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 with Simplicity Wealth who holds Series 63 and Series 65 designations and has 30 years of industry experience. He has worked at Simplicity Wealth since 2021 and previously at GFPC/AssetMark from 2016 to 2021. Mortellaro also serves as Senior Vice President of Planning at Simplicity Group, where he is involved in investment and insurance business activities. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, provides model portfolios with ongoing monitoring and rebalancing, and offers advisory services combined with technology and operational support for other advisers.

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.

Shira Ketayi is a financial advisor at Valley Wealth Managers, Inc. with four years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm offers discretionary investment management, financial planning, and wrap fee programs, employing a client-driven investment process that includes strategic and tactical allocations across equities, fixed income, and cash.

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.

Meredith Lipman is a financial advisor at Gilder Gagnon Howe & Co. LLC with one year of industry experience. She holds the Series 65 and Series 63 licenses. Her prior career includes roles at Morgan Stanley and involvement with organizations such as EmpowHer Purpose and the University of Southern California. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers who have full trading discretion.

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.

Alexander Derbes is a financial advisor at Gilder Gagnon Howe & Co. LLC with 14 years of industry experience. He has been with Gilder Gagnon Howe since 2003. Outside of his advisory role, he provides occasional guidance to a healthcare data startup called Project Balmire. Gilder Gagnon Howe & Co. LLC offers discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research, and manages both retirement wrap-fee programs and transaction-based non-retirement accounts.

Peter Mckenna Sr. is a CFP® professional with 11 years of industry experience. He has worked at Modera Wealth Management, LLC since 2018 and previously spent six years with HIGHLAND Financial Advisors, LLC. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementary strategies such as independent managers, private placements, and optional ESG integration.

Kevin Mahn is a financial advisor at Hennion & Walsh Asset Management, Inc. with 31 years of industry experience. He has been with Hennion & Walsh since 2004 and holds a Series 66 credential. Outside of his advisory role, Mahn serves on the Board of Directors Committee for NISCA, a nonprofit trade association in the wealth management industry, and acts as an Executive in Residence at Fairleigh Dickinson University, where he mentors MBA students and guest lectures in corporate MBA programs. 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 employs a range of strategies across multiple asset classes and offers both discretionary and non-discretionary management, utilizing sub-account managers and model allocations under advisor oversight.

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.

Dale Cors is a financial advisor with SAX Wealth Advisors, LLC, holding a Series 63 designation and bringing 31 years of industry experience. He previously operated Cors Financial Planning for ten years and has been with SAX Wealth Advisors since 2025. Outside of advisory work, Mr. Cors is also a licensed insurance agent. SAX Wealth Advisors provides investment management and comprehensive financial planning services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and small businesses. The firm uses a long-term, evidence-based asset-allocation approach primarily utilizing low-cost, passively managed mutual funds and ETFs, supported by customized fixed-income strategies and third-party sub-advisers.

Teigyoku Springer is a financial advisor at Modera Wealth Management, LLC with six years of industry experience. Their prior roles include positions at Sanctuary Advisors, Sanctuary Securities, Park Avenue Securities, and Guardian Life Insurance Company. Springer volunteers on the election committee for Ridgewood, serving District 7 of Bregen County. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning for individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting, tax services, and business coaching.

Jack Desantis Jr. is a financial advisor with Avantax Planning Partners, Inc. and holds a Series 66 designation. He has 26 years of industry experience and has held roles at several firms, including Cetera Wealth Services and 1st Global Investment Advisor Services. Outside of his advisory work, he serves as treasurer for multiple political candidate committees. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm uses firm-designed style allocation models overseen by an investment advisory committee and emphasizes tax-intelligent strategies and CPA-sourced referrals.

Henry Zhai is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 66 designation and beginning his industry career in 2025. He has experience with multiple firms including Hudsonpoint Capital and Cetera, and maintains a separate tax preparation and financial planning practice under Zhai Financial & Tax. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, utilizing discretionary portfolio management, proprietary model allocations, and third-party sub-advisers. The firm integrates affiliated financial businesses and product channels as part of its comprehensive service offering.

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 the 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 non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.