Exploring the Intersection of Presidential Leadership, Economic Innovation, and Market Potential
WHEN
Thursday
November 6, 2025
Check-in begins at 4:30 PM
Dinner and Presentation will begin at 5:00 PM
Please RSVP by October 31, 2025
Complimentary dinner will be served.
Discover how presidential policy, strategic initiatives & regulatory framework can catalyze economic innovation and market potential.
Join Dryden Pence, the head of one of the recipients of the Forbes 2024 Top Registered Investment Advisory Firms Award1 and a prominent commentator on CNBC, Yahoo Finance, Bloomberg, and Fox Business.
In this insightful presentation, you'll gain crucial insight into:
1Forbes America’s Top RIA Firm's ranking was developed by SHOOK Research. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
Learn how to leverage these insights to your advantage, in seeking to secure your savings and financial future amidst a presidential transition.
Don't miss this opportunity to understand how government and market dynamics could shape your financial landscape in 2025.
Event Co-Host
Sumit Sharma, CFP®
LPL Financial Advisor
Sumit has been helping individuals, families and small- to mid-size business owners meet their financial goals for more than 15 years. His mission is to provide a holistic approach to financial planning and deliver personalized service to every client with integrity and professionalism.
Event Co-Host
Frank M. Amelio
LPL Financial Advisor
Frank brings over 31 years of experience to Pence Financial Group, where he serves as a financial advisor. His expertise spans tax-advantaged strategies, fixed income portfolio management, and customized separate account strategies.
Presenter
Dryden Pence
Chief Investment Officer
LPL Registered Principal
Dryden Pence serves as Chief Investment Officer for Pence Financial Group, overseeing the management of all client assets. During obtained his degree in Economic from Harvard University. He was commissioned in the U.S. Army as a Military Intelligence Officer through the ROTC program at Massachusetts Institute of Technology (MIT).
RSVP
Thursday, November 6 @ 5:00 PM
The Crossing at Carlsbad
Please RSVP by October 31, 2025
The Crossings at Carlsbad
5800 The Crossings Dr.
Carlsbad, CA 92008
Sumit Sharma, CFP®
Pence Financial Group
No thanks
We're looking forward to seeing you!
If applicable, please forward your event confirmation email to any guests you’ve invited.
If your RSVP changes, please contact us at (949) 523-3980 or sumit.sharma@pencefinancialgroup.com.
See you soon!
Sumit Sharma, CFP®
Pence Financial Group