NAPFA 2026 Large Firm Forum
by National Association of Personal Financial Advisors (NAPFA)
The NAPFA 2026 Large Firm Forum is an executive retreat organized by the National Association of Personal Financial Advisors (NAPFA). This event is tailored for leaders of Fee-Only firms managing $1 billion or more in assets under management (AUM), or those on track to reach that milestone within five years. It offers a platform for executives to connect with peers, gain fresh insights, and explore strategies for growth, leadership, and innovation.
The forum covers key topics essential to large firm operations, including strategic growth, talent development, succession planning, mergers and acquisitions, and the integration of emerging technologies like artificial intelligence. Sessions are designed to provide actionable strategies and real-world solutions, fostering a collaborative environment for attendees to share experiences and best practices.
Set against the backdrop of The Royal Sonesta San Juan, the event includes high-level discussions, peer-to-peer networking opportunities, and access to industry experts. Attendees can participate in interactive roundtable discussions, panel sessions, and keynote addresses from notable speakers, enhancing their professional development and expanding their professional networks.
This forum is ideal for firm leaders and next-generation leaders who are navigating the complexities of scaling large firms. It provides a unique opportunity to engage with peers facing similar challenges, exchange honest insights, and leave with actionable strategies to implement immediately, thereby strengthening their firms and leadership teams.
Speakers(15)
Catherine Williams
Head of Practice Management at Dimensional
Catherine Williams delivers benchmarking and practice management insights to advisors as Head of Practice Management at Dimensional.
Cheryl R. Holland
President and Founder at Abacus Planning Group
Cheryl R. Holland is the President and Founder of Abacus Planning Group, a holistic financial advisory firm with over $2 billion in assets under management.
David Flores Wilson
Managing Partner at Sincerus Advisory
David Flores Wilson advises entrepreneurs and business owners in New York City on personal financial planning, specializing in QSBS planning, business exit planning, and equity compensation.
Jay Mooreland
Founder at The Behavioral Advisor Academy
Jay Mooreland is the founder of The Behavioral Advisor Academy, focusing on behavioral finance training and coaching for advisors.
Mark Willoughby
Principal and Wealth Manager at Modera Wealth Management
Mark Willoughby brings nearly 30 years of global wealth management experience to his work with business owners at Modera Wealth Management.
Mark Willoughby, CFA®, CFP®, ACA
Chief Investment Officer at Modera Wealth Management
Mark Willoughby brings nearly 30 years of global wealth management experience to his work with business owners building their companies and personal finances. Before joining Modera Wealth Management in 2001, he held senior roles at Deloitte and Touche, Morgan Stanley, and JPMorgan Chase. At Modera, Mark has served in key leadership positions including Chief Investment Officer, Chief Operating Officer, Chief Compliance Officer, and board member. He has also played a central role in evaluating and integrating several RIA mergers. His background spans three countries, and he has spoken on a range of financial planning and investment topics.
Matt Reiner
Managing Partner at Capital Investment Advisors
Matt Reiner is a visionary leader in wealth management, serving as Managing Partner of Capital Investment Advisors and CEO and Co-Founder of Wela Strategies.
Meagan Johnson
Generational Expert and Speaker
Meagan Johnson is a nationally recognized multi-generational expert and generational studies enthusiast, focusing on building cultures of multi-generational collaboration.
Michael Chasnoff
Founder and Chairman at Truepoint Wealth Counsel
Michael Chasnoff is the Founder and Chairman of Truepoint Wealth Counsel, dedicated to client-focused financial advising and innovative, data-driven investment strategies.
Michael Gibney
Principal and Wealth Manager at Modera Wealth Management
Michael Gibney is a seasoned financial professional with over 20 years of experience in financial planning, focusing on retirement, estate, tax planning, and risk management.
Michael Goodman
Partner, President & Chief Strategy Officer at Greenspring Advisors
Michael Goodman spearheads the growth and strategic direction of Greenspring Advisors, combining long-term vision with sustainable action and driving the firm's culture.
Michael Joyce
Founder and President at Agili
Michael Joyce is the founder and President of Agili, responsible for overall investment strategy, management of investment portfolios, and financial counseling services.
Nicole Madosik
Partner and Chief Mergers & Integrations Officer at Mission Wealth
Nicole Madosik specializes in guiding firm founders through challenges of succession, growth, scale, and liquidity at Mission Wealth.
Susan Green
Partner, Senior Financial Advisor and Director of Financial Planning Standards at Wescott Financial
Susan Green serves as a client-facing advisor for over 80 households, maintains financial planning standards, and leads internal advisor committees at Wescott Financial.
Tom Orecchio
Principal and Wealth Manager at Modera Wealth Management
Tom Orecchio is a Principal and Wealth Manager at Modera Wealth Management, with a background in financial planning and investment management.
Event Details
- Date
- February 2-4, 2026
- 3 days
- Location
- 🇵🇷 San Juan, Puerto Rico
- The Royal Sonesta San Juan
- Pricing
- $849 - $1,070
- Audience
- Leaders of Fee-Only firms managing $1 billion+ in AUM, or those on track to reach that milestone within five years.
- CLE Credits
- Up to 9 NAPFA and CPE credits