ocean stage

We’re curating leading thinkers from inside and outside the wealth management industry to share ideas, tips, and tactics that’ll make you think, grow, and laugh.


You’ll hear from financial advisors, institutional investors, asset managers, fintech companies and startups, financial creators, activists, artists, athletes, musicians, and more.


Check back regularly for updates.


Leif Abraham
Co-Founder & Co-CEO
George Acheampong
Founder & Managing Partner
Odaro Aisueni
No Money Mo Problems
Sean Allocca
Andrew Altfest
Founder & CEO
FP Alpha
Anastasia Amoroso
Managing Director, Chief Investment Strategist
iCapital Network
Michael Arone
Chief Investment Strategis
SPDR®, State Street Global Advisors
Brandon Arvanaghi
CEO & Co-Founder
Marci Bair
President & Founder
Bair Financial Planning
Dr. Renée Baker
Head of PCG Advisor Inclusion Networks
Raymond James
Matthew Ball
Chief Executive Officer
Jason Barsema
President & Co-Founder
Halo Investing
Matthew Barthel
Executive Editor
Dow Jones, Wealth & Asset Management Group
Mac Bartine
Chief Executive Officer
Harley Bassman
Managing Partner
Simplify Asset Management
Michael Batnick
Managing Partner
Ritholtz Wealth Managment
Mick Batyske
Internationally Recognized Deejay, Entrepreneur & Speaker
Phillip Bauknight
Partner and Chair of Cryptocurrency and Blockchain Practice Group
Fisher & Phillips, LLP
Nyle Bayer
Chief Marketing Officer
Advisor Circle
Lindsey Bell
Chief Markets & Money Strategist
Nesma Bensalem
CEO & Founder
WeCare Impact
Christine Benz
Director of Personal Finance and Retirement Planning
Rashad Bilal
Earn Your Leisure
Emily Binder
Stephanie Bogan
Founder & Chief Possibility Officer
Limitless Advisor Coaching
Douglas Boneparth
President & Co-founder
Bone Fide Wealth
Bethany Bongiorno
Co-Founder & CEO
David Booth
Executive Chairman
Dimensional Fund Advisors
Jess Bost
VP Brand Partnerships & Financial Advisor
Alpha Architect
Matt Bowers
General Counsel
Rayliant Global Advisors
William Brewster
The Business Brew/Value After Hours
Josh Brown
Chief Executive Officer
Ritholtz Wealth Managment
Santiago Burridge
Global CEO
Kevin Bush
Chief Financial Officer
Sweet Leaf Madison Capital
Bill Capuzzi
Apex Fintech Solutions
Chief Executive Officer
Tobias Carlisle
Acquirers Funds®
Ben Carlson
Director of Institutional Asset Management
Ritholtz Wealth Management
Michael Carvin
Co-Founder & CEO
Jean Case
Chairman of National Geographic & CEO
Case Impact Network
Nicole Casperson
Alex Chalekian
Founder & CEO
Lake Avenue Financial
Imran Chaudhri
Co-Founder & Chairman
Debarshi Chaudhury
Founder & CEO
Quantilus Innovation
Dr. Preston Cherry
Founder & President
Concurrent Financial Planning
Chris Cherry
Chief Engagement Officer
Jason Chlipala
Chief Operating Officer
Stellar Development Foundation
Porter Collins
Seawolf Capital
Glauber Contessoto
The Dogecoin Millionaire and Film Participant
This Is Not Financial Advice
Zach Conway
Founder & CEO
Everett Cook
Co-Founder & CEO
Edith Cooper
Kevin Corbett 
Managing Director, Corporate Development
Mariner Wealth Advisors
Dr. Daniel Crosby
Chief Behavioral Officer
Yasmin Dahya Bilger
Head of ETFs
Engine No. 1
Vincent Daniel
Seawolf Capital
Soraya Darabi
Founder & General Partner
Trail Mix Ventures
Paddy Delaney
Director, Financial Planner
Informed Decisions
Lule Demmissie
David DeVoe
Founder & CEO
DeVoe & Company
Jared Dillian
The Daily Dirtnap
Ellie Diop
Business and Strategy Coach
Rianka Dorsainvil
Co-Founder & Co-CEO
2050 Wealth Partners
Ian Dunlap
Market Mondays
Blair duQuesnay
Investment Advisor
Ritholtz Wealth Management
Jean Edelman
The Truth About Your Future
Ric Edelman
Digital Assets Council of Financial Professionals
Zack Ein
Chief Executive Officer
Olivia Eisinger
GM, Advisory
Apex Fintech Solutions
Kamila Elliott
2022 CFP Board Chair, CEO & Founder
Collective Wealth Partners
Akeiva Ellis
Financial Education Specialist
Ballentine Partners
Tiby Erdely
Founding Partner
KEY Investment Partners
Daniel Evans
Chief Executive Officer
Evans & Company
Meb Faber
Co-Founder & CIO
Cambria Investment Management
Dani Fava
Head of Product Innovation
Michelle Feinstein
GM/VP Wealth & Asset Management
Salesforce Industries
Aaron Filbeck
Managing Director, Head of UniFi by CAIA
CAIA Association
Syl Flood
Senior Editorial Director
Big Picture in Practice by Morningstar
Dexter Fowler
Professional Baseball Player
Major League Baseball
Doug Fritz
Co-founder & CEO
F2 Strategy
Sandra Gabriel
Founder & Chief Relationship Officer
Gabriel Press & Relationships
John Gittelsohn
Real Estate And Investing Reporter
Bloomberg News
Gene Goldman
Chief Investment Officer
Cetera Financial Group
Megan Gorman
Founder & Managing Partner
Chequers Financial Management
Jeffrey Gundlach
Jodie Gunzberg
Managing Director
CoinDesk Indices
Brian Hamburger
Chief Executive Officer
MarketCounsel | HamburgerLaw
Brooke Hammerling
The New New Thing
Kate Healy
Managing Director, Center for Financial Planning
Certified Financial Planner Board of Standards, Inc.
Tanja Hester
Wallet Activism
Matt Hougan
Chief Investment Officer
Bitwise Asset Management
Morgan Housel
Collaborative Fund
Dr. Jason Hsu
Founder & CIO
Rayliant Global Advisors
Phil Huber
Chief Investment Officer
Savant Wealth Management
Jonathan Hudacko
Principal of Vanguard Personalized Indexing
Colleen Jaconetti
Senior Manager, Investment Advisory Research Center
Annie Jean Baptiste
Building for Everyone
Katherine Jollon Colsher
Chief Executive Officer
Girls Who Invest
Anders Jones
CEO & Co-Founder
Facet Wealth
Shaina Jones Magrone
Artisan Law
Founder & Managing Attorney
Dr. Sindhu Joseph
Founder & CEO

