Earlier this month, our CEO, Michael Embrescia, attended the AssetMark Platinum Summit 2025 from Sept. 4-6 at the Ritz-Carlton Bacara in Santa Barbara, California. The annual event brought together advisors from across the country to share ideas, hear from industry leaders, and explore new ways to better serve our clients.

Hear Michael's Favorite Part of The Summit

Our Relationship with AssetMark

For many years, EmVision has partnered with AssetMark, a leading provider of investment and technology solutions for independent advisors. They help us expand the tools and resources we can offer. Some examples include access to diverse investment strategies, streamlined technology, and support for planning and research. Conferences like the Platinum Summit are part of that partnership, giving us opportunities to learn from AssetMark’s leadership team and connect with other advisors across the country.

How The Summit Benefits Our Team and Clients

The summit was designed for AssetMark Platinum Elite advisors, with a focus on this year’s theme: Extraordinary Impact. The sessions centered on personalization and how financial advisors can create more meaningful client experiences while navigating a fast-changing industry.

The summit offered:

• Strategic updates from AssetMark’s leadership, including opening remarks by Michael Kim, CEO of AssetMark.
• Perspectives on leadership and private markets during an interview with Lou Maiuri, Chairman and Group CEO of AssetMark.
• Fresh ideas on branding and client engagement, highlighted by one of the most memorable speakers, Johnny Cupcakes’ founder and CEO, who shared his unconventional approach to standing out in a crowded marketplace.

Looking Ahead

Michael’s time at the summit provided both big-picture insights and practical takeaways. As we continue working with individuals, families, and business owners, our goal is to apply what we’ve learned to make the client experience even more thoughtful and engaging.

Questions about the conference? Don’t hesitate to reach out.

Johnathon Opet, CFP® is a financial advisor located at EmVision Capital Advisors, 251 W. Garfield Rd. ​Suite 155 Aurora, OH 44202. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (330) 954-3770 or at info@emvisioncapital.com.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through EmVision Capital Advisors, LLC are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Registration as an Investment Adviser does not imply any level of skill or training.