Program
Congratulations, Advisors!
Welcome to the Independent Financial Group 2026 Elite Advisor Conference in Rome, Italy.
Congratulations on an exceptional year and on earning your place among IFG’s top-performing advisors. Your dedication to your clients, your professionalism, and your commitment to excellence made 2025 another remarkable year for IFG. We are proud to recognize and celebrate an outstanding group of 78 Elite Advisors whose achievements continue to raise the bar across our organization.
This year, we are honored to gather in one of the most inspiring destinations in the world. From ancient history and breathtaking architecture to world-class cuisine and culture, Italy provides a truly fitting backdrop to celebrate your success. Over the coming days, you will enjoy meaningful business sessions, opportunities to connect with fellow advisors and partners, and unforgettable experiences designed to reflect the spirit of la dolce vita.
As you explore, connect, and celebrate, we hope you take time to enjoy everything this incredible destination has to offer. Whether you are sharing ideas with peers, savoring a memorable meal, or simply taking in the surroundings, we hope this week leaves you inspired, energized, and proud of all you have accomplished.
Thank you for your continued partnership and for the impact you make every day.
We are honored to celebrate with you and look forward to a memorable Elite Advisor Conference together.
David Fischer
Scott Heising
Map
Sunday, March 1
10:00am - 5:00pm Registration & Hospitality Suite Esquilino A+B
6:00pm - 10:00pm Welcome Reception - Ancient Roman Theme Rotunda & Quirinale
Monday, March 2
7:00am - 9:00am Breakfast at Leisure Lumen
9:00am - 9:10am Welcome
David Fischer, Co-Founder & CMO, IFG
9:10am - 10:00am IFG Update
Scott Heising, Founder & CEO, IFG
Kevin Keefe, President & COO, IFG
David Fischer, Co-Founder & CMO, IFG
10:10am - 11:00am Beyond the Usual Suspects: Alternatives in Today’s Market
Tim Cronic, Executive VP, SmartStop
Craig Hamblin, VP, Sr. Market Director, Stockbridge
Adam Larson, Chief Financial Officer, Cottonwood
Bill Rack, Sr. VP, Waveland
Moderated by Madison Turbeville, VP, Product & Platform Management, IFG
11:10am - 12:00pm The Modern High Net Worth Playbook: Solving Complexity
Armen Attallah, Sr. Sales Consultant, AssetMark
Jeremy Heffernan, Strategic Accounts Director, Focus Partners
Michael Jeffries, Sr. Advisor Consultant, Orion
Moderated by Abbey Eastham, Director, Advisory, IFG
Ritz + Domus
Ritz + Domus
Ritz + Domus
Ritz + Domus
Indicates spouses and children are invited to participate
Monday, March 2 (continued)
1:00pm - 6:00pm IFG Hosted Activities Various Locations
7:00pm - 10:00pm Partner Hosted Dine-Arounds & Dinner at Leisure Various Locations
Tuesday, March 3
7:00am - 9:00am Breakfast at Leisure Lumen
9:00am - 10:00am IFG Department Highlights & Insights
Abbey Eastham, Director, Advisory, IFG
Erick Montiel, VP, Product Consulting, IFG
Lauren Slater, VP, Operations, IFG
Colby Taylor, Director, Alternative Investment Consulting, IFG
Madison Turbeville, VP, Product & Platform Management, IFG
10:10am - 11:00am Armor Your Assets
McAulay Haney, Divisional VP, Nationwide
Joe Pierce, VP, Divisional Sales Manager, Jackson Moderated by Erick Montiel,VP, Product Consulting, IFG
11:10am - 12:00pm All Roads Lead to Tax Savings: The Elite Advisor’s Tax Toolkit
Mike Haven, VP, Capital Markets, US Energy
Mike Hollister, Regional Sales Director, NexPoint Adin Lohry, Chief Revenue Officer, Mill Green/Empire
Chris Spence, Investor Services, Mewbourne Moderated by Colby Taylor, Director, Alternative Investment Consulting, IFG
Ritz + Domus
Ritz + Domus
Ritz + Domus
Tuesday, March 3 (continued)
1:00pm - 6:00pm IFG Hosted Activities Various Locations
7:00pm - 10:00pm Partner Hosted Dine-Arounds & Dinner at Leisure Various Locations
Wednesday, March 4
Morning - 6:00pm Partner Hosted Activites & Day at Leisure Various Locations
6:00pm - 6:30pm Elite Women’s Toast & Photo Ritz
6:30pm - 10:00pm Farewell & Awards Dinner - La Dolce Vita Theme Ritz + Domus
Thursday, March 5
All Day Departures
Armen Attallah
Sr. Sales Consultant
+1 415-516-9015
armen.attallah@assetmark.com
Adam Larson
Chief Financial Officer
+1 801-971-2317
alarson@cottonwoodres.com
Saul Dougherty
Sr. VP Capital Markets Southwest Region
+1 858-337-8220
saul@cwmarketsgrp.com
Paul Garvin
Regional VP
+1 716-713-7512
paul.garvin@skywaycapitalmarkets.com
Jeremy Heffernan
Strategic Accounts Director
+1 402-880-3819
jeremy.heffernan@focuspartners.com
Eric Marlin
Executive VP of Capital Markets
+1 310-418-9174
eric@cwmarketsgrp.com
Aaron Pease
Associate Key Account Manager
+1 615-417-5311
aaron.pease@jackson.com
Chris Spence
Investor Services
+1 903-245-3839
cspence@mewbourne.com
Mike Freeman
Sr. Managing Director
+1 847-867-1866
mike.freeman@skywaycapitalmarkets.com
Brad Carrier
VP, Brokerage Annuity Distribution
+1 412-720-3117
b.carrier@nationwide.com
McAulay Haney
Divisional VP
+1 206-799-9977
haneym5@nationwide.com
Joe Pierce
VP, Divisional Sales Manager
+1 615-753-0678
joseph.pierce@jackson.com
Adin Lohry
Chief Revenue Officer
+1 727-458-2510
adin.lohry@skywaycapitalmarkets.com
Eric McCaslin
Sr. National Account Manager +1 614-327-3171
mccasle1@nationwide.com
Angela Barbera
Managing Director, National Accounts
+1 607-592-9923
abarbera@nexpoint.com
Sean Parvin
Sr. Regional Sales Director
+1 714-955-1521
sparvin@nexpoint.com
Molly Housand
VP, National Accounts
+1 619-886-1101
molly.housand@orion.com
Alyssa Seidl
VP, WMP of Hybrid Sales
+1 920-277-9490
alyssa.seidl@orion.com
Tim Cronic
Executive VP
+1 770-500-6342
t.cronic@smartstop.com
Mike Hollister
Regional Sales Director +1 360-815-3430
mhollister@nexpoint.com
Michael Jeffries
Sr. Advisor Consultant +1 925-404-4100
michael.jeffries@orion.com
Christine Vandrovec
VP, Strategic Accounts +1 949-412-6213
cvandrovec@smartstop.com
Craig Hamblin
VP, Sr. Market Director
+1 951-205-2810 hamblin@stockbridge.com
Mike Haven
VP, Capital Markets
+1 716-579-7269 mhaven@usedc.com
Adam Dooley
President
+1 949-287-2500 adooley@wavelandcp.com
Tim Hatfield
Sr. VP National Accounts Manager +1 847-274-6097 hatfield@stockbridge.com
Bill Rack
Sr. VP
+1 480-747-1020 brack@wavelandcp.com
