The engines were roaring in Franklin, Tennessee, on October 1–2, 2025, as 1847Financial–Nashville hosted its largest Fall Summit ever at the Drury Plaza Inn. With 93 attendees—a record turnout of advisors, enterprise partners, and firm leaders—the two-day event celebrated momentum, mastery, and teamwork.

Every session, conversation, and connection aligned around the theme: Refuel. Calibrate. Accelerate. Win. The Summit reflected 1847Financial-Nashville’s unwavering commitment to “Making Lives Better Because We Care.”

Refuel: Kicking Off with Purpose and Perspective
The Summit began with a heartfelt welcome, featuring a prayer, the National Anthem, and the Pledge of Allegiance, setting a respectful and uplifting tone for the two days ahead, filled with inspiration and strategic insight.

Managing Principal, Dewane Lewis kept the crowd energized with pit crew trivia, advisor recognition, and the importance of living the firm’s mission statement every day. Keynote speaker Derek Young then took the stage with his dynamic presentation, “What Got Us Here WILL Get Us THERE – Old School Skills That Still Work in a New School World,” which set a powerful tone for the day.

His message cut through the noise of modern business: while trends and technology shift, timeless values—integrity, persistence, and authentic connection—remain the drivers of success. Attendees gained actionable insights they could implement immediately.

Lucian Ioja, Founder of Oris Wealth Designs, delivered an engaging two-part series on the offense and defense strategies of the LEAP PS&G model. Lucian challenged advisors to think differently about client conversations, combining creative “offensive” opportunities for wealth creation with strong “defensive” protection strategies. His fresh perspective helped advisors calibrate their approach to balance innovation with structure.

Strategic Alliances Michael Brown and Collin Brown of Churchill Mortgage, shared “Elevating your Practice to Attract & Serve High Net Worth Clients.”

Niki Muller, VP and Chief Operating Officer of 1847Financial, offered an inside look at the firm’s vision and ongoing innovations designed to serve financial professionals—emphasizing that at 1847Financial, the advisor is always the client.

Attendees had the opportunity to browse sponsor booths during breaks. The Products team was well represented by Riley Thornburgh, life and annuity updates, and a panel discussion with the “Product Pit Crew,” including Jon Ernst, Nikki Hammett, & a double dose of Riley Thornburgh.

Day 1 wrapped up in true Nashville fashion—with great food, laughter, and a little friendly competition. Attendees gathered at Kings Dining & Entertainment, and enjoyed Southern fried chicken sliders, libations, and friendly bowling competition as new and old colleagues bonded.

Accelerate: Collaboration, Strategy, and Vision
Day 2 began with Managing Director Jegir Salman sharing his passion for the LEAP model and its profound impact on families—illustrating how it can truly change lives.

Amy Provezis, Regional Marketing Manager, announced the updated and exciting Marketing Offerings. Being new to supporting the Nashville firm, the warm welcome and southern hospitality she received from local leadership and financial professionals, made it easy to forge new relationships.

Ben Stewart inspired with a session on the “Rocks Concept”—urging advisors to establish clear priorities and personal business plans for the close of 2025 and the year ahead. His message was simple yet powerful: clarity creates speed.

Trent Fortner, Founder of the Game Time Coaching Program, delivered an engaging, humor-filled session packed with analogies and success stories from his years helping advisors improve client conversations, overcome objections, and accelerate growth.

The day’s lineup also featured the HTK Pit Crew Panel, including Micah Wei, Lori Bogatz, Rosie Keller, and Jim Cooney, who shared how to integrate 1847Financial’s holistic wealth management and financial planning services into advisor practices.

Next, the Business Pit Crew, including Michelle Ohler, Fred Caldwell, Derek Smith, and Daniel Calderon, who covered the ACE Refresh and how to get business placed faster. Both teams’ candid insights and open dialogue demonstrated the firm’s culture of accessibility and collaboration—an environment where every advisor has a direct line to leadership and expertise.

Powerhouse keynote speaker Vince D’Addona closed out the Summit with his impactful LEAP presentation, “Reaching Your Maximum Financial Potential,” leaving attendees inspired and energized to elevate their practices—and to change lives through purposeful planning.

Win: Recharged. Reconnected. Ready to Lead.
The 2025 Fall Summit provided more than just learning opportunities—it offered a renewed sense of purpose. From personal development to product team collaboration and strategic partnerships, advisors left recharged, reconnected, and ready to lead their clients and communities into a strong fourth quarter to close out a successful 2025.

1847Financial - Nashville, is more than a firm—it's a family of professionals united by integrity, respect, and community. This year’s record-setting Summit proved once again that when financial professionals come together with purpose, there’s no limit to how far they can go.

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