2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Ryan Bly
Ryan began his career in financial services at UMB Bank in 2006, later advancing to its private wealth division and obtaining Series 7, 66, and Life & Health licenses. Subsequent wealth advisor roles further fueled his passion for financial planning...
ABOUT RYAN
Ryan began his career in financial services at UMB Bank in 2006, later advancing to its private wealth division and obtaining Series 7, 66, and Life & Health licenses. Subsequent wealth advisor roles further fueled his passion for financial planning and bringing solutions to complex needs of high-net-worth clients with an emphasis on women investors, LGBTQ+ community, and business owners. Ryan joined Mercer Advisors in 2024. He holds the Certified Plan Fiduciary Advisor® and Certified Exit Planning Advisor designations reflecting his commitment to consulting and management of 401(k) and ERISA plans; and educating business owners on exit options by collaborating with seasoned, multi- disciplinary professionals to support their success. Outside of work you’ll find him spending time with his wife, four kids, and cats in Kansas City, MO.