Wheel of Impact

Event attendee enjoying the prize wheel

Future Proof’s Wheel of Impact promotes the power of giving in a fun, dynamic and social way. With a donation of any size, attendees can have the ability to spin the wheel, determining where the donation will go and how it will be used. Land on the “mystery” selection and have a chance to win items, trips and other experiences.

Advisor Accelerator Lounge:
Sponsored by FP Transitions

We love some fun at Future Proof, but we know not everything can be fun and games. Stop by booth 405 for a one-on-one consultation with the FP transitions team on all things advisor related. Don’t be shy if you have questions or want to know more about any aspect of running your practice; the Advisor Accelerator has you covered.

All Access: Fitz & The Tantrums

The Future Proof Boardwalk (Outdoor Event Space)

Join your fellow peers for an all access experience with indie pop sentation Fitz and the Tantrums. This excluisve event is a can’t miss experience for any music fan.

The Grand Unveil

The Future Proof Boardwalk (Outdoor Event Space)

Future Proof does nothing small. Join us on Monday morning for the grand unveiling of our half-mile beachfront boardwalk complete with activations, meeting areas, multiple stages, and everything else you need to make your Future Proof experience truly one of a kind.

Investable Food Investable World:
Sponsored By Morningstar

The popularity of fine dining has exploded with the rise of celebrity chefs, Instagram, and popular TV shows. But there is more to food than pretty Instagram posts and fancy brunches. Join Morningstar and celebrity chef Charlotte Langley as she explores and educates us on the value of sustainable food. Located on the Surf City Stage, pre-registration is required.

The Observation Deck At Future Proof: Sponsored by Vanguard

Climb up to the top of Vanguard’s observation deck and take in the aerial view of the Future Proof Boardwalk. The observation deck is not the only thing you will find at booth 1108, stop by the lounge to take a meeting or spend some time with Vanguard’s team and learn more about the value of ownership.

The Hydration Station: Sponsored By
State Street Global Advisors

We have all been to countless industry events and seen hundreds of half-drank water bottles left just about everywhere people sit down to connect. Future Proof is doing away with the plastic bottle altogether. In partnership with SSGA, we are giving every attendee an insulated reusable water bottle that can be refilled at our hydration station. Visit the Hydration Station next to the Hyatt footbridge to refill and reuse.

