Celebrating Advisers: Highlights from the 2026 Presidential and Emerging Adviser Trips
10/28/2026
This year, the CFD Companies brought advisers together for two recognition experiences designed to celebrate achievement and strengthen connection outside of the usual office and conference room settings.
Set along the waterfront at Casa Marina in Key West, Florida, the Presidential Trip offered top advisers the opportunity to celebrate their accomplishments while strengthening relationships across the CFD community. This vibrant excursion gave advisers time to engage in empowering conversations and enjoy local activities together in a relaxed atmosphere.
The Emerging Adviser Trip at Samoset Resort in Rockport, Maine offered a similar experience for rising advisers to build relationships and share perspectives. Against the backdrop of Maine’s rocky coast, the experience reflected a key value at CFD: growth is not only about where advisers are today, but also about the people and ideas that help shape the future.
While the destinations were different, both trips reflected an important part of the CFD experience: creating meaningful opportunities to recognize advisers and deepen connections.
Frequently Asked Questions
In this section, we answer common questions about our adviser trips.
Who is eligible for the adviser trips?
Eligibility for both trips is based on performance ranking throughout the year. All financial advisers are eligible for the Presidential Adviser Trip. Financial advisers may also be eligible for the Emerging Adviser Trip if they are age 45 or younger, did not qualify for the upcoming Presidential Adviser Trip, and have qualified for the Presidential Adviser Trip no more than three times.
What are some locations of past trips?
The Presidential Adviser Trip has had several destinations including Cancun, Turks & Caicos, Aruba, Grand Cayman Islands, and Key West just to name a few. The Emerging Adviser Trip typically occurs within the United States with destinations in California, Florida, and Maine.
Do you get opportunities to speak with vendors, sponsors, and wholesalers?
Absolutely. Many sponsors and wholesalers offer additional engagement opportunities as well, such as taking groups to dinner for deeper connection and expanded conversations.
When are the adviser trips?
Typically, the Presidential Adviser Trip takes place in the later part of winter, usually in February. The month that the Emerging Adviser Trip varies each year, but it typically occurs in the summer.
How does someone qualify for CFD Masters?
Membership in the CFD Masters is the pinnacle of recognition, reserved for the select few who have demonstrated lasting excellence. To qualify, an adviser must earn a place on the Presidential Adviser Trip for at least 15 years. That kind of sustained, year-after-year achievement takes more than a single great season. It reflects deep client trust, unwavering discipline, and a career built on consistent results. Those who reach this level join an elite circle of peers who have made exceptional performance a way of life.
Do members of CFD's executive leadership team attend these trips?
Members of CFD's executive leadership team typically attend these trips, providing advisers with valuable opportunities to connect with those who help shape the company's vision and direction. These experiences create a relaxed, personal setting for relationship-building, and sharing ideas beyond the typical business environment. Advisers have the opportunity to discuss their experiences and gain insights directly from leadership. This accessibility reflects CFD's commitment to building meaningful fostering a culture where advisers feel valued, and supported.
About CFD Companies
The CFD Companies are home to a fully independent Broker/Dealer and RIA that believe individuals are best served by a financial professional who possesses the freedom to implement personalized planning and investment strategies. The CFD Companies operate on the premise that an adviser’s Broker/Dealer and RIA should act as a partner and resource network, empowering adviser-client relationships through trust, innovative support and a shared commitment to mutual growth.
While others operate in cliché, CFD operates in commitment. To learn more about that commitment and the future of your business in partnership with CFD, reach out to us here.
