The day begins at 7:30 a.m. with check-in and breakfast and includes the Sponsor Showcase. The general session begins at 9:00 a.m. with the agenda as follows:  

CEO Address & Dynamic Vision 

Hear from Jim Cannon, Dynamic founder and CEO, as he kicks off the Advisor Oasis and presents Dynamic’s strategic direction, initiatives and industry trends — and what they mean for your practice and clients. 

Keynote Presentation 

Gain fresh perspective from Kevin Bishopp, Performance Coach - Advisor Consulting Group, First Trust. One of the industry's leading voices, he will present "Foundation for Growth," examining the key strategies employed by high-performing financial professionals and teams to foster remarkable growth.

Break & Sponsor Showcase 

Welcome to Wealth360 AI™, Native Intelligence for Your Practice  

Get an inside look at Wealth360 AI, engineered with Aculis, including the latest capabilities and demonstrations from this secure, all-inclusive AI operating system. Justin Patrick, Dynamic Chief Technology Officer, along with Asad Naaem, Aculis founder and CEO, and Dynamic advisors will join in the session.  

Feature Presentation by Capital Group

Lunch & Sponsor Showcase 

Advisor Roundtable Discussions | Aztec Room

Connect with peers during interactive roundtable sessions brought to you by our sponsors, focused on sharing ideas, challenges and best practices across a variety of advisory topics. 

Break & Sponsor Showcase 

Market Update with Kostya Etus, CFA®  

Join Dynamic's “Friendly Neighborhood CIO” for timely insights on the markets, economy and investment landscape. 

Succession & Growth Strategies 

Explore succession planning, continuity and long-term growth opportunities with Jim Cannon and industry thought leaders, including insights into Dynamic's Private Client Group. 

Advisor Services & Concierge Panel 

Hear from fellow advisors and Dynamic team members about the resources, support and services helping practices operate more efficiently, provide a human touch and scale with confidence. 

Cocktail Reception & Dinner | 6:30 – 9:00 p.m. | Aztec Room & Patio   

Unwind and gather with fellow advisors, industry partners and Dynamic team members during an evening of conversation, fine dining and connection. 

The day begins at 7:30 a.m. with breakfast and the Sponsor Showcase. The general session begins at 8:30 a.m. with the agenda as follows:   

Fireside Chat with Luis "Gonzo" Gonzalez & Jim Cannon 

Enjoy an engaging conversation with Luis Gonzalez, Arizona Diamondbacks legend and former Major League Baseball (MLB) outfielder. Gonzo’s career-defining moment came in Game 7 of the 2001 World Series, against the New York Yankees, when he hit a walk-off single in the bottom of the 9th inning — scoring the winning run that clinched the Diamondbacks' first and only World Series Championship. He’ll share with Jim Cannon stories and lessons on leadership, teamwork and success.  

Compliance & Regulatory Update 

Stay informed on important regulatory developments, priorities and practice considerations from Dynamic’s Compliance team. 

Grow Your Practice Panel 

Learn from advisors and Dynamic leaders as they share ideas, experiences and strategies for building stronger businesses and enhancing client relationships. 

Conference Wrap Up with Jim Cannon 

Wrap up the experience with a farewell and parting inspiration from Dynamic’s CEO.