Kenneth Dugan is a CFP® with 22 years of industry experience, currently serving at Leo Wealth, LLC. He has held roles at affiliated entities including Leogroup Wealth Solutions, LLC and Leogroup Fund Services, LLC since 2013. He also maintains an active insurance license. Leo Wealth, LLC serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs ETF-based and single-stock systematic strategies, combining internal models and third-party sub-advisors to construct diversified, risk-tiered portfolios.

Robert Armstrong Jr. is a financial advisor with Summit Financial, LLC in Parsippany, NJ, holding a Series 63 license and 33 years of industry experience. He has worked with Summit Financial since 2018 and with Purshe Kaplan Sterling Investments since 2018. Armstrong also operates a personal LLC and offers insurance products as a broker through multiple companies. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving nearly 17,800 clients. The firm provides investment advisory and portfolio management programs with both discretionary and consultative services, supporting customized allocations and held-away account management.

Brian Barthold is a financial advisor at Summit Financial, LLC with 26 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Summit Equities, Inc. and Summit Financial Resources, Inc., where he worked for 16 years before joining Summit Financial in 2018. Barthold also offers insurance products as a broker through various companies, including an affiliated firm. 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 provides investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.

John Higgins is a CFP® professional with 39 years of industry experience, currently serving at Vanderbilt Advisory Services. He has previously worked with Patterson/Smith Associates, LLC and Commonwealth Financial Network, and is the managing member and owner of Patterson Smith Associates, LLC, where he is involved in selling fixed insurance. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach supported by a combination of fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Linda Hilton is a CFP® with six years of experience in the financial industry. She currently works at Simplicity Wealth and has previously been involved with LifePro Asset Management, Triumph Planning Solutions, and Mantell, Prince & Reynolds PC. Outside of her advisory role, she owns a tax and accounting practice where she serves as a CPA. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and financial firms, offering services from financial planning to managed account platforms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, combined with ongoing portfolio monitoring and third-party manager oversight.

Ana Bou Goldsmith is a financial advisor at Prosperity - An EisnerAmper Company with five years of industry experience. She holds Series 65 and Series 66 licenses. Her prior experience includes roles at IDB Bank, IDB Lido Wealth, LLC, and GBS Finance. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing services such as financial planning, portfolio management, and retirement-plan advisory. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets through both discretionary and non-discretionary strategies, often utilizing third-party managers and technology platforms.

Caitlin West is a financial advisor at The Ascent Group, LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Osaic Wealth, Inc. and Fidelity Personal and Workplace Advisors. West serves as Co-Chair of the Rutgers School of Business Finance Area Advisory Board and as Non-Academic Co-Chair of an advisory board at Rutgers University. The Ascent Group is a registered investment adviser managing approximately $4.93 billion, serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and proprietary model portfolios.

Justin Shure is a CFP® professional with 19 years of industry experience. He is currently a wealth advisor at Prosperity - An EisnerAmper Company and has held prior roles at Dai Securities, 1417 Capital, Bay Colony Advisors, and Charles Schwab. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets and focuses on asset allocation and diversification, utilizing third-party independent managers and model portfolios.

John Simon is a financial advisor at Simon Quick Advisors, LLC with eight years of industry experience. Prior to joining Simon Quick Advisors in 2017, he worked at William E. Simon & Sons, LLC for 23 years. He serves as finance chair of the Arnold and Mabel Beckman Foundation, reflecting involvement in nonprofit finance. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a diversified investment approach including allocation to unaffiliated independent managers, mutual funds, ETFs, and affiliated private funds, and it offers integrated tax and back-office services alongside sub-advisory relationships.

