Anthony Catapano is a financial advisor at Regal Investment Advisors LLC with five years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Regal and its affiliate Regulus Financial Group, he worked for Morgan Stanley for four years. Outside of finance, his background includes roles in the restaurant industry. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management through a sub-advisory platform serving SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and handles trade execution, rebalancing, and overlay management within strategy parameters.

Marina Ditommaso is a financial advisor at Arax Advisory Partners with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Transcend Capital Advisors, and Fidelity Brokerage Services. Outside of her advisory role, she is a co-founder and manages day-to-day operations of Ravello Intimates LLC, an online retail business. Arax Advisory Partners is a multi-team SEC-registered wealth manager with over 200 advisors overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, combining internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Irfan Bhabhrawala is a CFP® with 11 years of industry experience, currently serving as a financial advisor at SAX Wealth Advisors, LLC. He has been with Arbor Financial Planning since 2015 and joined SAX Wealth Advisors in 2026. Outside of his advisory work, he jointly owns a small rental property with his wife. SAX Wealth Advisors provides investment management, comprehensive financial planning, 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 and offers discretionary portfolio management alongside coordination with outside professionals.

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.

William Lalor is a CFP® professional at Simon Quick Advisors, LLC with 13 years of industry experience. He has been with Simon Quick Advisors since 2011. Simon Quick Advisors serves individuals, families, pension and nonprofit 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 diverse investment approach including unaffiliated independent managers, mutual funds, ETFs, affiliated private investment funds, and offers integrated tax and back-office services.

Meghan Stein is a financial advisor at Beacon Trust with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining Beacon Trust, she worked at Goldman Sachs & Co. LLC for three years and has held various roles in education and other sectors. 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 approach with a focus on tax awareness, active loss harvesting, and customized fixed-income portfolios.

John Le Roy is a CFP® with 34 years of industry experience, currently serving at Summit Financial, LLC since 2018. He previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. for 27 years. In addition to his advisory role, he offers insurance products through multiple companies, including an affiliated broker-dealer. 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 alongside financial planning and retirement plan advisory services, featuring both discretionary and consultative approaches.

David Fischbach is a CFP® professional with 38 years of industry experience currently serving at Summit Financial, LLC. He has been with Summit Financial and its related entities since 1987, including Summit Equities, Inc. and Summit Financial Resources, Inc. He also holds Series 63 and Series 65 licenses. Outside of his advisory role, Mr. Fischbach is involved in insurance brokerage activities through multiple companies, including an affiliated firm. 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 a range of investment advisory and portfolio management programs, combining discretionary and consultative services with access to alternative investments and retirement plan advisory.

Matthew Nardolillo is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at World Equity Group for 14 years before joining Summit Financial in 2023. In addition to advisory services, he offers insurance products through various insurance companies. Summit Financial, LLC is an SEC-registered multi-team advisory firm with over $26 billion in assets under management and 216 advisors. The firm provides a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Richard Dambola is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been affiliated with Creative Financial Designs and CFD Investments since 2014 and has managed his own firm, Richard D'Ambola & Associates, LLC, since 1999. In addition to his advisory roles, he is an insurance agent offering fixed annuities, disability, health, life, and long-term care insurance. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm uses asset-class model portfolios with various risk objectives and provides features such as Biblically Responsible Investing strategies and multiple billing options.

Kimberlie Karasewicz is a financial advisor at Summit Financial, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and PKS Investments before joining Summit Financial. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management and serves approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Paul Winter is a CFP® and CFA® with 21 years of industry experience. He is currently with SAX Wealth Advisors, LLC in Salt Lake City, where he has worked since 2025. Prior to joining SAX Wealth Advisors, he spent 21 years at Five Seasons Financial Planning LLC. SAX Wealth Advisors offers investment management, comprehensive financial planning, and specialized consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive funds and ETFs, along with customized fixed-income portfolios and third-party sub-advisers.

Patrick Murphy is a CFP® with 16 years of industry experience, currently serving at Simon Quick Advisors, LLC since 2026. His prior roles include positions at Bessemer Trust and Bank of America, N.A. He holds the Series 66 designation. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and various administrative services. The firm employs a diversified investment approach that includes proprietary quantitative analysis, due diligence, and ongoing monitoring, managing accounts through both discretionary and non-discretionary strategies.

Frank Sisti is a CFP® professional with seven years of industry experience. He is currently with SAX Wealth Advisors, LLC and has prior experience at Citizens Securities, Inc. and Clarfield Financial Advisors, Inc., where he worked for 28 years. 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 investment approach with low-cost passive funds and custom strategies, including specialized advisory services in alternative investments and employee benefit plans.

Zachary Hoffman is a financial advisor at Diversify Advisory Services, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at DFPG Investments, LLC, 1031 Investment Services, and Paul, Weiss, Rifkin, Wharton & Garrison. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, and family office services with an investment approach focused on tactical diversification and individualized asset allocation.

Michael Provine is a financial advisor with Cary Street Partners in Morristown, NJ, holding 24 years of industry experience. His prior roles include positions at Tradition Asset Management, Candor Wealth Advisors, and Tradition Capital Management LLC. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive process involving client profiling, allocation, manager selection, and ongoing monitoring, utilizing both third-party and in-house resources across a wide range of investment strategies.

Nicholas Dubac is a financial advisor at SAX Wealth Advisors, LLC with one year of industry experience. He holds the Series 65 and Series 63 licenses. His prior work includes roles at LPL Enterprise LLC and Il Palazzo, as well as experience in education at Lakeland Regional High School and Wanaque Elementary School. 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 approach using primarily low-cost, passively managed funds, supplemented by customized fixed-income strategies and third-party sub-advisers.

Amy Dieteman is a financial advisor at Summit Financial, LLC with 27 years of industry experience. She holds the Series 66 designation and has been with Summit Financial and its affiliated entities since 1998, including roles at Summit Financial Resources, Inc. and Summit Equities, 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 a range of investment advisory and portfolio management services, blending discretionary and consultative approaches tailored to client needs.

Matthew Kelly is a financial advisor at Beacon Trust with five years of industry experience. He holds a Series 65 designation and previously worked at Morgan Stanley and MetLife Investments. Kelly has been with Beacon Trust since 2022. Beacon Trust serves individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm employs an open-architecture investment platform with a risk-first framework and offers integrated trust and banking referral capabilities through its affiliations.

George Plock Jr. is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at LPL Financial and J.W. Cole Advisors, Inc. Outside of his advisory work, he is the owner of Iron Heart Metal Art, LLC, a non-investment-related business. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a mix of in-house strategies and third-party managers along with ongoing portfolio oversight.