Crossover Retreat
Exclusive retreat for the advisors building the country's most-respected financial planning practices.
Austin, Texas — November 2026
— THE COHORT
15 advisors. One room.
Douglas Boneparth
Bone Fide Wealth
FOUNDER/CEO
Mark Cecchini
Quadrant Capital
DIRECTOR
Cliff Cornell
Bone Fide Wealth
FINANCIAL ADVISOR
Matt Gottshall
Balanced Wealth Group
FINANCIAL ADVISOR
Ryan Greiser
Opulus
CO-FOUNDER
Adam Harding
Harding Wealth
FOUNDER/CEO
Thomas Kopelman
All Street Wealth
FOUNDER/CEO
Max Pashman
Pashman Financial
FOUNDER/CEO
Mando Sallavanti
Freedom Path Wealth
FOUNDER/CEO
Fran Walsh
Opulus
CO-FOUNDER
Conner Young
Baskets Capital
FOUNDER/CEO
— LEARN MORE
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