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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.

Download Agenda

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.

Expenses Guidelines
Headshot Guide

Conference Agenda

Thursday, April 23rd

11:30AM - 1:30PM

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

9:00AM-11:00AM

Headshots Available

Emerald Cove

9:00AM - 10:30AM

Shareholders Meeting (Invite-only)

Two Harbors

11:00AM - 11:15AM

Dreammakers Opens

Sapphire Ballroom

11:15AM - 12:15PM

Investments Panel

Sapphire Ballroom
Ron Piccinini, Mike Serio, & Michael Bakhshi

12:15PM - 1:45PM

Lunch

1:45PM - 2:30PM

Planning

Sapphire Ballroom
Amy Kane

2:30PM - 3:15PM

Brand Awareness

Sapphire Ballroom
Jason Inglis & Rae Harker

3:15PM - 3:30PM

Break

3:30PM - 4:45PM

State of the Union

Sapphire Ballroom
Jeff Motske

4:45PM - 5:00PM

Closing

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

8

Jeff Motske, CFP®

President & CEO

4

Mike Serio, CFA®, CAIA®, MBA

Chief Investment Officer

3

Jason Inglis

Chief Development Officer

2

Amy Kane, CPA, CFP®, CTFA, CDFA

Head of Wealth Planning

Michael_B

Michael Bakhshi

Sr. Vice President of Wealth Management

final

Rae Harker

Sr. Marketing Manager

7

Ron Piccinini

Straxen

Founder & CEO

Exhibitor Hall Details

Participants

  • Live America
  • National Life
  • Kaplan
  • TC Compliance
  • First Trust
  • Orion
  • Zocks
  • Meketa Capital
  • Wasmer Schroeder

Point of Contact

Georgina_2023_final

Georgina Casillas

Georgina.Casillas@trilogyfs.com 

(951) 738-1000×6160

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Share your photos with us!

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

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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.

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