Frank Brill is a financial advisor at Kovack Advisors, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Cantella & CO., Inc. and Wells Fargo Clearing. In addition to his advisory role, Brill serves as a fiduciary for multiple family trusts and a family estate. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government entities, employing a risk-based approach using both internally created models and third-party managers supported by an Envestnet workflow.

Derek Lavery is a financial advisor at RFG Advisory, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Equitable Advisors and Axa Advisors. He serves as an administrator or executor of an estate or trustee of a trust for non-family and family members. RFG Advisory provides investment advisory and planning services to a diverse client base that includes individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, retirement plan consulting, and access to alternative investments while utilizing model strategies, third-party platforms, and serving as a fiduciary for retirement accounts.

Thomas Castrovinci is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Woodbury Financial Services, Park Avenue Securities, Strategies For Wealth, and Guardian Life Insurance. Outside of financial advising, he serves as Treasurer and member of the Knights of Columbus chapter in Mahopac, NY, where he handles accounting functions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model and multiple analytical approaches while maintaining approximately $1.39 billion in total platform assets.

Shane Edmond is a CFA® charterholder and registered investment advisor representative with Bolton Securities Corporation, bringing eight years of industry experience. He has been affiliated with Bolton Global Asset Management since 2018 and is involved in business development for STRAD Software, a company owned by Dow Software, LLC, which sells and integrates software for professional practices. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, and charitable organizations. The firm employs a combination of internal management, unaffiliated money managers, and third-party asset management programs, focusing on a primarily long-term investment approach across various asset classes.

Michael Spero is a financial advisor with RFG Advisory, LLC and holds the Series 66 designation. He has 17 years of industry experience, having previously worked at Equitable Advisors and Axa Advisors, LLC. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing various model strategies and technology platforms.

Kavian Burke is a financial advisor at B. Riley Wealth Advisors, Inc. with nine years of industry experience. He previously worked at LPL Financial, LLC and Hudson Valley Credit Union. Burke holds the Series 63 designation. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm provides a range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Jason Fedak is a Series 65-licensed financial advisor with Core Planning in New Milford, CT, where he has worked since 2021. He has five years of experience in the financial industry and concurrently serves as a Physician Assistant at New Milford Hospital, a role he has held since 2018. Prior to joining Core Planning, he worked in emergency and urgent care settings for over a decade. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a mix of in-house advice, third-party money managers, and model portfolios.

John Obrien is a financial advisor with Westminster Financial Advisory Corp in Brookfield, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 15 years before joining Westminster Financial Securities, Inc. in 2018. Obrien is also licensed as an insurance agent, offering various insurance products including health, disability, and life insurance. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, and small businesses. The firm emphasizes a diversified, multi-asset class investment approach with a buy-and-hold strategy supplemented by tactical adjustments based on market conditions.

Robert Beckett is a financial advisor at Summit Financial, LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Summit Financial since 2018, with prior experience at Purshe Kaplan Sterling Investments and multiple affiliated Summit entities dating back to 2010. He is a 10% owner of Stabilization Plans for Business, Inc., which manages succession plans for insurance clients of retired or deceased agents. Summit Financial, LLC is a multi-team advisory firm serving approximately 17,800 clients with about $26.35 billion in assets under management. The firm offers investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating a combination of discretionary and consultative platforms tailored to client preferences.

Daniel Jonker is a financial advisor at Summit Financial, LLC with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Before joining Summit Financial in 2022, he worked at Fieldpoint Private Securities, LLC and JPMorgan Chase Bank. Jonker also refers clients to Fieldpoint Private Bank for loan services, receiving referral fees without holding a position within the bank. 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, combining discretionary and consultative services across various platforms and supports customized allocations and held-away retirement account management.

Jose Da Cruz is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at International Assets Investment Management, LLC. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, METLIFE SECURITIES Inc, and Merrill. Outside of his advisory work, he is an adjunct professor at the Ancell School of Business at Western Connecticut State University and serves on the mission ministry committee of the First Congregational Church of Ridgefield. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction and offers a range of discretionary and non-discretionary management strategies, including the use of third-party money managers and financial planning services.

Anthony Wojda is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Wojda holds a partial ownership stake in Oak Group Wealth Management LLC, where he also serves as a trustee. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a blend of internal and third-party portfolio management strategies alongside tailored asset allocation.

Sarah Babcock is a financial advisor at RFG Advisory, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Carlos Perez and Equitable Advisors, among others. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing model strategies and third-party platforms.

Irene Monck is a financial advisor with B. Riley Wealth Advisors, Inc. and holds a Series 66 credential. She has 19 years of industry experience with prior roles at National Securities Corporation and Gilman Ciocia, Inc. Monck is also active in community service as the president of the Poughkeepsie Arlington Rotary Club. B. Riley Wealth Advisors provides investment advice and portfolio management to individual, pension, trust, charitable, and corporate clients. The firm employs a variety of programs including Advisor-as-Portfolio-Manager, third-party managed solutions via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Gary Ben Ezra is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Arax Advisory Partners. Prior to joining Arax in 2026, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2026. Outside of his advisory role, he has a 50% ownership interest in Dexter & Benjamin LLC, a thoroughbred stable in Poughkeepsie, NY. Arax Advisory Partners is a multi-team SEC-registered wealth management firm overseeing approximately $26.5 billion in 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 management, third-party models, and tailored asset-allocation strategies.

Kevin Barletta is a financial advisor at International Assets Investment Management, LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Royal Alliance Associates and LPL Financial. Outside of his advisory role, he is a passive investor in a multi-location restaurant. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may utilize third-party managers and wrap programs to implement client strategies.

Kyle Odell is a CFP® professional with 15 years of industry experience, currently serving as an advisor at B. Riley Wealth Advisors, Inc. He previously worked at Fidelity Brokerage Services LLC for nine years before joining B. Riley in 2024. Odell also holds a senior vice president role at B. Riley Wealth Insurance, focusing on fixed insurance sales. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing over $7 billion in client assets through approximately 274 advisors. The firm provides a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Hayden Peek is a financial advisor at Arax Advisory Partners with one year of industry experience. He previously worked at Wells Fargo Advisors for two years and has an educational background including New York University. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal management, third-party models, and tailored asset allocation, offering various advisory and management services.

Timothy Edmond is a financial advisor with Bolton Securities Corporation and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has worked with Dow Family Office Advisory, LLC since 2026. In addition to his advisory role, he conducts fixed insurance sales in life, health, and long-term care. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a mix of internal management, unaffiliated managers, and third-party programs, focusing on a primarily long-term investment approach using mutual funds, ETFs, equities, and fixed income.

Denise Morgantini is a financial advisor at Arax Advisory Partners with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal and external portfolio management strategies and offers a range of advisory services, including financial planning and retirement plan consulting.