Joseph Piela is a CFP® professional at SAX Wealth Advisors, LLC with 14 years of industry experience. He previously operated his own firm, Joseph Piela Agency, LLC, for 10 years before joining SAX Wealth 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 with a long-term perspective and offers customized fixed-income portfolios and third-party sub-advisory services.

Lyle Rosman is a financial advisor with OnePoint BFG Wealth Partners, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked at LPL Financial and Wells Fargo Advisors among other firms. In addition to his advisory role, he is also licensed to sell fixed and life insurance products. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, and charitable organizations. The firm employs a client-specific investment approach utilizing a range of third-party managers, proprietary models, and technology-enabled operational support.

Louis Tucci is a financial advisor with Arkadios Wealth Advisors in North Haledon, NJ, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Realta Investment Advisors, Inc., Realta Equities, Inc., and Securities America Advisors, Inc. Outside of his advisory work, he provides financial planning and consulting services through Wealthstone Group LLC, including real estate advisory and consulting on market trends and investment strategies. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and in-house portfolio management through its Arkadios Managed Solutions team. The firm emphasizes a comprehensive operating model that integrates advisory services with an affiliated broker-dealer and a centralized portfolio management team.

Robert Ionescu is a financial advisor at Hennion & Walsh Asset Management, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for eight years. Outside of his advisory role, he is a member of an LLC that owns a retail women's clothing store operated by his wife. 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 across multiple asset classes and offers various programs including wrap-fee portfolio management and personalized UMA programs.

Michael Spitaletta is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Hennion & Walsh since 2016. 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 multiple program structures, combining fundamental and technical analysis with various investment strategies across multiple asset classes.

Steven Weinman is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and 44 years of industry experience. He has held multiple roles within Summit-affiliated companies since 1982 and currently serves as CEO of LS Securities, LLC, CEO of Summit Risk Management, LLC, and President of Summit Advisor Services, LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with $26.35 billion in assets under management, serving approximately 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.

Gregory Horne is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at MML Investor Services and Mass Mutual Life Insurance Company since 2011. Outside of his advisory role, he is involved in insurance sales, including life, disability, and health insurance, and serves as Managing Director of Business Development at 401 K Retirement Partners, LLC. 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 plans, and charities, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.

Charles Cernosia is a CFA® charterholder and holds a Series 63 license. He is a financial advisor at Summit Financial, LLC with four years of industry experience. Prior to joining Summit Financial in 2021, he worked at HSBC from 2013 to 2017. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, retirement plan advisory, and access to alternative investments through a combination of discretionary and consultative services.

Jon Betlow is a CFP® and ChFC® with 32 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. Outside of his advisory role, he serves as a board member of the Met Golf Association and is an officer in Marini Method, LLC, a CPA and bookkeeping business owned by his spouse. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, businesses, retirement plans, trusts, and charitable organizations. The firm employs a range of portfolio management strategies, combining third-party managers, proprietary models, and technology-driven operational support.

John Duffy is a financial advisor at Summit Financial, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Summit-branded firms since 2015, joining Summit Financial, LLC in 2018. Summit Financial, LLC is an SEC-registered 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 alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms.

John Costa is a financial advisor with NPA Asset Management, LLC, holding Series 66 and Series 63 credentials and possessing 32 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates since 2008 and has operated as a self-employed advisor since 1994. In addition to his advisory role, Costa provides estate planning services through an online platform, assisting clients with data entry and initial guidance. NPA Asset Management is an SEC-registered firm serving individuals, corporations, pension plans, and charitable accounts through a network of 51 advisors and over 2,200 client relationships. The firm manages approximately $1.065 billion in assets and offers multiple managed-account programs, third-party asset manager referrals, and access to various investment products.

Frank Imbriaco is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 designations and has 20 years of industry experience. He has been with Hennion & Walsh since 2005. 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 using both discretionary and non-discretionary management across multiple asset classes and strategies.

Andrew Arons is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates, Inc. since 2010. Outside of his advisory work, he is also an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation and supports a network of advisors through both discretionary and non-discretionary asset management.

Kyle Stawicki is a financial advisor at SAX Wealth Advisors, LLC with 17 years of industry experience. He has been with SAX Wealth Advisors, formerly SMF Financial Advisors, since 2006. Kyle holds a Series 65 designation. 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 mutual funds and ETFs, complemented by customized fixed-income portfolios and third-party sub-advisers.

Steven Frerichs is a financial advisor at Hennion & Walsh Asset Management, Inc. He holds the Series 66 designation and has been with Hennion & Walsh since 2026. Prior to joining the firm, he held various positions outside the financial industry, including roles at Paradise Grills and The Screen Depot. 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 uses a range of strategies across multiple asset classes and offers both discretionary and non-discretionary management, with additional services including financial planning and supervisory services to unit investment trusts.

John Tsoukalas is a financial advisor at Hennion & Walsh Asset Management, Inc. with 24 years of industry experience. He has been with Hennion & Walsh since 2001 and also has a long-standing role at Kean University since 1999. He holds Series 63 and Series 65 licenses. 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 variety of programs including wrap-fee portfolio management and personalized UMA, using both fundamental and technical analysis across multiple asset classes.

James Colleary is a financial advisor with NPA Asset Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has been associated with Nationwide Planning Associates, Inc. since 2010. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs including Advisor Managed accounts, MA Direct third-party sub-advisor programs, and MA Custom AdvisorFlex model portfolios. 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.

Valerie Peck is a financial advisor at SAX Wealth Advisors, LLC with 21 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining SAX Wealth Advisors in 2024, she was with Peck Financial Advisors for 11 years. 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’s investment approach is evidence-based, focusing on globally diversified, low-cost passive funds and ETFs, and includes customized fixed-income portfolios and use of third-party sub-advisers when appropriate.

Brian Power is a CFP® with 30 years of industry experience. He has worked at Summit Financial, LLC since 2025 and previously spent 15 years at Gateway Advisory, LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, providing both discretionary and consultative service models.

Adam Goldberg is a CFP® with 12 years of industry experience. He has worked at SAX Wealth Advisors, LLC since 2023 and previously held roles at Beacon Trust and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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, complemented by customized fixed-income portfolios and the use of third-party sub-advisers.