John Cooney Jr. is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding Series 63 and Series 66 licenses and 41 years of industry experience. His prior firms include LPL Financial, Private Advisor Group, and Northwestern Mutual. 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 mix of third-party managers, custodian platforms, and proprietary models tailored to client-specific investment objectives and risk tolerances.

Ian Cole is a financial advisor at Copper Financial with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Personal Capital Advisors, HSBC Bank USA, and UNFCU Advisors. Copper Financial primarily serves credit union members and institutional clients, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and model-based wrap programs. The firm operates with dual broker-dealer and SEC-registered investment adviser registrations and maintains ownership ties to CommunityAmerica Federal Credit Union.

Nicholas Stock is a financial advisor at Tocqueville Asset Management LP in New York, NY, holding a Series 65 designation with four years of industry experience. He has worked at Tocqueville since 2021 and previously held roles at CIGP and the University of Hong Kong. Outside of his advisory work, he serves as a director of Stock Capital Partners Hong Kong Limited and is a member of Stock & Company, a farm in Illinois. Tocqueville Asset Management L.P. provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base including individual and high-net-worth investors, registered investment companies, private pooled vehicles, insurance companies, and public pension plans. The firm employs multiple investment teams with a bottom-up, value-oriented, and contrarian approach across various asset classes and is notable for its involvement with investment companies, private pooled vehicles, and its affiliated broker-dealer.

Elena Lepeshkova is a financial advisor at MissionSquare Retirement with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Fiducioso Advisors, Morgan Stanley Smith Barney, and E*Trade Capital Management. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which utilizes investment advice and model portfolios developed by Morningstar Investment Management.

Grayson Goulet is an investment advisor representative at Accurate Wealth Management, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various roles since 2014, including positions at RJL Financial Group and Michael Page. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers, offering discretionary portfolio management, financial planning, and a wrap-fee program. The firm manages approximately $1.71 billion in assets, focusing on individualized asset allocations that emphasize value, safety, quality, and risk control.

Rochelle Wagenheim is a financial advisor at Ingalls Investment Management, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Distribution, Inc. from 2015 to 2018 before joining Ingalls & Snyder LLC in 2018. Ingalls Investment Management provides discretionary and non-discretionary investment advisory services to a range of clients, including individuals, financial institutions, pension plans, and charitable organizations. The firm employs diverse asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering services that include portfolio consulting, private placements, and donor-advised fund programs.

Daniel Winters is a financial advisor at Savvy with Series 63 and Series 65 credentials and approximately two years of experience in the financial services industry. His prior experience includes roles at Merit Financial Advisors and Purshe Kaplan Sterling Investments, as well as five years of service in the United States Marine Corps. Savvy serves individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations with investment and financial planning services. The firm employs a primarily index-based, long-term investment approach supplemented by active equity and tax-aware direct indexing strategies, integrating third-party sub-advisers and fintech tools to build customized client plans.

Eric Hurrie is a financial advisor at Hennion & Walsh Asset Management, Inc. with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Hennion & Walsh in 2024, he worked at Instinet, LLC for 12 years. 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 manages approximately $768.8 million for about 1,087 clients through a team of 73 advisors and employs a variety of investment strategies across multiple asset classes.

Michael Kissi is a financial advisor with Aegis Capital Corp. in New York, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at RBC Capital Markets, Morgan Stanley Private Bank, and Oppenheimer. Aegis Capital Corp. provides investment advisory and related financial services to a diverse client base including individual and corporate clients, offering asset management, financial planning, brokerage, and occasional investment banking services. The firm operates both as an SEC-registered investment adviser and a FINRA member broker-dealer, with a notable focus on non-discretionary advisory accounts and active broker-dealer operations.

Wesley Ford is a financial advisor at Madison Avenue Securities, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BrightHouse Financial, ProEquities, Inc., and Nationwide Investment Services Corporation. Outside of his advisory role, he serves as a successor trustee. Madison Avenue Securities provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of account platforms and employs various investment strategies, serving clients through both discretionary and non-discretionary account management.

Susan Feeley is a financial advisor at Circle Wealth Management, LLC with one year of industry experience. She holds the Series 65 and Series 63 designations and has been with Circle Wealth Management since 2009. Circle Wealth Management is an independent, women-owned registered investment adviser serving high-net-worth individuals, multi-generational families, and related entities. The firm focuses on customized wealth advisory and investment management, emphasizing detailed client discovery, strategic asset allocation, and coordination among clients’ other advisers.

Zbynek Kozelsky is a financial advisor at Ashton Thomas Securities, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Deutsche Bank Securities Inc. and Arax Investment Partners. Outside of his advisory role, he is the managing member of DN Athletics, LLC, an apparel and retail business. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers a range of investment management and retirement plan consulting services through a team of 18 advisors and manages approximately $1.86 billion across multiple program structures.

Ying Zhang is a financial advisor at Gilder Gagnon Howe & Co. LLC with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Gilder Gagnon Howe since 2015. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research while managing separate client accounts.

Maria Dizio is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 65 designation with nine years of industry experience. She has been with Beacon Trust since 2012. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in regulatory assets and offers an open-architecture investment platform with a risk-first framework, tax-aware management, and customized portfolio options.

John Wallace is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Wallace has been with the firm since 1998. Hennion & Walsh Asset Management, Inc. provides investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for about 1,087 clients through a team of 73 advisors, employing a range of investment strategies across multiple asset classes and program structures.

Triana Raquel Arellano is a financial advisor at Jefferies Investment Advisers LLC with a Series 66 credential and one year of industry experience. She has previously worked at Insigneo Securities LLC and Wells Fargo Clearing Services. Jefferies Investment Advisers LLC offers fee-based financial planning services to a variety of clients including individuals, trusts, and corporations. The firm employs a customized, collaborative planning process utilizing third-party software and Monte Carlo simulations to support goal-based financial analysis.

Mamode Oozeerally is a financial advisor at Hennion & Walsh Asset Management, Inc. with 26 years of industry experience. He has been with the firm since 2000. Oozeerally holds Series 63 and Series 65 licenses. 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 manages approximately $768.8 million for over 1,000 clients through various program structures that incorporate fundamental and technical analysis across a range of asset classes.

Bruce Resnik is a Series 66 licensed financial advisor with 27 years of industry experience. He has been with Summit Financial, LLC since 2018 and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 2008 to 2018. Resnik is also a notary public, providing notarization services for family and personal documents. 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, combining discretionary and consultative services tailored to client approval and advisor-led monitoring.

Mason Rothe is a financial advisor at A.G.P. / Alliance Global Partners with three years of industry experience. He holds the Series 66 designation and previously worked in construction at a family-owned business for four years. Mason also has a background working at Hofstra University for three years. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles. The firm offers a multi-team platform with discretionary and non-discretionary portfolio management, financial and estate planning, and a mix of investment strategies including a focus on international investing.

James Wright is a financial advisor at Aegis Capital Corp. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios Financial Services, Inc. from 2015 to 2021. Outside of his advisory role, he is an investor in a technology services company, Bbot Inc. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and emphasizes individual, corporate, and retirement plan business.