Summer Celebration 2025

All In:
One Vision, One Team, One Future

Summer Celebration 2025

This impactful event unites our financial advisory teams, operations staff, and leadership for three powerful days of learning, connection, and purpose.

With the theme “All In: One Vision, One Team, One Future,” this year’s gathering in St. Louis features dynamic sessions across two professional tracks, hands-on case competitions, sponsor spotlights, and a community service project. It’s a chance to align as one team, celebrate success, and shape the future – together.

JUMP TO AGENDAS & LOCATION INFO > > >

Need to Know Info
and FAQs

DRESS CODE

St. Louis tends to be hot in July! Business casual or summer workwear is appropriate for all educational sessions. We also recommend bringing a light sweater or jacket, as indoor spaces may be cooler due to air conditioning.

⛳ Tuesday’s Puttshack Outing: Casual or business casual.
🏆 Wednesday’s Awards Banquet: Business-elegant to semi-formal.
💖 Thursday’s Volunteer Event: If you’re participating in the Warrior Impact Time at Gateway 180, please wear practical, comfortable clothing. Work jeans or shorts and closed-toed shoes are recommended. T-shirts will be provided for volunteers.

HEADSHOTS

There will be opportunities for professional headshots on Wednesday at Live! by Loews:

Time	Details
9:15 – 9:30am	15 minutes in between sessions
11:00 – 11:30am	30 minutes for Operations staff (Producers need to head back to 100 N. Broadway for Producer Speed Dating right away)
4:00 – 6:00pm	2 hours for anyone else who hasn’t had their picture taken yet

The photographer is bringing a light gray background. We suggest wearing a contrasting color (white, navy, green, etc.). Plan accordingly!

PARKING

At 100 N. Broadway

If you currently work and park at 100 N. Broadway, nothing changes.
If you are local to St. Louis but do not work at 100 N. Broadway, please park at the Kiener East garage.
- If you are not local and will be driving in, feel free to park at Kiener East or Live! by Loews.

Directions for Kiener East

Address is 500 Pine St, St. Louis, MO 63101
Garage Entrance: Located on Pine St, a one-way street.
- You must be in the left-hand lane to access the garage.
- Look for two green “Enter” signs.
Park on the upper levels. Do not park in any spots which are marked “Reserved.”
The elevators are located in the center of the garage and bring you back to the ground floor.
- To reach 100 N., you’ll need to exit the garage and go around Pine St to Broadway.
For a more direct route to 100 N., use the central staircases (not near the elevators). These will take you right out front of our building.
Bring your parking ticket with you! HR will provide you with parking validation stickers.

At Live! by Loews

Self-Parking: Guests may use either the PWC Pennant Garage or the Ballpark Village Lot (adjacent to the PWC Garage). Both are affiliated with the hotel and charges can be put on their room.
Valet Available for the Awards Banquet: The front driveway/valet area is on South 8^th Street. Guests wanting to valet can pull into that area and the hotel will get them taken care of.

At The Puttshack

Free parking is available in the following locations:

The multi-level garage on the north side of the property off of Forest Park Parkway.
The lot on the west side of the property near the Vandeventer Avenue entrance.
Garage parking attached to One Foundry Way apartments near the Vandeventer Avenue entrance.
The Spring Street lot on the southeastern side of the property (just west of Spring Street).
Street parking along Forest Park Ave outside of the garage.

Hotel Information – Live! by Loews

Official hotel check-in begins at 4:00 PM. However, we’ve arranged to receive room keys in advance so you can skip the front desk.
Key Pick-Up:
After Tuesday’s educational sessions, you can pick up your room key from our team in the Employee Lounge I on the 7th floor at 100 N. Broadway (near the south-facing windows across from the Courthouse).
Waiver Requirement:
At the time of pick-up, you’ll be asked to sign a waiver acknowledging personal responsibility for any room damage.
Incidentals:
A credit card will not be required at check-in. If you’d like to charge incidentals (e.g., room service) to your room, you must visit the front desk at Live! by Loews to place a credit card on file.

Checkout Reminder:
On Thursday, we recommend checking out before heading to 100 N. Broadway for breakfast and final sessions.

TRANSPORTATION

If you are flying in, you are responsible for arranging your own transportation to and from the airport.

Tuesday:
- 4:30 – 5:30pm: Buses will transport staff from 100 N. Broadway to Live! by Loews.
- 5:30 – 6:30pm: Buses will transport staff from Live! by Loews to The Puttshack.
- 8:30 – 9:30pm: Buses will transport staff from The Puttshack back to Live! by Loews.
Wednesday:
- 11:00am – 12:00pm: Buses will transport staff from Live! by Loews to 100 N. Broadway after the Town Hall Meeting.
- 4:30 – 5:30pm: Buses will transport staff from 100 N. Broadway to Live! by Loews for the cocktail hour and awards banquet.
Thursday:
- 7:00 – 8:30am: Buses will transport staff from Live! by Loews to 100 N. Broadway for breakfast and the morning meetings.
- 10:45am: Buses will transport staff from 100 N. Broadway to Gateway 180 for our service project.
- 3:00pm: Buses will transport staff from Gateway 180 back to 100 N. Broadway.

