Dean Barnacle is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at PKS Investments, Equitable Advisors, and RBC Capital Markets. Summit Financial, LLC is an SEC-registered multi-team advisory firm with approximately $26.35 billion in assets under management, serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory, combining discretionary and consultative services.

David Pitt is a CFP® certificant with 23 years of experience in the financial services industry. He is currently with Beacon Trust and previously worked at Hennion & Walsh Inc. and Allied Wealth Partners, among other firms. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages roughly $4.26 billion in discretionary assets and employs an open-architecture investment approach that includes in-house strategies, factor-based models, separately managed accounts, and independent managers, with a focus on tax awareness and customized fixed-income portfolios.

Daniel Weitz is a CFP® with 14 years of industry experience, currently serving as an advisor at Simon Quick Advisors, LLC since 2011. He holds a Series 65 license and is based in Morristown, NJ. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients, offering wealth management, investment consulting, financial and tax planning, and administrative services. The firm employs a diversified investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private funds, and provides integrated tax and back-office services.

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.

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.

David Konikow is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 66 license, and has 25 years of industry experience. He has been with ValMark Advisers and ValMark Securities since 2004 and has operated Konikow Associates Inc., a company specializing in employee benefits and life insurance, since 1984. He is a 50% owner of Konikow Associates, which he runs with his brother. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and specialized advisory solutions.

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.

Hongwei Liu is a CFP® and Series 66 licensed advisor at Wealthcare Advisory Partners LLC with six years of industry experience. He has held roles at Ni Advisors Inc and runs his own CPA practice providing accounting and tax services. Liu also serves as Vice President of Amerelite Financial Group LLC, a life and health insurance business. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning process supported by proprietary software with an evidence-based investment approach that includes access to alternative investments and third-party managers.

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.

Matthew Nugent is a CFP® professional with 19 years of experience in the financial services industry. He has been with Chelsea Advisory Services, Inc. for 10 years and holds Series 63 and Series 65 registrations. Outside of his advisory role, Nugent is involved in fixed life insurance and fixed annuity sales through the Palermo Insurance Agency. Chelsea Advisory Services, Inc. provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm emphasizes a fundamental, long-term investment approach with discretionary portfolio management, focusing on diversified holdings across equities, fixed income, mutual funds, and ETFs.

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 in Cranford, NJ. He has worked with Lincoln Investment Planning, Inc. and co-owns Biehl & Bergin Agency, Inc., both since 1990. Outside of his advisory role, he manages an independent financial services office and is involved in health insurance referrals. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management leveraging in-house research and model portfolios, with a structure that supports various advisory styles and outside business activities.