Looking Good with LinkedIn:
In Partnership with LinkedIn

Are you like the rest of us and cringe at your headshot? Cringe no more. We have partnered with LinkedIn to create a professional headshot studio. Stop by booth 302 to get your next favorite profile photo and don’t forget to enter into the free premium membership draw.

The Tiki Hut at Future Proof:
Sponsored by Logicly

One of the best things about attending the Future Proof festival is all the different settings and venues to connect and network with peers and colleagues. Logicly’s Tiki Hut is a must-see, serving up vacation vibes and craft cocktails for you to sit back, soak up the scene as you relax, and take a moment to chat with your friends at booth 307

The Wall of Influence: Sponsored by Motley Fool Asset Management

If you don’t post to social media, did you really attend Future Proof? Bust out your phone and snap a selfie or group shot in front of the Motley Fool ETFs Wall of Influence and let the community know you the world’s first wealth festival #FutureProofAC

Morning Meditation with Mona:
Sponsored by VRGL

We could all use a little peace and quiet in our lives. Join renowned mediation expert Mona Sharma for a guided meditation and breathwork session to train the mind and body to optimize health and happiness. Join us on Tuesday morning at the Surf City Stage to start your day peacefully. *RSVP is not required; however, those that RSVP will be entered to win a giveaway.


Link to RSVP:

Social Audio Experiment: Bloomberg Sports Live

The Future Proof Boardwalk (Outdoor Event Space)

The world of sports is more than just the games. In this unique session, Bloomberg Chief Corresponded Jason Kelly hosts financial advisorJoe Mclean and his superstar sports clients for an in-depth look at the changing world of sports and why more athletes are embracing investing and building wealth beyond the court.

Silent Disco: Sponsored by USCF

What is the old saying, dance as if no one is watching? That could not be more true at Future Proof. Relax and lose yourself as you vibe out at the silent disco. Located at booth 402, USCF provides the tunes, and you provide the grooves.

The Future Proof Mural: Sponsored by GTS

No festival is complete without an art exhibit. Future Proof is no different. Watch as Future Proof artist Tony Concep’ genius brings the living mural to life over the 3-day festival. Be sure to stop by booth 400 and tell Tony and Reggie how much you appreciate the art.

RIA Executive Leaders Reception

Monday, September 12, 2022 6:00-8:00pm PT
Pasea Hotel & Spa

Join 30+ executives from the country’s top-ranked RIA firms for a VIP evening reception.

If you are an executive leader (or owner) of a fast-growing RIA firm and are interested in participating get in touch with us today. Space is extremely limited.

Bitwise Logo_Word Mark_White

"Future Proof Closing Night Concert" to become "Future Proof Music Festival"

Tuesday, September 13, 2022 4:30-10:00pm PT
The Future Proof Boardwalk (Outdoor Event Space)

The Future Proof Festival experience roles on as we host our annual music festival. This year’s lineup features an array of artists and musicians covering everything from rock classics to hip hop. Come early and stay late sampling the numerous food trucks and bars. Don’t miss headliners rap legend Big Boi and indie pop sensation Fitz and the Tantrums showcase their talents.* * admission is included with your Future Proof Pass.

"Future Proof Beach Bash" to become "Future Proof Festival Kickoff Party"

Hyatt Regency Huntington Beach Resort

Relax and unwind as you connect with the Future Proof community, as you enjoy and evening of tasty bites, and delicious cocktails as celebrity DJ, DJ Mick sets the vibe as the sunsets on the beautiful Pacific Ocean.

All Access: Big Boi

The Future Proof Boardwalk (Outdoor Event Space)

Future Proof is all about experiences. Rub shoulders with Big Boi in this invite-only meet & greet in the Future Proof green room.

Social Audio Experiment:
Invest Like the Best Live

The Future Proof Boardwalk (Outdoor Event Space)

Recgonized as one of if not the most influential podcasts Invest Like the Best records live from Future Proof. Join host Patrick O’Shanunessy and his guest for indepth look at the markets, investing and the world of business.

PCH Stage

Event attendees listening to a panel discussion

The Pacific Highway stage is the most versatile stage at Future Proof. With countless setup options, the PCH Stage is your go-to spot for industry insight and innovation, all while staying current with the latest trends in money, culture, tech and impact.

Quad A Social


Ocean Stage

Concert happening on Huntington Beach

As the beating heart of the boardwalk, the Ocean stage will feature seating for over 500 and have the look and feel of a concert venue on the beach. The ocean stage will host a range of exciting content from industry-changing keynotes to the closing concert featuring today’s biggest musical acts.

