Building a Legacy Together: Highlights from the 2025 Fall Conference

It is hard to believe that CFD Companies has wrapped up yet another fall conference. From powerful keynote speakers, to activities like a pickleball tournament, to honoring our inaugural CFD Master's Class, the conference annually serves as a demonstration of the community that makes CFD so much different than anyone else in the FinServ world. Though it is said every year, this year's conference was indeed the best yet. Check out some of the highlights below!
Preconference Activities:
Our pre-conference activities were once again a hit! They allowed for our financial advisers and home office staff to reconnect and compete in some friendly competition.
POWERFUL Keynotes:
The Inaugural CFD Masters Class:

Back Row: Jim Guyot, Kurt Supe, Edward Camp, Jeff Larimore, Daryl Phillips
Front Row: Mick Owens (Founder), Terry May, Kent Lalonde, Bonnie Smith, Rick Bain, Peter Passalacqua
CFD Masters Inductees Not Pictured: Bill Breagy, Rick Webb, Gene Griffin
A Look Ahead at the Future:

Brent Owens shares his vision for the future during his Look Ahead session at the Fall Conference, giving financial advisers an understanding of what 2026 will look like.
Media Contact: Zachary Covert
Director, Business Development
CFD Companies
Zachary.covert@cfdinvestments.com
407.761.1813




