Dreammakers 2026 - Trilogy Financial

FORM CRS & ADV 2A

Dreammakers26

April 24th - April 25th, 2026

Welcome to Dreammakers 2026!

Here you will find all Dreammakers resources, in one place. Please check back for the most up-to-date Conference Agenda, Headshot Schedules, and Meeting Materials.

Conference Details

Parking

Hosted valet parking at the hotel will be available for program attendees. Please let them know you are attending the Trilogy event.

Attire

Friday: Dreammakers program is Business Casual
Saturday: Awards Gala is Formal Attire

Hotel

If you are attending both the Dreammakers program AND the Awards Gala, you can request a Trilogy-sponsored room reserved for both Friday and Saturday night.

Flights

For those registrants traveling from out of state, we will reach out to you directly regarding your flight and ground transfer arrangements.

Conference Agenda

Thursday, April 23rd

11:00AM - 2:00PM

SVP Lunch & Meeting (Invite-only)

Emerald Cove

2:30PM - 5:30PM

TLU Capstone Project (Invite-only)

Emerald Cove

6:30PM

TLU Dinner for Culminating Class (Invite-only)

Friday, April 24th

8:30AM-11:00AM

Headshots Available

Emerald Cove

9:00AM - 10:30AM

Shareholders Meeting (Invite-only)

Two Harbors

11:00AM

Dreammakers Opens

Sapphire Ballroom

5:00PM

Dreammakers Closes

Sapphire Ballroom

Saturday, April 25th

6:00PM

Awards Celebration: Reception Opens

Sapphire Ballroom & Ocean Lawn

12:00AM

Awards Celebration Ends

Sapphire Ballroom & Ocean Lawn

Sunday, April 26th

All Day

Departures

Conference Speakers

Jeff Motske, CFP^®

President & CEO

Mike Serio, CFA®, CAIA®, MBA

Chief Investment Officer

Jason Inglis

Chief Development Officer

Amy Kane, CPA, CFP®, CTFA, CDFA

Head of Wealth Planning

Michael Bakhshi

Sr. Vice President of Wealth Management

Rae Harker

Sr. Marketing Manager

Ron Piccinini

Straxen

Founder & CEO

Share your photos with us!

Send your pictures to marketing@trilogyfs.com for the possibility of being featured on Trilogy’s social media pages!

PHOTOGRAPHY CONSENT

Please understand that by attending this year's Dreammakers events - conference & gala - you are waiving your rights and agreeing to have your photo taken and used for marketing purposes by both Trilogy Financial and the Pasea Hotel.