Jason Purvis is a Certified Financial Planner with nine years of industry experience. He is currently affiliated with Simplicity Wealth and has held roles at firms including Pruco Securities, Bank of America, Merrill, and AE Wealth Management. Outside of his advisory work, he engages in public speaking and private coaching focused on parenthood, fathering, and faith through Next Phase Enterprises. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm utilizes a fund-of-funds investment approach primarily involving ETFs and mutual funds, offers a range of advisory and managed account services, and provides technology and operational support for other advisers through its private-labelable platforms.

Eli Cohen is a financial advisor at Perigon Wealth Management, LLC with Series 66 credentials and one year of industry experience. Prior to joining Perigon, he held positions at Equitable Advisors, LLC and Northwestern Mutual. 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 or thrift institutions. The firm focuses on individualized portfolio construction based on clients’ goals, time horizon, and risk tolerance, and serves as both sponsor and overseer of wrap and sub-advisor programs.

Daniel Otoole is a financial advisor at Simplicity Wealth with 34 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Simplicity Wealth in 2026, he worked at Meeder Investment Management, Inc., Quasar Distributors, LLC, and Horizon Investments. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering portfolio management and advisory services alongside technology and operational support for other advisors.

Arthur Grutt Jr. is a financial advisor with Capitol Securities Management, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Capitol Securities in 2019, he worked at LPL Financial and has been involved with Cambridge Life Brokerage LLC since 2006, where he serves as president overseeing employee benefits brokerage operations. Capitol Securities Management provides brokerage and advisory services to individuals, corporate and charitable clients, trustees, and plan sponsors. The firm offers comprehensive financial planning, pension consulting, insurance products, and manages assets through various programs including separately managed accounts and third-party money managers.

Joseph Belfatto Jr. is a financial advisor at Simon Quick Advisors, LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Simon Quick Advisors since 2007, following a brief tenure at Massey Quick Wealth Solutions. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings, employing a range of investment strategies including long and short positions and options.

Sam Di Giovanni is a financial advisor with Avantax Planning Partners, Inc. in Parsippany, NJ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Advisors and various Avantax entities. He also has experience working at Rider University and Diamond Nation, LLC. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered representatives. The firm serves individuals, pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets as of 2025.

Christopher Stappas is a financial advisor with Summit Financial, LLC, holding CFP® and Series 63 designations and bringing 35 years of industry experience. He has been with Summit Financial and related Summit entities since 1991 and also serves as managing member of CGS Financial, LLC. 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 investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client needs.

Brian Keller is a financial advisor at Summit Financial, LLC in Parsippany, NJ, holding a Series 66 credential with five years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Bank of America, Merrill, and Recordati Rare Diseases. Keller is a minority owner of R.B.S. Harrison, LLC, a rental property management company, though he is not involved in its operations. 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, portfolio management, and retirement plan services through both discretionary and consultative approaches.

Robert Sayre is a CFP® with 23 years of industry experience, currently serving at Simplicity Wealth. His prior experience includes roles at Cetera and Mid-Atlantic Wealth Advisory, where he has been a principal since 2012. Sayre also holds a leadership role as president of Phyxius Capital Management. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, alongside managed account platforms and model portfolios monitored with ongoing rebalancing and due diligence.

Joseph Medina is a financial advisor at Infinity Financial Services Advisory with 26 years of industry experience. He has held positions at Newbridge Securities Corporation and Cetera Advisors LLC prior to joining Infinity in 2022. Outside of his advisory role, Medina works as a commercial and residential real estate agent and serves as an independent public notary. He is also a limited partner in several bars located in Brooklyn, NY. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for individual and high-net-worth clients. The firm employs a multi-method investment approach, utilizing techniques such as charting, fundamental and technical analysis, and modern portfolio theory, with strategies that include mutual funds, ETFs, options, and other complex investments.

Kristen Breault is a financial advisor at Circle Wealth Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Circle Wealth Management since 2007. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals and multi-generational families, focusing on clients with around $50 million in investable assets. The firm develops tailored Investment Policy Statements and offers both discretionary and non-discretionary services, supported by proprietary due diligence and comprehensive reporting.