Unlocking Scale: How RIAs Use Envestnet & Tamarac to Streamline, Serve, and Grow

1 CFP / IWI / CFA CE Credit

Unlocking Scale: How RIAs Use Envestnet & Tamarac to Streamline, Serve, and Grow

February 17, 2026 · 1:00pm ET

RIA firms today face a shared challenge: sustaining growth while ensuring advisors have more time to focus on what matters most—building deeper, more meaningful client relationships. To do so, firms are seeking scalable ways to serve clients efficiently and reduce the operational burden that slows advisors down.

In this session, a panel of peer RIA leaders will share real-world examples of how they’re leveraging the flexibility of the Envestnet and Tamarac platforms to:

• Free up advisor capacity by offloading non–client-facing, non–value-added portfolio management and trading tasks
• Deliver scalable service models across client segments, including smaller accounts
• Enhance support for high-net-worth clients with advanced tax, portfolio management, and investment capabilities
• Build efficient operational structures that drive scale without sacrificing personalization

Designed to provide actionable takeaways, this conversation will explore the challenges panelists faced, the strategies they adopted, and the specific Envestnet and Tamarac capabilities they implemented—along with the measurable impact on growth, client experience, and advisor productivity. A live Q&A will follow.

Speakers

Sean Meighan

Head of RIA Distribution
Envestnet

Sean M. Meighan is Head of RIA Distribution and a financial services leader with 15+ years of experience driving advisory platform growth and innovation. He has led major transformations, built high performing revenue platforms, and scaled advisory businesses at Atria Wealth Solutions and Lincoln Financial. Sean holds an MBA from the University of New Hampshire.

Michael Young

President and Managing Partner
Integrated Advisors Network

Michael lives for the feeling of knowing that he is leaving something better than he found it. As a self-professed Professional Plate Spinner, Michael heads up day-to-day operations, which could include finance, IT, trading and technology support, and general problem-solving minute-to-minute. An Emory University alumnus with a background and expertise in operations, Michael knows that the Integrated advisors lean on his critical thinking and reliable problem-solving credentials.

Kristy McCullough

Managing Partner
Mowery & Schoenfeld Wealth Management, LLC

Kristy delivers an investment and financial planning approach that builds, protects, and guides wealth, taking advantage of the ability to offer additional accounting, trust, and consulting services in-house. Kristy joined the Firm in 2022 to lead our Wealth practice. She oversees all asset management and investment strategies and is responsible for staffing and leadership of research, portfolio management, and client service efforts.

The services and materials described herein are provided on an ´as is´ and ´as available´ basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Envestnet disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or compatibility. 

Envestnet makes no representation or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet reserves the right to add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor´s home office.

Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. 

Any advisory services discussed herein are provided by an affiliated entity, Envestnet Asset Management Inc., an SEC Registered Investment Adviser.