Participants represent growth-oriented businesses across the wealth management ecosystem, from emerging firms to established organizations generating tens of millions in annual revenue.

Attendance is intentionally limited to foster candid conversations, meaningful connections, and lasting relationships.

Every attendee has been carefully selected. Rather than filling a room, we’re curating a small group of leaders who challenge conventional thinking, generously share what they’ve learned, and believe the best ideas emerge through open, honest conversation.

Jason Wenk is the founder and CEO of Altruist, one of the fastest-growing custodians serving independent financial advisors.

Before Altruist, Jason spent nearly two decades building and scaling advisory businesses himself. He founded Retirement Wealth Advisors before going on to build FormulaFolios, which grew organically from $0 to nearly $4 billion in AUM in just six years and was recognized by Inc. as one of the fastest-growing private companies in America.

Jason will join the group for a special afternoon conversation exploring leadership, innovation, and the lessons learned from building and scaling companies that have helped reshape modern wealth management.

Complete a short survey and submit your questions for Jason below.

Discussion topics will be shaped by attendee input and real-world business challenges. Anticipated themes include:

• Leadership & management
• Hiring & talent development
• Firm growth & business development
• Brand & positioning
• Client acquisition
• Technology & AI
• Operations & scalability
• Succession planning
• Mergers & acquisitions
• Industry trends