Meghan Stein is a financial advisor at Beacon Trust with one year of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Goldman Sachs & Co. LLC for three years. 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 offers a range of investment strategies emphasizing tax awareness, active loss harvesting, and customized fixed-income portfolios.

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.

Hongwei Liu is a CFP® professional with six years of experience in financial advising, currently with Wealthcare Advisory Partners LLC. He has prior experience at Ni Advisors Inc and operates an accounting and tax services business as a CPA. He also serves as Vice President of Amerelite Financial Group LLC, a life and health insurance firm. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based advisory approach that incorporates proprietary software and behavioral economics, combining quantitative metrics, fundamental analysis, and both passive and active investment strategies.

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.

Patrick Bergin is a CFP® with 36 years of industry experience, currently affiliated with Capital Analysts. He has worked with Lincoln Investment Planning, Inc. and Biehl & Bergin Agency, Inc. throughout his career. Outside of advising, he owns and manages an independent financial services office and is involved in health insurance referrals. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

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 financial advisor with M HOLDINGS SECURITIES, Inc. holding CFP® and CFA® designations and has 22 years of industry experience. His prior roles include long tenure at Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America, as well as positions at MassMutual and Equitable Advisors. Outside of his advisory work, he serves on the Finance Committee at the Church of Saint Leo the Great. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning, utilizing both in-house portfolio managers and third-party sub-advisors.

Edward Hoffman is a financial advisor with Perigon Wealth Management, LLC in Edison, NJ. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Vanderbilt Securities, LLC and Gitterman Wealth Management, LLC. He is also involved in insurance sales and policy design through licensed activities with Vanderbilt Insurance Services, CEC Benefits, and Simplicity Group. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction with regular monitoring and serves as both sponsor and overseer of wrap-fee programs and sub-advisor relationships.

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.

Michael Provine is a financial advisor at Cary Street Partners with 24 years of industry experience. He previously worked at Tradition Asset Management, Candor Wealth Advisors, and Tradition Capital Management LLC. 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 uses a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance company clients.

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.

Matthew Kelly is a financial advisor at Beacon Trust with five years of industry experience. He holds a Series 65 designation and previously worked at Morgan Stanley and MetLife Investments. Kelly has been with Beacon Trust since 2022. Beacon Trust serves individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm employs an open-architecture investment platform with a risk-first framework and offers integrated trust and banking referral capabilities through its affiliations.

Victoria Stout is a financial advisor at Simplicity Wealth with four years of industry experience. She holds a Series 65 credential and has worked in financial advisory roles at Simplicity Wealth and Roseland Retirement Planning since 2021. Additionally, she is a licensed real estate agent with Keller Williams Suburban Realty, where she has been active since 2010. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside a technology-driven managed account platform for advisers.

Philip Marchetti is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at PNC Wealth Management, LPL Financial, Banc of America Investment Services, and Quick & Reilly. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions with investment approaches tailored at the representative level.

Theodore Cambilis is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with Circle Wealth Management, LLC since 2015. Circle Wealth Management is an independent, women-owned registered investment adviser specializing in customized wealth advisory, investment management, and family office services for high-net-worth individuals, multi-generational families, and related entities. The firm manages approximately $14.07 billion in assets across 73 client relationships and emphasizes coordinated estate, tax, insurance, and charitable planning alongside a broad range of investment strategies.

Robert Bezzone is a financial advisor at Arax Advisory Partners with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including Bank of America, Merrill, Wells Fargo Clearing, and Citigroup Global Markets. Outside of his advisory work, he serves on the boards of religious charities, including the Sisters of Christian Charity and St. Paul - Inside The Walls. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, employing both traditional and alternative investment strategies across an integrated platform with over 200 advisors.

Patrick Bosworth is a Series 65 licensed financial advisor with 12 years of industry experience. He is currently with Sowell Management and also serves as a partner and financial advisor at Eagle Eye Advisors. His prior experience includes roles at XP Securities LLC, Minnesota Life Insurance Co, Allied Wealth Partners, Securian Financial Services Inc, and Giffen Solutions Inc. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm supports over 100 independent contractor advisors and employs multiple management styles, including strategic and tactical allocation and customized portfolio design.