Future-focused event brings together investors, innovators, and thought leaders to explore markets, AI technology, and the next generation of wealth

AlphaCore Wealth Advisory (AlphaCore), an independent registered investment advisory firm, announces its lineup of respected keynote speakers for its third annual flagship event, the AlphaCore Wealth Summit on October 9, 2025.

This year’s keynote speakers include Drew Brees, former NFL quarterback, entrepreneur, and philanthropist; Robert Smith, founder, chairman, and CEO of Vista Equity Partners; and Anne Marbarger, CEO of Curebound. Attendees will also hear from industry leaders on the future of wealth management, philanthropy, private markets, AI, and income strategies for today’s market environment.

The exclusive event will unite professionals from across the wealth management, investment, and business communities for dynamic panels and candid conversations around this year’s theme, “Back to the Future” – a nod to the film’s 40th anniversary through sessions designed to spark new ideas on innovation, AI, and wealth planning.

“The AlphaCore Wealth Summit reflects our commitment to our clients and our community,” said Dick Pfister, Founder and CEO of AlphaCore. “The Summit showcases emerging trends and aims at creating a vision for the future of financial planning and investing. Our goal is for attendees to feel inspired and confident about the future of wealth management.”

Adding to the event’s programming, attendees can look forward to a Q&A session with Drew Brees, an on-site Delorean, lunch, and a cocktail reception with BetaMaxx as evening entertainment. Additionally, attendees will have the opportunity to connect with Dr. David Stubbs, our newly appointed Chief Investment Strategist. Previously a Senior Investment Strategist at Blackstone, Stubbs has also been a featured speaker at past Wealth Summits.

The Summit will be held on Thursday, October 9, 2025, at The Conrad in La Jolla, California. Attendance requires prior authorization.

For more information, visit: https://alphacore.com/alphacore-wealth-summit/

About AlphaCore Wealth Advisory

AlphaCore Wealth Advisory is an independent, nationally recognized wealth advisory firm dedicated to helping clients build, preserve, and protect their wealth. Headquartered in La Jolla, California, with offices nationwide, AlphaCore takes a comprehensive approach to wealth planning and strives to deliver sophisticated investment management services by providing access to both traditional and alternative investments. Supported by in-house research, operational resources, and modern technology, AlphaCore advisors place clients’ goals at the center of every financial plan.

Learn more at www.alphacore.com

View source version on businesswire.com: https://www.businesswire.com/news/home/20250925271411/en/