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February 4 - February 7, 2024

Kestra Ascend 2024


Scott Leak, CFP®

David Ambrico

Acquire valuable perspectives from exceptional speakers and industry experts delivering practical and educational content. Enhance connections with peer financial professionals within the Kestra Holdings ecosystem and interact with Kestra leadership to foster relationships and exchange ideas.

October 24 - October 26, 2023



Scott Leak, CFP®

Seth Davis

David Ambrico

Greg Drozdow

October 18 - October 21, 2023

NAPFA Fall Conference


Marcus Hagood

Mallory Boutin, MBA

We've partnered with NAPFA to offer Members an exclusively structured and priced FP Transitions Equity Management Solutions®️ program. Our mission is to transform practices into thriving businesses through concierge consulting in areas of compensation design, entity structure, succession planning, growth consulting and more. Make sure to stop by Booth for a one-on-one consultation!

October 11 - October 14, 2023



Kem Taylor, CBEC

Parker Trelstad

October 6 - October 6, 2023

FPA NE (Nebraska)


Scott Leak, CFP®, Senior Consultant

October 4 - October 6, 2023

WIFS - Women in Insurance & Financial Services


Kem Taylor, CBEC®

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