Giovanni Buzzetta is a financial advisor at NFSG Corporation with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Newbridge Securities since 2017 and National Securities Corp from 2013 to 2017. Outside of advising, he serves as a CCD instructor for a Catholic church program in Helmetta, NJ. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party asset managers to meet client objectives.

Kenneth Robinson is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with SAX Wealth Advisors, LLC since 2024, following a 19-year tenure at Practical Financial Planning Inc, formerly known as The Kenneth Robinson Co. SAX Wealth Advisors provides comprehensive financial planning, investment management, 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 and ETFs, complemented by customized fixed-income portfolios and third-party sub-advisers.

David Hedley III is a financial advisor with Simon Quick Advisors, LLC, holding a Series 63 designation and over 31 years of industry experience. He joined Simon Quick Advisors in 2021 after six years with Ernst & Young Capital Advisors and Ernst & Young US. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients, offering a range of services including wealth management, investment consulting, financial and tax planning, and administrative support. The firm employs a diversified investment approach involving independent managers, mutual funds, ETFs, and affiliated private funds, and it operates multiple affiliated private funds while providing integrated tax and back-office services.

Zachary Ross is an investment adviser representative at Independent Wealth Network, Inc. with nine years of industry experience. He holds a Series 66 credential and has held prior roles at firms including Emerson Equity LLC, Fidelity Investments, Equitable Advisors, and JP Morgan Chase Bank. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as trusts, pension plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and may utilize third-party managers and oversight services to align client assets with broader financial plans.

John Tevnan IV is a CFP® professional with nine years of industry experience. He is currently with SAX Wealth Advisors, LLC in Parsippany, NJ. Prior to joining SAX, he worked at Revolve Wealth Partners for seven years and at John Hancock and John Hancock Distributors LLC for two years. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s approach emphasizes long-term, evidence-based asset allocation primarily using low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income strategies and alternative investments.

Lisa Guido is a financial advisor at Summit Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Summit Financial, she worked at Verizon for 11 years. Summit Financial, LLC is an SEC-registered, 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 advisory services, combining discretionary and consultative approaches to investment management.

Mark O’Leary is a financial advisor at Summit Financial, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Summit Financial since 2018, following over two decades at Summit Equities, Inc. and Summit Financial Resources, Inc. In addition to his advisory role, he is involved in insurance brokerage through affiliated companies and manages an investment advisory LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with $26.35 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Ljubisa Vrcelj is a CFP®-certified financial advisor at SAX Wealth Advisors, LLC with four years of industry experience. Before joining SAX Wealth Advisors in 2026, he worked at Camarda Wealth Advisory Group, Bank of Montreal, and IG Wealth Management. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth-management services to a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs long-term, evidence-based asset-allocation strategies mainly using low-cost, passive mutual funds and ETFs, and supplements client portfolios with customized fixed-income ladders and third-party sub-advisers.

Constance Herrstrom is a CFP® professional with 16 years of industry experience, currently advising at SAX Wealth Advisors, LLC. She spent 32 years at Premier Financial Planning, Inc. before joining SAX Wealth Advisors in 2026. SAX Wealth Advisors offers 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.

Lee Delaporte III is a financial advisor at Beacon Trust with 24 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Outside of his advisory role, he is a partner in a fitness club, NBD Fitness, located in Springfield, NJ. Beacon Trust provides financial planning, portfolio management, and trustee services to individuals, trusts, pension, and charitable entities, managing over $4 billion in discretionary assets. The firm employs an open-architecture investment platform emphasizing tax awareness, active loss harvesting, and customized fixed-income portfolios.

Jonathan Shen is a CFP® professional with 11 years of industry experience. He is currently with SAX Wealth Advisors, LLC and has previously worked at firms including LPL Financial, JPMORGAN Securities, and Private Portfolio Partners. 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 emphasizes long-term, evidence-based asset-allocation strategies using low-cost, passively managed funds, supplemented by customized fixed-income ladders and specialized advisory services.

Lauren Prince is a CFP® with 22 years of industry experience, currently serving at SAX Wealth Advisors, LLC since 2026. Prior to this, she led Prince Financial Advisory LLC for 15 years. She is also registered as an agent selling fixed annuity products. SAX Wealth Advisors provides investment management, financial planning, and wealth management services to individuals, retirement plans, trusts, charities, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy primarily using low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income ladders and third-party sub-advisers.

Adam Talmadge is a CFP® with seven years of experience at Simon Quick Advisors, LLC. He joined the firm in 2019 after completing five years as a full-time university student. 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 administrative services. The firm employs a multi-manager approach combined with proprietary quantitative analysis and due diligence, and it sponsors affiliated pooled investment vehicles and fund-of-funds structures.

Keith Soltis is a financial advisor at Summit Financial, LLC with over 30 years of industry experience. He holds the ChFC® designation and has worked with firms including MassMutual Investors Services and MetLife Securities. Outside of his advisory role, he is a contributing writer and author of the book *Ivy League Wealth Secrets*. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and serves about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Christopher Bromley is a CFP® professional with one year of industry experience, currently advising at Simon Quick Advisors, LLC. His prior experience includes roles at Beacon Trust Company and UBS. Outside of his advisory work, he has worked as a bartender at Sammy's Ye Old Cider Mill during non-trading hours. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, and financial planning. The firm employs a multi-asset investment approach including independent managers, mutual funds, ETFs, and private funds, and offers additional services such as tax planning, return preparation, and administrative support.

Ralph Currie is an advisor at Brookstone Capital Management LLC with a Series 65 credential and no prior industry experience. His work history includes roles at Brookstone Capital Management and International Financial Advisory Group, along with experience at Lindeken Farms. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, options-enhanced strategies, and proprietary funds, while also serving as a sub-advisor to other advisory programs.

Kathryn Dougherty is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds the Series 66 designation. Prior to her current role, her work history includes positions at Goldman Sachs & Co. LLC and various other roles outside the financial sector. Goldman Sachs Wealth Services advises individual investors, corporate clients, executives, plan sponsors, and institutions, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic and tactical allocation models and offers clients a variety of platforms and fee arrangements, leveraging resources across the Goldman Sachs organization.

Gregory Auerbach is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. He has held roles at Goldman Sachs & Co. LLC since 2021 and previously worked at The Ayco Company, L.P./Mercer Allied for 13 years. He holds a Series 66 designation. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, corporate participants, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging proprietary research, tactical allocation models, and integrated capabilities across Goldman Sachs affiliates.

Kenneth Furman is a financial advisor at Mariner Wealth Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and Fidelity Investments. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides notable integrated tax and accounting services, including administrative CFO capabilities.

Sarah Melzer is a financial advisor with Hightower Advisors in Madison, NJ, holding Series 65 and Series 63 licenses and seven years of industry experience. Her prior roles include positions at Bay Point Wealth and Raymond James & Associates. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm employs a multi-manager approach emphasizing manager selection and offers a range of portfolio management and financial planning services.