Before You Plan For 2027: Is Your Firm Built For Growth?

Amy DeTolla is a keynote speaker, moderator, and strategic advisor who helps audiences understand the forces reshaping wealth management. Drawing on more than three decades of experience building and leading wealth businesses, Amy brings a practical perspective on artificial intelligence, technology, platform evolution, leadership, growth, and the changing advisor-client relationship.

Adam Farag brings to Oak Street Funding 15+ years of experience in banking, specializing in business lending. He has successfully advised hundreds of business owners, helping them expand and thrive. Since 2017, he has secured over $300 million in capital for wealth advisors for acquisitions, succession planning, and debt restructuring.