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.

Jared Margolies is a financial advisor at Simplicity Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Axa Advisors, LLC for 15 years. Margolies is involved in compliance and investment relations with Simplicity Group Holdings. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering model portfolios, independent managers, and optional overlays such as tax optimization and customized screening.

Spencer Fried is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Merrill for 15 years before joining IAM Advisory LLC and currently practices at Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising process supported by proprietary Wealthcare software and behavioral economics, using both passive and active investment strategies alongside dynamic rebalancing when appropriate.

Steven Adwar is a financial advisor at Cary Street Partners with seven years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Fidelity Investments. 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 offers a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance companies.

Kenneth Gilmore is a financial advisor at B. Riley Wealth Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at B. Riley Wealth Advisors since 2010, following prior roles at National Securities Corp and Financial Consultant Group, LLC. Outside of his advisory work, he serves on the board of trustees at Cadwell University and is a committee member at Children’s Specialized Hospital. B. Riley Wealth Advisors offers investment advice and portfolio management to individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm employs various programs, including Advisor-as-Portfolio-Manager and third-party managed platforms, and manages over $4 billion in client assets through a team of about 173 advisors.

Diana Ianni is a financial advisor at CW Advisors, LLC with one year of experience. She holds the CFP® and Series 63 designations. Before joining CW Advisors in 2025, she spent 18 years at Delta Financial Group, Inc. CW Advisors is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients, employing a Core-and-Satellite investment framework that combines active, passive, strategic, quantitative, and ESG strategies across various asset classes.

Elias Rauch is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 designation and 26 years of industry experience. He has previously worked at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, Triad Advisors Inc, and Voya Financial Partners, LLC. Outside of his advisory role, he serves as Financial Manager for the Congregation Beth Israel Foundation and is a member at large of the Brandeis University Alumni Association. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking institutions. The firm emphasizes individualized portfolio construction, ongoing oversight of sub-advisors and wrap programs, and maintains institutional relationships with multiple custodians and platform providers.

Robert Paventi is a financial advisor at Santander Securities LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2011. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee programs, financial planning, and securities-based lending, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing compliance oversight.

David Shafranek is a financial advisor with Prospera Financial Services, Inc. in Livingston, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Citigroup Global Markets and Citicorp Investment Services. Outside of his advisory role, he serves as the executor of an estate, managing asset distribution to family members and charities. Prospera Financial Services is a multi-team firm overseeing approximately $14.4 billion in client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, and access to various advisory programs through both proprietary and third-party platforms.

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.

Ernest Lubonja is a financial advisor at Santander Securities LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at Public Partnerships, LLC and Santander Bank, NA. Outside of his advisory role, he is involved with Public Partnerships, LLC as a consumer-directed personal assistant. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to lending and insurance products, supporting retail clients primarily through a multi-team structure.

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.

Michael Mortellaro is a financial advisor at Simplicity Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity and GFPC/AssetMark. He is also Senior Vice President of Planning at Simplicity Group, where he is involved in investment relations and insurance business activities. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational solutions such as a private-label asset management software program and a third-party managed account platform.

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.

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.

Ryan Gaynor is a financial advisor at Leo Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has been with Leo Brokerage since 2020. Leo Wealth provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, along with third-party managers, to implement specialized investment strategies.

Jason Condon is a CFP® with 12 years of industry experience. He is currently with Perigon Wealth Management, LLC and has held roles at Vanderbilt Securities, LLC and Gitterman Wealth Management, LLC. 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 focuses on individualized portfolio construction with ongoing monitoring and serves as both sponsor and overseer of wrap and sub-advisor programs, maintaining institutional relationships with multiple custodians and platform providers.

Joshua Murray is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Kintra Wealth, LLC since 2026. He previously worked at Commonwealth Financial Network and Tupler Financial for 11 years. Outside of his advisory work, Murray coaches girls lacrosse in Madison, New Jersey. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis, implementing strategies to optimize tax efficiency on a household basis.

Matthew Borriello is a CFP® with 11 years of industry experience, currently serving at Arax Advisory Partners. His prior roles include positions at Fidelity Investments and Transcend Capital Advisors. He holds a Series 63 license and is based in Madison, NJ. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm manages accounts on a fiduciary basis, employing a mix of traditional and alternative investments supported by in-house teams, external managers, and AI tools.