Four advisers formerly affiliated with Summit Financial Resources Inc. switched their affiliations to independent adviser platform Kestra Financial Inc.
Alex Panas and Daniel Singer partnered with the father-and-son team of Karl Rosenberger and Eric Rosenberger to form Synthesis Wealth Planning LLC, a wealth management practice based in Morristown, N.J. The four advisers together oversee approximately $200 million in assets under management and serve the Greater New York City area.
