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
1:30 P.M.
Welcome
Brian Lucius, Chief Distribution Officer, Gradient Financial Group, LLC
3 P.M.
Accelerate Your Sales
Luke Loewen, President, Gradient Annuity Brokerage, LLC
3:30 P.M.
Branding Through Digital Marketing and Harnessing AI
Cory Sickles, Safe Harbor Retirement Group
4 P.M.
Shifting from a Scarcity Mindset to a Growth Mindset
Andrew O'Neill, O'Neill Asset Management
5 P.M.
Keep Evolving
Luke Loewen, President, Gradient Annuity Brokerage, LLC
5:45 P.M.
Welcome Reception
Lou/Na Rooftop, Grand Hyatt Nashville
6 P.M.
Thursday, Aug. 20
Breakfast
Grand Hall D | Grand Hyatt Nashville
8 A.M.
How, What and When
Luke Loewen, President, Gradient Annuity Brokerage, LLC
9 A.M.
Passion for the Process
Haley + Jonathan Sanders, Altitude Wealth Management
9:15 A.M.
Building Unshakable Trust
Mike Byers, LoneStar Wealth Management
10 A.M.
Marketing in a Small Community
Cole Bruner, Buska Retirement Solutions
11 A.M.
Lunch
Grand Hall D | Grand Hyatt Nashville
11:45 A.M.
Your Success Reinvented
Luke Loewen, President, Gradient Annuity Brokerage, LLC
1 P.M.
Building a Practice Bigger Than You
Brad Cooper, Cooper Financial Group
1:45 P.M.
Evolve With Gradient
Brian Lucius, Chief Distribution Officer, Gradient Financial Group, LLC
2:30 P.M.
Cocktail Hour
Grand Hall D | Grand Hyatt Nashville
3 P.M.
Dinner Event
Luke's 32 Bridge
301 Broadway
Nashville, TN 37201
615.514.2031
5:30 P.M.
Friday, Aug. 21
Departures from Nashville International Airport (BNA)
A.M./P.M.
