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Independent but never alone

Community & Connection

XYPN_Grid_Blue-6 Community at XYPN LIVE

Feel the power of the community

The most important part of membership is the Community—that’s what we’re all about—so let’s get you plugged into our network at XYPN LIVE. Get ready to walk away with fresh ideas, new solutions, and—most importantly—meaningful connections.

Find Your Fit

Community Access

Unlock the full potential of your XYPN LIVE experience. 

Networking Breakfasts

Make the most of your experience by grabbing your meal and joining the conversation at the start of each full day.

Roundtables

Roundtables give you the chance to claim your seat at the table and connect with advisors who share your values, firm journey, or have similar identities.

Workshops

Walk away with tangible takeaways to implement into your business right away with Workshops.

Speed Networking

Tackle top-of-mind issues in a fast-paced 1:1 event with attendees who understand your struggles.

Receptions

Unwind and connect with other advisor attendees, team XYPN, and partners over great food and drinks.

Thanks for making it possible

Member Advisory Board

Sylvie Scowcroft

Sylvie Scowcroft, CFP®  | The Financial Grove

 
Britton Gregory

Britton Gregory, CFP®  | Seaborn Financial, LLC

 
Angela Furubotten-LaRosee

Angie Furubotten-LaRosee, CFP®  | Avea Financial Planning

 
bradley_hilton-web

Bradley Hilton, CFP®, MBA | Sonas Financial Planning

Cynthia Meyer

Cynthia Meyer, CFA®, CFP®, ChFC®  | Real Life Planning LLC

 
Philip Weiss

Philip Weiss, CFA®, CPA, RLP® | Apprise Wealth Management LLC 

 
Daniel Yerger

Daniel Yerger, CFP®, PhD, MBA, ChFC®| MY Wealth Planners LLC

 
Brian Face

Brian Face, CFP®  | Face 2 Face Financial Planning

From our Blog ↘
Key Insights: 4 Essential Takeaways from XYPN LIVE
Financial Advisors

Key Insights: 4 Essential Takeaways from XYPN LIVE

XYPN LIVE - The Home of AdviceTech Innovation
Technology

XYPN LIVE - The Home of AdviceTech Innovation

Your Best ROI: Engaged, Happy Employees (Exclusive XYPN LIVE Content)
XYPN LIVE

Your Best ROI: Engaged, Happy Employees (Exclusive XYPN LIVE Content)

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There's a lot to keep track of as a firm owner.

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