Denis Belinskiy is a financial advisor at Beacon Trust with one year of industry experience. He holds the Series 65 designation and has been with Beacon Investment Advisory Services, Inc. since 2013. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm manages approximately $4.3 billion in regulatory assets and employs a multi-team advisory staff, offering an open-architecture investment platform with a risk-first framework and tax-aware management.

Courtney Frost is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 65 designation with seven years of industry experience. She has been with Beacon Trust since 2017 and previously worked at Romparoo from 2014 to 2016. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages over $4 billion in discretionary assets and uses an open-architecture investment platform that includes in-house strategies, ETF models, and separately managed accounts with an emphasis on tax-awareness and customized fixed-income portfolios.

Samantha Booth is a CFP®, ChFC®, and Series 66 licensed advisor with six years of industry experience. She currently works at Beacon Trust and previously held roles at Orange Investment Advisors, Bank of America, Merrill Lynch, Haymarket Wealth Management, Market Street Mission, and Drew University. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities with financial planning, tax preparation, and discretionary portfolio management. The firm employs an open-architecture investment approach focused on risk diversification, tax-aware management, and customization, and it maintains affiliations with a chartered trust company and a bank holding company.

Nicholas Thompson is a CFA® charterholder with seven years of industry experience. He currently works at Beacon Trust and has prior experience at CNR Securities, Hartford Funds Distributors, Villanova University, and JPMorgan. Outside of his advisory role, he personally manages two rental properties. Beacon Trust offers financial planning, discretionary portfolio management, and trustee services to individuals, trusts, pension, and charitable entities, managing over $4 billion in assets. The firm utilizes an open-architecture investment platform that includes in-house and third-party strategies, with a focus on tax efficiency and customized fixed-income portfolios.

Louis Russo is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 66 designation with three years of industry experience. He previously worked at Truist Investment Services, Inc. and PNC Bank, where he spent over a decade in total. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm uses an open-architecture investment platform combining in-house strategies, factor-based and ETF model portfolios, and monitored independent managers, with a focus on tax awareness and customized fixed-income portfolios.

Patricia Hall is a CFP® professional with 22 years of industry experience. She has been with Beacon Investment Advisory Services, Inc. since 2015. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, including high-net-worth clients, as well as 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 that emphasizes a risk-first framework, tax-aware management, and customization across equity, fixed income, and separately managed accounts.

Lauren Cecala is a Series 65-licensed advisor at Beacon Trust in Morristown, NJ, where she has been with the firm since 2013. She has no prior industry experience before joining Beacon Trust. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals—including high-net-worth clients—as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in regulatory assets and employs a multi-team advisory staff, delivering investment advice through an open-architecture platform with a risk-first framework and tax-aware management.

Jason Apuzzio is a financial advisor at Beacon Trust with 14 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Truist Investment Services, PNC Investments, BlackRock Investment Management, and Merrill Lynch Investment Managers. Beacon Trust offers financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services primarily to individuals, trusts, pension, and charitable entities. The firm manages approximately $4.26 billion in discretionary assets and utilizes an open-architecture platform combining proprietary strategies, factor-based models, and independent managers with a focus on tax awareness and customized fixed-income portfolios.

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.

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 Longo is a CFA® charterholder with 22 years of experience in the financial industry. He is currently with Beacon Trust and is also the founder and principal of Cyborg Capital Management, where he manages a limited partnership and provides investment consulting. Additionally, he has been affiliated with Rutgers University since 1993. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities, offering financial planning, tax preparation, and discretionary portfolio management. The firm utilizes an open-architecture investment platform with a risk-first framework and integrates tax-aware management and loss harvesting strategies.

Brian Mcgann is a financial advisor with Beacon Trust in Morristown, NJ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Beacon Investment Advisory Services, Inc. since 2017 and previously worked at UBS from 2015 to 2017. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages over $4 billion in discretionary assets and delivers investment advice through an open-architecture platform that combines in-house strategies, factor-based models, and independent managers with an emphasis on tax awareness and customized fixed-income portfolios.

Christopher Cvitan is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Beacon Trust. His prior roles include positions at TFS Securities, Inc., Mass Mutual Life Insurance Company, Morgan Stanley, and Merrill. Beacon Trust provides comprehensive financial planning, discretionary portfolio management, and trustee services to individuals, trusts, pension, and charitable entities. The firm employs an open-architecture investment platform that combines in-house strategies with factor-based and ETF models, emphasizing tax awareness and customized fixed-income portfolios.

Kevin Ryan is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 65 designation. He joined Beacon Trust in 2025 and has prior experience at JP Management LLC and Kerry Group. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management services to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in assets using an open-architecture platform with a risk-first investment framework and offers integrated trust and banking referral capabilities.

Susan Hayes is a financial advisor at Beacon Trust with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fahnestock & Co., Inc. for 13 years before joining Beacon Trust in 2016. 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 that emphasizes risk diversification, tax-aware management, and customization, supported by its affiliation with a chartered trust company and bank holding company.

