Chesapeake Wealth Advisors, including financial experts Michael Porter, Jeremy Lambert, and Ryan Zemke, were honored with invitations to attend Janney’s prestigious 2025 Elite Financial Advisors Conference. This exclusive event is only open to top financial advisors, making it a notable opportunity for the trio to deepen their knowledge and enhance their client services.
The conference provided a wealth of insights on the latest industry trends and strategies, with a focus on equipping top advisors with tools and knowledge to better serve their clients’ financial needs. Here are some of the key highlights:
- Keynote Address by Jeremy Siegel: The conference kicked off with an actionable economic and financial market keynote delivered by Jeremy Siegel, Russell E. Palmer Professor Emeritus of Finance at the Wharton School of the University of Pennsylvania. His expert analysis provided valuable perspectives on the current and future economic landscape.
- Political Insight from Jeff Bush: Political and Financial Correspondent Jeff Bush offered an update on the potential effects of politics on the financial markets. His session gave attendees a clearer understanding of how shifting political climates could impact economic conditions and investment strategies.
- Janney’s Vision for Client Experience: Tony Miller, President of Janney, and Kevin Reed, President of the Private Client Group at Janney, shared their plans on how Janney will continue to evolve and improve client services. Their insights highlighted the firm’s ongoing commitment to meeting the ever-changing needs of clients and enhancing their overall experience.
For Michael, Jeremy, and Ryan, attending this conference was an invaluable experience, as they gained actionable insights and strategies to continue providing the highest level of service to their clients. They are eager to apply what they’ve learned to further help clients achieve their financial goals.
"We’re excited to share these new insights with our clients and integrate them into our ongoing efforts to meet their unique financial needs," said Ryan Zemke. “The knowledge we’ve gained at this conference will help us guide clients through today’s ever-evolving financial landscape with confidence and clarity.”
The team at Chesapeake Wealth Advisors is committed to staying at the forefront of industry trends, ensuring that they are always equipped to deliver the best possible advice and service to their clients.
Ryan and Mick connecting with Andrew Alcarese and Jenny Daly, 2 top performing advisors at Janney.
Mike, Jeremy, and Ryan posing with Nadav Baun, a top advisor from Florida.
