Paul Winter is a CFP® and CFA® with 21 years of industry experience. He is currently with SAX Wealth Advisors, LLC in Salt Lake City, where he has worked since 2025. Prior to joining SAX Wealth Advisors, he spent 21 years at Five Seasons Financial Planning LLC. SAX Wealth Advisors offers investment management, comprehensive financial planning, and specialized consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive funds and ETFs, along with customized fixed-income portfolios and third-party sub-advisers.

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.

Christopher Mastrangelo is a financial advisor at Hennion & Walsh Asset Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2013. Hennion & Walsh 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 various asset classes and program structures.

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.

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.

Nicholas Dubac is a financial advisor at SAX Wealth Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Enterprise LLC and Il Palazzo. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individual clients, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach emphasizes long-term, evidence-based asset allocation using primarily low-cost, passively managed funds and integrates specialized advisory services including alternative investments and employee benefit consulting.

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.

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.

George Plock Jr. is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior firms include LPL Financial LLC, J.W. Cole Advisors, Inc., and American Wealth Executives, LLC. Outside of his advisory work, he owns a business called Iron Heart Metal Art, LLC. Great Valley Advisor Group is a multi-team SEC-registered 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, using a combination of in-house strategies and third-party managers with regular due diligence and portfolio oversight.

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 with several notable firms, including Bank of America, Merrill, Wells Fargo Clearing, and Citigroup Global Markets. In addition to his advisory work, he serves as a committee member for the Sisters of Christian Charity and a board member for St. Paul - Inside The Walls, both religious charities. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with a team of over 200 advisors. The firm serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies.

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.

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® with 43 years of industry experience. He has worked at Summit Financial, LLC since 2018 and previously spent 34 years with Summit Equities, Inc. and Summit Financial Resources, Inc. Mr. Conway operates farmland and stables and serves as the chief coordinator for a youth program that introduces inner-city children to farm activities. He is also the co-founder of an ESG investment platform and a B2B subscription service for financial advisors. 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, combining discretionary and advisor-led consultative programs.

Spencer Marsh is a CFA® charterholder and holds a Series 65 license, with 15 years of industry experience. He has been with Beacon Investment Advisory Services since 2011. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals—including high-net-worth clients—as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in assets and offers an open-architecture investment platform with a risk-first framework, tax-aware management, and customization options, supported by its affiliation with a chartered trust company and bank holding company.