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.

Andrew Moss is a CFP® professional with 30 years of experience in the financial services industry. He has been with Summit Financial, LLC since 2018 and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. for over two decades. Outside of his advisory work, Mr. Moss serves on the investment committee of the United Synagogue of Hoboken and manages financial duties for two commercial condominium associations in Hoboken, NJ. Summit Financial, LLC is a multi-team SEC-registered advisory firm with approximately $26.35 billion in assets under management, serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client preferences.

Samantha Booth is a CFP®, ChFC®, and Series 66 licensed advisor with six years of industry experience. She currently works at Beacon Trust and previously held roles at Orange Investment Advisors, Bank of America, Merrill Lynch, Haymarket Wealth Management, Market Street Mission, and Drew University. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities with financial planning, tax preparation, and discretionary portfolio management. The firm employs an open-architecture investment approach focused on risk diversification, tax-aware management, and customization, and it maintains affiliations with a chartered trust company and a bank holding company.

James Rabasca is a financial advisor with Summit Financial, LLC in Parsippany, NJ, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked for The Ayco Company, L.P./Mercer Allied for six years before joining Summit Financial in 2020. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients through a team of 216 advisors. The firm offers investment advisory and portfolio management programs, financial planning, retirement plan advisory services, and access to alternative investments and variable annuities, operating both discretionary and consultative platforms.

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.

Joshua Joffe is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Savvy. His prior roles include positions at Revolve Wealth Partners, LLC and Altfest Personal Wealth Management. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to deliver customized investment plans.

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.

Nicholas Thompson is a CFA® charterholder with seven years of industry experience. He currently works at Beacon Trust and has prior experience at CNR Securities, Hartford Funds Distributors, Villanova University, and JPMorgan. Outside of his advisory role, he personally manages two rental properties. Beacon Trust offers financial planning, discretionary portfolio management, and trustee services to individuals, trusts, pension, and charitable entities, managing over $4 billion in assets. The firm utilizes an open-architecture investment platform that includes in-house and third-party strategies, with a focus on tax efficiency and customized fixed-income portfolios.

Nikolas Piccolo is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds a Series 65 designation and has worked at multiple firms including Corient Services LLC, RegentAtlantic, RBC Wealth Management, and Equitable Advisors. Prior to his advisory roles, he studied at Seton Hall University from 2018 to 2022. Summit Financial, LLC is a 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 with both discretionary and consultative services, catering to diverse client needs through customized allocations and access to alternative investments.

Louis Russo is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 66 designation with three years of industry experience. He previously worked at Truist Investment Services, Inc. and PNC Bank, where he spent over a decade in total. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm uses an open-architecture investment platform combining in-house strategies, factor-based and ETF model portfolios, and monitored independent managers, with a focus on tax awareness and customized fixed-income portfolios.

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.

Joseph Sreshta is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding a ChFC® designation and Series 63 license. He has 42 years of industry experience, including roles at Northwestern Mutual Life and Northwestern Mutual Wealth Management Company, LPL Financial, Private Advisor Group, and currently with Purshe Kaplan Sterling Investments. He is also a notary public in the state of Texas. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, utilizing both discretionary and non-discretionary portfolio management approaches with a blend of proprietary models and third-party managers. The firm integrates technology and operational outsourcing into its service delivery and recently rebranded from Bleakley Financial Group in 2025.

Christopher Bukowczyk is a financial advisor with OnePoint BFG Wealth Partners, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Bleakley Financial Group, LPL Financial, Private Advisor Group, RoundAngle Advisors, and Purshe Kaplan Sterling Investments. OnePoint BFG Wealth Partners provides customized financial planning and wealth management to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm utilizes a variety of portfolio management approaches and third-party managers, supported by technology and operational outsourcing.

Patricia Hall is a CFP® professional with 22 years of industry experience. She has been with Beacon Investment Advisory Services, Inc. since 2015. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, including high-net-worth clients, as well as 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 that emphasizes a risk-first framework, tax-aware management, and customization across equity, fixed income, and separately managed accounts.

Michael Giannotto is a financial advisor with Summit Financial, LLC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes roles at LS Securities, Lotus Advisory, MUFG, and Ladenburg Thalmann. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with over 200 advisors. The firm offers investment advisory and portfolio management services, including discretionary and consultative programs, financial planning, retirement plan advisory, and access to alternative investments.

Lauren Cecala is a Series 65-licensed advisor at Beacon Trust in Morristown, NJ, where she has been with the firm since 2013. She has no prior industry experience before joining Beacon Trust. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals—including high-net-worth clients—as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in regulatory assets and employs a multi-team advisory staff, delivering investment advice through an open-architecture platform with a risk-first framework and tax-aware management.