AGENDA
Aug. 19-21, 2026 | Nashville, Tenn.
Wednesday, Aug. 19
Arrivals at Nashville International Airport (BNA)
Transfers to Grand Hyatt Nashville
A.M./P.M.
Lunch
Rail Yard | Grand Hyatt Nashville
1 P.M.
Tradeshow
Summit DE Foyer | Grand Hyatt Nashville
1 – 6 P.M.
Business Meeting
Summit DE | Grand Hyatt Nashville
3 P.M.
Welcome to Gradient Evolve
Chad Roesler, President, Gradient Annuity Brokerage
3 P.M.
Accelerate Your Growth
Brian Lucius, Chief Distribution Officer, Gradient Financial Group, LLC
3:15 P.M.
Branding Through Digital Marketing and Harnessing AI
Cory Sickles, Safe Harbor Retirement Group
4 P.M.
Getting Real: Building a Real Financial Practice
Andrew O'Neill, O'Neill Asset Management
5 P.M.
Wrap Up
Brian Lucius, Chief Distribution Officer, Gradient Financial Group, LLC
5:45 P.M.
Welcome Reception
Lou/Na Rooftop, Grand Hyatt Nashville
6 P.M.
Thursday, Aug. 20
Breakfast
Rail Yard | Grand Hyatt Nashville
8 A.M.
Tradeshow
Summit DE Foyer | Grand Hyatt Nashville
8 A.M. – 3 P.M.
Business Meeting
Summit DE | Grand Hyatt Nashville
9 A.M.
How, What and When
Brian Lucius, Chief Distribution Officer, Gradient Financial Group, LLC
9 A.M.
Passion for the Process
Haley + Jonathan Sanders, Altitude Wealth Management
9:30 A.M.
Building Unshakable Trust
Mike Byers, LoneStar Wealth Management
10:15 A.M.
No Excuses: Building a Thriving Practice in Any Market
Cole Bruner, Buska Wealth Management
11:15 A.M.
Lunch
Rail Yard | Grand Hyatt Nashville
12 P.M.
Keep Evolving
Brian Lucius, Chief Distribution Officer, Gradient Financial Group, LLC
1:15 P.M.
Building a Practice Bigger Than You
Brad Cooper, Cooper Financial Group
1:20 P.M.
The Proven Evolution
Jaime Malm, Iron Horse Financial
2:05 P.M.
Evolve With Gradient
Brian Lucius, Chief Distribution Officer, Gradient Financial Group, LLC
2:25 P.M.
Cocktail Hour
Rail Yard | Grand Hyatt Nashville
3:15 P.M.
Depart for Dinner
Grand Hyatt Nashville
4:30 P.M.
Dinner Event
Luke's 32 Bridge
301 Broadway
Nashville, TN 37201
615.514.2031
5 – 7 P.M.
Friday, Aug. 21
Departures from Nashville International Airport (BNA)
A.M./P.M.
