Ryan Hanisak is a financial advisor at Summit Financial, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked with Summit Financial and its affiliated entities since 2002. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, along with financial planning and retirement plan advisory services, combining discretionary and consultative approaches to client portfolio management.

Patricia Caccavo is a financial advisor at Summit Financial, LLC with a Series 65 designation and seven years of industry experience. She has been with Summit Financial since 2018 and previously worked at Summit Risk Management, Inc. and Summit Equities, Inc. from 2011 to 2018. 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 to support customized client solutions.

Randi Loreti is a CFP® professional with 23 years of industry experience, currently serving at Summit Financial, LLC since 2018. Prior to this, she worked at Summit Equities, Inc. and Summit Financial Resources, Inc. for 16 years. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management, providing a combination of discretionary and consultative investment management, financial planning, and retirement plan advisory services to approximately 17,800 clients.

Stephan Bilyk is a financial advisor at SAX Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Stawnychy Financial Services and Stevens Institute of Technology. SAX Wealth Advisors provides investment management, financial planning, and wealth-management 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 by customized fixed-income portfolios, third-party sub-advisers, and specialized advisory services.

Daniel Petrie Jr. is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at LPL Financial LLC, Seraphim Capital Management, and Wells Fargo Clearing. He also serves as a college professor at Fairleigh Dickinson University. Fortis Capital Advisors is a multi-team SEC-registered investment adviser that serves a broad range of clients, including individuals, families, businesses, and institutional investors. The firm offers customized, primarily discretionary portfolio management using a mix of active, passive, tactical, and ESG-aware strategies, alongside consulting and educational services.

Ryan Freda is a financial advisor at SAX Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in institutional advancement and athletics at DeSales University and Lehigh University. In addition to his advisory role, he operates an independent design business, Ryan Freda Designs. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charities, corporations, and small businesses. The firm utilizes long-term, evidence-based asset allocation strategies with low-cost, passively managed funds supplemented by customized fixed-income ladders and third-party sub-advisers.

Connor Donovan is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2017. Prior to joining the firm, he attended Lehigh University. Simon Quick Advisors provides wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services to individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients. The firm employs a diversified investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and it offers integrated tax and back-office services.

Christopher Cvitan is a CFP® professional with 10 years of experience in the financial services industry. He currently advises at Beacon Trust, where he has worked since 2023. His prior experience includes roles at TFS Securities, Mass Mutual Life Insurance Company, Morgan Stanley, and Merrill. Beacon Trust provides 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 with an emphasis on tax awareness, active loss harvesting, 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.

Barbara Nevils is a CFP® professional with 27 years of experience in the financial advisory industry. She has been with SAX Wealth Advisors, LLC since 2023 and previously led Nevils Financial, LLC for 18 years. SAX Wealth Advisors provides investment management, financial planning, and wealth management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs long-term, evidence-based asset allocation strategies using primarily low-cost, passively managed mutual funds and ETFs, supplemented by customized fixed-income ladders, third-party sub-advisers, and tax-efficient account monitoring.

Christopher Moore is a CFP® with 13 years of industry experience, currently serving as an advisor at Simon Quick Advisors, LLC since 2004. He previously worked at Massey Quick Wealth Solutions for one year. Simon Quick Advisors provides wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services to individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients. The firm employs a diverse investment approach that includes unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, alongside proprietary tools and sub-advisory relationships.

Mark Charnet is a financial advisor with CoreCap Advisors who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with CoreCap Advisors since 2018 and also serves as president of American Prosperity Group, Inc., an insurance and annuity sales business operating under a franchising model. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with an emphasis on long-term, relationship-oriented investment strategies.

Lisa Manzolillo is a CFP® professional with 24 years of industry experience. She has been with Simon Quick Advisors, LLC since 2018 and previously worked at Modera Wealth Management, LLC. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by providing wealth management, investment consulting, and financial planning. The firm uses a combination of proprietary quantitative analysis, in-person due diligence, and ongoing monitoring to allocate client assets among independent managers, mutual funds, ETFs, and private investment funds.

Michael Bremer is a financial advisor with Summit Financial, LLC in Parsippany, NJ, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Summit Risk Management, Inc., Summit Equities, Inc., and Summit Financial Resources, Inc., spanning back to 2007. In addition to his advisory duties, he performs cybersecurity functions for Summit Risk Management, LLC on a minimal, as-needed basis. Summit Financial, LLC is a multi-team SEC-registered 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, and retirement plan advisory services through a combination of discretionary and consultative approaches.

Anthony Gomez is a financial advisor at SAX Wealth Advisors, LLC with 10 years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining SAX Wealth Advisors, he worked at Principal Life Insurance Company and Principal Securities Inc for six years and at ADP LLC and ADP Broker-Dealer, Inc for five years. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth-management services to individual clients, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm uses long-term, evidence-based asset allocation strategies primarily implemented with low-cost, passively managed mutual funds and ETFs.

Matthew Bernocchi is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at SAX Wealth Advisors, LLC since 2019, following prior roles at Waterstone Wealth Advisors, LLC and Cohen & Steers. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individual clients, retirement plans, trusts, charitable organizations, and businesses. The firm emphasizes evidence-based, long-term asset allocation strategies implemented mainly through low-cost, passive funds and supplements portfolios with customized fixed-income solutions, third-party sub-advisers, and specialized consulting services.

Daniel Iczkowski is a financial advisor with NFSG Corporation, holding Series 63, 65, and 66 credentials and 25 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., Pruco Securities, LLC, Prudential Insurance Company of America, and Metropolitan Life Insurance Company. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages diversified portfolios utilizing various investment instruments and employs both internal and third-party asset managers to support its advisory representatives.

Anthony Santoro is a financial advisor at Simon Quick Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Arista Wealth Advisors, Ltd and Northwestern Mutual. 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 employs a range of investment strategies and operates multiple affiliated private funds, combining private fund sponsorship with integrated tax and back-office offerings.

Nicholas Houmis is a CFP® with 40 years of experience in the financial industry. He has been with Summit Financial, LLC since 2018 and previously worked at Purshe Kaplan Sterling Investments and Summit Financial Resources, Inc. DBA Essex Wealth Management, LLC, where he spent 27 years. In addition to his advisory role, he is involved in insurance brokerage and provides group benefits consulting through Strategic Wealth Advisory Group. Summit Financial, LLC is a 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 programs, financial planning, and retirement plan services, combining discretionary and consultative approaches to suit client preferences.

Angela Hopkins is a financial advisor with Capitol Securities Management, Inc. in Sparta, NJ, holding a Series 66 designation and 19 years of industry experience. She has been with Capitol Securities since 2009 and previously worked at Talbots from 2018 to 2020. Outside of her advisory role, she serves on the Membership Committee for BNI Business Developers, where she engages with and monitors membership. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm offers asset management through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios, with investment advice delivered by its network of representatives who manage accounts using a range of securities and strategies.