Christopher Cvitan is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Beacon Trust in Morristown, NJ, where he has worked since 2023. His prior experience includes roles at TFS Securities, Inc., MML Investors Services, Mass Mutual Life Insurance Company, and Coal Diamond LLC. 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 delivers investment advice through a blend of in-house strategies, factor-based and ETF model portfolios, and monitored independent managers, with an emphasis on tax awareness and customized fixed-income portfolios.

Diane Ruiz is a financial advisor with Santander Securities LLC, holding a Series 66 credential and 24 years of industry experience. Her work history includes positions at Santander Bank, LPL Financial LLC, Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life Insurance Company, and HSBC Bank USA N.A. Outside of her advisory role, she owns a rental property in New Windsor, NY. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm provides investment management primarily via the FMAX wrap-fee platform with strategies implemented by third-party discretionary managers.

Rohan Somar Jr is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked with Rivertan Financial Group as a financial analyst. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management through its internal Arkadios Managed Solutions team, employing various analytical approaches and offering retirement plan fiduciary consulting.

Nicole Simpson is a CFP® professional with 32 years of industry experience, currently serving at Vanderbilt Advisory Services. Her prior experience includes 16 years at Next Financial Group Inc. Beyond her advisory role, she is a pastor, motivational speaker, and author who addresses topics such as 9/11 survival, sexual trauma, prison reform, entrepreneurship, and team building. She is also actively involved in community service as the board chair and president of Generation X Community Association, which provides scholarships, financial literacy education, and support to marginalized communities. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental and technical analysis, offering portfolio management and financial planning services integrated with retirement-plan and benefits firms.

Karen Hajus is a financial advisor at OnePoint BFG Wealth Partners with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Merrill, Lincoln Financial Advisors Corporation, and OSAIC. Outside of her advisory role, she is involved in securities tutoring through an internet-based platform. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a blend of proprietary investment models, third-party managers, and custodian programs, with most assets managed on a discretionary basis.

Kevin Ryan is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 65 designation. He joined Beacon Trust in 2025 and has prior experience at JP Management LLC and Kerry Group. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management services to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in assets using an open-architecture platform with a risk-first investment framework and offers integrated trust and banking referral capabilities.

Christopher Moore is a CFP® with 13 years of industry experience, currently serving as an advisor at Simon Quick Advisors, LLC since 2004. He previously worked at Massey Quick Wealth Solutions for one year. Simon Quick Advisors provides wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services to individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients. The firm employs a diverse investment approach that includes unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, alongside proprietary tools and sub-advisory relationships.

Brian Cody is a CFP® professional with 25 years of experience in the financial services industry. He is affiliated with LPL Financial and has held roles at several firms, including Wealthcare Advisory Partners LLC, Private Advisor Group, and Carson Wealth Management Group. In addition to his advisory work, Cody volunteers as a VITA Advanced Tax Preparer with United Way. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Samuel Angelo Jr. is a financial advisor with Avantax Planning Partners, Inc. holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked at firms including 1st GLOBAL ADVISORS, Inc. and Hunter Financial Services, Inc. He serves as a board member of Central Jersey Federal Credit Union. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses, primarily through CPA firms and registered advisor representatives. The firm employs style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies, centralized trading, and annual account reviews.

Matthew Gwizdz is a financial advisor at Compound Planning, Inc. with three years of industry experience. He previously worked at UBS and served four years in the United States Army. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm emphasizes customized, risk-based model allocations using a range of strategies, including low-cost ETFs and direct indexing, supported by technology partnerships and third-party sub-advisors.

Deepak Alur is a financial advisor with M Holdings Securities, Inc. and holds Series 63 and Series 66 licenses. He has 27 years of industry experience and has worked at several firms including Madison & Main Advisors LLC, Atlas Advisory Group LLC, and Scher Financial Group. In addition to his advisory roles, he is a partner at Madison & Main Advisors and is involved in insurance and investment advising, as well as referring clients for fixed insurance products. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance-contract advisory services.

Lisa Manzolillo is a CFP® professional with 24 years of industry experience. She has been with Simon Quick Advisors, LLC since 2018 and previously worked at Modera Wealth Management, LLC. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by providing wealth management, investment consulting, and financial planning. The firm uses a combination of proprietary quantitative analysis, in-person due diligence, and ongoing monitoring to allocate client assets among independent managers, mutual funds, ETFs, and private investment funds.

Michael Bremer is a financial advisor with Summit Financial, LLC in Parsippany, NJ, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Summit Risk Management, Inc., Summit Equities, Inc., and Summit Financial Resources, Inc., spanning back to 2007. In addition to his advisory duties, he performs cybersecurity functions for Summit Risk Management, LLC on a minimal, as-needed basis. 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 and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.

Craig Weiss is a financial advisor at OnePoint BFG Wealth Partners with 32 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, and Summit Financial. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, utilizing a mix of third-party managers, custodian platforms, and proprietary portfolio models. The firm offers both discretionary and non-discretionary portfolio management, retirement plan consulting, and integrates technology and operational outsourcing into its services.

Jerry Aroneo is a financial advisor with Wealthcare Advisory Partners LLC who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Wealthcare in 2024, he spent seven years at CITIGROUP. Aroneo is also involved in insurance sales on a limited basis. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach utilizing patented software and behavioral economics frameworks, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Daniel Iczkowski is a financial advisor at NFSG Corporation with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His previous roles include positions at Cadaret Grant & Co., Pruco Securities, Prudential Insurance Company of America, and Metropolitan Life Insurance Company. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and businesses. The firm employs diversified portfolio strategies and offers both discretionary and non-discretionary asset management supported by internal research and model portfolios.

Anthony Santoro is a financial advisor at Simon Quick Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Arista Wealth Advisors, Ltd and Northwestern Mutual. Simon Quick Advisors serves individuals, families, pension and non-profit 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 range of investment strategies and operates multiple affiliated private funds, combining private fund sponsorship with integrated tax and back-office offerings.

Nicholas Houmis is a CFP® with 40 years of experience in the financial industry. He has been with Summit Financial, LLC since 2018 and previously worked at Purshe Kaplan Sterling Investments and Summit Financial Resources, Inc. DBA Essex Wealth Management, LLC, where he spent 27 years. In addition to his advisory role, he is involved in insurance brokerage and provides group benefits consulting through Strategic Wealth Advisory Group. 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, financial planning, and retirement plan services, combining discretionary and consultative approaches to suit client preferences.

Angela Hopkins is a financial advisor with Capitol Securities Management, Inc. in Sparta, NJ, holding a Series 66 designation and 19 years of industry experience. She has been with Capitol Securities since 2009 and previously worked at Talbots from 2018 to 2020. Outside of her advisory role, she serves on the Membership Committee for BNI Business Developers, where she engages with and monitors membership. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm offers asset management through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios, with investment advice delivered by its network of representatives who manage accounts using a range of securities and strategies.

William O’Brien Jr. is a financial advisor at Summit Financial, LLC with 32 years of industry experience. He previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. for 25 years before joining Summit Financial in 2018. He holds a Series 63 designation and is also licensed to offer insurance products through various companies. 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 programs alongside financial planning and retirement plan advisory services, offering both discretionary and consultative investment options.