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.

Michael Mac Dougal is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Summit Financial since 2018, following over two decades at Summit Equities, Inc. and Summit Financial Resources, Inc. Outside of advising, Mr. Mac Dougal sells firewood through a farmland property he owns in Hampton, NJ. 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 a range of advisory and portfolio management programs with both discretionary and consultative services, financial planning, retirement plan advisory, and access to alternative investments.

Lawrence Bell is a CFP® with 34 years of industry experience and is currently with Summit Financial, LLC. He has held positions at Summit Financial since 2018, and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1991 to 2018. Outside of his advisory work, he serves as president of the Delbarton Athletic Boosters, a high school athletic booster program. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors and around 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Gavin Charlton is a financial advisor at SAX Wealth Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Regency Wealth Management, Murphy Capital Management Inc, Peapack-Gladstone Bank, and Beacon Wealth Management, LLC. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy primarily using low-cost, passively managed mutual funds and ETFs, supplemented with customized fixed-income ladders and third-party sub-advisers.

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.

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.

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.

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.

Blane Tierney is a financial advisor with Realta Investment Advisors, Inc., holding a Series 63 designation and 37 years of industry experience. He has worked with Realta since 2018 and previously spent nine years at Wells Fargo Advisors Financial Network LLC. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension plans, and institutional clients. The firm emphasizes individualized advice based on client goals and risk tolerance and offers portfolio management through various strategies and third-party managers.

Matthew Borriello is a CFP® with 11 years of industry experience, currently serving at Arax Advisory Partners. His prior roles include positions at Fidelity Investments and Transcend Capital Advisors. He holds a Series 63 license and is based in Madison, NJ. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm manages accounts on a fiduciary basis, employing a mix of traditional and alternative investments supported by in-house teams, external managers, and AI tools.

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.

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.

Alexander Borowiec is a financial advisor at M HOLDINGS SECURITIES, Inc. with a ChFC® designation and three years of industry experience. Prior to his current role, he worked at Madison and Main Advisors and Madison Legacy Partners, LLC. He also has a background in education, having worked full time at Lebanon Valley College for nearly two decades. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

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.

Nicholas Villano is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Summit Financial, LLC since 2018 and has prior experience with Purshe Kaplan Sterling Investments, Summit Equities Inc, and Summit Financial Resources, Inc. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Gregory Jandoli is a CFP® credentialed financial advisor with 38 years of industry experience, currently with Summit Financial, LLC. His career includes long-term roles at Summit Risk Management and affiliated Summit firms, as well as experience at Purshe Kaplan Sterling Investments. Outside of his advisory work, he is involved in gym management as the managing member of Campus Fitness Solutions, LLC. Summit Financial, LLC is a multi-team 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 along with financial and retirement planning services, combining discretionary and consultative approaches tailored to client needs.

Gregg Munn Jr. is a CFP® professional with 12 years of industry experience currently serving at SAX Wealth Advisors, LLC since 2017. Prior to that, he worked at The GM Financial Group, LLC for three years. In addition to his advisory role, he owns Munn Taxes LLC, where he prepares tax returns for individuals. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy primarily using low-cost passive mutual funds and ETFs, supplemented by customized fixed-income ladders, third-party sub-advisers, and other investment tools.

Leslie Quick III is a financial advisor at Simon Quick Advisors, LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at Tradeking since 2005 and Massey Quick Wealth Solutions from 2016 to 2017. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients, offering wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm uses a combination of independent managers, mutual funds, ETFs, and affiliated private investment funds, and provides integrated tax and back-office services including tax return preparation and bill-pay.

Joseph Piela is a CFP® professional at SAX Wealth Advisors, LLC with 14 years of industry experience. He previously operated his own firm, Joseph Piela Agency, LLC, for 10 years before joining SAX Wealth Advisors. SAX Wealth Advisors provides investment management, comprehensive financial planning, employee benefit plan advisory, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive funds with a long-term perspective and offers customized fixed-income portfolios and third-party sub-advisory services.