Randi Loreti is a CFP® professional with 23 years of industry experience, currently serving at Summit Financial, LLC since 2018. Prior to this, she worked at Summit Equities, Inc. and Summit Financial Resources, Inc. for 16 years. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management, providing a combination of discretionary and consultative investment management, financial planning, and retirement plan advisory services to approximately 17,800 clients.

Konner Gershkoff is a financial advisor at Advisors Capital Management, LLC with a Series 65 designation and two years of industry experience. He has worked at Advisors Capital Management since 2019 and previously held roles at JWC Research and Tuition Management Systems. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients. The firm serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities, offering custom private accounts and model strategies that combine top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.

Stephan Bilyk is a financial advisor at SAX Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Stawnychy Financial Services and Stevens Institute of Technology. SAX Wealth Advisors provides investment management, financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy primarily using low-cost, passively managed mutual funds and ETFs, supplemented by customized fixed-income portfolios, third-party sub-advisers, and specialized advisory services.

Nirav Thakker is a financial advisor at RMR Wealth Builders, Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Securities LLC, BNPPSC, and RBC Capital Markets. RMR Wealth Builders is a multi-team advisory firm managing approximately $2.9 billion with 52 advisors, serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan services, sub-advisory for registered investment companies, and educational seminars.

Daniel Petrie Jr. is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at LPL Financial LLC, Seraphim Capital Management, and Wells Fargo Clearing. He also serves as a college professor at Fairleigh Dickinson University. Fortis Capital Advisors is a multi-team SEC-registered investment adviser that serves a broad range of clients, including individuals, families, businesses, and institutional investors. The firm offers customized, primarily discretionary portfolio management using a mix of active, passive, tactical, and ESG-aware strategies, alongside consulting and educational services.

Ryan Freda is a financial advisor at SAX Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in institutional advancement and athletics at DeSales University and Lehigh University. In addition to his advisory role, he operates an independent design business, Ryan Freda Designs. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charities, corporations, and small businesses. The firm utilizes long-term, evidence-based asset allocation strategies with low-cost, passively managed funds supplemented by customized fixed-income ladders and third-party sub-advisers.

David Mecca is a CFP® with 12 years of experience in the financial services industry. He is currently affiliated with OnePoint BFG Wealth Partners and has previously worked at LPL Financial and Private Advisor Group, LLC. His background includes roles at Bleakley Financial Group, which recently rebranded as OnePoint BFG Wealth Partners. 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 and third-party managers, with a majority of assets managed on a discretionary basis.

Connor Donovan is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2017. Prior to joining the firm, he attended Lehigh University. 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 diversified investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and it offers integrated tax and back-office services.

Christopher Cvitan is a CFP® professional with 10 years of experience in the financial services industry. He currently advises at Beacon Trust, where he has worked since 2023. His prior experience includes roles at TFS Securities, Mass Mutual Life Insurance Company, Morgan Stanley, and Merrill. 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 employs an open-architecture investment platform with an emphasis on tax awareness, active loss harvesting, and customized fixed-income portfolios.

Perry Bindelglass is a financial advisor at FourStar Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has been with FourStar since 2023. Outside of his advisory role, he owns and operates Perry Bindelglass Foods, LLC, a food company that sells sauces, and Bindelglass Photography, a professional event photography business. FourStar Wealth Advisors serves a diverse client base including individuals, institutions, and charitable organizations, providing financial planning, investment management, and retirement plan consulting. The firm utilizes both fundamental and technical analysis, tailoring portfolios across various asset classes and investment vehicles to meet client objectives.

Christopher Ryan is a financial advisor at Hennion & Walsh Asset Management, Inc. with 16 years of industry experience. He has been with Hennion & Walsh since 2009. He holds Series 63 and Series 65 licenses. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and to plan sponsors. The firm offers various managed account programs and financial planning services, using both discretionary and non-discretionary management with a range of investment strategies across multiple asset classes.

Karen Hajus is a financial advisor at OnePoint BFG Wealth Partners with 40 years of industry experience. She holds Series 63 and Series 65 licenses 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, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a mix of third-party managers, custodian platforms, and proprietary models tailored to client-specific investment objectives and risk tolerances.

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.

Sean Logue is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Hennion & Walsh since 1997. 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 variety of programs, including wrap-fee portfolio management and personalized UMA programs, employing both discretionary and non-discretionary management with a range of investment strategies across multiple asset classes.

Barbara Nevils is a CFP® professional with 27 years of experience in the financial advisory industry. She has been with SAX Wealth Advisors, LLC since 2023 and previously led Nevils Financial, LLC for 18 years. SAX Wealth Advisors provides investment management, financial planning, and wealth management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs long-term, evidence-based asset allocation strategies using primarily low-cost, passively managed mutual funds and ETFs, supplemented by customized fixed-income ladders, third-party sub-advisers, and tax-efficient account monitoring.

Carl Libert is a financial advisor at Santander Securities LLC with 21 years of industry experience. He holds Series 63 and Series 65 registrations and has been associated with Santander Securities and Santander Bank since 2008. Santander Securities LLC serves a broad retail client base, managing approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning primarily for retail investors, utilizing a platform co-sponsored by Fidelity Institutional Wealth Adviser and third-party discretionary managers.

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.

Mark Charnet is a financial advisor with CoreCap Advisors who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with CoreCap Advisors since 2018 and also serves as president of American Prosperity Group, Inc., an insurance and annuity sales business operating under a franchising model. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with an emphasis on long-term, relationship-oriented investment strategies.

Myra Rosenblatt is a CFP® with 35 years of industry experience. She is currently with Capital Analysts and has previously worked at Lincoln Investment and Legend Equities Corporation. Her investment business is conducted under the name SOSAE ROSE FINANCIAL GROUP LLC. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

James Halprin is a financial advisor with Advisory Services Network holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Advisory Services Network since 2012 and previously worked at Gitterman Wealth Management, Signator Investors, and Jah Capital Management. Advisory Services Network provides investment advisory and planning services to individuals, families, and institutions through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, using tailored strategies based on client objectives and risk tolerances.