SEPTEMBER 23-25, 2026

Kimpton Tryon Park Hotel

CHARLOTTE, NC

EXPERIENCE OVERVIEW:

Wednesday, Sept 23

4:00-5:15pm | Happy Hour

5:30-8:30pm | Welcome Experience (Medley Jr. Ballroom)

Thursday, Sept 24

8:30am-5:00pm | BOLD Sessions (Rhapsody Ballroom)

The State of Alphastar + Our BOLD Future

• Derek Gubala & Casey McIntyre, Co-Presidents
• Brian Williams, Managing Partner (ACM) & Co-Chief Executive Officer (FIG)

Disrupt Yourself 

• Morris Morrison, Keynote Speaker & Author

Be Unmistakable: Message, Method, & Momentum 

• Nancy Fahmy, Senior Business Group Director 

Zero Hour: Rethinking Retirement Tax Risk 

• David McKnight, Founder & Author - Power of Zero

BOLD Evolutions: A Conversation About Advisor Breakthrough

• Panel discussion hosted by Joe Del Monte, SVP - Advisor Development & Experience

Performance Under Pressure

• Dr. Terry Lyles, Stress Coach & Author

5:30-8:30pm | Offsite Experience at the NASCAR Hall of Fame

Friday, Sept 25

8:30am-12:00pm | BOLD Sessions (Rhapsody Ballroom)

Alphastar Advisor Recognition

• Presented by Laura Furner, Chief Operating Officer

The Accidental Business Owner: Building Infrastructure for Growth 

• Austin Fitch, CFA, Head of Consulting Solutions 

Think Different: Education as an Edge (hosted by Joe Del Monte) 

• Ryan Fortese, Director of Operations, Ed Slott & Company
• Steve Prew, MBA, VP - National Sales Manager, The American College of Financial Services
• Kelly Maheu, JD, Chief Executive Officer, International Succession Planning Association (ISPA)

The Edge of Chaos: Why Sometimes It's Safer to Take More Investment Risk

• Tony Parish, CFA, CQF, Chief Investment Officer

HOTEL ROOM BLOCK:
To secure your spot, RSVPs are due by Monday, August 31.

A discounted room block is available at the Kimpton Tryon Park Hotel for $289/night.

*Attendees are responsible for travel and accommodations. Alphastar will host event programming, meals, and featured experiences.

Questions? 
Email: events@alphastarcm.com