Scale or Die. Build or Burn Out. This is the community where the grind stops, the scaling starts, and advisor practices become firms.
Stop managing chaos. Build systems, make strategic decisions, and lead your firm with clarity and confidence.
Turn your expertise into influence – create content that attracts, educates, and converts the right clients.
Move beyond linear growth. Build a firm that expands through tech, teams, and repeatable playbooks.
Advisor ScaleCon is the go-to community and event ecosystem for growth-minded financial advisors. This is where overwhelmed practitioners become strategic business architects—building firms that generate revenue, impact, and freedom.
Real Systems. Real Growth. Real Freedom. Advisor ScaleCon exists to end the cycle of burnout, guesswork, and survival mode that keeps talented advisors trapped. We deliver tactical frameworks, proven systems, and a community of peers who are actually doing the work—not just talking about it.
The go-to event for advisors who are serious about scaling. Get the the tools, frameworks, and confidence to lead your firm like a CEO.
Dive deep into advanced planning strategies to elevate the impact of your advice. Learn from masters in investment strategy, estate planning, and tax mitigation.
Advisor ScaleCon exists to end the cycle of burnout, guesswork, and survival mode that keeps talented advisors trapped. We deliver tactical frameworks, proven systems, and a community of peers who are actually doing the work—not just talking about it.




Director of Financial Planning. Making 401(k) plans easy and affordable for business owners
Every session, resource, and conversation is designed for immediate implementation. Walk away with strategies you can launch before Monday.
This isn’t consultant theory—it’s real-world insight from practitioners who’ve scaled their own firms and know what actually works in the trenches.
Join a movement of ambitious advisors who are done with status quo conferences. Get ongoing support, accountability, and collaboration year-round.
Prior to starting Forefront, I was the President of a billion-dollar bank’s wealth management group. In 2016, we launched Forefront with a passion to provide exceptional and personalized advice to our family members (most folks refer to them as “Clients”). It was paramount to build an environment where every team member was a good human being first and foremost and they just so happen to also be brilliant and passionate professionals.
Kristen Luke is the President of Kaleido Creative Studio, a marketing firm dedicated to helping Registered Investment Advisors craft the messaging, strategy, and deliverables they need to launch and grow their niche through the OnNiche® program. She is also the author of the Amazon best-selling book Uncomparable: The Financial Advisor’s Guide to Standing Out Through Niche Marketing.
Kristen frequently shares her marketing expertise at industry events, as well as through podcasts and publications, including the Financial Planning Association, Dimensional Fund Advisors, Kitces.com, and XYPN Live.
Chad Rixse is a Wealth Advisor, 401(k) specialist, and a Partner at Forefront, dedicated to empowering individuals and business owners to live life on their own terms through smart financial strategies. With a passion for operational excellence, he successfully leveraged Zapier to automate Forefront’s core processes, saving the firm hundreds of thousands annually. He’s excited to share how automation can uplift your advisory practice at ScaleCon.
Sara Grillo, CFA, is a marketing consultant who helps finacial advisors fight the tendency to barf meaningless cliché on their prospects and bore them as a result. Prior to launching her own firm, she worked at Lehman Brothers. She is a humble servant of Christ, a devout Catholic, a mother of four kids, and an auxiliary member of the Legion of Mary.
Alanah Phillips is an advocate for next generation advisors, a recruiter and an industry troublemaker. She’s the founder of Advisor Launch Lab and Break Up With Your Broker Dealer. She co-chairs The American College of Financial Services’ Next-Gen Advisory Taskforce and hosts the Nextgen in 10 podcast for up-and-coming financial professionals. Alanah focuses her time in financial services trying to make it a more transparent, colorful, and fun place for the next generation to work in. This also involves helping teams attract and keep great talent to support the long-term success of their businesses. Her mission is to help her network make more money, have more fun, or both. In 2024, she was named in the Top 35 Influencers For Financial Advisors by Indigo Marketing and was the 2023 Women in Insurance and Financial Services Woman of the Year. She’s an avid reader, gym-goer, and baseball fan and resides in sunny San Diego, CA.
Stephanie Dannebaum holds both an MBA and a Master of Public Policy from Mills College and is a Chartered Financial Consultant® (ChFC®). During her time at Mills College, she was recognized for her academic and professional excellence with the Financial Women of San Francisco (FWSF) Scholarship and the Academic Excellence Student Scholarship from Mass Mutual. A former student-athlete, she played for the Cal Poly Women’s Lacrosse Division I Club and was named the Women’s Collegiate Lacrosse Association Division I Most Outstanding Defensive Player. Today, Stephanie is the founder of a thriving consulting firm serving financial advisory teams across the country—a business she built from the ground up while raising two young children. She continues to find joy in outdoor adventures, skiing, and traveling with her husband and daughters, embracing a life rooted in both professional impact and personal fulfillment.
Jason J. Hamilton, CFP®, CRPC®, CBDA is the founder of Keep It Simple Financial Planning. As a CERTIFIED FINANCIAL PLANNER® Professional and Performance Neuroscience Coach, Jason integrates flow science with wealth management principles to help clients optimize their financial potential and transform their relationship with wealth.
Mando Sallavanti is a dynamic CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and a Certified Exit Planning Advisor (CEPA) designation holder based in Scranton, Pennsylvania. As a rising star in the financial services industry, Mando has quickly established himself as an innovative leader and expert in leveraging social media for business growth. He boasts over 36,000 followers and a thriving business primarily from LinkedIn.
Mando runs a fee-based financial planning practice. Ongoing relationships are the core of his business and he prides himself on high-touch and high-value service from the beginning of the relationship through implementation of insurance and investment strategies and into the future. His expertise is helping successful entrepreneurs navigate the complexities of business ownership, turning company profits and personal income into long-term wealth, and helping them pursure financial security. His unique approach combines personal experience with strategic financial planning, making him a valued partner to his clients.
