The Deals and Dealmakers Summit Website Headline

Tuesday, August 26th - Thursday, August 28th, 2025

At the Ritz-Carlton Laguna Niguel



Experience the premier event for dealmaking in the wealth management industry.

Renowned leaders, professionals and experts in financial services attend and participate in ECHELON’s annual Deals & Dealmakers (DDM) Summit to experience in-depth conversations designed to educate and inform buyers, sellers, and investors on the most strategic and current M&A topics within the wealth and investment management industries.

This is an unparalleled opportunity to learn from 50+ industry experts, participate in enlightening and intellectually stimulating panel sessions, and network with the industry’s leading professionals.

2025 Featured Speakers

At DDM, we don’t skim the surface—we dive deep. Expect advanced, high-impact sessions enriched with worksheets, analysis, and visual tools. Our speakers are distinguished, often undiscovered voices offering fresh, non-recycled insights. Every session is tailored to our audience, forming a powerful trifecta of depth, relevance, and emotional resonance.

Fielding Miller

CEO, Captrust

Dan Seivert

CEO & Founder at ECHELON Partners

Mark Tibergien

Independent Board Member, Management Consultant & Speaker

Peter Mallouk

President and CEO, Creative Planning, LLC

Sam Sphire

VP, ECHELON Partners

Brett Mulder

SVP, ECHELON Partners

Barnaby Audsley

SVP, ECHELON Partners

Meg Carpenter

CEO, Ficomm Partners

Gary Alt

Partner, Creative Planning

Jim Dilworth

Founder and CEO, Dilworth Capital

Tim Welsh

CEO, Nexus Strategy

Mark DeLotto

Partner, Simon Quick Advisors

Albert Hicks

Director, Crestline Investors, Inc.

Pat McHugh

Head of Investments, Constellation Capital

Andrew May

Director, Synovus

Linda Paullin-Hebden

Partner, Warner, Norcross + Judd

Nikolee Turner

Director, Charles Schwab

David Mainzer

Shareholder, Buchalter

Matt Matrisian

President, SEIA

Chris Frieden

Partner, Alston & Bird

Shannon Rosic

Director, Informa

Jared Baucom

Managing Director, Cerulli Associates

Jamie Price

President & Ceo, Osaic

Richard Lofgren

Managing Director, Goldman Sachs

Jeff Bischoff

Founder and CEO, Old Greenwich Consultants

Stephanie Bogan

CEO, Limitless Advisor

Scott Grouten

Senior Vice President-Strategic Relationship Manager, Capital Group

Tray Wiltse

Managing Director and Wealth Advisor, Carson Wealth

Brooke Southall

Founder and Reporter, RIABiz

2025 Featured DDM Summit Experts

Our signature small-group format offers exclusive access to top-tier experts—M&A strategists, legal advisors, valuation professionals, and consultants. These curated conversations connect attendees with elite minds typically out of reach, creating high-value engagement that attracts sponsors and centers of influence eager to participate and contribute year-round.

David Mainzer

Partner, Buchalter

Adam Farag

VP, Strategic Markets at Oak Street Funding

Megan Carpenter

CEO, Ficomm

Brett Mulder

SVP, ECHELON Partners

Tim Welsh

President, Nexus Strategy

Richard Lofgren

MD, Goldman Sachs Advisor Solutions

Barnaby Audsley

SVP, ECHELON Partners

Andrew May

Director, Synovus

Aaron Racino

Senior Relationship Manager, PPC Loan

Bryan Hui

Managing Director, EY-Parthenon

Carol Morse

SVP, Wintrust Commercial Banking

Chris Frieden

Partner, Allston & Bird

Cliff Colbert

VP, Goldman Sachs Global Banking & Markets

Doug Fritz

Founder, F2 Strategy

Dustin Mangone

Managing Partner & Director, PPC Loan

Jared Baucom

Managing Director, Cerulli Associates

Jeff Bischoff

Founder and CEO, Old Greenwich Consultants

Jim Dilworth

Founder and CEO, Dilworth Capital

Julie Littlechild

Founder and CEO, Absolute Engagement

Kelli Cruz

CEO & Managing Partner, Cruz Consulting Group

Linda Paullin-Hebden

Partner, Warner, Norcross + Judd

Matt Matrisian

President, SEIA

Melissa Intezar

VP, AssetMark

Nikolee Turner

Managing Director, Schwab

Oleg Tishkevich

CEO, Invent

Pablo Bizjack

Senior Director, BNY Pershing

Rick Dennen

Founder & CEO, Oak Street Funding

Sam Sphire

VP, ECHELON Partners

Shannon Rosic

Director, Informa

Stephanie Bogan

CEO, Limitless Advisor

Stephen Caruso

Associate Director, Cerulli

Vincent Gimarelli

Director, Assetmark

Wayne Hewett

VP, Live Oak Bank

Danielle Lemberg

Partner, Seward & Kissel LLP

Sean Keenan

Managing Director and Head of Business Development, BNY Pershing
D&D 2025 Agenda Website Image_Version1_7.28.25

Interactive Sessions. Innovative Networking. Applied Workshops. Real Deal Experience.

200+ C-SUITE EXECUTIVES IN ATTENDENCE
300+ DEALS CONSUMMATED BY DDM ATTENDEES OVER THE PAST FIVE YEARS
55+ M&A SUBJECT MATTER EXPERTS PRESENT AT EACH SUMMIT