Leslie Quick III is a financial advisor at Simon Quick Advisors, LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at Tradeking since 2005 and Massey Quick Wealth Solutions from 2016 to 2017. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients, offering wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm uses a combination of independent managers, mutual funds, ETFs, and affiliated private investment funds, and provides integrated tax and back-office services including tax return preparation and bill-pay.

Lyle Rosman is a financial advisor with OnePoint BFG Wealth Partners, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked at LPL Financial and Wells Fargo Advisors among other firms. In addition to his advisory role, he is also licensed to sell fixed and life insurance products. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, and charitable organizations. The firm employs a client-specific investment approach utilizing a range of third-party managers, proprietary models, and technology-enabled operational support.

Maria Millner is a financial advisor at Arax Advisory Partners with 14 years of industry experience. She holds a Series 66 license and has previously worked at Merrill, Transcend Capital Advisors, and Purshe Kaplan Sterling Investments. Millner is a co-founder and board member of The Aubrey Foundation, a nonprofit organization involved in event organization and administration. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, private fund advisory, and wrap fee programs, utilizing both traditional and alternative investments along with AI-enhanced research and operations.

Tyler Zaborsky is a financial advisor at Impact Partnership Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Stifel and GWN Securities, among other firms. Outside of his advisory work, he is involved as CFO in a business creating memorial videos. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion across multiple offices and advisors. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a broad network of affiliated entities and service providers.

Brian Mcgann is a financial advisor with Beacon Trust in Morristown, NJ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Beacon Investment Advisory Services, Inc. since 2017 and previously worked at UBS from 2015 to 2017. 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 delivers investment advice through an open-architecture platform that combines in-house strategies, factor-based models, and independent managers with an emphasis on tax awareness and customized fixed-income portfolios.

David Baranek is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at several related firms including Summit Financial Resources, Inc. and Summit Equities, Inc. In addition to his advisory role, Mr. Baranek manages an accounting firm where he performs tax preparation and related services. Summit Financial, LLC is an SEC-registered, multi-team advisory firm serving approximately 17,800 clients with $26.35 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Mark Conway is a financial advisor at Snowden Capital Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fieldpoint Private Securities, LLC for 10 years before joining Snowden Capital Partners in 2022. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach with access to third-party managers and global custodian platforms.

Mark Ramos is a financial advisor at FourStar Wealth Advisors, LLC in Warren, NJ, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has previously worked at firms including LPL Financial, Principal Securities, Principal Life Insurance Company, and J.P. Morgan Securities. FourStar Wealth Advisors serves a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis to tailor investment portfolios across mutual funds, ETFs, individual securities, options, and independent managers, while providing financial planning, wealth management, and retirement plan consulting.

Andrew Massey is a financial advisor at Cary Street Partners in Morristown, NJ, holding a Series 65 designation with three years of industry experience. His prior roles include positions at BNY Mellon|Pershing and iConnections. 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 utilizes a broad investment menu and proprietary strategies through its affiliated asset manager, serving notable institutional niches such as state and municipal government entities and insurance company clients.

Steven Weinman is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and 44 years of industry experience. He has held multiple roles within Summit-affiliated companies since 1982 and currently serves as CEO of LS Securities, LLC, CEO of Summit Risk Management, LLC, and President of Summit Advisor Services, 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 investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.

Jon Betlow is a CFP® and ChFC® with 32 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. Outside of his advisory role, he serves as a board member of the Met Golf Association and is an officer in Marini Method, LLC, a CPA and bookkeeping business owned by his spouse. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, businesses, retirement plans, trusts, and charitable organizations. The firm employs a range of portfolio management strategies, combining third-party managers, proprietary models, and technology-driven operational support.

John Duffy is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at multiple Summit-affiliated firms since 2015 and spent time at Merrill and New England Securities earlier in his career. 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 offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.

Ryan Edwards is a CFP®-certified financial advisor with 16 years of industry experience. He currently works at Intrua Financial, where he has been since 2021, and previously held advisory roles at Intrua Advisory Group LLC and LPL Financial. Edwards is involved with 836 Wealth Management, a non-investment-related business entity used for tax and investment purposes. Intrua Financial is a multi-team SEC-registered advisory firm with approximately $1.75 billion in regulatory assets under management and 37 advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement plans, utilizing a combination of fundamental, modern portfolio, technical, and cyclical analyses to build customized investment strategies implemented through direct management, model portfolios, and third-party managers.

Leonard Dandridge is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 credential and two years of industry experience. Prior to joining Regal, he worked at Floor and Décor and Cornerstone Wealth Associates. Outside of his advisory role, he is active as an insurance agent and investment advisor representative through affiliated businesses. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to a network of SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets.

Brian Power is a CFP® with 30 years of industry experience. He has worked at Summit Financial, LLC since 2025 and previously spent 15 years at Gateway Advisory, LLC. Summit Financial, LLC is an SEC-registered, 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 alongside financial planning and retirement plan advisory services, providing both discretionary and consultative service models.

Robert Armstrong Jr. is a financial advisor with Summit Financial, LLC in Parsippany, NJ, holding a Series 63 license and 33 years of industry experience. He has worked with Summit Financial since 2018 and with Purshe Kaplan Sterling Investments since 2018. Armstrong also operates a personal LLC and offers insurance products as a broker through multiple companies. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving nearly 17,800 clients. The firm provides investment advisory and portfolio management programs with both discretionary and consultative services, supporting customized allocations and held-away account management.

Brian Barthold is a financial advisor at Summit Financial, LLC with 26 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Summit Equities, Inc. and Summit Financial Resources, Inc., where he worked for 16 years before joining Summit Financial in 2018. Barthold 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 about 17,800 clients. The firm provides investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.

John Higgins is a CFP® professional with 39 years of industry experience, currently serving at Vanderbilt Advisory Services. He has previously worked with Patterson/Smith Associates, LLC and Commonwealth Financial Network, and is the managing member and owner of Patterson Smith Associates, LLC, where he is involved in selling fixed insurance. 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 supported by a combination of fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Linda Hilton is a CFP® with six years of industry experience, currently serving at Simplicity Wealth. She has prior experience at LifePro Asset Management and maintains ongoing roles in tax and accounting as a CPA, including ownership of a tax and accounting practice and involvement in a tax planning and litigation firm. 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 uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, combining advisory services with technology and operational support for other advisers through its managed account platform.

Caitlin West is a financial advisor with The Ascent Group, LLC based in Hillsborough, NJ, holding a Series 66 credential and having 14 years of industry experience. She has worked at several firms including Fidelity Personal and Workplace Advisors and KB Financial Partners. West serves as a Non-Academic Co-Chair on the Rutgers School of Business Finance Area Advisory Board. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, high net worth clients, families, trusts, businesses, institutions, and retirement plans. The firm combines discretionary and non-discretionary portfolio management with model portfolios and third-party managers, offering digital delivery and access to alternative investments, serving over 4,000 clients with approximately $4.76 billion in assets under management.