Orion Ascent 2026

Ascent 2026

San Diego Marriott Marquis
February 24–27, 2026 • San Diego, CA

2026 Agenda

Ascent delivers content you won't just want to see — you'll crave it. From cutting-edge industry insights to practice management mastery, we serve up engaging, practical sessions led by advisors, for advisors. It's not just about learning; it's about fueling your professional growth in ways you didn't even know you needed.

View the full agenda below, including career-defining main stage keynotes, tailored agendas by role, pre-conference exclusives, personalized consultations, product demos, community meet-ups, and so much more.

Choose Your Ascent Experience

All Tailored Agendas

Whether you’re driving growth, leading your firm’s strategy, enhancing operations, or managing client relationships, we’ve got a tailored agenda just for you. Choose yours to discover your personalized Ascent 2025 experience and start planning the sessions that will help you go all in on your goals.

Keynotes to Inspire

Main Stage Speakers

Get ready for the relentless pursuit of growth with the visionary leaders taking the main stage at Ascent 2026! Our keynote speakers are industry trailblazers, thought leaders, and innovators, ready to share their bold ideas and transformative insights.

These sessions will challenge you to think bigger, act bolder, and explore new strategies to elevate your business. Don’t miss the opportunity to hear from the best and leave Ascent energized for what’s next.

Natalie Wolfsen

Don't miss Orion CEO Natalie Wolfsen, named one of Barron's 100 Most Influential Women in U.S. Finance for both 2024 and 2025, as she kicks off Ascent 2026 with a strategic update on the state of Orion.

Natalie

Tim Grover

Tim Grover, legendary performance coach to icons like Michael Jordan and Kobe Bryant, and bestselling author of Relentless and Winning, will share how principles of mental toughness and focus fuel relentless performance.

Tim Grover

Coming Soon

Stay tuned — another relentless voice will be announced soon.

Get ready for a keynote that will challenge, inspire, and fuel your drive to push further than ever before.

Tim Holland and Dr. Daniel Crosby

Orion CIO Tim Holland and Chief Behavioral Officer Dr. Daniel Crosby will explore the critical intersections of behavior, markets, and policy to equip advisors with strategies to navigate today’s complexities.

The Mind and the Market

Coming Soon

Stay tuned — another relentless voice will be revealed soon.

You won’t want to miss this keynote speaker, set to bring fresh perspective and powerful energy to the Ascent stage.

Start Strong

Pre-Conference Workshops

Kickstart your Ascent 2026 experience with our pre-conference workshops! Dive deep into specialized topics and gain hands-on training from Orion subject matter experts, or attend exclusive briefings from Orion leadership.

These intensive sessions are designed to provide you with practical skills, innovative strategies, and valuable insights that you can immediately apply to your business.

Hands-On Training

Trade Smarter, Move Faster: Optimizing Eclipse from the Ground Up

11:00 AM – 3:00 PM

Get a head start with this focused training designed to help you take control of your Eclipse environment and trade with confidence. We’ll kick things off by helping you customize your setup for clarity and control, because the key to relentless execution is a workspace that works for you.

From there, we’ll dive into real-world trading challenges and show you how to manage cash at scale, rethink your model structures, and get the most out of the Eclipse Rebalancer. Whether streamlining daily tasks or leveling up your firm’s trading strategy, this session gives you the tools to trade smarter and move faster without burning out your team.

You’ll leave with:

  • A cleaner, more efficient dashboard that matches how you work
  • Strategies for managing complex cash flows with confidence
  • A clearer path to evolving your models over time
  • A deeper understanding of what drives Eclipse’s core trade logic

Come ready to ask questions, test ideas, and refine your workflows, because trading success isn't just about speed, it's about building a system that’s built to last.

Hands-On Training

From Whiteboard to Workflow: Effective Processes with Redtail Workflows

11:00 AM – 3:00 PM

In this session, Redtail Training Experts will guide you through the process of whiteboarding and implementing Workflows in Redtail CRM with intention and strategy in mind. You’ll discover how to leverage whiteboarding techniques to visually map and refine your Workflow strategy before building it within Redtail.

We’ll explain how to set a clear Target Date and calculate each Step’s due date, so your processes stay on schedule. You’ll explore the use of Outcomes to create conditional paths in your Workflow—streamlining the process and allowing for more flexibility. This pre-conference session will help you push past process-building pitfalls to create systems that drive action and create accountability.

Throughout the session, we’ll walk through identifying critical touchpoints in the client journey and show how to configure those within Redtail Workflows to stay organized and boost operational efficiency.

