user avatar

Luke William Conway

Advisor at Summit Financial, LLC — Branchburg, NJ

Updated today

Credentials

CFP®

Experience

< 1 year

Location

Branchburg, NJ

Summit Financial, LLC logo

Summit Financial, LLC

Multi-team

Total advisors

217

Across 80 offices

Clients per advisor

82 High

Avg AUM per client

$1,318,898 High

HNW client ratio

13% Low

About

Luke Conway is a CFP® professional with one year of industry experience currently affiliated with Summit Financial, LLC. Prior to joining Summit Financial, he worked at JP Morgan and held roles at Blocksworks, The Street, and Investopedia. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Client services

Based on Summit Financial, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Summit Financial, LLC

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance

Occupation focus

Based on Summit Financial, LLC

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees may be negotiated for other services; portfolio design fee may be charged upfront (amount not included in maximum annual fee).

Percentage

$0+: Up to 1.50% annually maximum advisory fee (exclusive of program fees, sub-advisory fees, third-party manager fees, platform fees, and other fees) $0+: Additional Pontera platform fee of 0.30% (30 bps) where applicable: 0.25% to Pontera and 0.05% to Summit $0+: $120 annual Account Maintenance charge included in Program Fee, billed monthly or quarterly

Commissions

Commission-based compensation earned by Financial Advisors in their capacity as insurance agents or broker-dealers for insurance and brokerage products, separate from Summit advisory fees.

Other

Account minimum: $100,000 for TDS Managed Portfolios (waivable at Summit's discretion); no minimum for SAA, APM, or FMA programs; TPM minimums vary $25,000 to $1,000,000 (as per client agreement) Fee-only: Financial planning fees ranging generally from $2,000 to $25,000, payable in advance, negotiable based on complexity and client relationship.

Location

See office

Branchburg, NJ

Branchburg NJ

Advisors at this office

1

Most active in

New Jersey

Work history

< 1 year of industry experience

Summit Financial, LLC

2026 - Present • 1 year

Parsippany, NJ

Summit Financial, LLC

2024 - 2026 • 2 years

Parsippany, NJ

JP Morgan

2023 - 2024 • 1 year

New York, NY

Unemployed

2022 - 2023 • 1 year

Branchburg, NJ

Blocksworks

2022 - 2022 • 1 year

New York, NY

The Street

2021 - 2022 • 1 year

New York, NY

Investopedia

2018 - 2021 • 3 years

New York, NY

Unemployed

2015 - 2018 • 3 years

High Point, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Timothy M

CFP®, Series 66

Martinsville, NJ

Condor Capital Wealth Management

Timothy Moran is a CFP® and Series 66-licensed financial advisor at Condor Capital Wealth Management with 11 years of industry experience. He has previously worked at Investors Bank/Citizens, Allied Wealth Partners, Prestige Wealth Management Group, Wells Fargo Bank, PNC Investments, and Edward Jones. Moran is based in Martinsville, NJ and has been with Condor since 2023. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting using a fee-only investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies such as direct indexing and cryptocurrency exposure under adviser oversight.

Private / alternative investments ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
user avatar

Nitin A

Series 65

Bridgewater, NJ

GA Advisors LLC

Nitin Apte is a financial advisor at GA Advisors LLC in Bridgewater, NJ, with eight years of industry experience. He holds a Series 65 designation and previously worked at Azul Systems Inc and Credit Carbon Inc for seven years each. He serves as Chair of the Investment Committee for the nonprofit organization Marathi Vishwa of New Jersey. GA Advisors LLC provides personalized investment advice and discretionary portfolio management to individual clients, focusing on global equity and fixed income markets. The firm employs an asset-allocation model adjusted for market conditions, utilizing mutual funds, ETFs, and occasionally individual securities, along with options trading, supported by regular research and account monitoring.

Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
user avatar

Bryan Z

CFP®, Series 63, Series 65

Flemington, NJ

Hearthstead Financial, LLC

Bryan Zegar is a CFP® professional with six years of experience in the financial services industry. He is the principal advisor at Hearthstead Financial, LLC, where he has worked since 2025. Prior to this, he spent seven years at Ameriprise and AMERIPRISE FINANCIAL SERVICES, Inc. Outside of finance, he is involved with Allshapes Bonsai Nursery, where he assists with inventory management, customer support, and technology. Hearthstead Financial is a registered investment adviser that provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a mixed-methods investment approach combining fundamental and charting analysis with mutual fund and ETF evaluation, focusing on both passive and active strategies implemented on a non-discretionary basis.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
user avatar

Claudia M

CFP®, Series 63

Millington, NJ

Epona Financial Solutions

Claudia Mott is a CFP® certificant and Series 63 license holder with 13 years of industry experience. She has been the principal advisor at Epona Financial Solutions since 2010. Epona Financial Solutions is an independent, fee-only firm serving individuals and couples with financial planning, investment management, and divorce settlement analysis. The firm applies Modern Portfolio Theory to create diversified portfolios and specializes in divorce financial planning, providing detailed cash-flow and net-worth projections as part of its services.

Divorce financial planning
user avatar

John M

Series 63, Series 65

Annandale, NJ

Macmillan Financial LLC

John Macmillan is the sole advisor at Macmillan Financial LLC in Annandale, NJ, holding Series 63 and Series 65 designations with 20 years of industry experience. He has worked at Macmillan Agencies since 2006. Macmillan Financial provides investment advisory and financial planning services to individuals and institutional clients, including pension plans, businesses, charities, and trusts. The firm follows a fundamental, research-driven approach that emphasizes long-term investing while allowing short-term trades when appropriate, managing client accounts with limited discretionary authority.

General retirement planning General estate planning guidance
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)