Frank Sisti is a CFP® professional with seven years of industry experience. He is currently with SAX Wealth Advisors, LLC and has prior experience at Citizens Securities, Inc. and Clarfield Financial Advisors, Inc., where he worked for 28 years. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based investment approach with low-cost passive funds and custom strategies, including specialized advisory services in alternative investments and employee benefit plans.

David Bindelglass is a financial advisor at Fourstar Wealth Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cantella & Co., Inc., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of his advisory role, he is also licensed as an insurance agent, selling various non-securities insurance products. Fourstar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm manages portfolios primarily on a discretionary basis, using a blend of fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

Nicholas Dubac is a financial advisor at SAX Wealth Advisors, LLC with one year of industry experience. He holds the Series 65 and Series 63 licenses. His prior work includes roles at LPL Enterprise LLC and Il Palazzo, as well as experience in education at Lakeland Regional High School and Wanaque Elementary School. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation approach using primarily low-cost, passively managed funds, supplemented by customized fixed-income strategies and third-party sub-advisers.

Manuel Escobar is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Nationwide Planning Associates, Inc. since 2019 and previously at Oriental Financial Services from 2013 to 2019. Outside of his advisory role, Dr. Escobar teaches investment theory and principles twice a year to the retirement board of the Panama Canal retirees association and has served as an analyst reviewing fixed income valuations for the University of Puerto Rico Retirement Board. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

Amy Dieteman is a financial advisor at Summit Financial, LLC with 27 years of industry experience. She holds the Series 66 designation and has been with Summit Financial and its affiliated entities since 1998, including roles at Summit Financial Resources, Inc. and Summit Equities, Inc. 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 services, blending discretionary and consultative approaches tailored to client needs.

Dimitri Grant is a financial advisor at OnePoint BFG Wealth Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. 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 mix of proprietary models and third-party managers, with most client assets managed on a discretionary basis.

Richard Rose is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with NPA Asset Management and its affiliated broker-dealer, Nationwide Planning Associates, Inc., since 2010. Outside of his advisory role, he is also an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

George Plock Jr. is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at LPL Financial and J.W. Cole Advisors, Inc. Outside of his advisory work, he is the owner of Iron Heart Metal Art, LLC, a non-investment-related business. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a mix of in-house strategies and third-party managers along with ongoing portfolio oversight.

Rachael Decosta is a financial advisor at SAX Wealth Advisors, LLC with 23 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Sandbox Financial Partners LLC, UBS Financial Services, and John Hancock Funds, LLC, among others. SAX Wealth Advisors provides investment management, financial planning, employee benefit plan advisory, 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 with a long-term orientation, and offers customized fixed-income portfolios and third-party sub-advisory services.

Michael Conway is a ChFC® and Series 63 licensed financial advisor with Summit Financial, LLC, bringing 42 years of industry experience. He previously worked with Summit Equities, Inc. and Summit Financial Resources, Inc. for over three decades before joining Summit Financial in 2018. Outside of advising, Mr. Conway operates farmland and stables and serves as the chief coordinator for the Grace Project, a youth program for inner-city children that visits his farm. He is also a co-founder of an ESG investment platform, Seeds Investor, LLC, and of The Life & Wealth Network, a B2B subscription service offering curated resources for high-net-worth clients. 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 combination of discretionary and consultative investment management, financial planning, and retirement plan advisory services, with access to alternative investments and variable annuities.

Giovanni Valle is a CFP® professional with two years of industry experience, currently affiliated with Avantax Planning Partners, Inc. He has held roles at multiple firms, including Cetera Wealth Services, Facet Wealth, Mariner Wealth Advisors, and Beacon Trust Company. Avantax Planning Partners, Inc. provides financial planning, portfolio management, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets across 164 advisors as of year-end 2025.

Zachary Walsh is a financial advisor at Hennion & Walsh Asset Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2013. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of managed account programs and applies both fundamental and technical analysis across multiple asset classes using various investment strategies.

Brian Ream is a CFP® professional with 34 years of industry experience, currently serving as an advisor at SAX Wealth Advisors, LLC. He previously worked for CliftonLarsonAllen LLP and its wealth advisory affiliate for a combined total of ten years. In addition to his advisory role, he is a Principal of the parent accounting firm, CliftonLarsonAllen LLP. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individual clients, retirement plans, trusts, charitable organizations, and businesses. The firm emphasizes long-term, evidence-based asset allocation using low-cost, passive funds and supplements portfolios with customized fixed-income strategies, sub-advisers, and alternative investments.

Frani Feit is a CFP® professional with 13 years of industry experience, currently serving at Advisors Capital Management, LLC since 2020. Prior to this, Feit worked at Cary Street Partners, Tradition Asset Management, and Tradition Capital Management LLC. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm combines top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and specialized solutions such as municipal fixed-income portfolios.

Mark Feldman is a CFP® professional with 26 years of industry experience, currently serving at OnePoint BFG Wealth Partners. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group, LLC. He is also an independent insurance agent providing fixed insurance and annuity advice. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, and corporate entities. The firm employs a combination of proprietary models, third-party managers, and custodian programs to manage client portfolios, primarily on a discretionary basis.

Brittany Halpern is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and eight years of industry experience. She has been with Summit Financial in various capacities since 2013 and concurrently associated with Purshe Kaplan Sterling Investments since 2018. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Roman Leniw is a financial advisor at Nations Financial Group, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Realta Investment Advisors, Inc., Realta Equities Inc., and Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is a partner and owner of Key Client Financial Advisors, where he offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with outside manager options, allowing advisor representatives to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Brian Toole is a CFP® and ChFC® with eight years of experience in financial advisory roles. He currently works at OnePoint BFG Wealth Partners and previously held positions at Northwestern Mutual Wealth Management Company and other firms. 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 utilizes a mix of proprietary models, third-party managers, and custodian-sponsored programs to manage client portfolios, with most assets managed on a discretionary basis.

Christo Terzidis is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at PFS Investment, Primerica Financial Services, and Ameriprise Financial Services. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients using a combination of fundamental and technical analysis across a range of investment strategies and asset classes.

Julianna Roberto is a CFA® charterholder and holds a Series 63 license with nine years of industry experience. She is currently with OnePoint BFG Wealth Partners and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Northwestern Mutual Investment Management. 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 combination of proprietary investment models, third-party managers, and custodian programs, with the majority of assets managed on a discretionary basis.