Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, is bringing together thousands of virtual and in-person attendees for ConnectED 2026, its flagship national conference. Taking place November 8–11 in Atlanta, Georgia, the event welcomes nearly 4,000 in-person attendees and features 180 educational sessions, prominent keynote speakers and opportunities for financial advisors to explore the technology, resources and relationships that can help them grow their businesses and better serve their clients.

ConnectED 2026 builds on Osaic’s commitment to empowering advisors with meaningful choice, personalized partnerships and expert guidance to pursue success on their own terms. Through mainstage presentations, interactive breakout sessions and peer-to-peer engagement, attendees can gain practical insights, exchange ideas and connect directly with the people and solutions supporting their business ambitions.

“Every advisor has a different vision for success, and our role is to provide the flexibility, resources and relationships to help make that vision a reality,” said Shannon Reid, president and head of advisor growth and engagement at Osaic. “ConnectED is about bringing the full strength of our community together, giving advisors the opportunity to learn from one another, discover new possibilities and connect with the expertise and support that can help them move their businesses forward. With nearly 4,000 participants joining us this year, we’re creating more opportunities than ever to build meaningful connections and help advisors succeed on their own terms.”

Industry Insights, Innovation and the Future of Financial Advice

This year’s ConnectED mainstage programming brings together leading voices from financial services, technology and business to explore emerging trends, opportunities for growth and the importance of delivering exceptional client experiences.

Featured keynote speakers include Will Guidara, bestselling author of Unreasonable Hospitality and former co-owner of Eleven Madison Park, who will share how intentional service, attention to detail and meaningful personal connections can transform everyday interactions into memorable experiences. Building on Guidara’s presentation, Osaic financial advisors will share firsthand stories of how thoughtful, personalized service has strengthened client relationships and helped differentiate their businesses.

Tony Kim, managing director and head of global technology at BlackRock, will explore the transformative potential of artificial intelligence, examining its implications for technology, investing and the broader economy. His presentation will highlight the evolving AI landscape and the innovations shaping the next generation of investment opportunities.

Osaic executives will also share perspectives on the future of wealth management and the firm’s continued evolution.

  • CEO Jamie Price will provide an industry update, and Reid will outline how Osaic is enhancing its advisor experience through expanded choice, personalized support and evolving capabilities.
  • Chief AI and Technology Officer Sayee Bellamkonda will discuss Osaic’s thoughtful and responsible approach to deploying AI and provide an update on its technology roadmap, including the new Client Portal and AI Search in OneHub.
  • Chief Market Strategist Phil Blancato will offer insights on market conditions and the broader investment landscape.

Beyond the mainstage, 180 breakout sessions led by financial professionals, strategic partners and home office experts will offer attendees opportunities to explore a wide range of business and industry topics in greater depth, exchange best practices and identify actionable strategies to support their goals.

Building Connections Across the Osaic Community

In addition to its educational programming, ConnectED 2026 introduces new experiences designed to deepen engagement, encourage collaboration and strengthen connections across the Osaic community.

Among this year’s additions is Osaic Unscripted, a new media experience featuring candid conversations, expert perspectives and standout moments from across the conference. The conference marketplace offers another opportunity for advisors to engage directly with Osaic teams and strategic partners, explore available solutions and discover resources aligned with their individual business needs.

ConnectED 2026 also extends its reach through a virtual experience that provides advisors and support staff with access to general session programming and select breakout sessions. Together, in-person and virtual participation expands the conference’s audience to more than 5,000 attendees, creating additional opportunities for education, engagement and connection throughout the Osaic community.

As Osaic continues to invest in its advisor experience, ConnectED serves as a platform for demonstrating how the firm’s technology, expertise and relationships work together to support advisors at every stage of their business journey. By bringing these resources together in one place, Osaic aims to help financial professionals turn ideas into action, strengthen their businesses and pursue long-term success on their own terms.

To learn more about Osaic, please visit osaic.com.

About Osaic

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting over 10,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and CW Advisors, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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