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.

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.

Kevin Lynch Jr. is a financial advisor at First Heartland Consultants, Inc. with four years of industry experience. He holds a Series 66 designation and has worked previously at Phoenix Financial Solutions and Bizti. Lynch is also involved with Westminster Wealth Management, where he engages in marketing insurance and financial services. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and a variety of asset management solutions delivered through a network of independent investment adviser representatives.

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.

Joseph Oberschewen is a financial advisor with NBC Securities, Inc. in Summit, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with NBC Securities since 2015. Lanark Financial, Inc. provides investment advisory, financial planning, and portfolio management services to individuals, ERISA-qualified accounts, trusts, estates, businesses, and institutional clients, offering advice through multiple fee-based programs and managed-account platforms with both discretionary and non-discretionary management options.

William Gadsden is a CFA® charterholder with 21 years of industry experience. He has been with Silvercrest Asset Management Group LLC since 2015. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment solutions to individual client needs.

Michael Citron is a financial advisor at Vanderbilt Advisory Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors, Inc. and Stifel Nicolaus & Co Inc. 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, third-party sub-advisors, and financial planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Khagendra Kattel is a CFP®, ChFC®, and Series 66-licensed advisor with 12 years of industry experience. He is currently affiliated with OnePoint BFG Wealth Partners and has previously worked at Purshe Kaplan Sterling Investments, Bleakley Financial Group, Private Advisor Group, and LPL Financial. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a variety of proprietary and third-party investment models, primarily managing client assets on a discretionary basis, and uses technology tools such as AI-assisted meeting transcription to support its advisory process.

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.

Andrew Rosman is a CFP® professional with 18 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. Outside of his advisory work, Rosman is a partner and part owner of Dressler, Rosman and Reynolds, LLC, 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, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm utilizes a combination of proprietary and third-party investment models, primarily managing client assets on a discretionary basis.

Matthew Mc Cormack is a financial advisor at Simplicity Wealth with a Series 66 designation and two years of industry experience. His prior work includes roles with LPL Enterprise and The Prudential Insurance Company of America. He is also an accounting intern with the Monmouth Ocean Education Services Commission. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisors through its managed account platform.

Keith Lester is a financial advisor at Simplicity Wealth with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Retirement Wealth Advisors, Regal Investment Advisors, and Ethos Technologies. Outside of advisory work, he operates KBL Enterprises, a personal business involved in streaming on Twitch. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, and offers advisory services combined with technology and operational support for other advisers through its turnkey asset management platform.

Michael Mccumiskey is a Series 65 licensed advisor with Avantax Planning Partners, Inc. in Parsippany, NJ, with three years of industry experience. He has previously worked at Cetera, MPM Advisory, and Avantax Advisory Services. Outside of advising, he owns MPM Advisory, LLC, which provides outsourced accounting and tax preparation support to small and medium-sized businesses. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets as of December 31, 2025.

Monica Pyryt is a CFP®-certified financial advisor with 12 years of industry experience. She currently works at OnePoint BFG Wealth Partners and has held prior roles at firms including Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Wells Fargo Clearing. 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 client-specific investment strategies using a combination of proprietary models, third-party managers, and custodian platforms.

Max Wilson is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds the CFP® designation and has 19 years of industry experience, including nine years at Northwestern Mutual Wealth Management Company. Wilson is the sole owner of Three23 LLC, a business entity formed for investment-related purposes. 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 a variety of portfolio management approaches using third-party managers, proprietary models, and technology integration for operational support.

Patrick Daly is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for 15 years before joining LaSalle St. Investment Advisors and LaSalle St. Securities in 2024. Daly is also involved with LaSalle St. Insurance Services, which provides annuity and insurance products to clients. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies, including both active and passive approaches, and manages assets primarily on a non-discretionary basis.

Salvatore Gambino is a financial advisor at Gladstone Wealth Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at HSBC Bank USA and LPL Financial. Gambino provides investment advisory services through independent firms affiliated with his practice. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent adviser representatives who utilize discretionary portfolio management and third-party resources tailored to client needs.

Garrett Collins is a financial advisor at Kintra Wealth, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Warren Wealth Associates and Reynolds and Reynolds. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and avoid duplicate holdings across accounts.