Robert Bezzone is a financial advisor at Arax Advisory Partners with 34 years of industry experience. He holds a Series 63 designation and has worked with several notable firms, including Bank of America, Merrill, Wells Fargo Clearing, and Citigroup Global Markets. In addition to his advisory work, he serves as a committee member for the Sisters of Christian Charity and a board member for St. Paul - Inside The Walls, both religious charities. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with a team of over 200 advisors. The firm serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies.

Rachael Decosta is a financial advisor at SAX Wealth Advisors, LLC with 23 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Sandbox Financial Partners LLC, UBS Financial Services, and John Hancock Funds, LLC, among others. SAX Wealth Advisors provides investment management, 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 funds with a long-term orientation, and offers customized fixed-income portfolios and third-party sub-advisory services.

Michael Conway is a ChFC® with 43 years of industry experience. He has worked at Summit Financial, LLC since 2018 and previously spent 34 years with Summit Equities, Inc. and Summit Financial Resources, Inc. Mr. Conway operates farmland and stables and serves as the chief coordinator for a youth program that introduces inner-city children to farm activities. He is also the co-founder of an ESG investment platform and a B2B subscription service for financial advisors. 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, combining discretionary and advisor-led consultative programs.

Spencer Marsh is a CFA® charterholder and holds a Series 65 license, with 15 years of industry experience. He has been with Beacon Investment Advisory Services since 2011. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals—including high-net-worth clients—as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in assets and offers an open-architecture investment platform with a risk-first framework, tax-aware management, and customization options, supported by its affiliation with a chartered trust company and bank holding company.

Brian Ream is a CFP® professional with 34 years of industry experience, currently serving as an advisor at SAX Wealth Advisors, LLC. He previously worked for CliftonLarsonAllen LLP and its wealth advisory affiliate for a combined total of ten years. In addition to his advisory role, he is a Principal of the parent accounting firm, CliftonLarsonAllen LLP. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individual clients, retirement plans, trusts, charitable organizations, and businesses. The firm emphasizes long-term, evidence-based asset allocation using low-cost, passive funds and supplements portfolios with customized fixed-income strategies, sub-advisers, and alternative investments.

Christopher Shagawat is a financial advisor at Beacon Trust with 13 years of industry experience. He holds a Series 65 designation and has been with Beacon Investment Advisory Services, Inc. since 2015. He also maintains a role at Acertus Capital Management, LLC, where he has worked since 2013. Beacon Trust serves individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and certain 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 that includes tax-aware management and loss harvesting.

Brittany Halpern is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and eight years of industry experience. She has been with Summit Financial in various capacities since 2013 and concurrently associated with Purshe Kaplan Sterling Investments since 2018. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Gary Borowiec is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with M HOLDINGS SECURITIES, Inc. and has previously worked at Madison Legacy Partners, Madison & Main Advisors, and Atlas Advisory Group. Borowiec serves as Secretary for the Estate Planning Council of Northern New Jersey. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other entities through a network of independent firms and professionals. The firm offers investment management, retirement plan consulting, financial planning, and insurance advisory services, utilizing discretionary and non-discretionary programs supported by platform providers and sub-advisors.

John Walsh Jr. is a financial advisor at World Equity Group, Inc. in Morristown, NJ, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with World Equity Group since 2016. Outside of his advisory role, he serves as board secretary for the Morristown Partnership, is a board member and director of men’s tennis at the Morristown Field Club, and sits on the board of Cornerstone Family Programs, which supports families in need. World Equity Group provides fee-based investment advisory and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm offers managed portfolios through discretionary third-party money managers and uses a risk-tolerance questionnaire to guide asset allocation.

Daniel Nardolillo is a CFP® professional with 10 years of industry experience, currently serving at Summit Financial, LLC. He has previously worked at Aurora Private Wealth, Inc. and LPL Financial. Outside of his advisory role, he is involved in financial planning operations and consulting through WealthPlan Advantage, where he provides financial planning services and design implementation. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors and around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Frank Vanore is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and over 43 years of industry experience. He has been with Summit Financial since 2018 and previously worked at affiliate firms including Summit Financial Resources, Inc. and Summit Equities, Inc. Mr. Vanore 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 around 17,800 clients. The firm provides a range of investment advisory and portfolio management services, combining discretionary management with consultative programs that emphasize advisor-led monitoring and client trade approvals.

Marc Oceanak is a CFP® with eight years of industry experience, currently serving as a financial advisor at Beacon Trust in Morristown, NJ. His prior experience includes roles at MassMutual, Ameriprise Financial Services, and Scafa Financial Services, LLC. Oceanak is also involved with MRK Financial Solutions, where he provides investment services to clients. Beacon Trust offers financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and select business entities. The firm employs an open-architecture investment platform with a risk-first approach, integrating in-house strategies, independent managers, and tax-aware management, supported by its affiliation with a chartered trust company and ownership ties to a bank holding company.

Joseph Rowek is a financial advisor at Summit Financial, LLC with 30 years of industry experience. He holds the Series 63 designation and has previously worked with Purshe Kaplan Sterling Investments, Summit Risk Management, Inc., Summit Equities, Inc., and Summit Financial Resources, Inc. Outside of his advisory role, Mr. Rowek maintains a limited law practice serving family and friends and serves on the advisory board of Conway Wealth Group. Summit Financial, LLC is an SEC-registered, multi-team firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of services including investment advisory, portfolio management, financial planning, and retirement plan advisory, combining discretionary and consultative approaches tailored to client needs.

Christopher Perrine is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Beacon Trust in Morristown, NJ. He has been with Beacon Investment Advisory Services, Inc. since 2015 and also maintains a role at Acertus Capital Management, LLC. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm employs a risk-first investment approach across a diversified range of strategies and offers integrated trust and banking services through its affiliations.

Michael Holt is a CFP® with 22 years of industry experience, currently serving as an advisor at Beacon Trust since 2015. He is based in Morristown, NJ. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in regulatory assets and uses an open-architecture investment platform with a risk-first framework, incorporating tax-aware management and customized portfolio options.

Farah Mirza is a financial advisor at Santander Securities LLC with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with Santander Securities since 2013, also working with Santander Bank since 2012. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and other financial services, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing suitability reviews.

David Cottam is a financial advisor at Cary Street Partners with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at National Wealth Management, LLC from 2005 to 2022. He is the managing member of Equator Holdings, LLC, an investment holdings company focused on debt collection. 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 offers portfolio management, financial and retirement planning, alternative investments, and lending and insurance solutions, utilizing both third-party managers and in-house resources.

Jason Brougham is a financial advisor at Summit Financial, LLC in Morristown, NJ, holding a Series 66 designation with five years of industry experience. He has worked at Summit Financial and APW Capital, Inc., among other firms, since 2019. Summit Financial, LLC is a 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, combining both discretionary and consultative services tailored to client needs.

Leslie Vasvari is a CFA® charterholder with one year of experience at SAX Wealth Advisors, LLC. Prior to joining SAX Wealth Advisors in 2025, Leslie worked for ten years at Fiduciary Trust International. 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 employs a long-term, evidence-based asset allocation strategy primarily using low-cost, passively managed mutual funds and ETFs, supplemented by customized fixed-income ladders and third-party sub-advisers.

Dawn Avallone is a financial advisor at Beacon Trust with eight years of industry experience. She holds a Series 65 designation and previously worked at the Law Offices of Jane F. Wolk LLC from 2014 to 2018. 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 utilizes an open-architecture platform combining in-house strategies, factor-based models, separately managed accounts, and monitored independent managers.