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.

Timothy Farley is a financial advisor at Summit Financial, LLC with 12 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior roles include positions at Summit Financial Resources, Inc., Summit Equities, Inc., and Purshe Kaplan Sterling Investments. 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 alongside financial planning and retirement plan advisory services, combining discretionary and consultative approaches.

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.

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.

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.

Richard Dambola is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been affiliated with Creative Financial Designs and CFD Investments since 2014 and has managed his own firm, Richard D'Ambola & Associates, LLC, since 1999. In addition to his advisory roles, he is an insurance agent offering fixed annuities, disability, health, life, and long-term care insurance. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm uses asset-class model portfolios with various risk objectives and provides features such as Biblically Responsible Investing strategies and multiple billing options.

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.

Michael Provine is a financial advisor with Cary Street Partners in Morristown, NJ, holding 24 years of industry experience. His prior roles include positions at Tradition Asset Management, Candor Wealth Advisors, and Tradition Capital Management LLC. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive process involving client profiling, allocation, manager selection, and ongoing monitoring, utilizing both third-party and in-house resources across a wide range of investment strategies.

George Plock Jr. is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at LPL Financial and J.W. Cole Advisors, Inc. Outside of his advisory work, he is the owner of Iron Heart Metal Art, LLC, a non-investment-related business. Great Valley Advisor Group is an SEC-registered, multi-team 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, utilizing a mix of in-house strategies and third-party managers along with ongoing portfolio oversight.

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.

David Cottam is a financial advisor at Cary Street Partners with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at National Wealth Management, LLC from 2005 to 2022. He is the managing member of Equator Holdings, LLC, an investment holdings company focused on debt collection. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, alternative investments, and lending and insurance solutions, utilizing both third-party managers and in-house resources.

Noah Dorman is a CFP® with four years of industry experience and is currently with OneAscent Financial Services LLC. He previously worked at StoneX Advisors Inc and Stonex Securities Inc. In addition to his advisory role, he is involved in insurance sales. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams, offering a variety of asset management and financial planning solutions.

Mark Chioda is a Series 65–licensed advisor at Tucker Asset Management LLC with six years of industry experience. He has worked at Tucker Asset Management since 2019 and previously was with Strategic Retirement Solutions, LLC. Outside of his advisory role, he operates as an independent insurance agent. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm employs a top-down, macroeconomic asset-allocation process to manage portfolios across various strategies, including alternative investments, and delivers services through a network of independent investment adviser representatives.

Giovanni Buzzetta is a financial advisor at NFSG Corporation with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Newbridge Securities since 2017 and National Securities Corp from 2013 to 2017. Outside of advising, he serves as a CCD instructor for a Catholic church program in Helmetta, NJ. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party asset managers to meet client objectives.

Todd Engmann is a financial advisor at Cary Street Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the executor of an estate for a client. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that includes traditional and alternative strategies, combining third-party and in-house resources.

David Hedley III is a financial advisor with Simon Quick Advisors, LLC, holding a Series 63 designation and over 31 years of industry experience. He joined Simon Quick Advisors in 2021 after six years with Ernst & Young Capital Advisors and Ernst & Young US. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients, offering a range of services including wealth management, investment consulting, financial and tax planning, and administrative support. The firm employs a diversified investment approach involving independent managers, mutual funds, ETFs, and affiliated private funds, and it operates multiple affiliated private funds while providing integrated tax and back-office services.

Richard Spinner is a financial advisor at Cary Street Partners with 11 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Transcend Wealth Collective, LLC and Edge Wealth Management. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to proprietary and third-party investment strategies, utilizing AI tools alongside human oversight for portfolio management.

Lisa Guido is a financial advisor at Summit Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Summit Financial, she worked at Verizon for 11 years. Summit Financial, LLC is an SEC-registered, 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, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches to investment management.

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.

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.