Michael Ciccone is a CFP® professional with six years of industry experience. He is currently with Cary Street Partners and has previously worked at Tradition Asset Management LLC and Tradition Capital Management LLC. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm combines third-party and in-house resources to manage portfolios across various strategies, including traditional equities and fixed income, opportunistic and hedged approaches, and proprietary products such as the actively managed ETF TACK.

Patricia Caccavo is a financial advisor at Summit Financial, LLC with a Series 65 designation and seven years of industry experience. She has been with Summit Financial since 2018 and previously worked at Summit Risk Management, Inc. and Summit Equities, Inc. from 2011 to 2018. Summit Financial, LLC is an SEC-registered, 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, combining discretionary and consultative services to support customized client solutions.

Randi Loreti is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2018. Prior to this, she worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 2002 to 2018. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through both discretionary and consultative approaches.

Della Lounsbery is a financial advisor with Avantax Planning Partners, Inc., holding a Series 63 license and 13 years of industry experience. She has worked with Avantax Advisory Services and Stephen E. Plain LLC, where she was involved in tax preparation and accounting. Lounsbery also has a role in managing patent-related matters through a separate business entity. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plan services to individuals, businesses, and charitable organizations, delivering these primarily through a network of CPA firms and advisor representatives. The firm manages approximately $7.57 billion in assets across its 164 advisors and offers tax-intelligent investment strategies with a comprehensive approach to client account management.

Nirav Thakker is a financial advisor at RMR Wealth Builders, Inc. with 22 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at UBS Securities LLC, BNPPSC, and RBC Capital Markets. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors. The firm serves individuals, including high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory services, and educational seminars.

Daniel Petrie Jr. is a financial advisor at Fortis Capital Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Seraphim Capital Management and LPL Financial. In addition to his advisory role, he is a college professor at Fairleigh Dickinson University. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring using both model and bespoke strategies across various investment approaches, managing approximately $1.21 billion in assets.

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.

Ian Welham is a financial advisor at Coppell Advisory Solutions LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at several firms including City Center Advisors, LLC and Haydenrock Solutions LLC. Outside of his advisory role, he is a partner and consultant at Elite Corporate Holdings LLC and owns LW Connections LLC, which connects business owners and individuals to experts in tax, legal, and business growth. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses tailor-made asset allocation models and combines fundamental and technical analysis to implement strategies consistent with client objectives.

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 is currently with Beacon Trust in Morristown, NJ, where he has worked since 2023. His prior experience includes roles at TFS Securities, Inc., MML Investors Services, Mass Mutual Life Insurance Company, and Coal Diamond LLC. 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 delivers investment advice through a blend of in-house strategies, factor-based and ETF model portfolios, and monitored independent managers, with an emphasis on tax awareness 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 designation and has worked at FourStar since 2023. Outside of finance, he owns and operates Perry Bindelglass Foods, a company that sells sauces, and Bindelglass Photography, where he works as a professional event photographer. FourStar Wealth Advisors provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, and charitable organizations. The firm manages portfolios primarily on a discretionary basis using a combination of fundamental and technical analysis tailored to client risk tolerances and 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 39 years of industry experience. She holds Series 63 and Series 65 credentials 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, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a blend of proprietary investment models, third-party managers, and custodian programs, with most assets managed on a discretionary basis.

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 26 years of experience in the financial services industry. She currently serves at SAX Wealth Advisors, LLC and previously led Nevils Financial, LLC for 18 years. SAX Wealth Advisors provides investment management, comprehensive financial planning, 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 and offers discretionary portfolio management alongside coordination with outside professionals.

Carl Libert is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been associated with Santander Securities since 2012 and has concurrently worked with Santander Bank, NA since 2008. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, operating through the FMAX managed-account platform with discretionary account management and ongoing compliance oversight.

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.

Samuel Angelo Jr. is a financial advisor with Avantax Planning Partners, Inc. holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked at firms including 1st GLOBAL ADVISORS, Inc. and Hunter Financial Services, Inc. He serves as a board member of Central Jersey Federal Credit Union. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses, primarily through CPA firms and registered advisor representatives. The firm employs style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies, centralized trading, and annual account reviews.