Hands-On Training

Orion Advisor Academy Live

11:00 AM – 3:00 PM

Join us for an in-depth pre-conference program designed to provide you with actionable strategies for incorporating behavioral finance into their practice. This comprehensive program includes multiple sessions that qualify for continuing education (CE) credit, ensuring you gain valuable insights while fulfilling your professional requirements.

Led by Orion Chief Behavioral Officer Dr. Daniel Crosby and Behavioral Analyst Dr. Naomi Win, you’ll learn the importance of behavioral finance and discover practical ways to integrate these principles into your business. Explore the psychological factors that influence client decisions and how to effectively address these behaviors to enhance client relationships and outcomes.

Additionally, you’ll receive hands-on training on how to leverage Orion's BeFi tools. Our trainers will demonstrate how to use this powerful technology suite to apply behavioral finance concepts in your daily operations, helping you provide more personalized and effective advice to your clients.

Don’t miss this opportunity to deepen your understanding of behavioral finance, earn CE credits, and enhance your practice with Orion's innovative BeFi tools.

Hands-On Training

Deep Dive: AI Workshop

11:00 AM – 3:00 PM

Ready to put artificial intelligence to work for your advisory business? Join us for a hands-on, pre-conference workshop where you’ll learn how to design and deploy AI-powered agents and automations to solve real business challenges — no coding required. Whether you’re looking to streamline client onboarding, automate prospect outreach, or create smarter workflows, this session is for you.

Guided by a leading expert from the world of AI and automation (stay tuned for a big-name announcement soon!), you’ll:

  • Discover what’s possible with AI-powered agents and business automations
  • See real-world use cases from top advisory firms
  • Get step-by-step guidance to build and test using Orion's newest AI innovation.
  • Walk away with practical templates, starter ideas, and a roadmap for continued innovation

Bring your curiosity and your business challenges — we’ll provide the tools and inspiration to help you become your own AI architect. No technical experience necessary. Leave this workshop empowered to leverage AI in your firm and deliver a new level of efficiency and client experience.
 

Pre-Con Exclusives

Pre-Conference Exclusive

Briefing for Broker-Dealer, Home Office, Tech Leaders and Industry Consultants

11:00 AM – 12:00 PM

Join us for an exclusive meeting crafted for Broker-Dealer Home Office attendees, Tech leaders, and industry consultants. This specialized session is designed to ensure you navigate the conference with precision.

Dive into a curated overview of the agenda, identify essential sessions that align with your strategic initiatives and interests, and engage in a dynamic Q&A with our team to gain insights into Orion's strategic direction. Leave equipped with how to maximize your Ascent experience.

Pre-Conference Exclusive

Orion Wealth Management: Briefing with Chief Executive Officer, Natalie Wolfsen

12:00 PM – 12:30 PM

Join us for an exclusive pre-conference session with Orion CEO Natalie Wolfsen, designed for our top Brinker Capital, Orion Portfolio Solutions, and Orion OCIO advisors.

Natalie will highlight what to look forward to throughout the conference, providing a glimpse into the transformative content and experiences awaiting you. Don't miss this chance to get Natalie's unique perspective on how to get the most out of your conference experience.

Called a

best conference for financial advisors

by Michael Kitces¹ and Three Crowns Marketing.²
Get Guidance

Personalized Consultations

Take advantage of our consultation appointments to receive personalized guidance. Meet one-on-one with Orion subject matter authorities to get tailored advice and insights that address your unique challenges and opportunities.

First Look

Product Demos

Be among the first to see and experience Orion's newest technology, right there with the people who design and develop it to transform your business. Ask questions, explore the opportunities, and get excited for everything coming next.

Connect with the Community

Meet-Ups

Engage in meaningful conversations, exchange ideas, and build valuable relationships that can help you grow both personally and professionally with our specially curated meet-ups by role, special interests, and more.

Tailor Your Ascent Experience

Full Agenda

Register Now

Register today to secure your spot and experience the premier industry event for advisors and the firms that support them. You don’t want to miss it!

Register Now

Orion does not endorse any particular third-party product or service. Our clients should undertake their own assessments to determine whether these parties meet their business and due diligence requirements.

This website is intended for investment professionals only. It is not intended for use by private investors. Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.

Wealth management services provided  Orion Portfolio Solutions, LLC (“OPS”), a registered investment  advisor. Orion OCIO services provided by TownSquare Capital, LLC  (“TSC”), a registered investment advisors. OPS and TSC are affiliates  and wholly owned subsidiaries of Orion Advisor Solutions, Inc.

