Celebrating Adviser Excellence: Highlights from the 2025 EA & PAT Trips

CFD Companies proudly hosted two incredible adviser trips this year. Our top-producing financial professionals and a selection of our home office staff enjoyed an unforgettable week in Turks and Caicos for the Presidential Advisers Trip, while our rising stars connected and recharged in Huntington Beach, California during the Emerging Advisers Trip. Both events offered a mix of recognition, networking and relaxation.
Presidential Adviser Trip:
Featured keynote speakers:
- Riley Gaines: A 12-time All-American swimmer and five-time SEC champion, shared her inspiring story at our conference, reflecting on her experience as a collegiate athlete and how it sparked her passion for protecting fairness in women’s sports. She encouraged attendees to stand firm in defending their beliefs and championing conservative values.
- Paul Kingsman: An author of The Distraction‑Proof Advisor, shared key insights on how financial professionals can improve focus, minimize distractions, and achieve peak performance. Now a financial advisor, motivational speaker, and executive coach, he delivers practical strategies that equip attendees with valuable tools to stay on track and succeed in a fast‑paced industry.
Emerging Adviser Trip:
Featured keynote speakers:
- Dan Chuparkoff: Our keynote speaker provided valuable insights into the evolving landscape of A.I. and its potential future impact on the financial services industry.
- Financial Advisers: Some of our top-producing financial advisers had the pleasure of enriching their peers with valuable knowledge gained from their own practices, sharing the unique strategies, lessons and insights that helped them reach new levels of success.
The excitement is already building for what’s ahead! Our advisers are hard at work, qualifying for next year’s unforgettable experiences. In 2026, our Presidential Advisers Trip is set for the vibrant coastline of Key West, Florida, while the Emerging Advisers Trip will head to the charming seaside of Boothbay Harbor. We look forward to the fun and fellowship these trips bring with our next group of valued qualifiers.
Paul Kingsman - a former Olympic swimmer, now a financial advisor, presented our financial advisers with tips to succeed in a fast-paced environment.
One of our keynote speakers from PAT - Riley Gaines - reflecting on her experience as a collegiate swimmer and encouraged advisers to stand for their beliefs and values.
Some of our advisers thought they were fast… until the professional swimmers showed up.
Dan Chuparkoff, our speaker for the Emerging Adviser trip, gave our financial advisers insight into how A.I. has the opportunity to impact their practices.