Alexis Miller is a financial advisor at OnePoint BFG Wealth Partners with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Morgan Stanley, Stellar Health, LPL Financial, and Purshe Kaplan Sterling Investments. 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 combination of proprietary models, third-party managers, and custodian platforms to implement client-specific investment strategies.

Daniel Aguanno is a CFP® professional with 18 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at 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 utilizes a variety of third-party managers, custodian platforms, and proprietary investment models tailored to client-specific objectives and risk tolerances.

Michael Klein is a CFP® with nine years of industry experience, currently serving as an advisor at OnePoint BFG Wealth Partners. His prior roles include positions at Purshe Kaplan Sterling Investments, Bleakley Financial Group, Private Advisor Group, and LPL Financial. 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 and third-party investment models, with most client assets managed on a discretionary basis.

Anthony Holden is a financial advisor at OnePoint BFG Wealth Partners with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Private Advisor Group. 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 a diverse client base, including individuals, retirement plans, charitable organizations, 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 uses technology tools such as AI-assisted meeting transcription to support its processes.

John Voigt Jr. is a CFP® professional with 39 years of industry experience, currently affiliated with OnePoint BFG Wealth Partners. His prior roles include positions at Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Private Advisor Group. He also provides fixed insurance advice in addition to his financial advisory services. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a variety of proprietary and third-party investment models with a focus on discretionary portfolio management and uses technology tools to support client service and recordkeeping.

Richard Wright Jr. is a CFP® professional with 36 years of experience in the financial services industry. He currently works at OnePoint BFG Wealth Partners and has held previous roles at Purshe Kaplan Sterling Investments, Bleakley Financial Group, 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 range of proprietary and third-party investment models, managing the majority of client assets on a discretionary basis with formal monitoring and rebalancing processes.

Brooke Hardiman is a financial advisor with OnePoint BFG Wealth Partners, holding a Series 66 designation and six years of industry experience. She previously worked at Private Advisor Group and LPL Financial. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a variety of portfolio management models and integrates technology and operational outsourcing into its service delivery.

Ryan Curran is a CFP® and Series 66-registered advisor at OnePoint BFG Wealth Partners with four years of industry experience. Prior to joining the firm, he worked at Bank of America and Merrill. Ryan has a background that includes experience at Rutgers University and service at Rockaway River Country Club. OnePoint BFG Wealth Partners serves a broad client base including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm provides customized financial planning and wealth management through a combination of proprietary models, third-party managers, and custodian platforms.

David Mandelbaum is a financial advisor at OnePoint BFG Wealth Partners with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Bleakley Financial Group, Private Advisor Group, and Omega Advisors. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse clientele, 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.

Alexis Macias is a financial advisor at OnePoint BFG Wealth Partners with two years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and RoundAngle Advisors LLC. In addition to advising, Macias serves as Director of Operations at Bleakley Financial Group, overseeing the operations team. 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 uses a combination of third-party managers, proprietary models, and technology to implement and monitor client portfolios.

John Mc Laughlin is a financial advisor at OnePoint BFG Wealth Partners with one year of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, LPL Financial, and Vantage Ventures. 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 combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with most assets managed on a discretionary basis.

Jonathan Guerrieri is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds the CFP® and Series 66 designations and has 11 years of industry experience. His prior roles include positions at Private Advisor Group, LLC and LPL Financial, LLC. Outside of advising, he assists with payroll and bookkeeping for a family waste management business. 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 employs a mix of third-party managers, proprietary models, and custodian platforms to implement client-specific investment strategies.

Maxwell Buchanan is a CFP® and Series 66-registered advisor with OnePoint BFG Wealth Partners, bringing 10 years of industry experience. He previously worked at UBS Financial Services Inc. for a decade before joining OnePoint BFG in 2025. Outside of his advisory role, Buchanan assists his family with the management of financial and real estate affairs through Couloir Advisory LLC. 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 combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with a focus on discretionary portfolio management and formal monitoring processes.

Robert Schwartz is a financial advisor at OnePoint BFG Wealth Partners with five years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LPL Financial, Verizon Communications Inc., and Mars Incorporated. 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 employs a variety of portfolio management strategies combining third-party managers, proprietary models, and technology-driven operational support.

Joseph Geslao III is a financial advisor at OnePoint BFG Wealth Partners with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. 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 combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with a majority of assets managed on a discretionary basis.