Hoa Le is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Transcend Capital Advisors, Merrill, Wells Fargo Clearing, and UBS Financial Services. She maintains registrations with both Transcend Capital Advisors and Purshe Kaplan Sterling Investments. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm uses a combination of in-house portfolio teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

Christopher Budd is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has previously worked at Equity Services, Inc., and is involved with Wealth Shield Financial, where he engages in the sale and service of fixed insurance products. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm offers both discretionary and non-discretionary portfolio management using multiple investment approaches and custodial platforms.

Jack Mahoney is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2018. Prior to this, he worked at UBS Financial Services for five years. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations with wealth management, investment consulting, financial planning, and tax services. The firm employs a multi-manager investment approach using proprietary quantitative analysis and due diligence, and operates several affiliated pooled investment vehicles along with services such as tax-return preparation and household financial administration.

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.

Joseph Sacco is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 65 registrations and 32 years of industry experience. He previously worked at Bank of America, N.A. for 14 years and Merrill for 31 years. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management. The firm utilizes both discretionary and non-discretionary engagement models and a broad range of investment options, with a notable focus on institutional retirement services and private markets.

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.

Eric Hu is a financial advisor with Vanderbilt Advisory Services in Bridgewater, NJ, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2022. Hu also serves as Managing Principal at Gryphon Asset Management, where he oversees fixed insurance and annuity sales. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing strategic asset allocation and various analytical methods, and is noted for its integration with retirement-plan and benefits firms alongside an affiliated broker-dealer.

Courtney Frost is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 65 designation with seven years of industry experience. She has been with Beacon Trust since 2017 and previously worked at Romparoo from 2014 to 2016. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages over $4 billion in discretionary assets and uses an open-architecture investment platform that includes in-house strategies, ETF models, and separately managed accounts with an emphasis on tax-awareness and customized fixed-income portfolios.

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.

Cody Cummings is a financial professional at Vicus Capital, Inc. with six years of industry experience. He has held positions at several firms including Summit Financial, LLC, and Cetera Wealth Services, LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various model strategies and emphasizes retirement-plan consulting and fiduciary services.

Jonathan Valdez is a financial advisor with Nations Financial Group, Inc., holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior work includes roles at Charles Schwab, Morgan Stanley, E*TRADE, Santander, and Wells Fargo. Outside of his advisory work, he is involved in renovating and managing a residential property he owns. Nations Financial Group, Inc. provides advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management options and employs various investment strategies across multiple risk profiles.

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.

Ke Dao is a financial advisor at Arkadios Wealth Advisors with 23 years of industry experience. He holds the Series 66 designation and previously worked at Triad Advisors, Inc. from 2011 to 2019. Dao is also president of Rivertan Financial Group, LLC and Rivertan Risk Management, LLC, overseeing investment advisory and insurance planning services. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment management, financial planning, and access to third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis and offers discretionary account management supported by its internal portfolio team.

David Porro is a financial advisor with Summit Financial, LLC, holding a ChFC® designation and Series 63 and 66 licenses. He has 31 years of industry experience and has worked at Summit Financial since 2018, as well as prior roles at Purshe Kaplan Sterling Investments and Summit Equities, Inc. Additionally, he serves as the Director of Insurance for Summit Financial and works as a sales manager with Mass Mutual, focusing on fixed life, disability, long-term care, and annuity products. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services, and supports customized investment solutions through third-party managers and unified platforms.

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.

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.

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.