Salvadore Salvo is a financial advisor with Summit Financial, LLC and holds a Series 63 designation, bringing 52 years of industry experience. He previously worked with Summit Equities, Inc. and Summit Financial Resources, Inc. for 36 years before joining Summit Financial in 2018. Outside of his advisory role, Salvo serves on the board of Legatus, a religious organization, and is involved in planned giving education through several nonprofit-related activities. Summit Financial, LLC is an SEC-registered multi-team advisory firm with over $26 billion in assets under management. The firm offers both discretionary and consultative investment management services, financial planning, and retirement plan advisory, serving approximately 17,800 clients with a broad range of portfolio management programs and access to alternative investments.

Nathan Barbakoff is a financial advisor at OnePoint BFG Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and has worked at Bleakley Financial Group, Private Advisor Group, and LPL Financial. In addition to his advisory role, he is involved in offering life, disability, long-term care, and health insurance products. 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 range of proprietary and third-party investment models with a strong focus on discretionary portfolio management and uses advanced tools for monitoring and client meeting documentation.

Adam Puskar is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds Series 66, Series 63, and Series 65 credentials and has eight years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Private Advisor Group, Merrill, and a four-year tenure with the Lehigh Valley Iron Pigs. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of third-party managers, custodian platforms, and proprietary investment models to meet client-specific objectives and incorporates technology and operational outsourcing in its service delivery.

Keith Fahrman is a financial advisor at Summit Financial, LLC with 30 years of industry experience. He has been with Summit Financial since 2018 and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1996 to 2018. Fahrman also holds the Series 63 and Series 65 designations. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches across its programs.

Thomas Trynin is a financial advisor at Simon Quick Advisors, LLC with 13 years of industry experience. He holds a Series 65 credential and previously worked at Red Hook Management, LLC for ten years before joining Simon Quick Advisors in 2022. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, and administrative services. The firm combines private fund management, sub-advisory relationships, and integrated back-office offerings, including tax return preparation and bill-pay services.

Matthew Sysyn is a financial advisor at Santander Securities LLC with a Series 66 designation and less than one year of industry experience. His prior work history includes roles outside the financial services sector in retail and education. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across roughly 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Stephen Roth is a CFP® with 23 years of industry experience. He is currently with Gladstone Wealth Partners and has held prior roles at LPL Financial, LLC and PRUCO Securities, LLC. Outside of advisory roles, he has served as a benefit consultant in the non-variable insurance sector. 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, and retirement plan consulting using a broad range of investment approaches tailored at the representative level.

Jeffrey Crystal is a financial advisor at Simplicity Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Morgan Stanley, Prudential Insurance Company of America, and BrookeReed Consulting. Simplicity Wealth serves a diverse client base, including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm utilizes a fund-of-funds investment approach, combining ETFs, mutual funds, and individual securities, while providing advisory services alongside operational technology solutions and a third-party asset management platform.

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.

Devorah Finkelstein is a financial advisor at B. Riley Wealth Advisors, Inc. with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and National Securities Corp. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a variety of advisory programs, third-party managers, and proprietary asset allocation models.

David Johnston is a CFP® with 29 years of industry experience, currently serving at OnePoint BFG Wealth Partners. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Cetera Advisors, and First Allied Advisory Services. Outside of his advisory work, Johnston serves as an adjunct professor of Insurance Planning at the College of New Jersey and holds board roles at Stanton Ridge Golf and Country Club, the College of New Jersey Foundation, and the Hunterdon Health Foundation. OnePoint BFG Wealth Partners provides customized financial planning and wealth management to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, primarily managing client assets on a discretionary basis.

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.

Zachary Armstrong is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, including over a decade at Hennion & Walsh. 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 utilizing both discretionary and non-discretionary management, combining fundamental and technical analysis across multiple asset types.

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.

Charles Young is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group, LLC. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs proprietary investment models alongside third-party managers and custodian programs, managing the majority of client assets on a discretionary basis.

Richard Gustafson is a financial advisor at Simplicity Wealth with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Beneficial Wealth, C2P Capital Advisory Group, and M Holdings Securities. Outside of his advisory role, he is an Assistant Director of Divorce Professionals of Ft. Lauderdale, a networking organization supporting professionals assisting clients with divorce-related services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing as well as technology and operational support for 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.

Colin Smith is a CFA® charterholder with 16 years of industry experience, currently advising at OnePoint BFG Wealth Partners. His prior roles include positions at Bleakley Financial Group and Donald Creech. Smith holds partial ownership in several legal entities related to investment revenue and expense management. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm implements portfolios using a mix of third-party managers, custodian platforms, and proprietary models, supported by technology and operational outsourcing.

Ryan Degrau is a Certified Financial Planner™ with 18 years of industry experience. He is currently with RMR Wealth Builders, Inc., where he has worked since 2023, following prior roles at Calton & Associates, Inc. and earlier years at RMR Wealth Builders. Outside of advising, he serves as a director for HR Ease, a benefit administration platform, and holds board positions with the From Tessa With Love Foundation and Community Resources of Staten Island, a nonprofit agency. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors. The firm serves individuals, retirement plans, and institutional clients, offering portfolio management, financial planning, retirement fiduciary services, and specialist advisory options including annuity and digital asset management.

Marina Ditommaso is a financial advisor at Arax Advisory Partners with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Transcend Capital Advisors, and Fidelity Brokerage Services. Outside of her advisory role, she is a co-founder and manages day-to-day operations of Ravello Intimates LLC, an online retail business. Arax Advisory Partners is a multi-team SEC-registered wealth manager with over 200 advisors overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, combining internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.