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® professional with 23 years of industry experience. He has been with Gladstone Wealth Partners since 2016 and previously worked at PNC Investments LLC for nine years. Courtright also holds a Series 66 license. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and may use sub-advisers or model portfolios, with additional services including ERISA roles for qualified plans.

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.

Denise Vecchione is a financial advisor at Gladstone Wealth Partners in Bedminster, NJ, with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2013 to 2020. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who utilize a range of strategies, third-party managers, and technology to manage client portfolios and retirement accounts.

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.

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 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.

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.

Luke Conway is a CFP® professional with one year of industry experience currently affiliated with Summit Financial, LLC. Prior to joining Summit Financial, he worked at JP Morgan and held roles at Blocksworks, The Street, and Investopedia. Summit Financial, LLC is a 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, combining discretionary and consultative services tailored to client needs.