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David J

CFP®, Series 63, Series 65

Parsippany, NJ

OnePoint BFG Wealth Partners

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.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Charles Y

Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

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.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Colin S

CFA®, Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

Colin Smith is a CFA® charterholder with 15 years of industry experience. He is currently affiliated with OnePoint BFG Wealth Partners and has previously worked with firms including Donald Creech and Northwestern Mutual Wealth Management Company. Outside of his advisory role, he holds ownership interests in several legal entities related to investment revenue and expense management. 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 employs a blend of proprietary investment models, third-party managers, and custodian-sponsored programs, with a majority of client assets managed on a discretionary basis.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Jesse B

CFP®, ChFC®, Series 63

Minneapolis, MN

OnePoint BFG Wealth Partners

Jesse Bergland is a financial advisor at OnePoint BFG Wealth Partners in Minneapolis, MN, holding CFP® and ChFC® designations with 23 years of industry experience. He previously worked with Northwestern Mutual in various roles from 2002 to 2026. Outside of advisory work, he is the sole owner of JBWI Holdings, LLC, a non-investment related business entity. 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 combination of proprietary investment models, third-party managers, and custodian programs, with a majority of assets managed on a discretionary basis.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Amanda M

Series 65, Series 63

St Petersburg, FL

OnePoint BFG Wealth Partners

Amanda Molina is a financial advisor at OnePoint BFG Wealth Partners with 10 years of industry experience. She previously worked at Morgan Stanley for nine years and has been affiliated with Miami Dade College since 2008. Molina holds the Series 65 and Series 63 designations. 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 uses a variety of portfolio management strategies and integrates technology and operational outsourcing into its service model.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Adam S

Series 63, Series 65

Winter Park, FL

OnePoint BFG Wealth Partners

Adam Sinoff is a financial advisor at OnePoint BFG Wealth Partners with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Wealth Management Company and Northwestern Mutual Investment Services LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, and charitable organizations. The firm employs a range of portfolio management strategies and integrates technology and operational outsourcing to support its service model.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Carlos N

CFP®, Series 63, Series 65

Parsippany, NJ

OnePoint BFG Wealth Partners

Carlos Noriega is a CFP® with 24 years of industry experience, currently serving as an advisor at OnePoint BFG Wealth Partners. His prior roles include positions at Morgan Stanley and Foresters Financial Services. He is also an approved FINRA arbitrator and may participate in arbitration hearings. 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 utilizes proprietary investment models alongside third-party managers and emphasizes formal portfolio monitoring and rebalancing processes.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Michael A

Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

Michael Albertine is a financial advisor at OnePoint BFG Wealth Partners with 16 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Private Advisor Group. Albertine engages in non-variable insurance activities, including life, disability, and long-term care insurance. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a broad client base comprising individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs both discretionary and non-discretionary portfolio management strategies using a combination of third-party managers, custodian platforms, and proprietary models.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Steven W

CFP®, Series 63, Series 66

Lombard, IL

OnePoint BFG Wealth Partners

Steven Wilder is a CFP® professional with 18 years of experience in financial advising. He is currently with OnePoint BFG Wealth Partners and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. Wilder has been associated with Kevin Spahn since 2007. 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 mix of proprietary investment models, third-party managers, and custodian-sponsored programs, managing most client assets on a discretionary basis.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Daniel G

CFP®, Series 65, Series 63

Lutz, FL

OnePoint BFG Wealth Partners

Daniel George is a CFP® with nine years of experience in financial advising. He is currently with OnePoint BFG Wealth Partners, previously known as Bleakley Financial Group, and has prior experience at Northwestern Mutual Investment Services LLC, Rebecca Bast, AGW Capital Advisors, and Gasparilla Capital. 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 third-party managers, custodian platforms, and proprietary models to construct and manage client portfolios.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Sadie B

