2025 National Advisor Meeting

Pace Meets Purpose

Tuesday, January 20 – Friday, January 23, 2026

Join us for our annual National Advisor Meeting—a chance to recharge your purpose, strengthen connections and look ahead with the Mariner community. This year’s theme, Pace Meets Purpose, challenges us to move quickly, while staying true to what matters most.

Register by November 12, 2025.

Event Info

Pace Meets Purpose

Welcome to the 2026 National Advisor Meeting in Orlando—your time to connect with fellow advisors, share fresh ideas and renew your focus.

Every session, conversation and connection is a chance to serve better, empower more and inspire action.

Arrive on Tuesday, January 20, in time for:

Registration: 2–7 p.m.

Welcome Dinner: 5–8 p.m.

Note: Monday, January 19 is Martin Luther King, Jr. Day and a Mariner holiday. Attendees will travel to Orlando on Tuesday, with activities starting that evening.

NAM is intended for Mariner associates only. You’re expected to attend all sessions and evening events. Guests are not permitted at any official programming.

Venue Info

Sheraton Overland Park Hotel at the Convention Center

Events will take place at the Sheraton Overland Park and Mariner HQ, and all attendees that need lodging will be staying at the Sheraton. Mariner’s Event Team will reserve your hotel room for you, please do NOT reserve one on your own. Attendees are responsible for expenses, so upon check in, you will be required to provide a credit card for room, tax and incidentals. For May 19 and May 20, the room rate is $172 per night, plus 18.35% tax. Any other dates within your stay are not guaranteed this rate. You will receive a hotel confirmation email closer to the event date.

Registration closes on Tuesday, 4/22.

NIAM will bring together our advisor community for two days of insightful, actionable sessions and fun, meaningful networking opportunities.

This event is designed to inspire new ideas, strengthen relationships within our community, and deepen your connection with the Mariner team and important strategic partners.

If you have questions, please reach out to Advisor Coaching. We can’t wait to see you there!

Date

May 19-21
Monday, 6 p.m. – Wednesday, 2 p.m. CT

Location

Sheraton Overland Park Hotel at the Convention Center
6100 College Blvd
Overland Park, KS 66211

Agenda & Featured Speakers

Join us for a must-see fireside chat with Marty Bicknell, CEO of Mariner, and Jen Hanau, National Managing Director, Independent as they discuss the evolving advisory landscape and strategies for success.

Marty Bicknell
Jennifer Hanau

NIAM 2025 kicks off with a welcome reception on Monday, May 19th, providing a great opportunity to connect with peers and set the stage for an engaging event.

Over the next two days, attendees can expect impactful sessions covering key topics such as investments, succession planning, digital marketing, and strategies to help clients navigate the sale of their business. Our agenda also features thought-provoking roundtable discussions, networking opportunities, and an exciting keynote speaker.

On the evening on May 20th, join us at Chicken N Pickle for a fun and relaxed networking event—an opportunity to connect with fellow attendees in a casual setting.

While we are finalizing select speakers and topics, NIAM 2025 promises an informative and dynamic experience designed to help you future-proof your practice and stay ahead in an evolving landscape. Stay tuned for more details as we finalize our agenda!

Thank You to Our Sponsors

Fidelity
J.P. Morgan
Blackstone
Charles Schwab
Blackrock
Cantor
Palmer Square
CAIS
Goldman Sachs
Inland
Orion
Vanilla
Dimensional
Baystate
Apollo
Hargrove
John Hancock
MFS
State Street
Vanguard
Flourish
DPL
Adhesion Wealth