM’s advisory services are available to financial advisers for use in managing assets for their clients. AIM does not provide advisory services directly to retail investors. Professionals employed by Advyzon may refer qualified Advisory Firms to AIM. If a referred Advisory Firm engages AIM’s services, the referring professional will receive a referral fee.
Contacts
Media Contact:
Jonny Swift
Impact Communications, Inc.
913-649-5009
[email protected]
