Exhibit & Sponsor
Join XYPN LIVE and connect with advisors who come ready to engage with trusted solutions. Choose add-ons that amplify your booth, your brand, and your impact.

Charles Schwab | Main Stage Slot
2025 Platinum Sponsor


Starkweather & Shepley and Markel | Wifi at Registration
2025 Blue Sponsor
pick your experience
Two Paths to Impact
Choose the path that puts your solution front and center.
Exhibit
Connect face-to-face. An XYPN LIVE booth on the exhibit hall floor delivers one full day of meaningful advisor interactions, valuable conversations, and real connections.
Sponsor
Lead the conversation. XYPN LIVE sponsorships put your brand front and center—up to three days of visibility with fee-only advisors—plus an exhibit presence for direct, meaningful engagement.
Connections that count.
What to expect
Connect with Advisors Without the Wait.
XYPN LIVE gives you direct access to a Network of fee-only advisors who come ready to engage—no waiting for sessions to end. Why? Because our dedicated Exhibit Hall Day is focused solely on connecting you with attendees. It’s the most cost-effective, high-impact exhibitor experience in the industry.
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XYPN LIVE has a unique, dedicated, one-day Exhibit Hall on September 30, 2026 where the exhibit hall will become the center of the conference. Attendees look to XYPN exhibitors for real solutions, so you'll enjoy authentic connections with the XYPN audience.
It’s a setting that’s both dynamic—the majority of the 650+ advisor attendees are decision-making firm owners, meaning a zero-day sales cycle and a nimble vendor review process are the norm—and uniquely immersive—the unique one-day exhibit hall means mingling with exhibitors is the event on Exhibit Hall day.
Exhibitor Content
Exhibitors can apply to host a session on Exhibit Hall Day on the topic of your choice! Submit your session within the Speaker Application. Content selected based on relevance and merit.
Tech Showcase
Exhibitors are selected to team up with a power user in the Network to highlight how your solution helps them run a better business.
AdviceTech Competition
Feature your cutting-edge tech for real "Advicers" for visibility, bragging rights, and much more in our annual pitch-style competition.
Exhibitor Evening
After Exhibit Hall Day wraps, our top sponsors will get the opportunity to host happy hours that we'll help promote!
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Put your brand where it matters most. Sponsor XYPN LIVE and enjoy up to three days of visibility plus an exhibit presence at our dedicated one-day Exhibit Hall on September 30, 2026, where the floor becomes the center of the conference. Attendees—650+ fee-only advisors, mostly firm owners and decision-makers—look to XYPN exhibitors for real solutions, giving you authentic, high-impact connections. With a range of sponsorship opportunities available, your brand can engage advisors in multiple ways and make a lasting impression in this dynamic, immersive setting where meaningful conversations happen fast and vendor reviews move at lightning speed.
Platinum Opportunity
Become a conversation leader with access to the main stage and branding opportunities. (Only 3 available.)
Power Opportunity
Power sponsorship puts your brand front and center in a content session. (Only 2 available.)
Party Opportunity
Position your brand in the heart of attendees ' favorite evening receptions. (Only 2 available.)
Wifi Opportunity
Get the whole conference connecting with high-visibility wifi. (Only 1 available.)
Blue Opportunity
Put your brand in the hands of attendees with high-touch amenities. (Only 2 available.)
Green Opportunity
Showcase your brand to attendees through personalized, high-impact amenities. (Only 6 available.)
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No matter how you choose to make an impact at LIVE, add-ons are available. Choose add-ons that amplify your booth, your brand, and your impact.
Tech Showcase Slot
Tech Showcase slots are limited and curated by Team XYPN.
Conference Guide Display Ad
Put your brand in the onsite guide for attendees.
Email Banner Ad
Feature your brand in two XYPN LIVE campaign emails to 10,000+ recipients with hyperlink to your brand’s website.
Branded Clings
Want your company in the action? Add-on a branded window/wall cling to have your brand featured near content session rooms.
On-Site Swag
Have your brand’s swag delivered to the rooms of 650+ conference attendees. You provide the swag; XYPN will provide the logistics.
Headshot Booth
Sponsor the professional headshot station on Exhibit Day to boost traffic near your booth.
Giveaways
Create a giveaway for your booth on Exhibit Day. XYPN will announce winners from the main stage.
Focus Group
XYPN will put together a focus group of member users for your product team to learn from.
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XYPN members are not your average advisor. They’re highly engaged, independent, fee-only firm owners who are eager to explore and adopt new tech, services, and solutions.
Attendees have years of business-building ahead—our average member age is 43—and they’re looking for their next great partner.
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XYPN is a Network built on authenticity. Attendees know we’re finding the best tech and solutions to make their autonomy possible. That’s why we carefully craft the exhibit hall experience. Because driving authentic engagement for exhibitors and supporting real connections for attendees is our #1 priority.
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Exhibitors can maximize their impact with minimal time in San Diego. Fly in the afternoon of September 29th to move into the Exhibit Hall, spend all day talking with attendees on the 30th, and head out the following morning.
The XYPN LIVE difference

Dimensional Fund Advisors | Exhibitor Booth
2025 Platinum Sponsor
Tap into the Network
XYPN LIVE is the only conference designed for XYPN advisors—independent, fee-only financial planners.
Get the exhibitor & sponsor kit →


Altruist | Closing Party
2025 Party Sponsor
From Lead-up to LIVE
The Exhibitor Experience
Are you looking to maximize your impact and minimize your time out-of-office? XYPN LIVE's one-day exhibit hall is designed to eliminate the dreaded dead time during content sessions and keep traffic steady all day long.
Dedicated Schedule
On September 30th, advisors don't have to split their time between content sessions—the entire day is dedicated to exhibit hall day events. Whether advisors are catching the latest in fintech on the Expo Stage, participating in the Exhibit Hall events, or rolling conversations into exhibitor evening events, you're the focus.
Network Access
XYPN LIVE is designed to serve the Network—XYPN's independent, fee-for-service financial planners. In our Benchmarking Study, the average XYPN member had 20% annual organic client growth in 2023. We're not a single RIA, we created an ecosystem where fee-only planners start, run, and grow successful firms, and wow, do they succeed
Prospect Insight
With more than $40 billion in assets under management, we represent some of the fastest-growing advisors in the industry. Attendees are tech-forward, detail-oriented, real financial planners. We've been told their insight is "a product owner's dream."
Best-Fit Audience
Gain access to advisors who look to XYPN LIVE for business-building solutions. The Exhibit Hall is their go-to for discovering who’s solving what—making your impact last well beyond the conference.
Lead Capture
Put your company in front of 650+ fee-only RIA owners and turn conversations into customers with built-in, complimentary lead capture.
Thought Leadership
Position your company as a thought leader at XYPN LIVE. With capped categories, your solutions stand out as one of the few trusted tools advisors turn to—without getting lost in a crowded field.

Exhibitor & Sponsor Kit
Ready to make an impact? Support advisors' independence by becoming an exhibitor or sponsor of the 12th annual XYPN LIVE.


Income Lab | Exhibitor Booth
2023 AdviceTech Competition Winner
Got questions? Reach out to the Events team

Exhibitors Who Make XYPN LIVE Happen

Meet our XYPN LIVE 2024 Sponsors!

XYPN LIVE - The Home of AdviceTech Innovation
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