Maria Millner is a financial advisor at Arax Advisory Partners with 14 years of industry experience. She holds a Series 66 license and has previously worked at Merrill, Transcend Capital Advisors, and Purshe Kaplan Sterling Investments. Millner is a co-founder and board member of The Aubrey Foundation, a nonprofit organization involved in event organization and administration. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, private fund advisory, and wrap fee programs, utilizing both traditional and alternative investments along with AI-enhanced research and operations.

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.

Mark Conway is a financial advisor at Snowden Capital Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fieldpoint Private Securities, LLC for 10 years before joining Snowden Capital Partners in 2022. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach with access to third-party managers and global custodian platforms.

Steven Weinman is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and 44 years of industry experience. He has held multiple roles within Summit-affiliated companies since 1982 and currently serves as CEO of LS Securities, LLC, CEO of Summit Risk Management, LLC, and President of Summit Advisor Services, LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with $26.35 billion in assets under management, serving approximately 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 approaches.

John Duffy is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at multiple Summit-affiliated firms since 2015 and spent time at Merrill and New England Securities earlier in his career. Summit Financial, LLC is an SEC-registered, 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, combining discretionary and consultative services tailored to client preferences.

Kyle Stawicki is a financial advisor at SAX Wealth Advisors, LLC with 17 years of industry experience. He has been with SAX Wealth Advisors, formerly SMF Financial Advisors, since 2006. Kyle holds a Series 65 designation. 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 mutual funds and ETFs, complemented by customized fixed-income portfolios and third-party sub-advisers.

Leonard Dandridge is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 credential and two years of industry experience. Prior to joining Regal, he worked at Floor and Décor and Cornerstone Wealth Associates. Outside of his advisory role, he is active as an insurance agent and investment advisor representative through affiliated businesses. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to a network of SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets.

Valerie Peck is a financial advisor at SAX Wealth Advisors, LLC with 21 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining SAX Wealth Advisors in 2024, she was with Peck Financial Advisors for 11 years. 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’s investment approach is evidence-based, focusing on globally diversified, low-cost passive funds and ETFs, and includes customized fixed-income portfolios and use of third-party sub-advisers when appropriate.

Brian Power is a CFP® with 30 years of industry experience. He has worked at Summit Financial, LLC since 2025 and previously spent 15 years at Gateway Advisory, LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, providing both discretionary and consultative service models.

Adam Goldberg is a CFP® with 13 years of industry experience, currently serving at SAX Wealth Advisors, LLC since 2023. His prior experience includes roles at Beacon Trust, Merrill, and Guardian Life. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach emphasizes long-term, evidence-based asset allocation using predominantly low-cost, passively managed funds, supplemented by customized fixed-income strategies and third-party sub-advisers.

Robert Armstrong Jr. is a financial advisor with Summit Financial, LLC in Parsippany, NJ, holding a Series 63 license and 33 years of industry experience. He has worked with Summit Financial since 2018 and with Purshe Kaplan Sterling Investments since 2018. Armstrong also operates a personal LLC and offers insurance products as a broker through multiple companies. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving nearly 17,800 clients. The firm provides investment advisory and portfolio management programs with both discretionary and consultative services, supporting customized allocations and held-away account management.

Brian Barthold is a financial advisor at Summit Financial, LLC with 26 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Summit Equities, Inc. and Summit Financial Resources, Inc., where he worked for 16 years before joining Summit Financial in 2018. Barthold also offers insurance products as a broker through various companies, including an affiliated firm. 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 provides investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.

Edward Munoz is a financial advisor with FourStar Wealth Advisors, LLC in Sparta, NJ, holding a Series 66 designation and 17 years of industry experience. He has held roles at several firms, including LPL Financial, Principal Securities Inc, and Merrill. Outside of his advisory work, Munoz officiates soccer games as a referee in Sparta Township. FourStar Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing financial planning, investment management, and retirement plan consulting. The firm utilizes a combination of fundamental and technical analysis to tailor portfolios across various asset types while also acting as a private fund adviser.

John Simon is a financial advisor at Simon Quick Advisors, LLC with nine years of industry experience. Prior to joining Simon Quick Advisors, he worked for 23 years at William E. Simon & Sons, LLC. Outside of his advisory role, John serves as the finance chair of the Arnold and Mabel Beckman Foundation. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, and financial planning. The firm combines proprietary quantitative analysis with in-person due diligence to allocate assets across independent managers, mutual funds, ETFs, and private investment funds, offering both discretionary and non-discretionary account management.

Arthur Grutt Jr. is a financial advisor with Capitol Securities Management, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Capitol Securities in 2019, he worked at LPL Financial and has been involved with Cambridge Life Brokerage LLC since 2006, where he serves as president overseeing employee benefits brokerage operations. Capitol Securities Management provides brokerage and advisory services to individuals, corporate and charitable clients, trustees, and plan sponsors. The firm offers comprehensive financial planning, pension consulting, insurance products, and manages assets through various programs including separately managed accounts and third-party money managers.

Joseph Belfatto Jr. is a financial advisor at Simon Quick Advisors, LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Simon Quick Advisors since 2007, following a brief tenure at Massey Quick Wealth Solutions. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings, employing a range of investment strategies including long and short positions and options.

Christopher Stappas is a financial advisor with Summit Financial, LLC, holding CFP® and Series 63 designations and bringing 35 years of industry experience. He has been with Summit Financial and related Summit entities since 1991 and also serves as managing member of CGS Financial, LLC. 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 investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client needs.

Brian Keller is a financial advisor at Summit Financial, LLC in Parsippany, NJ, holding a Series 66 credential with five years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Bank of America, Merrill, and Recordati Rare Diseases. Keller is a minority owner of R.B.S. Harrison, LLC, a rental property management company, though he is not involved in its operations. 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, portfolio management, and retirement plan services through both discretionary and consultative approaches.

Michael Kapp Jr. is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at B. Riley Securities, Jesup & Lamont Securities Corp, and Financial Northeastern Securities, LLC. He is based in Randolph, NJ. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various programs including Advisor-as-Portfolio-Manager and Envestnet-managed solutions, overseeing approximately $4.21 billion in client assets across about 173 advisors.

Larissa Mehlfelder is a CFP® professional with 13 years of experience, currently serving at Simon Quick Advisors, LLC since 2009. She is based in Morristown, NJ. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, compliance, and administrative services. The firm employs a diversified investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and offers integrated tax and back-office services.