Michael Bermingham is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, with 12 years of industry experience. He has been with the firm since 2012 and holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm pursues capital appreciation through an active, growth-oriented trading strategy primarily focused on stocks, combining fundamental and technical research, and manages both retirement wrap-fee programs and transaction-based non-retirement accounts.

Lauren Frahn is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Hennion & Walsh since 2002. Outside of her advisory role, she is the owner of LCF Management LLC and has published a health and wellness book. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, as well as plan sponsors. The firm offers a range of programs including wrap-fee portfolio management and personalized UMA programs, employing both fundamental and technical analysis across various asset classes.

Robert Paventi is a financial advisor at Santander Securities LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2011. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee programs, financial planning, and securities-based lending, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing compliance oversight.

Jennifer Wolf is a financial advisor at Jordan Park Group LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Rockefeller Financial LLC, Purshe Kaplan Sterling Investments, Avestar Capital, Bank of America, and Merrill. She is based in New York, NY. Jordan Park Group LLC serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations, managing multi-million dollar portfolios with discretionary portfolio management, sub-advisor oversight, and family office services. The firm employs customized investment guidelines and integrates ESG considerations and alternative strategies as appropriate.

David Shafranek is a financial advisor with Prospera Financial Services, Inc. in Livingston, NJ, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Prospera since 2014. Outside of his advisory role, Mr. Shafranek serves as an executor of an estate, assisting in the distribution of assets to family and charities. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, business owners, corporations, and charitable entities. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms with discretionary and non-discretionary portfolio management options.

Diane Allard is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with Beacon Trust since 2012. Beacon Trust serves individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm offers financial planning, tax preparation, and discretionary portfolio management through an open-architecture platform that emphasizes a risk-first investment approach and tax-aware management.

Shane Mcgill is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds a Series 66 designation and has held positions at Bloomberg, Prudential Advisors, and Wells Fargo. Prior to his financial services career, he spent nine years in education at Rowan University and Vernon Township High School. 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 combination of proprietary portfolio models, third-party managers, and custodian programs, managing most client assets on a discretionary basis.

Tony Golden is a financial advisor with Compound Planning, Inc. in New York, NY, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His work history includes roles at Bank of America, N.A. since 2017 and Merrill since 2010. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm employs a customized, risk-based investment approach using low-cost ETFs, direct indexing, and alternative strategies, supported by third-party sub-advisors and advanced technology partnerships.

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.

David Gao is a Series 65-licensed financial advisor at Savvy with three years of industry experience. His prior roles include positions at Campbell Wealth Management, United Capital Management, and Merching Capital Management. Before entering the financial industry, he worked at Kneaders Bakery & Cafe. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and a proprietary technology platform.

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.

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.

John Russo is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes over a decade at Santander Securities, LLC and Santander Bank, NA, as well as recent roles with Cetera and Provident Bank. Outside of his advisory work, he is the sole owner of a rental property in Bushkill, Pennsylvania. Santander Securities LLC serves a broad retail client base of approximately 10,800 clients with $3.14 billion in regulatory assets under management. The firm offers investment advisory services and portfolio management through wrap-fee programs, including Fund Strategist, SMA, and UMA strategies, supported by third-party discretionary managers and oversight from the firm.

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.