Dynasty Financial Partners

For 250 years, one idea has defined this country: the freedom to choose your own path. It is a belief that shaped our nation and continues to guide those building something of their own today. Watch our video in honor of America 250: hubs.ly/Q04ndtYN0 #America250

Our Management Committee came together in St. Pete for a day of working sessions focused on 3 themes: building for scale, using AI & tech, & strengthening our operating model. We're grateful for the honest conversations & the team's shared focus on supporting our Dynasty Network.

Yield is back at the center of the conversation. With the 10-year Treasury still near 5%, @CNBC looks at the opportunity in the corporate bond market, featuring insights from our Chief Investment Officer, Bob Shea. Read more hubs.ly/Q04Dsg1F0

In Wealth Solutions Report, Nick shares why duration looks attractive here & why advisors should think twice before shortening portfolios simply because the Fed is raising rates. Read the full article: hubs.ly/Q04Dn6Yl0

We are one week away from the 2026 Investors Forum. This year's theme, Navigating The Infinite, is where possibility has no bounds & innovation drives what's next. Through real dialogue & meaningful connection, our Dynasty Community will explore the ideas shaping the future.

Exclusive Webinar: Q3 2026 M&A Market Update Webinar Thursday, November 5, 2026 at 1 p.m. ET Please join Sam Anderson, Harris Baltch, & Jamie Gardiner for an exclusive webinar. Register now: hubs.ly/Q04D3d0J0

Recorded on the conference floor at #SchwabIMPACT, our Founder and CEO Shirl Penney joined hosts Alex Steger and Ian Wenik on the @CitywireRIARIA 'This Week in Wealth' podcast to talk about where the industry is headed. Listen to the full episode: hubs.ly/Q04C_Xl00

Last week, we brought members of our Dynasty Community together on Kiawah Island for our Third-Annual Dynasty Golf Club. The time on the course offered a chance to step away from the day-to-day, strengthen relationships, and enjoy some friendly competition and great company.

At #SchwabIMPACT, Shirl Penney, Greg Resh, Matt LaPorta, & Brittany Hartnett shared their perspectives during Beyond the Game: Wealth Management for Athletes & Entertainers. Looking to build or expand your capabilities in wealth management? Learn more: hubs.ly/Q04CTqYZ0

Yesterday at hashtag#SchwabIMPACT, Tim Oden, Chief Growth Officer, joined Brian Hamburger, Chris Reedy, and Jimmy Zhao, CFA, for Signal vs. Noise: Recruiting Beyond Production. Interested in exploring what growth could look like for your firm? Visit hubs.ly/Q04CQYCr0

The Dynasty team is in Boston for #SchwabIMPACT If you’re attending, stop by Booth 330 or Tech 26 to meet with members of our team. To learn more about partnering with Dynasty, reach out confidentially: hubs.ly/Q04CCt7w0

We're pleased to welcome Alex as CMO. With 25+ years of experience leading marketing transformations at Fortune 500, public, & private equity-backed companies, Alex brings extensive experience in growth strategy, brand architecture, & market positioning. hubs.ly/Q04CBMz90

We were proud to support & attend the @spARKbyARK Innovation Showcase. Our CTO, Leslie Norman, served as a judge, evaluating presentations from an impressive group of founders & emerging businesses. Thank you to the team & all of the presenters for an inspiring event.

In this discussion, Shirl, Matt, & Greg explore how advisors can build successful sports and entertainment practices, navigate the evolving needs of athletes, & evaluate opportunities across the rapidly expanding sports investment landscape. Watch now: hubs.ly/Q04CjyCZ0

We're proud to have members of our team featured across two sessions at IMPACT® 2026. If your attending IMPACT® 2026, we'd welcome the opportunity to connect. Stop by Booth 330 and Tech 26 to meet with our team, or reach out confidentially: hubs.ly/Q04CgSBZ0 #SchwabIMPACT

In a conversation with Shirl Penney, Founder & CEO, former Tampa Bay Rays player & retired MLB veteran Brett Phillips shares a lesson that shaped his career: focus on what you do best & commit to becoming exceptional at it. Watch the full conversation: hubs.ly/Q04C8hxT0

Earlier this month, members of our Business Development, Dynasty Connect, Service, and Corporate Marketing teams came together for a Team Growth Happy Hour, providing an opportunity to connect outside the office and celebrate the growth and accomplishments of our teams.

Sam Anderson sat down with Matt Kilgroe to discuss the firm's growth journey, lessons learned throughout the transaction process, the importance of stakeholder alignment, & the factors that helped shape the right strategic partnership. Watch now: hubs.ly/Q04C4Nyl0

We're looking forward to IMPACT® 2026. The Dynasty team will be onsite connecting with advisors & discussing the trends shaping independent wealth management. Stop by Booth 330 & Tech 26 to meet with our team, or reach out confidentially: hubs.ly/Q04C1GcC0 #SchwabIMPACT