Khagendra Kattel is a Certified Financial Planner® (CFP®) and Chartered Financial Consultant (ChFC®) with 13 years of industry experience. He currently serves at Purshe Kaplan Sterling Investments and has prior experience at Bleakley Financial Group, Private Advisor Group, LPL Financial, and Northwestern Mutual Investment Management. He is affiliated with OnePoint BFG Wealth Partners, a multi-team firm that provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a mix of proprietary and third-party investment models and integrates technology and operational support into its service delivery.

Patrick Stanton is a financial advisor at Hennion & Walsh Asset Management, Inc. with 27 years of industry experience. He has worked with the firm and its predecessor since 1999. He holds Series 63 and Series 65 credentials. Hennion & Walsh provides investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of strategies across various asset classes and manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

William Hennion is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1990. 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 employs both discretionary and non-discretionary management strategies using fundamental and technical analysis across a range of asset classes and offers multiple program options such as wrap-fee and personalized UMA programs.

Patrick Torney is a financial advisor at OnePoint BFG Wealth Partners with 12 years of industry experience. He has held roles at LPL Financial and Private Advisor Group prior to joining Bleakley Financial Group, now OnePoint BFG Wealth Partners. Torney holds a Series 66 designation. 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 variety of investment models and integrates technology and operational outsourcing to support its service delivery.

William Spellman is a financial advisor at OnePoint BFG Wealth Partners with Series 65 credentials. He has industry experience dating back to 2000, including 19 years at Prudential Financial Inc and six years at Bleakley Financial Group, now operating as OnePoint BFG Wealth Partners. 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 uses a combination of proprietary models, third-party managers, and custodian-sponsored programs to manage client portfolios, primarily on a discretionary basis.

Jenna Passerini is a financial advisor at SAX Wealth Advisors, LLC with one year of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of her advisory role, she is involved with Nothing New Thrift Shop, where she serves as a cashier. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs long-term, evidence-based asset allocation strategies primarily using low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income ladders, sub-advisers, and model portfolios.

Andrew Rosman is a CFP® professional with 19 years of experience in the financial services industry. He is currently with OnePoint BFG Wealth Partners and has held prior roles at LPL Financial and Wells Fargo Advisors. In addition to his advisory work, he is a partner and part-owner of an accounting and tax preparation firm. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a variety of portfolio management approaches and integrates technology and operational outsourcing into its service model.

Alexandra Kennedy is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Lifeworks Advisors, LLC since 2026, and previously at Rockefeller Capital Management and First Republic Investment Management. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche investment approach combined with factor-based and smart-beta strategies.

Salvatore Dispenziere III is a financial advisor with Procyon, holding Series 63 and Series 66 designations and 25 years of industry experience. His career includes roles at NewEdge Advisors, LPL Financial, Sagepoint Financial, Elite Retirement Consultants, and Cadaret, Grant & Co. He is also involved in a family business supporting his son’s video game development through CRXCKED GAMING LLC. Procyon serves a diverse client base, including individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm’s investment approach is primarily long-term and fundamental analysis-driven, offering both discretionary and non-discretionary portfolio management, with notable capabilities in model-portfolio signal delivery and ERISA retirement-plan advisory services.

Monica Pyryt is a CFP®-certified financial advisor with 12 years of industry experience. She currently works at OnePoint BFG Wealth Partners and has held prior roles at firms including Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Wells Fargo Clearing. 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 client-specific investment strategies using a combination of proprietary models, third-party managers, and custodian platforms.

Max Wilson is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds the CFP® designation and has 19 years of industry experience, including nine years at Northwestern Mutual Wealth Management Company. Wilson is the sole owner of Three23 LLC, a business entity formed for investment-related purposes. 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 variety of portfolio management approaches using third-party managers, proprietary models, and technology integration for operational support.

Justin Bischer is a financial advisor at Hennion & Walsh Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2022. Prior to joining the firm, he worked at Kreative Displays and spent time as a full-time student. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of investment strategies across multiple asset classes and offers various program structures, managing approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

Vijay Leventhal is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Hennion & Walsh since 2005. 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 range of programs such as wrap-fee portfolio management and personalized UMA programs, employing both discretionary and non-discretionary strategies across various asset classes.

Nicholas Giamarino is a financial advisor at Hennion & Walsh Asset Management, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network and Merrill Lynch. Outside of his advisory work, he has ownership in a printing-related business entity. 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 range of programs using both discretionary and non-discretionary management, employing fundamental and technical analysis across multiple asset classes.

Eric Seidman is a financial advisor at SAX Wealth Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fred Alger Management and PGIM Investments prior to joining SAX Wealth Advisors in 2020. SAX Wealth Advisors provides investment management, comprehensive financial planning, employee benefit plan advisory, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive funds and ETFs with a long-term orientation, and offers customized fixed-income portfolios and third-party sub-advisory services.

Michael Axelrod is a financial advisor at OnePoint BFG Wealth Partners with 30 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at LPL Financial and Private Advisor Group, LLC. Axelrod also works as an independent insurance agent specializing in life, health, disability, and long-term care insurance. 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 utilizing third-party managers, custodian platforms, and proprietary models, supported by technology and operational outsourcing.

Thomas Hennion is a Series 66-registered advisor with Hennion & Walsh Asset Management, Inc., based in Parsippany, NJ. He has six years of industry experience, all with Hennion & Walsh since 2020. He was unemployed from 2010 to 2020 prior to joining the firm. Hennion & Walsh provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors, utilizing a range of investment strategies and program structures across various asset classes.

Matthew Panek is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Hennion & Walsh since 1999. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and to plan sponsors. The firm offers a range of managed account programs and utilizes both fundamental and technical analysis across various asset classes.

Henry Szawlowski is a financial advisor at Hennion & Walsh Asset Management, Inc. with 17 years of industry experience. He holds the Series 66 designation and has been with Hennion & Walsh since 2009. Hennion & Walsh Asset Management, Inc. offers discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors, utilizing multiple program structures and a combination of fundamental and technical analysis across a range of asset classes.

Stephen Zarubnicky is a financial advisor at Hennion & Walsh Asset Management, Inc. with 20 years of industry experience. He holds a Series 66 credential and has been with Hennion & Walsh since 2011. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients, employing a range of strategies across multiple asset classes and offering various program structures including wrap fee and personalized unified managed account programs.