Andrew Janusz is a CFA® charterholder with 11 years of experience in financial services. He is currently an advisor at OnePoint BFG Wealth Partners and has held previous roles at firms including JP Morgan, Merrill Lynch, Bank of America, and Northwestern Mutual. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a range of portfolio management approaches using third-party managers, proprietary models, and technology integrations to support its investment and operational processes.

Christopher Koenig is a CFP® and ChFC® professional with nine years of industry experience, currently serving at OnePoint BFG Wealth Partners in Minneapolis, MN. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Koenig is treasurer of the Northwestern Mutual Minneapolis Foundation, a nonprofit organization. OnePoint BFG Wealth Partners offers 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 portfolio models and third-party managers, with most assets managed on a discretionary basis.

Mary Lundstrom is a CFP® and ChFC® with 23 years of experience in financial advising. She is currently with OnePoint BFG Wealth Partners and has held prior roles at Bleakley Financial Group, Private Advisor Group, and Northwestern Mutual. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities, utilizing a combination of proprietary models and third-party managers to deliver discretionary and non-discretionary portfolio management.

Salvatore Benigno is a financial advisor at OnePoint BFG Wealth Partners with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, LPL Financial, and Private Advisor Group. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a mix of third-party managers, custodian platforms, and proprietary models to create client-specific portfolios and integrates technology and operational outsourcing into its service model.

Matthew Renov is a financial advisor at OnePoint BFG Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bleakley Financial Group, Private Advisor Group, and Summit Equities. Renov is also licensed as an insurance agent, focusing on life and long-term care insurance. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies, including proprietary models and third-party managers, supported by technology and operational outsourcing.

Kyle Wesley 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 LPL Financial, Private Advisor Group, and Purshe Kaplan Sterling Investments. He also serves as Chief Technology Officer at OnePoint BFG, overseeing the firm’s technology operations. OnePoint BFG 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 most client assets managed on a discretionary basis, and utilizes AI-assisted tools for client meeting documentation.

John Mara is a financial advisor with OnePoint BFG Wealth Partners in Burlington, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Northwestern Mutual and LPL Financial. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a wide range of clients, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations, using a client-specific investment approach that integrates third-party managers, proprietary models, and technology-driven operational support.

Adam Johnston is a financial advisor with OnePoint BFG Wealth Partners, holding Series 65 and Series 63 credentials and 19 years of industry experience. His previous roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Cetera ADVISORS LLC, and First Allied Securities. Outside of his advisory work, Johnston contributes as a blogger on political, historical, philosophical, and technological topics. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of proprietary models and third-party managers to implement client-specific investment strategies, supported by technology-driven operational tools.

Elena Madrazo is a CFP® with nine years of industry experience. She is currently with OnePoint BFG Wealth Partners and has prior roles at Northwestern Mutual Wealth Management Company and other affiliated firms. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a mix of third-party managers, custodian platforms, and proprietary models to implement client-specific portfolios, supported by technology and operational outsourcing.

Paul Kadesch is a financial advisor with OnePoint BFG Wealth Partners, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company, LPL Financial, and Drew Besonson. 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 utilizes a range of portfolio management approaches combining third-party managers, proprietary models, and technology-driven operational support.

David Schwartz is a financial advisor at OnePoint BFG Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, Private Advisor Group, Bleakley Financial Group, and Purshe Kaplan Sterling Investments. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a blend of proprietary models, third-party managers, and custodian-sponsored programs, primarily managing client assets on a discretionary basis.

Sean Mc Carthy is a CFP® and ChFC® with seven years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. His prior roles include positions at Northwestern Mutual Wealth Management Company and Bankers Life and Casualty. Outside of his advisory work, he is involved in nonprofit basketball organizations and owns a personal basketball training business. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of investment strategies using third-party managers, proprietary models, and technology-driven operational support.

Louise Monti is a financial advisor with OnePoint BFG Wealth Partners in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, LPL Financial, and Private Advisor Group. She serves on the finance council of St. Lawrence Catholic Church, assisting with the parish’s financial affairs. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with most client assets managed on a discretionary basis.

Joseph Patterson is a financial advisor at OnePoint BFG Wealth Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual Life Insurance from 1992 to 2021 before joining Bleakley Financial Group, now rebranded as OnePoint BFG. OnePoint BFG provides customized financial planning and wealth management to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm utilizes a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, primarily managing assets on a discretionary basis.

Rebecca Bast is a ChFC® credentialed financial advisor with 29 years of industry experience. She is currently with OnePoint BFG Wealth Partners and has prior experience at Northwestern Mutual, where she worked for more than two decades. Bast holds Series 63 and Series 65 licenses. 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 range of investment strategies that blend third-party managers with proprietary models and integrates technology and operational outsourcing into its service model.

Vincent Nauheimer Jr. is a financial advisor at OnePoint BFG Wealth Partners with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at LPL Financial, Private Advisor Group, and Summit Equities. He also provides administrative support to Bleakley Financial Group, an independent investment advisor firm. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a client-specific investment approach using third-party managers, custodian platforms, and proprietary models, supported by technological and operational resources.

Lyle Weintraub is a CFP® professional with 33 years of industry experience, currently affiliated with OnePoint BFG Wealth Partners. His prior roles include positions at Northwestern Mutual Wealth Management Company and LPL Financial, among others. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs client-specific investment strategies using a combination of third-party managers, proprietary models, and technology-driven operational support.

Dante Petullo is a CFP® and holds a Series 66 license, currently affiliated with OnePoint BFG Wealth Partners. He has three years of industry experience and previously worked at LPL Financial and Purshe Kaplan Sterling Investments. Before entering the financial services industry, he was involved with Boardwalk Pizza. 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 a mix of proprietary models and third-party managers, with most assets managed on a discretionary basis, and utilizes AI-assisted tools for client meeting documentation.

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 at OnePoint BFG Wealth Partners with eight years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. Prior to his current role, he worked at Purshe Kaplan Sterling Investments, Private Advisor Group, and the Lehigh Valley Iron Pigs. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management approaches using third-party managers, proprietary models, and technology integration to tailor investment solutions to client objectives and risk tolerances.