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.

Patrick Bergin is a CFP® with 36 years of experience in the financial services industry. He is affiliated with Capital Analysts and has worked with Lincoln Investment Planning, Inc. since 1990. Bergin also operates an independent financial services practice through Bergin Agency LLC. Capital Analysts serves a diverse client base including individual, high-net-worth, and institutional investors, offering portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice. The firm provides both discretionary and non-discretionary investment management supported by an in-house Investment Management & Research team and a proprietary mutual fund screening process.

Patrick Murphy is a CFP® with 16 years of industry experience, currently serving at Simon Quick Advisors, LLC since 2026. His prior roles include positions at Bessemer Trust and Bank of America, N.A. He holds the Series 66 designation. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and various administrative services. The firm employs a diversified investment approach that includes proprietary quantitative analysis, due diligence, and ongoing monitoring, managing accounts through both discretionary and non-discretionary strategies.

John Sharkey is a financial advisor with M HOLDINGS SECURITIES, Inc. holding CFP® and CFA® designations and has 22 years of industry experience. His prior roles include long tenure at Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America, as well as positions at MassMutual and Equitable Advisors. Outside of his advisory work, he serves on the Finance Committee at the Church of Saint Leo the Great. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning, utilizing both in-house portfolio managers and third-party sub-advisors.

Edward Hoffman is an investment advisor at Perigon Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Vanderbilt Securities, LLC and Gitterman Wealth Management, LLC. Outside of his advisory roles, Hoffman is a licensed insurance agent involved in designing insurance policies and annuity products. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction aligned with clients’ goals and risk tolerance, and it serves as sponsor and overseer of wrap-fee programs and sub-advisor relationships.

Michael Provine is a financial advisor at Cary Street Partners with 24 years of industry experience. He previously worked at Tradition Asset Management, Candor Wealth Advisors, and Tradition Capital Management LLC. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance company clients.

Victoria Stout is a financial advisor at Simplicity Wealth with four years of industry experience. She holds a Series 65 credential and has worked in financial advisory roles at Simplicity Wealth and Roseland Retirement Planning since 2021. Additionally, she is a licensed real estate agent with Keller Williams Suburban Realty, where she has been active since 2010. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside a technology-driven managed account platform for advisers.

Philip Marchetti is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at PNC Wealth Management, LPL Financial, Banc of America Investment Services, and Quick & Reilly. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions with investment approaches tailored at the representative level.

Theodore Cambilis is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with Circle Wealth Management, LLC since 2015. Circle Wealth Management is an independent, women-owned registered investment adviser specializing in customized wealth advisory, investment management, and family office services for high-net-worth individuals, multi-generational families, and related entities. The firm manages approximately $14.07 billion in assets across 73 client relationships and emphasizes coordinated estate, tax, insurance, and charitable planning alongside a broad range of investment strategies.

Robert Bezzone is a financial advisor at Arax Advisory Partners with 34 years of industry experience. He holds a Series 63 designation and has worked with several notable firms, including Bank of America, Merrill, Wells Fargo Clearing, and Citigroup Global Markets. In addition to his advisory work, he serves as a committee member for the Sisters of Christian Charity and a board member for St. Paul - Inside The Walls, both religious charities. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with a team of over 200 advisors. The firm serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies.

Patrick Bosworth is a Series 65 licensed financial advisor with 12 years of industry experience. He is currently with Sowell Management and also serves as a partner and financial advisor at Eagle Eye Advisors. His prior experience includes roles at XP Securities LLC, Minnesota Life Insurance Co, Allied Wealth Partners, Securian Financial Services Inc, and Giffen Solutions Inc. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm supports over 100 independent contractor advisors and employs multiple management styles, including strategic and tactical allocation and customized portfolio design.

Jay Ahlbeck is a financial advisor at Mariner Independent with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Mariner Independent and Kinney Munro Wealth Advisors in 2024, he worked at Planning Capital Management Corp. for 19 years. Outside of his advisory work, he oversees a hobby farm that produces hay, wood, and maple syrup. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services supported by institutional resources and affiliated investment relationships.

Yiorgos Georgeson is a CFP®, CFA®, and Series 65 credentialed advisor at AlphaCore Capital LLC with eight years of industry experience. He previously worked at Brave Asset Management, Inc. for nine years and has experience at Hall Capital Partners LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investment strategies alongside traditional equity and fixed-income, and offers services including tax preparation, trustee duties, and ERISA retirement plan advisory.

Thomas Hagerstrom is a financial advisor at Robertson Stephens Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Haymarket Wealth Management LLC for 11 years. He serves on the board and as head of the investment committee for the Madison Area YMCA Association, where he helps create the investment policy statement. Robertson Stephens Wealth Management provides advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight, managing over $7 billion in client assets as of December 31, 2024.

Kevin Deutsch is a financial advisor at International Assets Investment Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s independent adviser representatives deliver customized, long-term portfolio strategies using mutual funds, ETFs, individual equities, and fixed income, with additional access to third-party managers and financial planning services.

Edward Mercier is a financial advisor at Simplicity Wealth with 38 years of industry experience. He holds a Series 65 designation and has worked previously at Charles Schwab, Portsmouth Financial Services, and Retireone Investment Services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational solutions for other advisers through its managed account platform.

Kevin Albrecht is a financial advisor at Novem Group with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including LPL Financial, Cetera, and The Provident Bank. In addition to his advisory role, he maintains a part-time insurance agent activity. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis to manage portfolios across a range of asset classes, offering both wrap and non-wrap management arrangements.

Peter Rodick is a financial advisor at Capital Analysts with five years of industry experience. He holds a Series 66 designation and has previously worked with Lincoln Investment and the Bergin Agency. Outside of advising, he has experience assisting branch clients and handling marketing and paperwork processing. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Brian Macellara is a CFP® professional with one year of experience currently serving at CW Advisors, LLC. He previously spent nine years with Delta Financial Group, Inc. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using a blend of active, passive, quantitative, and ESG strategies, and is part of the larger Osaic corporate group, providing additional platform and continuity services.

Thomas Haire Jr. is a financial advisor at AlphaCore Capital LLC with 19 years of industry experience. He previously worked for 34 years at Brave Asset Management, Inc. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and provides services including tax preparation, trustee services, and retirement plan advisory.