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.

Richard Gustafson is a financial advisor at Simplicity Wealth with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including C2P Capital Advisory Group and ONETEAM Financial. Outside of his advisory work, he serves as Assistant Director of Divorce Professionals of Ft. Lauderdale, a networking organization for professionals assisting individuals through divorce. Simplicity Wealth serves a wide range of clients, including individual investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and individual securities, providing advisory services as well as technology and operational support for other advisers through its managed account platform.

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.

Daniel Song is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors in Westfield, NJ. His prior experience includes roles at Westfield Financial Planning and Newbridge Securities. Merit Financial Group, LLC manages approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, with oversight from a central Investment Management team and Investment Committee.

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.

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.

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.

Kimberlie Karasewicz is a financial advisor at Summit Financial, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and PKS Investments before joining Summit Financial. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management and serves approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Carlos Noriega is a CFP® with 24 years of industry experience, currently serving as an advisor at OnePoint BFG Wealth Partners. His prior roles include positions at Morgan Stanley and Foresters Financial Services. He is also an approved FINRA arbitrator and may participate in arbitration hearings. 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 proprietary investment models alongside third-party managers and emphasizes formal portfolio monitoring and rebalancing processes.

Michael Albertine is a financial advisor at OnePoint BFG Wealth Partners with 16 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Private Advisor Group. Albertine engages in non-variable insurance activities, including life, disability, and long-term care insurance. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a broad client base comprising individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs both discretionary and non-discretionary portfolio management strategies using a combination of third-party managers, custodian platforms, and proprietary models.

Patrick Murphy is a CFP® with 16 years of industry experience, currently serving at Simon Quick Advisors, LLC since 2026. His prior roles include positions at Bessemer Trust and Bank of America, N.A. He holds the Series 66 designation. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and various administrative services. The firm employs a diversified investment approach that includes proprietary quantitative analysis, due diligence, and ongoing monitoring, managing accounts through both discretionary and non-discretionary strategies.

John Sharkey is a CFP®, CFA®, and Series 66 credentialed financial advisor with 22 years of industry experience. He is currently with M Holdings Securities, Inc. and has held previous positions at firms including Merrill Lynch and MassMutual. Outside of his advisory role, he serves on the finance committee of the Church of Saint Leo the Great. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual clients, corporate and business clients, and retirement plans through a nationwide network of advisors. The firm offers a range of investment management, retirement plan consulting, financial planning, and insurance advisory services, utilizing sponsored platforms and third-party managers.

Zachary Hoffman is a financial advisor at Diversify Advisory Services, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at DFPG Investments, LLC, 1031 Investment Services, and Paul, Weiss, Rifkin, Wharton & Garrison. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, and family office services with an investment approach focused on tactical diversification and individualized asset allocation.