Series 66

Minneapolis, MN

OnePoint BFG Wealth Partners

Sadie Bresnahan is a financial advisor at OnePoint BFG Wealth Partners in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Northwestern Mutual Investment Services LLC and Innovative Planning Group. She has also been involved with the University of St Thomas in various capacities. 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 combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with a focus on discretionary portfolio management and formal monitoring processes.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Dimitri G

Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

Dimitri Grant is a financial advisor at OnePoint BFG Wealth Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. 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 employs a mix of proprietary models and third-party managers, with most client assets managed on a discretionary basis.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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David R

CFP®, Series 63

Purcellville, VA

OnePoint BFG Wealth Partners

David Roberts is a CFP®-certified financial advisor with 14 years of industry experience. He currently works with OnePoint BFG Wealth Partners and has previously held roles at LPL Financial and Northwestern Mutual. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, and charitable organizations. The firm employs a mix of third-party managers, custodian platforms, and proprietary models tailored to client-specific investment objectives and risk profiles.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Daniel D

CFP®, Series 63

Lombard, IL

OnePoint BFG Wealth Partners

Daniel De Angelis is a CFP® with two years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. His prior roles include positions at Northwestern Mutual Investment Services LLC and Bleakley Financial Group dba Spahn Financial & OnePoint BFG. Outside of financial advising, he has a diverse work background including experience at FedEx Ground and Depot Dental Lab. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a wide range of clients, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs proprietary portfolio models alongside third-party managers and uses formal monitoring and rebalancing processes, with most client assets managed on a discretionary basis.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Mark F

CFP®, Series 63, Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

Mark Feldman is a CFP® professional with 26 years of industry experience, currently serving at OnePoint BFG Wealth Partners. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group, LLC. He is also an independent insurance agent providing fixed insurance and annuity advice. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, and corporate entities. The firm employs a combination of proprietary models, third-party managers, and custodian programs to manage client portfolios, primarily on a discretionary basis.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Brian T

CFP®, ChFC®, Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

Brian Toole is a CFP® and ChFC® with eight years of experience in financial advisory roles. He currently works at OnePoint BFG Wealth Partners and previously held positions at Northwestern Mutual Wealth Management Company and other firms. 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 utilizes a mix of proprietary models, third-party managers, and custodian-sponsored programs to manage client portfolios, with most assets managed on a discretionary basis.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Julianna R

CFA®, Series 63

Parsippany, NJ

OnePoint BFG Wealth Partners

Julianna Roberto is a CFA® charterholder and holds a Series 63 license with nine years of industry experience. She is currently with OnePoint BFG Wealth Partners and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Northwestern Mutual Investment Management. 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 combination of proprietary investment models, third-party managers, and custodian programs, with the majority of assets managed on a discretionary basis.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Kyle D

CFP®, Series 66

Lombard, IL

OnePoint BFG Wealth Partners

Kyle De Raedt is a CFP® professional with 11 years of industry experience, currently serving at OnePoint BFG Wealth Partners. His prior experience includes nearly a decade with Northwestern Mutual Wealth Management Company and affiliated entities. He is a partial owner of Stewardship Enterprises LLC, an entity established for business purposes. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, and charitable organizations. The firm employs a range of portfolio management strategies utilizing third-party managers and proprietary models, supported by technology and operational outsourcing.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Nicholas A

Series 65, Series 63

Lombard, IL

OnePoint BFG Wealth Partners

Nicholas Armbrust is a financial advisor with OnePoint BFG Wealth Partners in Lombard, IL, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions with Northwestern Mutual Wealth Management Company and UBS Maltby Ludington Nelson Group. OnePoint BFG provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm implements client-specific portfolios using a combination of third-party managers, proprietary models, and custodian platforms, supported by technology and operational outsourcing.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Michelle M

Series 63, Series 66

Parsippany, NJ

OnePoint BFG Wealth Partners

Michelle Mackin is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding Series 63 and Series 66 licenses and 12 years of industry experience. Her prior firms include LPL Financial, Private Advisor Group, and FCG Wealth Management. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate clients. The firm employs a variety of proprietary and third-party portfolio management strategies, with a focus on discretionary management and formal monitoring processes.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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