Dynasty Financial Partners

For 250 years, one idea has defined this country: the freedom to choose your own path. It is a belief that shaped our nation and continues to guide those building something of their own today. Watch our video in honor of America 250: hubs.ly/Q04ndtYN0 #America250

Day 2 at the Dynasty 2026 Investors Forum. From a full day of conversations across private markets, the RIA landscape & leadership to an unforgettable keynote & a friendly competition at the Dynasty Strike Showdown, here’s a look back at yesterday in Naples. #DynastyForum2026

The Dynasty Strike Showdown delivered some friendly competition to close out Day 2. Congratulations to Ryan Kulik, on taking the title of the Dynasty Strike Showdown Winner, and thank you to everyone who joined us for another fun night together in Naples. #DynastyForum2026

Today, we recognize and honor all those who have served. At Dynasty, we’re especially proud to recognize the veterans on our team and throughout the Dynasty Community. Their leadership, discipline, and commitment strengthen our community every day. #VeteransDay

Day 2 continued with conversations focused on the evolving RIA landscape what it takes to lead through change. To close out the day, @garyvee joined Shirl for a candid conversation on building businesses, identifying opportunities and leading through change. #DynastyForum2026

Private markets took center stage this morning at the Forum. The morning continued with perspectives on what private markets can tell us about emerging trends, followed by a discussion on navigating stock concentration, leverage and after-tax outcomes. #DynastyForum2026

Day 1 in Naples. From the opening session to conversations throughout the day and sunset with the Dynasty Network, here’s a look back at the first day of the 2026 Dynasty Investors Forum. #DynastyForum2026

Last night, the Dynasty Network gathered for sunset cocktails and our welcome reception, continuing conversations from the day and making new connections along the way. It was a great way to close out Day 1 and now, on to Day 2. #DynastyForum2026

Day 1 of the Dynasty 2026 Investors Forum brought conversations spanning AI, the macro environment and the art of negotiation. More to come from Naples tomorrow. #DynastyForum2026

The 2026 Dynasty Investors Forum is officially underway! Follow along throughout the week for highlights from the Forum. #DynastyForum2026

In @EBNbenefitnews, Mason shares his perspective on where the industry's fastest-growing roles are being created. As advisors leave large banks to launch independent firms, the work that supports them is moving too. Read the full article: hubs.ly/Q04DNF0y0

Our Management Committee came together in St. Pete for a day of working sessions focused on 3 themes: building for scale, using AI & tech, & strengthening our operating model. We're grateful for the honest conversations & the team's shared focus on supporting our Dynasty Network.

Yield is back at the center of the conversation. With the 10-year Treasury still near 5%, @CNBC looks at the opportunity in the corporate bond market, featuring insights from our Chief Investment Officer, Bob Shea. Read more hubs.ly/Q04Dsg1F0

In Wealth Solutions Report, Nick shares why duration looks attractive here & why advisors should think twice before shortening portfolios simply because the Fed is raising rates. Read the full article: hubs.ly/Q04Dn6Yl0

We are one week away from the 2026 Investors Forum. This year's theme, Navigating The Infinite, is where possibility has no bounds & innovation drives what's next. Through real dialogue & meaningful connection, our Dynasty Community will explore the ideas shaping the future.

Exclusive Webinar: Q3 2026 M&A Market Update Webinar Thursday, November 5, 2026 at 1 p.m. ET Please join Sam Anderson, Harris Baltch, & Jamie Gardiner for an exclusive webinar. Register now: hubs.ly/Q04D3d0J0

Recorded on the conference floor at #SchwabIMPACT, our Founder and CEO Shirl Penney joined hosts Alex Steger and Ian Wenik on the @CitywireRIARIA 'This Week in Wealth' podcast to talk about where the industry is headed. Listen to the full episode: hubs.ly/Q04C_Xl00

Last week, we brought members of our Dynasty Community together on Kiawah Island for our Third-Annual Dynasty Golf Club. The time on the course offered a chance to step away from the day-to-day, strengthen relationships, and enjoy some friendly competition and great company.

At #SchwabIMPACT, Shirl Penney, Greg Resh, Matt LaPorta, & Brittany Hartnett shared their perspectives during Beyond the Game: Wealth Management for Athletes & Entertainers. Looking to build or expand your capabilities in wealth management? Learn more: hubs.ly/Q04CTqYZ0

Yesterday at hashtag#SchwabIMPACT, Tim Oden, Chief Growth Officer, joined Brian Hamburger, Chris Reedy, and Jimmy Zhao, CFA, for Signal vs. Noise: Recruiting Beyond Production. Interested in exploring what growth could look like for your firm? Visit hubs.ly/Q04CQYCr0

The Dynasty team is in Boston for #SchwabIMPACT If you’re attending, stop by Booth 330 or Tech 26 to meet with members of our team. To learn more about partnering with Dynasty, reach out confidentially: hubs.ly/Q04CCt7w0