Christos Thomas is a financial advisor at Simon Quick Advisors, LLC with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Simon Quick Advisors since 2015. Outside of his advisory role, he teaches classes in hedge funds, portfolio management, and alternative investments at the New York Institute of Finance. 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 administrative services. The firm employs a diverse investment approach that includes allocating assets among independent managers, mutual funds, ETFs, and affiliated private funds, with active roles in private fund management and integrated tax and back-office services.

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.

Amy Macisaac is a financial advisor at Cary Street Partners with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill for 20 years, as well as at Purshe Kaplan Sterling Investments and Transcend Capital Advisors. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm uses a consultative approach to develop tailored investment programs that incorporate traditional and alternative strategies, supported by both third-party managers and in-house resources.

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® with 22 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2018. Prior to this, she worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 2002 to 2018. Summit Financial, LLC is an SEC-registered, 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, financial planning, and retirement plan advisory services through both discretionary and consultative approaches.

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 at Fortis Capital Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Seraphim Capital Management and LPL Financial. In addition to his advisory role, he is a college professor at Fairleigh Dickinson University. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring using both model and bespoke strategies across various investment approaches, managing approximately $1.21 billion in assets.

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 is currently with Beacon Trust in Morristown, NJ, where he has worked since 2023. His prior experience includes roles at TFS Securities, Inc., MML Investors Services, Mass Mutual Life Insurance Company, and Coal Diamond LLC. 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 delivers investment advice through a blend of in-house strategies, factor-based and ETF model portfolios, and monitored independent managers, with an emphasis on 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.

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 and has prior experience at Principal Life Insurance Company, Principal Securities Inc, and ADP LLC. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth-management services to a range of clients including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs long-term, evidence-based asset allocation strategies using low-cost, passively managed funds supplemented by customized fixed-income ladders and third-party sub-advisers.

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.