Exchange recently announced that leaders from the Independent Advisor Alliance (IAA) will be featured at the 2026 conference. A premier financial services conference, Exchange is set for March 15–18 in Las Vegas.
IAA presence will spark practice management conversations at Exchange
IAA's participation will be a cornerstone of Exchange’s expanded practice management agenda. Accordingly, a key highlight will be the panel, "Looking under the hood: How to run a successful RIA." It will feature panelists from the IAA leadership team, including:
- Founder and CEO Robert Russo;
- Chief Compliance Officer Jessica Sexton;
- Chief Growth Officer Dale Riley;
- Chief Marketing Officer David Buzo; and
- Director of Corporate Communications and PR Dana Ryan.
This session will provide advisors with practical insights into the operational, compliance, and growth strategies that help drive a successful independent advisory firm.
Additionally, IAA's Chief Marketing Officer, David Buzo, MBA, will join a marketing best practices session. That session will provide advisors with actionable advice to help them tackle today’s most pressing growth challenges.
A benefit for advisor attendees
"We are thrilled to feature the IAA leadership team on our 2026 agenda, headlining what will be a can’t-miss panel. Our core mission is to provide substantive, peer-to-peer learning on the business of being an advisor, not just on products," said Orla O’Dwyer, head of experiential events at VettaFi. "Having experts like the IAA team on stage to share their real-world playbook for running a successful RIA is a massive win for all advisors attending."
Beyond the main stage, Exchange attendees will have more opportunities to connect with the IAA team. Accordingly, IAA will co-host a happy hour with Wealth.com, which will be open to all financial advisors attending Exchange. In addition, IAA will also have a presence on the expo floor. There, attendees can learn more about their community and services.
"Exchange has always been a key gathering place for the industry, and we’re excited to participate this year," said Dana Ryan of IAA. “Its focus on actionable practice management is perfectly aligned with our mission of helping independent business owners execute their vision. We look forward to connecting with the advisor community to share our expertise and fuel the conversations that will lead to better outcomes for financial advisors and their clients."
To learn more about Independent Advisor Alliance (IAA), visit www.independentadvisoralliance.com.
