Todd Weiss is a financial advisor at Summit Financial, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Summit Financial since 2014, including through its predecessor firms. Outside of advising, Mr. Weiss is the managing member of Slotz, LLC, a pass-through entity involved in equity transactions with Summit Growth Partners. Summit Financial, LLC is an SEC-registered, 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, combining discretionary and consultative approaches tailored to client approval preferences.

Cynthia Rottini is a financial advisor at Summit Financial, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at various Summit entities since 2010, including Summit Equities, Inc. and Summit Financial Resources, Inc. Summit Financial, LLC is an SEC-registered, multi-team 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 with various financial planning and retirement plan advisory options.

Daysi Leiva is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Fieldpoint Private Securities, LLC since 2012. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients with a range of portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities and offers customized model portfolios alongside comprehensive due diligence and ongoing account reviews.

Eric Sellinger is a financial advisor at Calydon Capital, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Principal Street Partners, LLC and Vertigo Strategies, LLC. Calydon Capital provides portfolio management, sub-advisory services, and private fund management to high-net-worth individuals, pooled investment vehicles, and other advisers, managing approximately $3.6 billion in assets. The firm uses a proprietary screening and factor model for equities combined with credit underwriting for municipal strategies and offers both discretionary and non-discretionary investment services.

Vincent Nauheimer Jr. is a financial advisor at OnePoint BFG Wealth Partners with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at LPL Financial, Private Advisor Group, and Summit Equities. He also provides administrative support to Bleakley Financial Group, an independent investment advisor firm. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a client-specific investment approach using third-party managers, custodian platforms, and proprietary models, supported by technological and operational resources.

Lyle Weintraub is a CFP® professional with 33 years of industry experience, currently affiliated with OnePoint BFG Wealth Partners. His prior roles include positions at Northwestern Mutual Wealth Management Company and LPL Financial, among others. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs client-specific investment strategies using a combination of third-party managers, proprietary models, and technology-driven operational support.

James Pruskowski is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 65 and Series 63 credentials. He has prior experience spanning nearly three decades at Blackrock and has also worked with 16th Amendment Advisors. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, including high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis and utilizes a variety of investment strategies across multiple asset classes.

Lindsay Sturmak is a CFP® professional with 27 years of experience in the financial industry. She is currently with Perigon Wealth Management, LLC, where she has worked since 2019. Her prior experience includes roles at BlueSky Investment Management, National Planning Corporation, and RLP Wealth Advisors LLC. She is also involved with ESG Forward, an educational organization focused on raising awareness around environmental, social, and governance (ESG) and sustainable investing. 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, ongoing monitoring, and oversight of wrap programs and sub-advisor relationships.

Steven Cook is an advisor at Hennion & Walsh Asset Management, Inc. He holds the Series 66 designation and has recently entered the financial industry. Prior to joining Hennion & Walsh, he worked at LPL Enterprise LLC and has an academic background from the University of Alabama. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis and offers multiple program structures, managing approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

John Dolan is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Alden Investment Group, Cantella & Co., Inc., and Edward Jones. In addition to his advisory work, he serves as trustee of the Herbert Gareiss Jr Trust, administering the trust according to its terms. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs a tailored investment approach using an open-architecture platform with third-party managers and integrates insurance-linked account management alongside affiliated financial entities.

Gregory Scrydloff is a financial advisor at B. Riley Wealth Advisors, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Advisors and its affiliated firms since 2014, as well as National Securities Corporation from 2013 to 2022. In addition to his advisory role, he operates a tax preparation business. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services implemented through proprietary models and third-party sub-advisers.

Dante Petullo is a CFP® and holds a Series 66 license, currently affiliated with OnePoint BFG Wealth Partners. He has three years of industry experience and previously worked at LPL Financial and Purshe Kaplan Sterling Investments. Before entering the financial services industry, he was involved with Boardwalk Pizza. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary models and third-party managers, with most assets managed on a discretionary basis, and utilizes AI-assisted tools for client meeting documentation.

Alexa Tambasco is a ChFC® credentialed financial advisor at SAX Wealth Advisors, LLC with two years of industry experience. Prior to joining SAX Wealth Advisors in 2022, she worked at MassMutual TriState and Sterling Financial Group. She also has a background in education from Ithaca College. SAX Wealth Advisors provides investment management, comprehensive financial planning, and specialized consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm follows an evidence-based investment approach focused on globally diversified, low-cost passive funds and uses discretionary portfolio management tailored to client needs.

Miriam Abraham is a Series 65-licensed financial advisor at Integrity Advisory Solutions with two years of industry experience. She previously worked at Tiger Global Management and PricewaterhouseCoopers LLP. Outside of her advisory role, she is an operations leader at Haas & Zaltz, LLP, where she oversees workflow and trains staff, and she is a member of the American Academy of Estate Planning Attorneys and American Academy Wealth. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network model of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing both discretionary and non-discretionary strategies that incorporate equities, fixed income, ETFs, mutual funds, and alternative investments.

Salvadore Salvo is a financial advisor with Summit Financial, LLC and holds a Series 63 designation, bringing 52 years of industry experience. He previously worked with Summit Equities, Inc. and Summit Financial Resources, Inc. for 36 years before joining Summit Financial in 2018. Outside of his advisory role, Salvo serves on the board of Legatus, a religious organization, and is involved in planned giving education through several nonprofit-related activities. Summit Financial, LLC is an SEC-registered multi-team advisory firm with over $26 billion in assets under management. The firm offers both discretionary and consultative investment management services, financial planning, and retirement plan advisory, serving approximately 17,800 clients with a broad range of portfolio management programs and access to alternative investments.

Nathan Barbakoff is a financial advisor at OnePoint BFG Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and has worked at Bleakley Financial Group, Private Advisor Group, and LPL Financial. In addition to his advisory role, he is involved in offering life, disability, long-term care, and health insurance products. 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 range of proprietary and third-party investment models with a strong focus on discretionary portfolio management and uses advanced tools for monitoring and client meeting documentation.

Adam Puskar is a financial advisor at OnePoint BFG Wealth Partners with eight years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. Prior to his current role, he worked at Purshe Kaplan Sterling Investments, Private Advisor Group, and the Lehigh Valley Iron Pigs. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management approaches using third-party managers, proprietary models, and technology integration to tailor investment solutions to client objectives and risk tolerances.

Keith Fahrman is a financial advisor at Summit Financial, LLC with 30 years of industry experience. He has been with Summit Financial since 2018 and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1996 to 2018. Fahrman also holds the Series 63 and Series 65 designations. 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 services, combining discretionary and consultative approaches across its programs.

Susan Kimmel is a CFP® professional with 23 years of experience in the financial services industry. She has worked at Advisors Capital Management, LLC since 2019 and previously operated her own CPA practice and financial advisory business from 1995 to 2019. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm combines top-down macroeconomic analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and model separate-account and ETF strategies.

Christopher Badaracco is a CFP® with seven years of industry experience, currently affiliated with Advisors Capital Management, LLC. He has previously worked with Rose Wealth Advisors, LLC and Mariner Wealth Advisors. Outside of his advisory role, he operates a tax preparation business. Advisors Capital Management serves a diverse client base, including high-net-worth individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized accounts and model strategies. The firm combines macroeconomic analysis with fundamental and quantitative research and manages over $8 billion in assets across equity, fixed income, and tactical approaches.