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The Ninth Annual Event Will Bring Together America’s Most Distinguished Wealth Advisors and Industry Leaders in Las Vegas on October 14-17, 2025

Forbes | SHOOK Top Advisor Summit 2025

NEW YORK, NY – September 25, 2025 – Forbes today announced the ninth annual Forbes|SHOOK Top Advisor Summit, a gathering of America’s top wealth advisors and industry leaders. The exclusive event, which takes place in Las Vegas on October 14-17, 2025, will feature the America’s top financial advisors, investment thought leaders and industry game-changers, and provide a forum for elite professionals to discuss the industry’s top trends, best practices and financial strategies.

The Summit will convene over 1,000 of America’s top wealth advisors who oversee nearly $2 trillion in cumulative assets. These advisors appeared in Forbes’ April ranking of its 2025 Top Wealth Advisors and Best-In-State Wealth Advisors, compiled by SHOOK Research. This year’s summit brings top-tier speakers, including Mark Cuban, President of Harbinger Sports Partners, Cost Plus Drugs & Mark Cuban Companies, Robert F. Smith Founder, Chairman & CEO, Vista Equity Partners, Jenny Johnson, CEO, Franklin Templeton and more.

Speakers include:

Mark Cuban, President of Harbinger Sports Partners, Cost Plus Drugs & Mark Cuban Companies

Robert F. Smith, Founder, Chairman & CEO, Vista Equity Partners

John P. Abizaid, Principal Partner, JPA Partners & Senior Advisor, Lazard’s Geopolitical Advisory Group

Emily Roland, Co-Chief Investment Strategist, Manulife John Hancock Investments

Rick Rieder, Chief Investment Officer of Global Fixed Income & Head of Global Allocation Investments, BlackRock

Cliff Asness, Founder, Managing Principal and Chief Investment Officer, AQR Capital Management

Ashmi Mehrotra, Managing Director, Portfolio Manager, Global Co-Head of the Private Equity, JP Morgan Asset Management

Daniel Ivascyn, Group Chief Investment Officer, PIMCO

Alisa Amarosa Wood, Partner & Co-CEO, KKR Private Equity Conglomerate

Vern Perry, Global Head of Blackstone Strategic Partners

Jenny Johnson, CEO, Franklin Templeton

Kort Schnabel, Partner, Co-Head of Sports, Media and Entertainment, Ares Management

Matthew McLennan, Co-Head of Global Value Team and Portfolio Manager, First Eagle Investments

Anastasia Amoroso, Chief Investment Strategist, Partners Group

Rashaun Williams, Chief Investment Officer of Harbinger Sports Partners, Atlanta Falcons Limited Partner

Lawrence Golub, Chief Executive Officer, Golub Capital

Matt Nord, Co-Head of Private Equity, Apollo

Mike Gitlin, President and CEO, Capital Group

Richard Bernstein, CEO & CIO, Richard Bernstein Advisors

Joseph Coughlin, PhD, Director of the MIT AgeLab, presented by Hartford Funds

Holly Swan, Head of Wealth Solutions, Global Client Strategy, Allspring Global Investments

Logan Nicholson, Senior Managing Director, Direct Lending Investment Team, Blue Owl

Jean Salata, Chairman of EQT Asia

Eric Muller, Portfolio Manager & Partner, Chief Executive Officer – BDCs, OHA

Zach Pandl, Head of Research, Grayscale

Michael Patterson, Founding Partner, Co-President, HPS Investment Partners

Janel Jackson, Principal, Head of Bank and Institutional, Financial Advisor Services division, Vanguard

Robert Forsyth, Managing Director, Global Head of ETFs, Lazard Asset Management

David Nowak, President, Private Equity, Brookfield

Jeannie Underwood-Kotner, Senior Vice President, Head of Global Atlantic Consulting

Nelson Scott, Vice President and High Net Worth Specialist, PGIM

Joshua Cummings, PM, Consumer & Comms Sector Lead, Janus Henderson Investors

Michael Arone, Chief Investment Strategist, State Street Investment Management

Ken Haman, Managing Director, Alliance Bernstein Advisor Institute

Paul Brunswick, Head of Invesco Global Consulting

Matt Jones, TPG Partner, Co-Managing Partner TPG Secondaries

Chris Brady, Director of Practice Management and Strategic Client Relations, Pacific Life

Robert Stein, Deputy Chief Economist, First Trust

Jim Bergeron, Managing Director, Advisor Education, Nuveen

Raman Srivastava, Insight Investment CEO, BNY Investments

David McSweeney, Vice President, Client Assurance, Information Security Office, Fidelity

Attendees will have the chance to hear from some of the most powerful minds in finance as they discuss strategies, trends and the inside track on wealth management. On-stage discussions will touch on a wide range of topics from investment outlooks and alternative markets to advanced planning and future practice models.

“Our purpose has always been to recognize advisors who lead with best practices, guided by integrity, and measured by the lives they touch,” said R.J. Shook, Co-Founder & President, SHOOK Research. “We built this Summit for our top advisors who are leading wealth management into the future, to share ideas and raise the standards of our profession, while shaping the future of wealth management advice for generations to come.”

Every year the Forbes | SHOOK Top Advisor’s Summit raises around $1.5 million to save children’s lives by funding life-saving pediatric cancer treatments. This year, the Summit will raise funds for a brain tumor treatment with Children’s Cancer Research Fund.

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The Forbes | SHOOK Top Advisor Summit includes Premier Partner: Invesco QQQ; Platinum Partners: AQR and Manulife John Hancock Investments; and Title Partners: J.P. Morgan Asset Management, Grayscale Investments, Capital Group American Funds, and HPS, a part of BlackRock.

To join the conversation on social, use #ForbesSHOOKTopAdvisor.

For additional information about this year’s event and the agenda, please visit: Forbes | SHOOK Top Advisor Summit.

About Forbes

Forbes is an iconic global media brand that has symbolized success for over a century. Fueled by journalism that informs and inspires, Forbes spotlights the doers and doings shaping industries, achieving success and making an impact on the world. Forbes connects and convenes the most influential communities ranging from billionaires, business leaders and rising entrepreneurs to creators and innovators. The Forbes brand reaches more than 140 million people monthly worldwide through its trusted journalism, signature ForbesLive events and 49 licensed local editions in 81 countries.

About SHOOK® Research

SHOOK Research is the organization behind Forbes’ prestigious financial advisor rankings and recognizes the most outstanding financial advisors in the business through comprehensive qualitative and quantitative research, mostly through telephone and in-person meetings. Founded by R.J. and Liz Shook, the company’s mission is to promote best practices, ethics, and professional excellence throughout the wealth management industry. Known for producing the industry most respected events, SHOOK brings together top financial advisors nationwide to share insights and elevate standards. R.J. and Liz built the world’s-first advisor rankings with their Winner’s Circle business which they sold to Barron’s in 2008. For more information, visit www.shookresearch.com.

Forbes Media Contacts:

Elise Flick, eflick@forbes.com

Feryal Nawaz, fnawaz@forbes.com

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