Communities is an offering of Orion Portfolio Solutions, LLC, a registered investment advisor.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

Custom Indexing is an investment strategy wherein a portfolio is managed to mimic an index or other portfolio, while taking into account the tax position, holdings, and individual investing preferences of a client. The performance of a portfolio using custom indexing may vary significantly from the target index (referred to as tracking error or tracking difference), and this variance may increase with greater  customization within a portfolio.

Tax-loss  Harvesting is a process by which securities trading at unrealized losses are sold to realize a taxable loss. Proceeds from the sales are then used to reinvest in alternate securities to maintain market exposure. Tax-loss Harvesting can be used as a strategy to offset realized gains from other investments and/or carried forward to later calendar years to offset future taxable gains.

Orion Behavioral Finance ("Orion  BeFi") is the branding name of various tools and services related to  behavioral finance offered by Orion Advisor Solutions, Inc. and its subsidiaries. Orion BeFi tools are crafted to help investors and their financial advisors integrate behavioral psychology research into their  investment decisions. Orion BeFi tools and services do not provide investment advice.

Access to the services presented is provided solely as a service to financial advisors. Orion Risk Intelligence does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Orion Risk Intelligence research and tools are provided for informational purposes only. While the  information is deemed reliable, Orion Risk Intelligence does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.

Access to the Orion Strategic  Insights platform is available exclusively to Orion Advisor Technology,  LLC (“Orion”) customers. The platform aggregates data from Orion  products and authorized third-party systems for informational purposes  only. Orion Strategic Insights does not make recommendations or determine the suitability of any security or strategy, nor does past  performance of a security or strategy guarantee future results.  Orion  does not guarantee the accuracy or completeness of external data and is  not liable for decisions made based on these insights. Actions may require use of the originating system.

Access to the Orion Summit  Experience is available exclusively to Orion Advisor Technology, LLC  (“Orion”) customers.  Orion Summit Experience aggregates data from Orion  products and authorized third-party systems for informational purposes  only. Orion Summit Experience does not make recommendations or determine  the suitability of any security or strategy, nor does past performance  of a security or strategy guarantee future results. Orion does not  guarantee the accuracy or completeness of external data and is not  liable for decisions made based on these insights. Actions may require  use of the originating system.

Access to the Orion Compare tool  (“Orion Compare”) is made available solely to customers of Orion Advisor  Technology, LLC (“Orion”). Orion Compare does not make recommendations  or determine the suitability of any security or strategy nor does past  performance of a security or strategy guarantee future results. With  respect to the data and information made available within Orion Compare,  Orion does not guarantee its accuracy, completeness, or suitability for  any purpose, and makes no warranties with respect to the results to be  obtained from its use.

The Elite Advisor Network program  (the "Program") is offered by Orion Portfolio Solutions, LLC ("OPS"), an  Orion Company, a registered investment advisor. Participation in the  Program is voluntary and is limited to representatives of firms who have  agreed to the terms of the Program. Qualifying advisors in the Program  receive noncash benefits from OPS based generally on two factors: 1) the  amount of client assets the qualifying advisor maintains on the Orion  Portfolio Solutions or Brinker Capital Investments platforms and 2)  Participation by the qualifying advisor in "qualifying factors"  including attending marketing events hosted or sponsored by OPS. Assets  on other platforms do not qualify (e.g., OCIO assets and assets in  Brinker strategies on 3rd party platforms). Benefits that advisors  receive through the OPS Program vary by tier and may include, but are  not limited to: enhanced training and operational support for the  advisor and his or her staff, marketing support, increased discounts on  value-added technology services, expense reimbursement for travel to and  attendance at approved OPS events, and access to other approved OPS  sponsored functions. Benefits and terms of the Program are subject to  change at Orion's discretion.

The Orion Investment Framework (“the Framework”) is designed to help Advisors and Investors understand Orion’s investment philosophy. The Framework is not a recommendation to purchase or sell any investment or engage in any investment strategy. The Framework does not constitute investment, tax, or financial advice. Investing involves risk, including the risk of loss of principal. This material is intended for informational purposes only and is directed toward financial professionals. It should not be considered a solicitation or offer to the general public.

¹Source: The 10 Best Financial Advisor Conferences To Attend In 2024, Kitces.com, 2023.

²Source: Top 10 Conferences for Financial Advisors in 2024, Three Crowns Marketing, 2023.