Register for the Proxy Summit 2026

A private, relationship-driven gathering for advisors, business partners, sponsors, and leadership

built around meaningful conversations, strategic insight, and what comes next.

Let's Start With The Basics

Tell us a little about yourself so we can personalize your Summit experience and communications.

First Name *

Last Name *

Email *

Phone *

By checking this box, I consent to receive non-marketing text messages from Proxy Financial about The 2026 Proxy Summit. Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others from Proxy Financial at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

Company/Firm Name *

Job Title/Role *

How Will You Experience

The Proxy Summit?

Understanding your role and what you hope to gain helps us curate the right conversations,

experiences, and opportunities throughout the Summit.

Attendee Type *

What are you hoping to gain? (select your top priority) *

Tell Us About Your Practice

This helps us better understand your goals, interests, and where you may be exploring growth or transition opportunities.

Annual Production Range *

Exploring Future Transition *

Yes

Just Learning More

Relevant Topics *

Current Affiliation Type *

Partnership & Sponsorship Interests

Help us understand how you'd like to engage with advisors, leadership, and the broader Summit experience.

Business Partner Interest *

Business Partner Goals *

Company Type *

Choose Your Experience

Select the experience that best matches how you want to connect, recharge, and enjoy the Summit beyond the meeting room.

Preferred Experience *

Speed Experience

Sphere Experience

Spa Package

Proxy Poolside, Catered

Who Would You Like To Connect With?

The Proxy Summit is intentionally designed to bring the right people together.

Help us better understand the conversations most valuable to you.

Interested in Connecting With *

Dietary Restrictions

Share any important dietary restrictions so that we can best accommodate your needs.

Dietary Restrictions

Let's Talk Value...

What would make this Summit especially valuable for you?

Your answer helps create a more intentional and meaningful experience.

What Would Make This Summit Valuable?

Will You Be Bringing a Guest?

Guests are welcome to join the Proxy Summit experience through dedicated guest registration options tied to your primary ticket selection. If you are still deciding, no problem — you will have the opportunity to add a guest at a later time before the Summit.

Bringing a Guest *

Yes

Undecided

Tell Us About Your Guest

We're excited to welcome your guest. Share a few details so we can

properly prepare their Summit experience as well.

Guest First Name *

Guest Last Name *

Guest Email *

Guest Relationship *

Select your Proxy Summit Ticket & Checkout

Register for the Proxy Summit 2026

A private, relationship-driven gathering for advisors, business partners, sponsors, and leadership

built around meaningful conversations, strategic insight, and what comes next.

Let's Start With The Basics

Tell us a little about yourself so we can personalize your Summit experience and communications.

How Will You Experience

The Proxy Summit?

Understanding your role and what you hope to gain helps us curate the right conversations,

experiences, and opportunities throughout the Summit.

Tell Us About Your Practice

This helps us better understand your goals, interests, and where you may be exploring growth or transition opportunities.

Partnership & Sponsorship Interests

Help us understand how you'd like to engage with advisors, leadership, and the broader Summit experience.

Choose Your Experience

Select the experience that best matches how you want to connect, recharge, and enjoy the Summit beyond the meeting room.

Who Would You Like To Connect With?

The Proxy Summit is intentionally designed to bring the right people together.

Help us better understand the conversations most valuable to you.

Dietary Restrictions

Share any important dietary restrictions so that we can best accommodate your needs.

Let's Talk Value...

What would make this Summit especially valuable for you?

Your answer helps create a more intentional and meaningful experience.

Will You Be Bringing a Guest?

Tell Us About Your Guest

We're excited to welcome your guest. Share a few details so we can

properly prepare their Summit experience as well.

Select your Proxy Summit Ticket & Checkout

You're In.

Thank you for registering for The Proxy Summit 2026. A member of the Proxy team will up

with additional details, confirmations, and next steps shortly.