Mark O’Leary is a financial advisor at Summit Financial, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Summit Financial since 2018, following over two decades at Summit Equities, Inc. and Summit Financial Resources, Inc. In addition to his advisory role, he is involved in insurance brokerage through affiliated companies and manages an investment advisory LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with $26.35 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Patrick Rogers is a Senior Relationship Manager at Prosperity - An EisnerAmper Company with 14 years of industry experience. He has held roles at firms including Dai Securities, APW Capital, and Scottrade. His current work focuses on client relationship management and wealth advisory services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory. The firm manages approximately $5 billion in client assets, emphasizing asset allocation and diversification through both discretionary and non-discretionary management strategies.

Stuart Simchowitz is a financial advisor at RMR Wealth Builders, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RMR Wealth Builders since 2020, with prior experience at Calton & Associates, Inc. and as owner and CEO of Sammax Consultants, Ltd., a bookkeeping and administration business. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, integrating both advisory and insurance product services.

Thomas Belding is a CFP® professional with four years of experience, currently serving at CGN Advisors, LLC since 2021. His prior career includes 29 years at BELKO, Inc. and 13 years at The Newgrange School of Princeton, Inc. He serves as a trustee for the Jean Belding Fay Trust and holds board memberships with the Planning Board of Chatham Borough and the Progressive Center for Independent Living, a nonprofit advocating for the rights of people with disabilities. CGN Advisors, LLC provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and offers fiduciary advice through discretionary and non-discretionary engagements, incorporating tax-aware investment vehicles and third-party manager relationships.

Lee Delaporte III is a financial advisor with Beacon Trust in Morristown, NJ, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. He is also a partner in a fitness club, NBD Fitness, where he serves in a non-operating capacity. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension and charitable entities, managing approximately $4.26 billion in discretionary assets. The firm employs an open-architecture approach combining in-house strategies, factor-based and ETF models, separately managed accounts, and monitored independent managers, with an emphasis on tax awareness and customized fixed-income portfolios.

Nicholas La Verghetta is a financial advisor at RMR Wealth Builders, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked at Bank of America, Weber, Shapiro & Company LLP, NCM Capital Management, and Stack Sports. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement strategies using model portfolios and periodic reviews.

Adam Talmadge is a CFP® professional with Simon Quick Advisors, LLC, where he has worked since 2019. He has no prior industry experience before joining the firm and was a full-time university student from 2014 to 2019. Simon Quick Advisors serves individuals, families, pension and non-profit 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 diversified investment approach that includes unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and it offers integrated tax and back-office services.

Keith Soltis is a financial advisor at Summit Financial, LLC with over 30 years of industry experience. He holds the ChFC® designation and has worked with firms including MassMutual Investors Services and MetLife Securities. Outside of his advisory role, he is a contributing writer and author of the book *Ivy League Wealth Secrets*. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and serves 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.

Anthony Ferraiolo is a CFP® professional with five years of industry experience. He is currently with Mariner Independent and has previously worked at firms including AdvicePeriod, LLC and Altfest Personal Wealth Management. Outside of advisory work, he is involved in tax preparation as a tax associate with Mazz CPA LLC. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios, third-party managers, and retirement plan services, supported by its platform’s integration with institutional resources and affiliated entities.

Christopher Bromley is a CFP® professional affiliated with Simon Quick Advisors, LLC, with one year of experience in the financial industry. Prior to joining Simon Quick Advisors, he worked at Beacon Trust Company and UBS. Outside of his advisory role, he has worked as a bartender at Sammy's Ye Old Cider Mill during non-trading hours. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings, including proprietary tax reporting tools, to deliver its services.

David Greenberg is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses. He has 23 years of industry experience. Greenberg is president of Integrated Planning Concepts LLC, where he advises clients on health insurance matters. He also serves as an ambassador for the Morris County Chamber of Commerce. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, and corporate clients.

Daulton Carlisle is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds a Series 66 designation and has prior experience with Vanguard Marketing Corporation, The Vanguard Group, Inc., and Equitable Advisors, LLC. Outside of his financial career, he has worked at Chester Valley Golf Club and The Golf Zone. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Kenneth Detz is a financial advisor with Primerica Advisors in Parsippany, NJ, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Guardian Life Insurance Company and Primerica Advisors since 2014. Outside of his advisory role, he is involved in selling various insurance products, including long-term care insurance and fixed annuities. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of investment programs and financial planning solutions supported by proprietary and third-party strategies.

Sarah Equils is a CFP® professional with one year of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Lighthouse Financial Advisors and several financial institutions. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individuals, corporations, pension plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers, using both active and passive strategies across public and private asset classes.

Ryan Petti is a CFP® and ChFC® with six years of experience in the financial services industry. He has worked at Hornor, Townsend & Kent LLC since 2020 and has held roles at Penn Mutual Life Insurance Company since 2019. In addition to his advisory work, Petti is involved in multi-line insurance sales and financial advising through several independent ventures. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and offers both discretionary and non-discretionary account options to tailor client investment strategies.

Kathryn Dougherty is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds the Series 66 designation. Prior to her current role, her work history includes positions at Goldman Sachs & Co. LLC and various other roles outside the financial sector. Goldman Sachs Wealth Services advises individual investors, corporate clients, executives, plan sponsors, and institutions, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic and tactical allocation models and offers clients a variety of platforms and fee arrangements, leveraging resources across the Goldman Sachs organization.

Peter Vitale is a financial advisor with Primerica Advisors who holds a Series 63 designation and has 27 years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, MassMutual, and MetLife Securities. Outside of his advisory work, he is also active as an insurance broker for products beyond Guardian. Primerica Advisors serves a diverse retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a variety of proprietary and third-party investment strategies and offers both discretionary and non-discretionary account management options.

Paul De Sisto is a CFA® charterholder with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at M&R Capital Management Inc for 12 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.

Anthony Marino is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Oppenheimer since 2016 and was previously with Ameriprise Financial Services from 2013 to 2016. Outside of his advisory role, he is involved in a music performance group as a guitar player. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm emphasizes strategic asset allocation and manager selection, providing both discretionary and non-discretionary investment solutions.

Gregory Auerbach is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021, following a 13-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.