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.

Joanne Feeney is a financial advisor at Advisors Capital Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Advisors Capital Management since 2015. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management with a blend of top-down and bottom-up analysis across various proprietary strategies and manages over $8 billion in assets, acting as an outsourced sub-advisor to intermediaries.

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.

Drew Besonson is a financial advisor at OnePoint BFG Wealth Partners with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Northwestern Mutual in various capacities from 2002 to 2022 before joining Bleakley Financial Group, now OnePoint BFG, in 2022. Besonson serves as chairman of the board and finance committee member for Orchards Children’s Services, a nonprofit social services organization, and is a trustee of the Beaumont Health Foundation. OnePoint BFG provides customized financial planning and wealth management to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm utilizes a combination of proprietary portfolio models, third-party managers, and custodian-sponsored programs, managing most client assets on a discretionary basis.

Liberty Catt is a financial advisor at OnePoint BFG Wealth Partners with 14 years of industry experience. She holds the ChFC® designation and Series 63 license. Her prior experience includes roles 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 individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management approaches, integrating third-party managers, proprietary models, and technology-driven operational support.

Joshua Barg is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, Aegis Capital Corp., and Oppenheimer. He is also the owner of Saratoga Global Partners. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage and insurance product sales, utilizing an open-architecture investment approach that blends internal strategies with sub-advisory relationships and separately managed accounts.

Adrian Morales is a financial advisor at OnePoint BFG Wealth Partners with one year of industry experience. He holds a Series 66 designation and has prior experience at Purshe Kaplan Sterling Investments. Outside of finance, he works as a server at Hapgoods LLC, a restaurant. 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 utilizes a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with most client assets managed on a discretionary basis.

Stephen Kowalski is a financial advisor at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with the firm 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 offers a range of programs including wrap-fee portfolio management, personalized UMA programs, and managed accounts, utilizing both discretionary and non-discretionary strategies across multiple asset classes.

Jeffrey Shornick is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Wells Fargo Bank, NA, and PNC Wealth Management. 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, employing a variety of investment strategies across multiple asset classes and program structures.

Sean Sun is a financial advisor at Maridea Wealth Management with nine years of industry experience. He holds the Series 65 designation and previously worked as a self-employed advisor before joining Huckleberry Capital Management, where he continues to serve as an Investment Adviser Representative. Outside of finance, Mr. Sun is a consultant for AnyGo Biosciences LLC, a provider of biopharmaceutical reagents and test kits. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a team of 33 advisors managing approximately $1.97 billion in assets. The firm focuses on constructing diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporating individual securities or sub-advisers as appropriate, and employs AI tools under human oversight to support research and administrative tasks.

Richard Appaluccio is a financial advisor at Procyon with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Procyon Advisors since 2017, following prior roles at UBS Financial Services. In addition to his advisory work, he is involved in insurance sales. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a wide range of clients, including individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisors, pooled investment vehicles, and government clients. The firm manages approximately $9.2 billion in assets, primarily using fundamental analysis across mutual funds, ETFs, equities, and fixed income, and offers both discretionary and predominantly non-discretionary management.

Michael Citron is a financial advisor at Vanderbilt Advisory Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services, Stifel Nicolaus & Co., Citigroup Global Markets, and A. G. Edwards & Sons. Outside of his advisory role, he operates CitronLLC, his own investment-related business. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management through a network of independent advisor representatives.

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, following positions at Rockefeller Capital Management and First Republic Investment Management. Lifeworks Advisors serves a diverse client base, including high-net-worth individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, and portfolio management services. The firm employs both planning-based and risk-based investment approaches, utilizing a mix of model strategies, quantitative and fundamental analysis, rebalancing, and tax-aware portfolio decisions, supported by proprietary technology and integrated tax and insurance capabilities.