LUGGAGE

Upon arrival to St. Louis, guests should plan on keeping their luggage with them until they are able to check into the hotel.

On Thursday, we will have a luggage check service so you can securely leave your luggage at 100 N. Broadway during our service project.

VOLUNTEERING AT GATEWAY 180

Join us as we roll up our sleeves and serve at Gateway 180, a shelter supporting families experiencing homelessness. Volunteers will help with a variety of hands-on projects, including a Kids Camp, deep-cleaning inside areas affected by a recent fire, sorting donations, grilling and serving lunch, and transforming the outdoor space with landscaping and repairs.

Outdoor projects will begin with a brief safety meeting led by Matthew Jennings before teams split up. We’ll wrap up the day with a special Ribbon Cutting Ceremony as Gateway 180 re-introduces the outdoor space to residents and staff. This area has been unusable for quite some time and is being reopened thanks to your efforts.

Come ready to work, serve, and make a lasting impact! Click here to let us know which projects you would prefer to work on.

Thank You, Sponsors!

We are deeply grateful to our generous sponsors for making our Summer Celebration 2025 possible. Your partnership helps us create a meaningful, energizing experience for our team, and ensures we continue delivering exceptional value to those we serve. Thank you for investing in our mission, our people, and our future.

Click here for detailed sponsor information!

Allianz

About Allianz:
Allianz Life Insurance Company of North America, (Allianz Life), one of the Ethisphere World’s Most Ethical Companies®, has been trusted since 1896 to help millions of Americans prepare for financial uncertainties and retirement with a variety of innovative risk management solutions. In 2024, Allianz Life provided additional value to its policyholders via distributions of more than $18.6 billion. Allianz Life is a leading provider of fixed index annuities, registered index-linked annuities, and indexed universal life insurance. Additionally, Allianz Investment Management LLC (AllianzIM), a registered investment adviser and wholly owned subsidiary of Allianz Life, offers a suite of exchange-traded funds (ETFs). Allianz Life and AllianzIM are part of Allianz SE, a global leader in the financial services industry with more than 157,000 employees in nearly 70 countries. Allianz Life is a proud sponsor of Allianz Field® in St. Paul, Minnesota, home of Major League Soccer’s Minnesota United.

Attendees from Allianz:

Luke Hagen
Senior Regional Sales Manager – North Central Territory
Life Distribution

Luke Hagen’s biography

Aaron Dangor
Divisional Sales Consultant
Life Distribution

Aaron DANGOR’s BIOGRAPHY

First Trust

About First Trust:
First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively “First Trust”) were established in 1991 with a mission to offer trusted investment products and advisory services. We focus relentlessly on the needs of financial advisors and their clients, providing original ideas, inventive products and the highest level of service. First Trust invests across a range of asset classes through exchange-traded funds, unit investment trusts, closed-end funds, mutual funds, variable annuities, and separate managed accounts and has collective assets under management or supervision of approximately $266.306 billion as of February 28, 2025.

Attendees from First Trust:
Noah Helm

Senior Vice President, Institutional Investments

Noah Helm’s Biography

Jonathan Aal

Portfolio Manager and Co-Head of Credit Research at Smith Capital Investors

Smith Capital sub-advises First Trust’s ETFs, FIXD & UCON.

Jonathan Aal’s biography

Invesco

About Invesco

Invesco Ltd. (Ticker NYSE: IVZ) is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our distinctive investment teams deliver a comprehensive range of active, passive, and alternative investment capabilities. With offices in more than 25 countries, Invesco manages US $1.8 trillion¹ in assets on behalf of clients worldwide. Invesco Ltd. AUM of $1,844.8¹ billion as of March 31, 2024.
¹ Source: Invesco Ltd.

Attendees from Invesco:

John Radzinski, CFA, CAIA

VP, Market Leader

George Amidon
Senior Consultant, Invesco Global Consulting
Managing Partner for JAM Consulting Group

George Amidon’s Biography

TruStage / Barnabus Capital

About TruStage
We’re on a mission to make a brighter financial future accessible to everyone. Dedicated to helping more people — in more ways — make confident financial decisions at every stage. And we’re committed to delivering on this belief, together. Creating opportunities beside our partners, members of our communities and our employees. From credit unions to financial professionals and small businesses to consumers, we put understanding those we serve at the center of all we do. We care about building relationships that last which is why we work hand in hand to give you the tools to help you find the right solutions.

Attendees from TruStage
Austin Sorg
Regional Sales Director

About Barnabas Capital
Helping advisors explore protected growth strategies. Barnabas Capital is a strategic distributor for leading insurance companies & investment banks and provides access to a robust suite of investment & insurance product solutions.

