The Exchange conference is just six months out, with the financial services community preparing to gather in Las Vegas March 15 through 18. Over the next couple of months, the full conference agenda will take shape, but the lineup is already impressive. Advisors looking to get a jump on flights, hotels, and registration can position themselves for success in 2026 and beyond.
Exchange 2026 Is Advisor-Community Approved
Exchange is built with advisors in mind, with the Exchange Advisor Council providing curation guidance and helping shape the conference. This year’s EAC includes:
- Eric Biegeleisen, 3EDGE Asset Management
- John Davi, Astoria Advisors
- Katharine Earhart, Fairlight Advisors
- John Graves, The Renaissance Group
- Robin Kaukonen, Summit Global Investments
- Jim Mocci, EP Wealth Advisors
- Bill Roach, Globalt Investments
- Komson Silapachai, Sage Advisory
- Kaisa Stucke, Confluence Investment Management
- Wanda Toro, Finances for Real Life
- Andrew Tudor, Zenith Wealth Advisors
After Exchange 2025, 87.5% of attending advisors indicated they were likely or very likely to recommend the event. Additionally, 83.1% expected to attend in 2026. If you were at the last Exchange, you’ll be able to catch up with other returning folks and make new contacts.
An Unforgettable Roster of Speakers & Experts
In today’s challenging and unusual market environment, opportunities for growth feel rare. Exchange is known for bringing top-tier speakers with an aim at delivering actionable insights. Accordingly, attendees will walk away with useful tools for everything from navigating the market to client communication. Growing practice AUM requires a wide array of applied learnings, and Exchange aims to make it easy.
Some speaker highlights coming up include:
- The SEC’s Hester Peirce
- Legendary podcaster and tech reporter Kara Swisher
- CNBC’s Bob Pisani
- Connective Communication’s Jennifer Morgan
- DoubleLine’s Jeffrey Sherman
- VanEck CEO Jan van Eck
Knock Out Your CE Requirements Early
The knowledge, insights, and networking are the meat and potatoes of Exchange, but the opportunity to knock out CE credits — including the hard to get ethics credit — is a huge draw for many. Aside from the inherent value the conference will provide, getting your credits handled early frees up bandwidth for later in the year and knocks something big off your to-do list.
Listen to Advisor Peers & Community
Networking opportunities abound at Exchange. Over the history of the conference, advisors have learned from both experts and each other. In an article covering his experiences at Exchange 2025, ShorePoint’s Jake Rue shared, “Why attend Exchange every year? World-class content, CE credits, due diligence on new products, and the rare joy of networking with peers whose names I remember – most of the time. It’s clearly better than binge-watching another ETF issuer webinar at home.”
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