James Mcgeehin is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Gladstone in 2017, he worked at PNC Investments for 13 years. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an investment approach tailored at the representative level.

Dragan Stojkovski is a financial advisor at Beacon Trust with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Beacon Trust, he worked at PNC for 16 years and was involved with Eurocatering, LLC. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm combines in-house strategies with external managers and emphasizes tax-aware investing and customized fixed-income portfolios.

Bruce Fitzsimmons is a financial advisor with Quotient Wealth Partners, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management and Mercer Allied Company, L.P. He is currently based in Randolph, NJ. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and both discretionary and non-discretionary wealth and investment management. The firm emphasizes tailored investment programs using ETFs, mutual funds, individual securities, and third-party managers, supported by fundamental and cyclical analysis and technology for managing held-away accounts.

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.

Alexa Tambasco is a ChFC® credentialed financial advisor at SAX Wealth Advisors, LLC with two years of industry experience. Prior to joining SAX Wealth Advisors in 2022, she worked at MassMutual TriState and Sterling Financial Group. She also has a background in education from Ithaca College. SAX Wealth Advisors provides investment management, comprehensive financial planning, and specialized consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm follows an evidence-based investment approach focused on globally diversified, low-cost passive funds and uses discretionary portfolio management tailored to client needs.

Salvadore Salvo is a financial advisor with Summit Financial, LLC and holds a Series 63 designation, bringing 52 years of industry experience. He previously worked with Summit Equities, Inc. and Summit Financial Resources, Inc. for 36 years before joining Summit Financial in 2018. Outside of his advisory role, Salvo serves on the board of Legatus, a religious organization, and is involved in planned giving education through several nonprofit-related activities. Summit Financial, LLC is an SEC-registered multi-team advisory firm with over $26 billion in assets under management. The firm offers both discretionary and consultative investment management services, financial planning, and retirement plan advisory, serving approximately 17,800 clients with a broad range of portfolio management programs and access to alternative investments.

Keith Fahrman is a financial advisor at Summit Financial, LLC with 30 years of industry experience. He has been with Summit Financial since 2018 and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1996 to 2018. Fahrman also holds the Series 63 and Series 65 designations. 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 services, combining discretionary and consultative approaches across its programs.

Thomas Courtright Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Gladstone Wealth Partners since 2016. Prior to joining Gladstone, he worked at PNC Investments LLC for nine years. Courtright maintains a Series 66 license and operates primarily out of Hackettstown, NJ. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment and financial planning services, implementing diverse strategies at the advisor level and conducting due diligence on sub-advisers and model providers.

Thomas Trynin is a financial advisor at Simon Quick Advisors, LLC with 13 years of industry experience. He holds a Series 65 credential and previously worked at Red Hook Management, LLC for ten years before joining Simon Quick Advisors in 2022. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, and administrative services. The firm combines private fund management, sub-advisory relationships, and integrated back-office offerings, including tax return preparation and bill-pay services.

Timothy Farley is a financial advisor at Summit Financial, LLC with 12 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior roles include positions at Summit Financial Resources, Inc., Summit Equities, Inc., and Purshe Kaplan Sterling Investments. 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 alongside financial planning and retirement plan advisory services, combining discretionary and consultative approaches.

Matthew Sysyn is a financial advisor at Santander Securities LLC with a Series 66 designation and less than one year of industry experience. His prior work history includes roles outside the financial services sector in retail and education. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across roughly 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Dean Barnacle is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at PKS Investments, Equitable Advisors, and RBC Capital Markets. Summit Financial, LLC is an SEC-registered multi-team advisory firm with approximately $26.35 billion in assets under management, serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory, combining discretionary and consultative services.

Tristan Harding is a financial advisor at Beacon Trust with 14 years of industry experience. He holds a Series 66 designation and has held various roles within PNC, including positions at PNC Wealth Management, PNC Investments, and PNC Bank. Harding joined Beacon Trust in 2026. 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 employs an open-architecture investment platform with a focus on tax awareness and customized fixed-income portfolios.

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.

Daniel Weitz is a CFP® with 14 years of industry experience, currently serving as an advisor at Simon Quick Advisors, LLC since 2011. He holds a Series 65 license and is based in Morristown, NJ. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients, offering wealth management, investment consulting, financial and tax planning, and administrative services. The firm employs a diversified investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private funds, and provides integrated tax and back-office services.

Anthony Catapano is a financial advisor at Regal Investment Advisors LLC with five years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Regal, he worked at Morgan Stanley for four years and has experience in both financial services and the restaurant industry. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion across proprietary and third-party strategies.

Marina Ditommaso is a financial advisor with Arax Advisory Partners in Madison, NJ, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Transcend Capital Advisors, and Fidelity Brokerage Services. She is also a co-founder of Ravello Intimates LLC, an online retail store. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses, offering wealth management, portfolio management, financial planning, and retirement consulting. The firm employs a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics, and manages accounts primarily on a fiduciary, asset-based basis.

Irfan Bhabhrawala is a CFP® with 12 years of experience in financial advisory. He is currently with SAX Wealth Advisors, LLC and has prior experience at Arbor Financial Planning and Arbor Financial Services. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individual clients, retirement plans, trusts, and businesses. The firm focuses on long-term, evidence-based asset allocation using low-cost, passively managed funds, supplemented by customized fixed-income strategies and third-party sub-advisers.

Jay Flamme is a financial advisor at Summit Financial, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Gateway Advisory, LLC for 15 years before joining Summit Financial in 2025. 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, portfolio management, financial planning, and retirement plan advisory services through a mix of discretionary and consultative platforms.