Independent but never alone

Community & Connection

XYPN_Grid_Blue-6 XYPN LIVE 2026 | San Diego CA

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. 

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.

Conference App

Find the good stuff faster and experience XYPN LIVE on the go with your conference app.

Receptions

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

Local Meet-Ups

Keep the conversations flowing after the conference wraps by reconnecting with your local network.

Read more from our Blog ↘
The XYPN LIVE 2025 Schedule is live!
XYPN LIVE

The XYPN LIVE 2025 Schedule is live!

Key Insights: 4 Essential Takeaways from XYPN LIVE
Financial Advisors

Key Insights: 4 Essential Takeaways from XYPN LIVE

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

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

Thanks to the Member Advisory Board ↘
Andy Baxley

Andy Baxley, CFP®, MSFP

Two Trails Financial Planning

Chandler Fugate-Laus

Chandler Fugate-Laus, CFP®

Moneyfluent

Chloe Moore

Chloe Moore, CFP®

Financial Staples, LLC

Cristina Livadary

Cristina Livadary, CFP®, RLP®

Mana Financial Life Design, LLC

Ed Smith

Ed Smith, CFP®, MBA

Valor Wealth Partners

Jason Howell

Jason Howell, CFP®, CPWA®

Jason Howell Company

Jeff Prunier

Jeffrey Prunier, CFP®

J. R. Prunier Capital Management LLC

Maggie Klokkenga

Maggie Klokkenga, CPA, CFP®, AFC®

Abundo Wealth

Matt Lechner

Matt Lechner, CFP®

Layline Advisors

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

Take a break from working IN your business to work ON your business.