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.

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.

Joshua Murray is a CFP® professional with 16 years of industry experience. He is currently with Kintra Wealth, LLC and previously spent 11 years at Commonwealth Financial Network and Tupler Financial. Outside of his advisory work, he serves as a coach for the Madison Girls Lacrosse team. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management and financial planning. The firm combines client interviews with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and portfolio construction, managing approximately $1.5 billion in discretionary assets.

Matthew Borriello is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Arax Advisory Partners and has previously worked at Fidelity Investments and Transcend Capital Advisors. Borriello is also involved with Transcend Capital Insurance Services. Arax Advisory Partners is a multi-team SEC-registered wealth manager with over 200 advisors overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of financial planning and portfolio management services that combine internal and external management strategies.

Kevin Mahn is a financial advisor at Hennion & Walsh Asset Management, Inc. with 32 years of industry experience. He has been with Hennion & Walsh since 2004. Mahn serves on the Board of Directors Committee for NISCA, a nonprofit trade association in the wealth management industry, and is an Executive in Residence at Fairleigh Dickinson University, where he mentors MBA students and guest lectures in their corporate MBA programs. Hennion & Walsh Asset Management 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 various program structures, managing assets for over a thousand clients through a team of 73 advisors.

Christian Bonnesen is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds the Series 66 designation and has worked at Summit Financial, LLC since 2020. His prior roles include positions at Purshe Kaplan Sterling Investments, Summit Financial Resources, Inc., Summit Equities, Inc., and JMJ Sales Company Inc. 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 investment advisory and portfolio management programs, financial planning, retirement plan advisory services, and access to alternative investments through a mix of discretionary and consultative approaches.

John Cooney Jr. is a financial advisor at OnePoint BFG Wealth Partners with 40 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at LPL Financial and Private Advisor Group, LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, businesses, retirement plans, trusts, estates, and charitable organizations. The firm utilizes a variety of portfolio models and integrates technology and operational outsourcing in its service delivery.

Elena Lepeshkova is a financial advisor at MissionSquare Retirement with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Fiducioso Advisors, Morgan Stanley Smith Barney, and E*Trade Capital Management. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which utilizes investment advice and model portfolios developed by Morningstar Investment Management.

Keith Nebel is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2005 and serves as a lieutenant with the New York City Fire Department. Nebel is also a board member of Lil' Bravest, a charitable organization supporting children affected by cancer and other childhood diseases. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering portfolio management, advisor-managed portfolios, and retirement-plan advice. The firm provides investment management through both an in-house team using a proprietary mutual fund screening process and third-party managers, operating nationally through independent advisors and firm-managed programs.

Eric Hurrie is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He previously worked for Instinet, LLC for 12 years before joining Hennion & Walsh in 2024. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients, employing a combination of fundamental and technical analysis with a range of investment strategies across multiple asset classes.

Susan Feeley is an advisor at Circle Wealth Management, LLC with 17 years of experience at the firm. She holds Series 65 and Series 63 designations. Circle Wealth Management is an independent, women-owned registered investment adviser serving high-net-worth individuals and multi-generational families, along with their related trusts, foundations, and endowments. The firm focuses on customized wealth advisory, investment management, and family office services, emphasizing coordinated estate, tax, insurance, and charitable planning.

Maria Dizio is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 65 designation with nine years of industry experience. She has been with Beacon Trust since 2012. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in regulatory assets and offers an open-architecture investment platform with a risk-first framework, tax-aware management, and customized portfolio options.

John Wallace is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Wallace has been with the firm since 1998. Hennion & Walsh Asset Management, Inc. provides investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for about 1,087 clients through a team of 73 advisors, employing a range of investment strategies across multiple asset classes and program structures.

Mamode Oozeerally is a financial advisor at Hennion & Walsh Asset Management, Inc. with 26 years of industry experience. He has been with the firm since 2000. Oozeerally holds Series 63 and Series 65 licenses. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients through various program structures that incorporate fundamental and technical analysis across a range of asset classes.

Jeffrey Morrison is a financial advisor at Lifemark Securities Corp. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been president of Classic Benefit Planners, Ltd. since 2005. Morrison is also an attorney with over 50 years in legal practice, performing occasional legal work alongside his advisory role. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers a range of investment programs including Unified Managed Accounts, Separately Managed Accounts, and Advisor as Portfolio Manager services, with client suitability assessments and tailored risk management.