Paul Thompson is a CFP® professional with six years of industry experience, currently affiliated with OnePoint BFG Wealth Partners in Parsippany, NJ. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Fidelity Investments, and Summit Financial, among others. 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 models and third-party managers to manage client portfolios, primarily on a discretionary basis, and utilizes AI-assisted tools to support client meeting documentation and portfolio monitoring.

Aron Corin is a CFA® charterholder affiliated with OnePoint BFG Wealth Partners in Parsippany, NJ, with one year of industry experience. His prior roles include positions at Eastern Bank, Btig LLC, Steward Medical Group, and KPMG LLP. Outside of the financial sector, he serves as an accounting consultant for Advanced Eye Centers, an ophthalmology practice. 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 client-specific investment strategies utilizing a mix of third-party managers, proprietary models, and technology-driven operational support.

Frank Brady Jr is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. He 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 about 1,087 clients through a team of 73 advisors, using a combination of fundamental and technical analysis and a variety of investment strategies across multiple asset classes.

James Rich is a financial advisor at Quotient Wealth Partners, LLC with 10 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes seven years at Goldman Sachs Personal Financial Management and roles at Equitable Advisors and the United Postal Service. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm provides financial planning, consulting, and wealth and investment management utilizing tailored investment programs implemented primarily through ETFs, mutual funds, individual securities, and third-party managers.

Isabella Ciresi is an advisor at Hennion & Walsh Asset Management, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Hennion & Walsh, she held roles in education and youth services, including positions at Kumon Learning Center, Mountain Lakes School District, Pequannock School System, and the Boys and Girls Club of Northwest NJ. 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 utilizing both discretionary and non-discretionary management, employing fundamental and technical analysis across various asset classes.

Courtney Frost is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 65 designation with six years of industry experience. She has been with Beacon Trust since 2017 and previously worked at Romparoo. 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 assets and uses an open-architecture investment platform with a risk-first framework, tax-aware management, and offers integrated trust and banking referral capabilities.

Laurence Celniker is a financial advisor at OnePoint BFG Wealth Partners with 39 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, LLC. 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 uses a combination of proprietary models, third-party managers, and custodian-sponsored programs, with a majority of client assets managed on a discretionary basis.

Samuel Urso III is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds the ChFC® designation and has 22 years of industry experience. His prior roles include positions at LPL Financial, Private Advisor Group, and Northwestern Mutual. 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, custodian platforms, and proprietary models to implement portfolios aligned with client-specific investment objectives and risk tolerances.

James Mackenzie is a financial advisor at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Hennion & Walsh since 2006. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors, offering a range of programs such as wrap-fee portfolios, personalized UMAs, and managed accounts that incorporate both fundamental and technical analysis across multiple asset classes.

Joshua Lewis is a financial advisor with OnePoint BFG Wealth Partners, holding a Series 66 designation and 12 years of industry experience. He previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Lewis provides investment advisory services through Bleakley Financial Group, an independent investment advisory firm. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a client-specific approach with a combination of proprietary models, third-party managers, and custodian platforms, supported by technology and operational outsourcing.

Stephen Stone is a ChFC® credentialed financial advisor with 43 years of industry experience. He currently works at OnePoint BFG Wealth Partners and previously held positions at LPL Financial and Private Advisor Group, LLC. Stone has maintained a personal business entity for tax and investment purposes since 1982. 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 implements client-specific portfolios using a combination of third-party managers, proprietary models, and custodian platforms, supported by technology and operational outsourcing.

Peter Valles is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Aurora Private Wealth, APW Capital, Inc., and Janney Montgomery Scott. In addition to his advisory role, Mr. Valles is also licensed to sell insurance and conducts insurance activities through Summit Risk Management, LLC and other firms. Summit Financial, LLC is a multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors serving around 17,800 clients. The firm offers both discretionary and consultative investment management programs, financial planning, retirement plan advisory services, and access to alternative investments and variable annuities.

David Porro is a financial advisor at Summit Financial, LLC with 31 years of industry experience. He holds the ChFC® designation along with Series 66 and Series 63 licenses. Before joining Summit Financial in 2018, he worked at Summit Equities, Inc. and Summit Financial Resources, Inc. for 12 years. In addition to his advisory role, Mr. Porro serves as the Director of Insurance for Summit Financial and is a Sales Manager at Mass Mutual, where he assists with case design, underwriting, and carrier relationships. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms tailored to client needs.

Stephen Goldenring is a financial advisor at OnePoint BFG Wealth Partners with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior roles include positions at Purshe Kaplan Sterling Investments, Bleakley Financial Group LLC, LPL Financial, LLC, Private Advisor Group, LLC, and Newark Academy. 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 utilizes a range of proprietary and third-party investment models, with most assets managed on a discretionary basis, and employs AI-assisted tools for client meeting documentation and portfolio monitoring.

Anthony Blasi III is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has been with Hennion & Walsh since 2007 and is also associated with R3Ventures since 2004. 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 through a team of 73 advisors, employing a range of investment strategies across various asset classes and offering multiple program structures.

Anders Velischek is a CFP® professional at Simon Quick Advisors, LLC with six years of industry experience. He has been with Simon Quick Advisors since 2016. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations with wealth management, investment consulting, and financial planning. The firm uses a combination of proprietary quantitative analysis and in-person due diligence to allocate client assets across various investment vehicles and offers distinctive services including fund sponsorship, tax preparation, and sub-advisory arrangements.

Sean Mcelduff is a financial advisor at Hennion & Walsh Asset Management, Inc. with 18 years of industry experience. He has been with Hennion & Walsh since 2008 and holds Series 63 and Series 65 licenses. 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 uses a mix of fundamental and technical analysis across various asset classes and offers multiple program structures, serving over 1,000 clients with a team of 73 advisors.

Edward Petka is a financial advisor at Hennion & Walsh Asset Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2010. 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 through a team of 73 advisors, utilizing a combination of fundamental and technical analysis with various investment strategies across multiple asset classes.

Marie Decaprio is a financial advisor at SAX Wealth Advisors, LLC with 14 years of industry experience. She has been with SAX Wealth Advisors, formerly SMF Financial Advisors, since 2015 and previously worked at McD Advisors. 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, along with customized fixed-income portfolios and third-party sub-advisers.

Jacob Walsh is a financial advisor at Hennion & Walsh Asset Management, Inc. with three years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2023. 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 through a team of 73 advisors, employing a combination of fundamental and technical analysis across multiple asset classes and program structures.