Reuben De Almeida is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Bank of America N.A., Merrill, Pruco Securities, and The Prudential Insurance Company of America. He is currently based in Scotch Plains, NJ. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily onboarding retail investors through its FMAX wrap-fee platform and third-party discretionary managers.

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.

Nathan Barbakoff is a financial advisor at OnePoint BFG Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and has worked at Bleakley Financial Group, Private Advisor Group, and LPL Financial. In addition to his advisory role, he is involved in offering life, disability, long-term care, and health insurance products. 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 range of proprietary and third-party investment models with a strong focus on discretionary portfolio management and uses advanced tools for monitoring and client meeting documentation.

Adam Puskar is a financial advisor at OnePoint BFG Wealth Partners with eight years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. Prior to his current role, he worked at Purshe Kaplan Sterling Investments, Private Advisor Group, and the Lehigh Valley Iron Pigs. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management approaches using third-party managers, proprietary models, and technology integration to tailor investment solutions to client objectives and risk tolerances.

Keith Fahrman is a financial advisor at Summit Financial, LLC with 29 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. Keith holds Series 63 and Series 65 credentials. Summit Financial, LLC is an SEC-registered multi-team advisory firm with approximately $26.35 billion in assets under management, serving roughly 17,800 clients through a combination of discretionary and consultative investment programs, financial planning, and retirement plan advisory services.

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.

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 Johnston is a CFP® with 29 years of industry experience, currently serving at OnePoint BFG Wealth Partners. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Cetera Advisors, and First Allied Advisory Services. Outside of his advisory work, Johnston serves as an adjunct professor of Insurance Planning at the College of New Jersey and holds board roles at Stanton Ridge Golf and Country Club, the College of New Jersey Foundation, and the Hunterdon Health Foundation. OnePoint BFG Wealth Partners provides customized financial planning and wealth management to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, primarily managing client assets on a discretionary basis.

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.

Charles Young is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group, LLC. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs proprietary investment models alongside third-party managers and custodian programs, managing the majority of client assets on a discretionary basis.

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.

Colin Smith is a CFA® charterholder with 15 years of industry experience. He is currently affiliated with OnePoint BFG Wealth Partners and has previously worked with firms including Donald Creech and Northwestern Mutual Wealth Management Company. Outside of his advisory role, he holds ownership interests in several legal entities related to investment revenue and expense management. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a blend of proprietary investment models, third-party managers, and custodian-sponsored programs, with a majority of client assets managed on a discretionary basis.

Jeffrey Callahan is a CFP® with 22 years of industry experience. He is currently with Avantax Planning Partners, Inc. and has previously worked with firms including 1ST Global Advisors, Inc. and Cetera Wealth Services, LLC. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisor representatives. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets across about 164 advisors.

Matthew Kasper is a CFP® professional with 16 years of industry experience, currently affiliated with M Holdings Securities, Inc. and Cohn Financial Group. His background includes roles at Citigroup Inc. and PriceWaterHouseCoopers LLP. He is also involved as an insurance producer and consultant serving corporations, partnerships, and high-net-worth clients. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a network of independent firms. The firm offers a mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by a range of platform providers and sub-advisory arrangements.

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 in Morristown, NJ, holding Series 65 and Series 66 licenses. She has three years of experience, including prior roles at Goldman Sachs & Co. LLC and BASF. Outside of finance, she has worked in various educational and community settings, including Fairleigh Dickinson University and New Horizons Day Camp. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm employs a risk-first investment approach using an open-architecture platform that includes in-house strategies, ETFs, mutual funds, and independent managers, supported by an integrated trust and banking referral capability.