Social Audio Experiment

Small crowd listening to performer sing

Podcasts are all the rage, as they excite and entertain audiences from afar. Future Proof changes the game, as we invite your favorite podcasters to host their shows live from the festival. Forget passive listening. Future Proof’s Live Podcast sessions allow you to interact directly with your favorite podcast creators as they record live episodes just feet from the Pacific Ocean.

Attendee Concierge: Hosted by Future Proof

You’ve got questions and e we have a dedicated team of helpful staff walking the grounds, and an attendee concierge desk stationed on the boardwalk to help get you answers. Don’t be shy. We are happy to help.

Street Art Meets Street Skate: Sponsored By Morningstar

Perhaps no sport combines art, culture, and athletics more than skateboarding. These all collide at booth 102, where you can watch street artists design custom skateboard decks. Check in with the team from Morningstar, and you might find yourself taking one home.

Coffee Done Right: Sponsored by Morningstar

We all know coffee is the fuel that helps us survive the day, and we all know there is nothing worse than stale coffee in a hotel banquet room that has sat for hours. Grab a cup of freshly brewed coffee throughout the day at any of our high-end coffee carts located throughout the Boardwalk.


The Future Proof Boardwalk (Outdoor Event Space)

Ready to mingle with fellow female financial advisors? The Female Advisor Network Happy Hour is where you’ll want to be!


Held at X BAR, this is a great opportunity to network with other women during Future Proof.

Investopedia Top 100 Financial Advisor Reception

Monday, September 12, 2022 5:00-7:00pm PT

Future Proof brings together the best and brightest advisors from across the country. This invite-only exclusive event allows the Investopedia Top 100 advisors to reconnect, share insights and celebrate their achievement of being named to this prestigious list.


ONYX Advisor Network Meet Up


Media-Only Networking Reception

Sunday, September 11, 20226:00-8:00pm PT
Monday, September 12, 20226:00-8:00pm PT

Join 25+ key financial media, industry reporters, and other press for a media-only evening reception.

If you are a member of the press and are interested in participating get in touch with us today. Space is extremely limited.

As a member of the press, you will have the opportunity to RSVP for both receptions on Sunday and Monday.

Social Audio Experiment: Bloomberg's Masters in Business Live

The Future Proof Boardwalk (Outdoor Event Space)

Hear podcast legend and host of Masters In Business Barry Ritholtz for a can’t miss live recording of the most influential podcast covering the world of business.

Advisor Networking Dinners

Sunday, September 11, 2022 6:00-8:00pm PT Monday, September 12, 2022 6:00-8:00pm PT

Maximize your time at Future Proof by participating in a 10-person advisor networking dinner organized by us and industry partners. Held at popular downtown Huntington Beach restaurants, our organized Advisor Networking Dinners will provide you with a one-of-a-kind culinary experience while making new friends and catching up with old ones. Space is extremely limited. Must RSVP.

Health is Wealth: HIIT


Just because you are away from home it does not mean you need to miss your workout. Start each day with a HIIT beach workout hosted by the Future Proof communities Jess Bost. * space is limited, preregisteration required

Health is Wealth: Yoga


Future Proof puts a value on your health and ability to decompress from the grind of festival life. Begin your day with a focus on centering body and mind for a day of meetings, networking, and more.

Health is Wealth: Meditation


Your mental health is as important as your physical health. Set the tone for each day as you take the time to relax your mind, center your thoughts and prepare yourself for the day ahead.

Health is Wealth: Surf Lessons


We are in Surf City U.S.A – of course we are going to have surf lessions. Whether you are catching barrels are just learning to stand come out be part of the community and tick learning to surf off your bucket list.

Storyteller Series: This Is Not Financial Advice

Sunday, September 11, 2022 6:00-6:30pm PT
The Future Proof Boardwalk (Outdoor Event Space)

Investing has become mainstream and nowhere is this better encompassed than in the new documentary film This is Not Financial Advice. Join us as we invite the cast and crew for an open conversation on the mindset of today’s investors, and take a closer look at investing as a cultural phenomenon and show clips from the movie.

FintechX Demo Drop

The Future Proof Boardwalk (Outdoor Event Space)

Social Audio Experiment:
EYL Presents Market Mondays

The Future Proof Boardwalk (Outdoor Event Space)

Cultural icons and financial influencers Earn Your Lesuire host their wildly popular Market Mondays Show live from the Future Proof stage. This can’t miss sessions ties together market events and education to help investors be better invested.