CROSSOVER RETREAT
Exclusive retreat for advisors sharing on how they're building the most-respected financial planning practices.
Austin, Texas — November 2026
— THE COHORT
Cliff Cornell
Bone Fide Wealth
FINANCIAL ADVISOR
Rianka Dorsainvil
YGC Wealth
FOUNDER
Matt Gottshall
Balanced Wealth Group
FINANCIAL ADVISOR
Ryan Greiser
Opulus
CO-FOUNDER
Bryan Gum
Lighthouse Planning
FOUNDER
Chris Haigh
Iconoclastic Capital
CO-FOUNDER
Adam Harding
Harding Wealth
FOUNDER
Thomas Kopelman
All Street Wealth
FOUNDER
Kaya Ladejobi
Earn Into Wealth
FOUNDER
Max Pashman
Pashman Financial
FOUNDER
Fran Walsh
Opulus
CO-FOUNDER
Conner Young
Baskets Capital
FOUNDER
Presented By
— LEARN MORE
Interested in joining?
Drop your email. We'll be in touch with details.
By submitting, you agree to receive Crossover email updates. You can unsubscribe at any time. See our Terms and Privacy Policy.
Listen to Advisor Freedom