Economic and Market Outlook John Tousley, CFA, Goldman Sachs John shared a timely market update, offering insight into current macroeconomic conditions and how investors can navigate today’s shifting environment with confidence. The Children of the Revolution: Digital Revolution, Millennials and a Secular Bull Market Steve Chiavarone, Federated Hermes Steve analyzed the ongoing digital revolution and the growing influence of the millennial generation. His presentation connected these forces to the potential for a continuing secular bull market. The Richest Man in Town V.J. Smith, Author V.J. delivered an inspiring message drawn from his bestselling book, sharing the unforgettable story of “Marty,” a humble cashier whose kindness and respect for others left a lasting mark — reminding attendees that anyone can make a difference. Elevate Your Conversations with the 2025 Guide to Retirement Michael Conrath, J.P. Morgan Asset Management Michael closed the conference with actionable insights from the Guide to Retirement. His engaging visuals and data-driven advice helped attendees strengthen client conversations around longevity, volatility and tax-efficient planning. Tradeshow and Networking Photos 15
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