Deal & Dealmakers Summit 2025

Experience the premier event for dealmaking in the wealth management industry.

Renowned leaders, professionals and experts in financial services attend and participate in ECHELON’s annual Deals & Dealmakers (DDM) Summit to experience in-depth conversations designed to educate and inform buyers, sellers, and investors on the most strategic and current M&A topics within the wealth and investment management industries.

This is an unparalleled opportunity to learn from 50+ industry experts, participate in enlightening and intellectually stimulating panel sessions, and network with the industry’s leading professionals.

2025 Featured Speakers

At DDM, we don’t skim the surface—we dive deep. Expect advanced, high-impact sessions enriched with worksheets, analysis, and visual tools. Our speakers are distinguished, often undiscovered voices offering fresh, non-recycled insights. Every session is tailored to our audience, forming a powerful trifecta of depth, relevance, and emotional resonance.

Peter Mallouk is the President and CEO of Creative Planning, LLC, a nationally recognized independent wealth advisory firm managing and advising on approximately $350 billion in assets as of December 1, 2024. Under his leadership, Creative Planning serves clients across all 50 states and internationally, offering a comprehensive suite of services tailored to each stage of life’s financial journey. Peter is dedicated to helping individuals and families achieve long-term financial success through thoughtful, personalized guidance.

2025 Featured DDM Summit Experts

Our signature small-group format offers exclusive access to top-tier experts—M&A strategists, legal advisors, valuation professionals, and consultants. These curated conversations connect attendees with elite minds typically out of reach, creating high-value engagement that attracts sponsors and centers of influence eager to participate and contribute year-round.