Attendees from Barnabas Capital
Trey Wegmann
Vice President of Sales

Orion

About Orion
Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. Orion services $4.7 trillion in assets under administration and $98.6 billion of wealth management platform assets (as of March 31, 2025) and supports over 7.3 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron’s RIA firms¹ rely on Orion’s technology to power their businesses and win for investors. Learn more at Orion.com.

¹ Source: 2024 Top 100 RIA Firms, Barron’s, 2024.

Attendees from Orion

Ben Frantz
SVP – Wealth Tech Solutions

Ben Frantz’s Bio

Stew Martin
SVP – Wealth Tech Solutions

Stew Martin’s bio

Inland Securities Corporation

About Inland
Inland Real Estate Investment Corporation (Inland Investments) is an industry-leading real estate investment manager specializing in tax-advantaged, growth and income solutions. Inland Investments is a member company of The Inland Real Estate Group of Companies* (Inland), one of the nation’s largest commercial real estate and finance groups. Investing with integrity since 1968 and leveraging a dedicated research team, Inland has deep insights into macroeconomic trends, demographic patterns, and emerging opportunities. Inland has acquired more than $50 billion in assets across all commercial real estate sectors and raised more than $30 billion in capital through public and private real estate investment vehicles from more than 490,000 investors. Inland’s vision is to lead the evolution of commercial real estate investing through our shared, investor-centric principles of client service, integrity and expertise. With a commitment to innovation, research, and informed decision-making, Inland ensures that a proactive strategy shapes the future of real estate investing. Currently managing a diverse portfolio of approximately $16 billion across 42 states, Inland Investments and its affiliates have offered liquidity to investors through the completion of 661 programs as of December 31, 2024.

*The Inland Real Estate Group of Companies, Inc. is comprised of a group of independent legal entities some of which may be affiliates, share some common ownership or have been sponsored and managed by such entities or subsidiaries thereof, and are collectively referred to herein as “Inland.”

For Institutional Use Only. Not for distribution to the public. This is neither an offer to sell nor a solicitation of an offer to buy any security, which can be made only by a private placement memorandum provided to an accredited investor or a prospectus that has been filed or registered with appropriate state and federal regulatory agencies and which may be sold only by broker dealers and registered investment advisors authorized to do so. No regulatory agency has passed.

Attendees from Inland

Adam Nuger, MBA
Director – Institutional Advisory Consultant

UMB

About UMB
At UMB, your business is not just a number. We get to know you, your goals and your values so we can be a partner throughout your business lifecycle. We review your unique business needs and help you optimize your opportunities while strategically planning for the short- and long-term. Our team is made up of experienced professionals with deep technical knowledge, broad skill sets, and a robust understanding of the industries we serve and their unique needs. Whether your business is building capital or in a growth cycle, effectively managing excess liquidity is vital to a successful cash management strategy. Many solutions are available to meet both short- and long-term operating and investment needs, but it’s important to start with a broad view of business goals and the tools that can support them.

Attendees from UMB

Dave Bauer
Executive Director of Practice Solutions

dave bauer’s Biography

Kenny Dow
Senior Vice President

kenny dow’s biography

Matt Putrich
Commercial Relationship Manager

Matt Putrich’s Biography

Mark Robich
Senior Vice President

Mark Robich’s biography

Financial Independence Group

About Financial Independence Group
We approach each task with a sense of ownership and apply the utmost standards of excellence to properly support the financial professionals we serve. With an emphasis on integrity, accountability, results, and value, FIG has represented some of the most comprehensive, competitive, and financially-stable insurance companies in the industry for over 40 years. FIG is currently working in all 50 states, with office locations in North Carolina and Arizona that allow for easy connections with agents in each regional market.

Our emphasis is on the people more than the product. Our robust support system provides our agents with the best service possible. Our belief in a true partnership allows you to remain independent without feeling isolated. Our success can be measured by the achievements of each independent agent. When you are successful, we are successful. We invite you to become a part of our family, an organization that genuinely believes in growing together.

Attendees from Financial Independence Group

Matt Earhart

Director, Institutional Sales

Matt earhart’s Biography

American Century Investments

About American Century Investments
Not Business As Usual, This Is Personal

It started with a powerful vision: Help clients achieve financial success. And for over 60 years, our commitment to financial advisors, individual investors and institutional clients has not wavered.

Being client-centric with a performance-first focus was the initial step—but not the end of the story. The vision has grown to include significant, ongoing contributions to humanity through breakthrough medical research. It’s how we help our clients Prosper With Purpose.

Attendees from American Century Investments

Michael Swank

Vice President, Regional Wealth Management Consultant

PGIM

About PGIM
PGIM is the 14th-largest asset manager globally with approximately $1.39 trillion in assets under management. PGIM’s multi-manager platform delivers investment solutions and strategies to help our clients achieve their objectives.

Attendees from UMB

Gary Stapp
Director – RIA, Family Office & Consultant Relations