Details
December 2, 2025
7:45AM - 9:15AM EDT
FPA Central Ohio Panel Discussion: Local M&A Stories
BASE ONE - Dublin, OH
Tuesday, December 2, 2025
7:45am - 9:15am
featuring
Jared Hoffman, Kevin Fix, Travis Upton
Topic: Local M&A Stories
About the Panelists:
Jared Hoffman is the Managing Partner of SkyCrest Financial Group, an Ameriprise firm that has had success acquiring other local practices and has built that strategy into SkyCrest’s growth plan.
Kevin Fix is a Wealth Advisor and Owner at Avior Wealth Management. He was a partner at a local RIA that decided to sell to a larger firm as part of their succession plan and to provide additional resources and support to their team and clients.
Travis Upton is the Chief Executive Officer of The Joseph Group and had the opportunity to purchase ownership from the first generation of the firm, exemplifying an acquisition that was entirely internal.
REGISTER HERE!
Date/Time: Tuesday, December 2nd, 2025, 7:45-9:15am
7:45am - Registration and Light Breakfast Provided
8:00am - Panel Discussion Begins
Location: BASE ONE, 6671 Village Pkwy, Dublin, OH 43017
Event Cost:
$10.00
Registration and Cancellation
Please register by 12:00 PM on December 1st, 2025, as availability cannot be guaranteed after this deadline. Cancellations will be accepted until 12:00 PM on December 1st, 2025; after that, no refunds or credits will be issued.
