Scott Mackenzie is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Insight Private Advisors. He is involved in insurance sales and marketing activities across multiple entities, including serving as a managing member of a fixed insurance sales firm. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers a range of asset management and financial planning services through individualized strategies, model-based platforms, and third-party manager oversight.

Michael Kaup is a financial advisor with Gladstone Wealth Partners in Morristown, NJ, holding a Series 63 designation and 25 years of industry experience. His career includes tenure at MetLife Securities Inc. and LPL Financial, LLC, in addition to his current roles at Gladstone Wealth Partners and related affiliated advisory entities. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a large network of investment adviser representatives. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a range of investment approaches including individual securities, mutual funds, alternative investments, and tax-managed strategies.

Jason Apuzzio is a financial advisor at Beacon Trust with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Investment Services Inc. and PNC Investments LLC. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities, offering financial planning, tax preparation, and discretionary portfolio management. The firm employs an open-architecture investment approach with a risk-first framework and provides integrated trust and banking referral capabilities through its affiliation with a chartered trust company and bank holding company.

Michael Mac Dougal is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Summit Financial since 2018, following over two decades at Summit Equities, Inc. and Summit Financial Resources, Inc. Outside of advising, Mr. Mac Dougal sells firewood through a farmland property he owns in Hampton, NJ. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of advisory and portfolio management programs with both discretionary and consultative services, financial planning, retirement plan advisory, and access to alternative investments.

Lawrence Bell is a CFP® with 34 years of industry experience and is currently with Summit Financial, LLC. He has held positions at Summit Financial since 2018, and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1991 to 2018. Outside of his advisory work, he serves as president of the Delbarton Athletic Boosters, a high school athletic booster program. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors and around 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Gavin Charlton is a financial advisor at SAX Wealth Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining SAX Wealth Advisors, he worked at Regency Wealth Management, Murphy Capital Management Inc, Peapack-Gladstone Bank, and Beacon Wealth Management, LLC. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs long-term, evidence-based asset-allocation strategies using primarily low-cost, passively managed mutual funds and ETFs, and offers specialized consulting including employee benefit plans, real estate exchanges, and alternative investments.

Steven Adwar is a financial advisor at Cary Street Partners with seven years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Fidelity Investments. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, retirement plans, and institutions. The firm offers portfolio management, financial and retirement planning, access to alternative and private fund vehicles, and lending and insurance solutions, utilizing both third-party managers and in-house resources across a range of investment strategies.

Kenneth Gilmore is a financial advisor with B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management, holding Series 63 and Series 66 licenses with 31 years of industry experience. His prior work includes positions at National Securities Corp and Financial Consultant Group, LLC. Outside of his advisory role, he serves on the Board of Trustees at Cadwell University and is a committee member for Children’s Specialized Hospital. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in assets across 274 advisors. The firm provides a range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through multiple program structures and proprietary asset allocation models.

Diana Ianni is a CFP® credentialed financial advisor with one year of experience at CW Advisors, LLC. She previously worked for 18 years at Delta Financial Group, Inc. CW Advisors serves individuals, high-net-worth families, trusts, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm offers wealth management, financial planning, family office services, retirement plan advisory, and portfolio management using a core-and-satellite investment approach that combines active, passive, quantitative, and ESG strategies.

Patrick Walsh is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ. He holds the Series 63 and Series 65 designations and has 32 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1997. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm employs both discretionary and non-discretionary management approaches, utilizing fundamental and technical analysis across a range of asset classes and strategies.

Lauren Frahn is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Hennion & Walsh since 2002. Outside of her advisory role, she is the owner of LCF Management LLC and has published a health and wellness book. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, as well as plan sponsors. The firm offers a range of programs including wrap-fee portfolio management and personalized UMA programs, employing both fundamental and technical analysis across various asset classes.

Diane Allard is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with Beacon Trust since 2012. Beacon Trust serves individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm offers financial planning, tax preparation, and discretionary portfolio management through an open-architecture platform that emphasizes a risk-first investment approach and tax-aware management.

Shane Mcgill is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds a Series 66 designation and has held positions at Bloomberg, Prudential Advisors, and Wells Fargo. Prior to his financial services career, he spent nine years in education at Rowan University and Vernon Township High School. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary portfolio models, third-party managers, and custodian programs, managing most client assets on a discretionary basis.

Anthony Mcelynn is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at Prudential Customer Solutions LLC, PRUCO Securities, LLC, and E*Trade Securities LLC. He is currently affiliated with both Summit Financial and LS Securities, LLC. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, including both discretionary and consultative services, financial planning, and retirement plan advisory.

Kyle Fischbach is a Series 65-licensed financial advisor with Summit Financial, LLC, where he has worked since 2018. He has seven years of industry experience and has held prior roles outside of financial services. Mr. Fischbach is an independent contractor for the Vermont Chamber of Commerce and co-founded a group of independent business contractors called On The Fly, assisting Vermont businesses through grant-funded consulting efforts. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving about 17,800 clients. The firm offers investment advisory and portfolio management programs alongside financial planning and retirement plan advisory, operating both discretionary and consultative platforms.

David Weinerman is a financial advisor at Summit Financial, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Weinerman is also involved in insurance brokerage, earning compensation through sales of insurance products. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to meet diverse client needs.

Matthew Wolcott is a financial advisor at Hennion & Walsh Asset Management, Inc. with 25 years of industry experience. He has held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2006 to 2019 before joining Hennion & Walsh in 2019. He holds the Series 63 and Series 66 licenses. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers both discretionary and non-discretionary management using a variety of investment strategies across multiple asset classes and provides financial planning services at no cost upon request.

John Patterson is a CFP® credentialed financial advisor with over 32 years of experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at Northwestern Mutual and LPL Financial. His outside activities include managing a business entity unrelated to investments. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a broad client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a client-specific investment approach with a mix of third-party managers, proprietary models, and technology integration for portfolio management and operational support.

Daniel Field is a CFP® professional with 11 years of industry experience. He is currently affiliated with Summit Financial, LLC and has held roles at firms including Purshe Kaplan Sterling Investments and Fidelity. His career includes experience in financial planning and wealth advisory services. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches tailored to client needs.

Philip Roberts is a financial advisor at OnePoint BFG Wealth Partners with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bleakley Financial Group, LLC, Private Advisor Group, LLC, and Round Table Services, LLC. Mr. Roberts serves as Treasurer and Board Member for Working for Women. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, managing the majority of client assets on a discretionary basis.