Louis Russo is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 66 designation with three years of industry experience. He previously worked at Truist Investment Services, Inc. and PNC Bank, where he spent over a decade in total. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm uses an open-architecture investment platform combining in-house strategies, factor-based and ETF model portfolios, and monitored independent managers, with a focus on tax awareness and customized fixed-income portfolios.

Patricia Hall is a CFP® professional with 22 years of industry experience. She has been with Beacon Investment Advisory Services, Inc. since 2015. 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 regulatory assets and offers an open-architecture investment platform that emphasizes a risk-first framework, tax-aware management, and customization across equity, fixed income, and separately managed accounts.

Mary Bellofatto is a financial advisor at Simplicity Wealth with three years of industry experience. She holds a Series 65 designation and has held roles at multiple firms, including Benefit Providers LLC and Roseland Retirement Planning. Outside of her advisory work, Mary is involved in real estate sales through Blue Line Realty and serves as president of Retire Now LLC, focusing on insurance product sales. Simplicity Wealth provides advisory services to a diverse clientele, including individual investors, retirement plans, and institutional clients. The firm utilizes a fund-of-funds investment approach, combining ETFs, mutual funds, and individual securities, and offers technology and operational support to other advisers through its managed account platform.

Sean Donovan is a CFP® with 14 years of industry experience. He has worked at CW Advisors, LLC since 2025 and previously spent 13 years at Delta Financial Group, Inc. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutions, and employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across various asset classes.

Matthew Wegryn is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2023. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing Services from 2019 to 2023, and Foresters Financial Services from 2017 to 2019. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across more than 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, primarily focusing on retail investors.

Lauren Cecala is a Series 65-licensed advisor at Beacon Trust in Morristown, NJ, where she has been with the firm since 2013. She has no prior industry experience before joining Beacon Trust. 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 regulatory assets and employs a multi-team advisory staff, delivering investment advice through an open-architecture platform with a risk-first framework and tax-aware management.

Michael Depasquale is a financial advisor with M Holdings Securities, Inc. He holds Series 63 and Series 65 designations and has 35 years of industry experience. His career includes roles at Madison Rose Advisors LLC, Madison & Main Advisors LLC, Atlas Advisory Group, LLC, and Provident Mutual. He serves as an advisor for National Social Security Partners, LLC. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing a multi-faceted approach supported by third-party sub-advisors and platform providers.

Hugh Mcdonald is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Virtue Capital Management since 2016 and previously worked at B. Riley Wealth Advisors, Inc. and Asset & Financial Planning, Ltd. Outside of his advisory role, Mcdonald is involved in several business ventures including serving as president of Atlantic College Planning, Inc., which provides college planning services. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios according to client goals and risk tolerance using tactical, strategic, and dynamic investment approaches, supported by a multi-team model and an investment committee that conducts due diligence on third-party managers.

Steven Pisano is a financial advisor at Simon Quick Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Simon Quick Advisors since 2016. 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 utilizes a combination of proprietary quantitative analysis, due diligence, and ongoing monitoring to allocate assets among independent managers, mutual funds, ETFs, and private investment funds, and operates distinctive fund-of-funds structures and affiliated pooled vehicles.

Michael Kaup is a financial advisor with Gladstone Wealth Partners in Morristown, NJ, holding a Series 63 designation and 25 years of industry experience. His career includes tenure at MetLife Securities Inc. and LPL Financial, LLC, in addition to his current roles at Gladstone Wealth Partners and related affiliated advisory entities. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a large network of investment adviser representatives. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a range of investment approaches including individual securities, mutual funds, alternative investments, and tax-managed strategies.

Jake Schermerhorn is a CFP®-credentialed advisor with one year of industry experience, currently with Kintra Wealth, LLC. Prior to joining Kintra Wealth, he worked at Tupler Financial for three years and has additional experience at the University of Delaware, North Jersey Country Club, Oakland Pizzeria & Restaurant, and W's Bar & Grille. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and model-driven asset allocation with fundamental security analysis, applying these on a household basis to optimize tax efficiency and minimize duplicate holdings.

Martin Nielsen is a financial advisor at Tucker Asset Management LLC with 28 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 65 licenses. Prior to joining Tucker Asset Management, he worked at Nielsen Financial Group, APW Capital, Purshe Kaplan Sterling Investments, Insight Private Advisors, and Premier College Funding. Nielsen is also active as an insurance agent, providing fixed and traditional insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset allocation process and integrates alternative investments, including private and non-liquid opportunities, within its portfolios.

Jason Apuzzio is a financial advisor at Beacon Trust with 14 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Truist Investment Services, PNC Investments, BlackRock Investment Management, and Merrill Lynch Investment Managers. Beacon Trust offers financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services primarily to individuals, trusts, pension, and charitable entities. The firm manages approximately $4.26 billion in discretionary assets and utilizes an open-architecture platform combining proprietary strategies, factor-based models, and independent managers with a focus on tax awareness and customized fixed-income portfolios.

Michael Mcdyer is a CFP® with 39 years of industry experience, currently serving at Berthel, Fisher & Company Financial Services, Inc. since 2003. He has been involved with Atlas Capital Management since 1997 and has operated a self-employed partnership since 1990. Outside of his advisory work, he volunteers on the Finance and Stewardship committee for his local Catholic Church. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm’s approximately 100 advisors offer portfolio management and financial planning across multiple platforms, utilizing a range of investment vehicles and strategies tailored to client needs.

Jared Margolies is a financial advisor at Simplicity Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Axa Advisors, LLC for 15 years. Margolies is involved in compliance and investment relations with Simplicity Group Holdings. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering model portfolios, independent managers, and optional overlays such as tax optimization and customized screening.

Steven Adwar is a financial advisor at Cary Street Partners with seven years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Fidelity Investments. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance companies.

Kenneth Gilmore is a financial advisor at B. Riley Wealth Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at B. Riley Wealth Advisors since 2010, following prior roles at National Securities Corp and Financial Consultant Group, LLC. Outside of his advisory work, he serves on the board of trustees at Cadwell University and is a committee member at Children’s Specialized Hospital. B. Riley Wealth Advisors offers investment advice and portfolio management to individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm employs various programs, including Advisor-as-Portfolio-Manager and third-party managed platforms, and manages over $4 billion in client assets through a team of about 173 advisors.

Diana Ianni is a financial advisor at CW Advisors, LLC with one year of experience. She holds the CFP® and Series 63 designations. Before joining CW Advisors in 2025, she spent 18 years at Delta Financial Group, Inc. CW Advisors is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients, employing a Core-and-Satellite investment framework that combines active, passive, strategic, quantitative, and ESG strategies across various asset classes.

Diane Allard is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with Beacon Trust since 2012. 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 an open-architecture platform that emphasizes a risk-first investment approach and tax-aware management.

Michael Mortellaro is a financial advisor at Simplicity Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity and GFPC/AssetMark. He is also Senior Vice President of Planning at Simplicity Group, where he is involved in investment relations and insurance business activities. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational solutions such as a private-label asset management software program and a third-party managed account platform.