In recognition of his outstanding performance and rapid growth, Mando was named Rookie of the Year* and New Advisor of the Year** by MassMutual Greater Philadelphia (MMGP) in 2021*. Most recently, in 2023 and 2024, MMGP recognized him as the New Wealth Advisor of the Year, given to the top wealth advisor with under five years of tenure in the organization***. Mando also led MassMutual Greater Philadelphia in Financial Planning fees and tne number of plans, and he finished #25 in the country for fees collected in all of MassMutual in 2024.
*Based on prior calendar year production. Recipients are first-year agents of Massachusetts Mutual Life Insurance Company (MassMutual). | **Based on prior year calendar production. Recipients are Massachusetts Mutual Life Insurance Company agents with less than four years of experience. | ***Based on prior calendar year production. Recipients have fewer than four years of experience and are investment advisor representatives of MML Investor Services, LLC., a MassMutual Subsidiary.
Arielle Minicozzi is the founder of Sphynx Automation, a virtual technology and automation consulting firm that helps RIAs and other service businesses set up their tech stacks and automate their business processes. Leveraging her background as a former financial planner and RIA owner, Arielle is on a mission to empower other financial professionals to streamline their operations using low or no-code technology tools.
Driven by her passion for automation and her unique insights into the challenges faced by financial advisors, Arielle transforms her clients’ practices by crafting tailored solutions that seamlessly integrate with existing systems. Her goal is to shape the future of financial planning by fostering growth and enabling professionals to focus on what truly matters – delivering exceptional service to their clients.
Matt has spent his career as an entrepreneur working with early stage firms and building them into industry leaders. Matt has been working in Wealthtech for the past decade as an executive with Riskalyze (now Nitrogen) and then founded EncorEstate Plans after experiencing the death of a family member who did not have an estate plan.
Colleen Bowler knows firsthand what it means to build something meaningful from the ground up. Earning just $14,000 her first year in business while navigating a divorce and receiving full custody of her sick three-year-old, she started that advisory practice as a sole parent, with no support, but dedicated equal parts heart and hustle.
Over time, she grew that practice into a 7-figure firm, managing over half a billion in assets, all while staying committed to the human side of financial planning.
After putting a successful succession plan in place and selling her firm, Colleen co-founded C&J Innovations to help other advisors do the same: scale connection, not just operations.
Now, as co-creator of The Passport Package™, she’s giving advisors the tools to uncover what matters most to their clients and build trust that lasts.
Matt Lloyd serves as Chief Investment Strategist, Executive Vice President, and Head of Distribution & Capital Markets at Advisors Asset Management Inc. (AAM). With over 30 years of industry experience, Matt utilizes key economic indicators, consumer behavior, and cognitive dissonance to uncover trends and strategic opportunities. His passion and insight for examining and deciphering macro events and their impact on investors has been featured in numerous financial and media outlets, with guest appearances on programs such as CNBC and Fox Business. Matt’s commentary regularly appears in prominent publications such as The Wall Street Journal, CNN Money, Forbes, and Investment News. Additionally, Matt provides ongoing, timely market analysis through his podcast — “Matt’s Musings” — along with other webcast outlooks and blog articles that can be found on his webpage: www.aamlive.com/matt.
H. Adam Holt has been a financial advisor for over 25 years, during which time he has helped build and manage his wealth management firm to over $1.2B in assets under management. Adam is known for his early adoption of technology to build trend-setting client experiences. This mindset led him to found Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide to serve over 2M consumers.
Adam obtained his Bachelors of Science in Economics and Environmental Planning from Rutgers University in New Brunswick, an Executive MBA from Drexel University, a Certificate in Retirement Planning from Wharton School of Business at the University of Pennsylvania and is a Certified Holistic Financial Coach through Columbia University. Adam is a CERTIFIED FINANCIAL PLANNER® Practitioner and attended the American College where he earned his Chartered Financial Consultant® designation.
Blake has led a growing national movement that has helped thousands of families put their love and values into words through the Legacy Letter Challenge. His story and mission have been featured on the TODAY Show, and he has spoken at major events, churches, and conferences across the country. Blake has partnered with financial advisors, business leaders, and community organizations to integrate legacy letters into family and estate planning. He has developed a proven 10-step framework, hosted workshops nationwide, and built strategic initiatives aimed at reaching one million families. Beyond the stage, Blake’s work has inspired meaningful conversations in boardrooms, living rooms, and classrooms alike — helping parents leave a lasting impact for generations to come.
Christine Travis is an award-winning Executive Sales Leader with over 22 years of success in the insurance and financial services industry. Known for building trusted relationships and delivering exceptional customer experiences, she has a proven track record of generating multi-million-dollar revenue and driving long-term business growth through innovative marketing strategies and compelling storytelling. Christine is highly effective at developing talent, leading high-performance teams, and consulting with top-tier clients across multiple territories. Her career spans leadership roles at top insurance companies including Nationwide Financial, New York Life, and Prudential. As Regional Vice President at Nationwide Financial (2011-2025), she tripled business in the Philadelphia region, led the NY/NJ territory to $25M in overall insurance premiums, and was a seven-time President’s Council honoree. She is widely recognized for her expertise in complex case design, strategic partnerships, joint marketing initiatives, and her ability to consistently exceed performance goals. A frequent industry panelist and go-to specialist in Long-Term Care, Christine continues to advance organizational growth and drive revenue all while championing excellence in client engagement and team leadership.
TX Attorney, Qualified Intermediary for 1031 Like-Kind Exchanges (28 yrs) for 1031® a NYSE: FNF subsidiary, President of Federation of Exchange Accommodators