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.

Justin Yoon is a financial advisor at Hennion & Walsh Asset Management, Inc. with 27 years of industry experience, having worked at the firm since 1999. He holds the Series 63 and Series 65 designations. 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 combination of fundamental and technical analysis across various asset classes and offers multiple program structures, managing approximately $768.8 million for over 1,000 clients.

Constance Herrstrom is a CFP® professional with 16 years of industry experience, currently advising at SAX Wealth Advisors, LLC. She spent 32 years at Premier Financial Planning, Inc. before joining SAX Wealth Advisors in 2026. SAX Wealth Advisors offers investment management, comprehensive financial planning, and wealth-management services to individual clients, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset-allocation strategy primarily using low-cost, passively managed mutual funds and ETFs, supplemented by customized fixed-income ladders and third-party sub-advisers.

Jonathan Hyer is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Hennion & Walsh in 2017, he worked at Rowan University from 2013 to 2017. 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 employs a combination of fundamental and technical analysis with a range of strategies across multiple asset classes and offers various program structures including wrap fee Portfolio Management Programs, Personalized UMA programs, and supervisory services for affiliated unit investment trusts.

Jonathan Shen is a CFP® professional with 11 years of industry experience. He is currently with SAX Wealth Advisors, LLC and has previously worked at firms including LPL Financial, JPMORGAN Securities, and Private Portfolio Partners. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes long-term, evidence-based asset-allocation strategies using low-cost, passively managed funds, supplemented by customized fixed-income ladders and specialized advisory services.

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.

Kunal Patel is a Certified Financial Planner (CFP®) with 16 years of industry experience, currently serving at Hennion & Walsh Asset Management, Inc. since 2010. He has a Series 66 designation and is based in Parsippany, NJ. Patel has explored potential service-related ventures through a personal company, KHP LLC. 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, managing approximately $768.8 million for over 1,000 clients. The firm employs a blend of fundamental and technical analysis and utilizes a variety of investment strategies across multiple asset classes, offering tailored program structures including wrap fee and unified managed accounts.

Lauren Prince is a CFP® with 22 years of industry experience, currently serving at SAX Wealth Advisors, LLC since 2026. Prior to this, she led Prince Financial Advisory LLC for 15 years. She is also registered as an agent selling fixed annuity products. SAX Wealth Advisors provides investment management, financial planning, and wealth management services to individuals, retirement plans, trusts, charities, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy primarily using low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income ladders and third-party sub-advisers.

Brian Pendleton III is a financial advisor with Hennion & Walsh Asset Management, Inc., holding a Series 66 credential and 15 years of industry experience. He has been with Hennion & Walsh since 2012. 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.

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.

Gerard Valenti is an advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 credentials, with 11 years of industry experience. His prior work includes roles at Investors Bank, Cetera, Kearny Bank, LPL Financial, and M&T Bank. He is also engaged in banking through NVE Bank, a subsidiary of ION Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and operates a hybrid adviser/broker-dealer model with a focus on firm supervision and co-advisory arrangements.

Carlos Davidson is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Empower Advisory Group, Davidson worked at firms including Capital Truth Advisors and Valeo, and has held roles outside the financial industry in food service and media sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services linked to Empower’s recordkeeping platforms and offers point-in-time financial plans alongside optional managed account solutions.

Nicolas Vlacich is a Series 66 licensed advisor with J. W. Cole Advisors, Inc. He joined the firm in 2026 and has prior experience at Fidelity Bank and Wilkes University. Outside of advising, he is involved with Triple V Property LLC. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers a range of portfolio management and financial planning services to individuals, high-net-worth clients, and institutional accounts.

Rebecca Novin Cannon is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has served as a trustee for multiple family trusts and is an executrix of an estate. Cannon also volunteers as a board member of the Jewish Federation of Greater Metrowest. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement consulting, and a variety of investment advisory programs.

Melinda Gaertner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. She has previously worked at firms including LPL Financial, IBEX Wealth Advisors, and Raymond James Financial Services. Outside of finance, she is the owner of The Essential Goat, an aromatherapy retail business, and co-owner of The Goat's Haul, a retail gift shop. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Charles Grotyohann IV is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFP® and ChFC® designations and over 38 years of industry experience. His work history includes a long tenure at Park Avenue Securities since 2016. Outside of his advisory role, he participates in a local Rotary Club for networking. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs, including hybrid digital solutions and model portfolio management.

Noelle Kacerek is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and two years of industry experience. Her prior roles include positions at Chicory Wealth, Northeast Financial Network, and Locker Financial Services, LLC. She has also been involved in educational roles at Sussex Community College and Centenary University. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Matthew Kennedy is a financial advisor with Eagle Strategies (New York Life) in Hackettstown, NJ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at Polaris Wealth Strategies LLC, Horizon Wealth Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he operates as a seller on eBay. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types tailored to client and plan sponsor objectives, with a significant portion of assets managed on a non-discretionary basis and a noted focus on fiduciary responsibilities to retirement investors.

Robert Rosenhouse is a financial advisor at Hornor, Townsend & Kent, LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Penn Mutual Life Insurance Company and Professional Planning Consultants since 1988. He is also an owner and agent at Professional Planning Consultants, where he focuses on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.