John Pawlik is a financial advisor at Beacon Trust with 17 years of industry experience. He holds a Series 65 designation and previously worked at Lassus Wherley for 17 years. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals including high-net-worth clients, trusts, pension, and charitable entities. The firm utilizes an open-architecture platform combining in-house strategies, factor-based and ETF portfolios, and independent managers, with an emphasis on tax awareness and customized fixed-income portfolios.

Annamaria Vitelli is a financial advisor at Beacon Trust with a Series 65 designation and 18 years of industry experience. She previously worked at PNC Bank from 2007 to 2025 before joining Beacon Trust in 2025. Beacon Trust serves individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers financial planning, tax preparation, and discretionary portfolio management through a multi-team advisory staff and employs an open-architecture investment platform with a risk-first framework and tax-aware management.

Diane Radossich is a financial advisor at Beacon Trust with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with Beacon Trust since 2017. Beacon Trust serves individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers financial planning, tax preparation, and discretionary portfolio management through a multi-team advisory staff and employs an open-architecture investment platform with a risk-first framework and tax-aware strategies.

Thomas Shaw is a CFA® charterholder with six years of industry experience. He is currently affiliated with Beacon Trust and has previously worked at MSCI, The Vanguard Group, and Hennion & Walsh. Beacon Trust offers financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages approximately $4.26 billion in discretionary assets and employs an open-architecture investment platform that includes in-house strategies, factor-based models, separately managed accounts, and monitored independent managers.

David Pitt is a CFP® certificant with 23 years of experience in the financial services industry. He is currently with Beacon Trust and previously worked at Hennion & Walsh Inc. and Allied Wealth Partners, among other firms. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages roughly $4.26 billion in discretionary assets and employs an open-architecture investment approach that includes in-house strategies, factor-based models, separately managed accounts, and independent managers, with a focus on tax awareness and customized fixed-income portfolios.

Meghan Stein is a financial advisor at Beacon Trust with one year of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Goldman Sachs & Co. LLC for three years. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages over $4 billion in discretionary assets and offers a range of investment strategies emphasizing tax awareness, active loss harvesting, and customized fixed-income portfolios.

Matthew Kelly is a financial advisor at Beacon Trust with five years of industry experience. He holds a Series 65 designation and previously worked at Morgan Stanley and MetLife Investments. Kelly has been with Beacon Trust since 2022. Beacon Trust serves individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm employs an open-architecture investment platform with a risk-first framework and offers integrated trust and banking referral capabilities through its affiliations.

Spencer Marsh is a CFA® charterholder and holds a Series 65 license, with 15 years of industry experience. He has been with Beacon Investment Advisory Services since 2011. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals—including high-net-worth clients—as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in assets and offers an open-architecture investment platform with a risk-first framework, tax-aware management, and customization options, supported by its affiliation with a chartered trust company and bank holding company.

Christopher Shagawat is a financial advisor at Beacon Trust with 13 years of industry experience. He holds a Series 65 designation and has been with Beacon Investment Advisory Services, Inc. since 2015. He also maintains a role at Acertus Capital Management, LLC, where he has worked since 2013. 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 a multi-team advisory staff and employs an open-architecture investment platform with a risk-first framework that includes tax-aware management and loss harvesting.

Marc Oceanak is a CFP® professional with nine years of experience in financial advising, currently affiliated with Beacon Trust. His prior roles include positions at MassMutual Life Insurance, Ameriprise Financial Services, and Avantax, among others. Oceanak is also involved with Scafa Financial Services, providing investment planning, retirement planning, estate planning, and tax planning services. Beacon Trust offers financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services primarily to individuals, trusts, pension, and charitable entities. The firm employs an open-architecture investment platform that integrates in-house strategies, factor-based and ETF models, separately managed accounts, and monitored independent managers, with a focus on tax awareness and customized fixed-income portfolios.

Christopher Perrine is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Beacon Trust in Morristown, NJ. He has been with Beacon Investment Advisory Services, Inc. since 2015 and also maintains a role at Acertus Capital Management, LLC. 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 employs a risk-first investment approach across a diversified range of strategies and offers integrated trust and banking services through its affiliations.

Michael Holt is a CFP® with 22 years of industry experience, currently serving as an advisor at Beacon Trust since 2015. He is based in Morristown, NJ. 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 uses an open-architecture investment platform with a risk-first framework, incorporating tax-aware management and customized portfolio options.

Dawn Avallone is a financial advisor at Beacon Trust with eight years of industry experience. She holds a Series 65 designation and previously worked at the Law Offices of Jane F. Wolk LLC from 2014 to 2018. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages over $4 billion in discretionary assets and utilizes an open-architecture platform combining in-house strategies, factor-based models, separately managed accounts, and monitored independent managers.

Lee Delaporte III is a financial advisor at Beacon Trust with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Investment Advisory Services, Inc. since 2023. Prior to that, he spent over a decade with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. Outside of his advisory role, he is a partner in a fitness club in Springfield, NJ. Beacon Trust provides financial planning, portfolio management, and trustee services to individuals, trusts, pension, and charitable entities, including high-net-worth clients. The firm employs an open-architecture investment approach emphasizing tax awareness, active loss harvesting, and customized fixed-income portfolios.