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.

Libertad Rosenkranz is a financial advisor at NPA Asset Management, LLC with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Nationwide Planning Associates, Inc. since 2010. Rosenkranz serves as president of the PWN Account Association Tri-State and has experience as an independent insurance agent. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.

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.

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.

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. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining Hennion & Walsh in 2024, he worked at Wells Fargo Bank, N.A. for eight years. 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 and utilizes various investment strategies across multiple asset classes, managing approximately $768.8 million for about 1,087 clients.

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 with Procyon who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has worked at Procyon Advisors, LLC since 2017 and previously spent five years at UBS Financial Services Inc. Outside of advising, he is involved in insurance sales on a limited basis. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, businesses, institutional investors, and retirement plans. The firm’s investment approach is primarily long-term and fundamental-analysis driven, offering both discretionary and predominantly non-discretionary portfolio management across a range of asset types, supported by internal and third-party resources as well as AI tools.

Michael Citron is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Raymond James Financial Services Advisors, Stifel Nicolaus & Co, Citigroup Global Markets, and A. G. Edwards & Sons. He is also the owner of CitronLLC, an investment-related business. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and financial planning services, emphasizing strategic asset allocation and a variety of analytical approaches tailored to client objectives.

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.