Melissa Thier is a Certified Financial Planner (CFP®) at Main Street Financial Solutions, LLC with six years of industry experience. She has been with Main Street Financial Solutions since 2018 and previously worked as a consultant from 2013 to 2018. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, utilizing a mix of passive and active strategies tailored to client objectives and risk profiles, and provides ERISA fiduciary consulting and institutional advisor services.

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.

Frank Brady Jr is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Hennion & Walsh since 2011. 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 about 1,087 clients through a team of 73 advisors, using a combination of fundamental and technical analysis and a variety of investment strategies across multiple asset classes.

Isabella Ciresi is an advisor at Hennion & Walsh Asset Management, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Hennion & Walsh, she held roles in education and youth services, including positions at Kumon Learning Center, Mountain Lakes School District, Pequannock School System, and the Boys and Girls Club of Northwest NJ. 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 utilizing both discretionary and non-discretionary management, employing fundamental and technical analysis across various asset classes.

Jeremy Lieberman is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC since 2015. He is based in Ridgewood, NJ. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, and government entities. The firm combines top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts, model separate-account and ETF strategies, and specialized solutions such as municipal 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.

Robert Dowling Jr. is a CFP® professional with 20 years of industry experience, currently serving at Modera Wealth Management, LLC since 2011. He holds Series 63 and Series 65 licenses and is based in Westwood, NJ. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, using diversified portfolios supplemented by independent managers, private-placement opportunities, and optional ESG integration.

Henry Hagedorn IV is a financial advisor at Modera Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Messiah University and LifeGuide Financial Advisors. Outside of finance, he has experience in education and the food service industry. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and offering additional services such as tax preparation and trust-related services.

Zachary Smith is a financial advisor with Advisors Capital Management, LLC in Ridgewood, NJ. He holds a Series 65 designation and has four years of industry experience, all with Advisors Capital Management. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection and manages over $8 billion in discretionary assets, acting primarily as an outsourced investment manager.

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.

James Mackenzie is a financial advisor at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Hennion & Walsh since 2006. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors, offering a range of programs such as wrap-fee portfolios, personalized UMAs, and managed accounts that incorporate both fundamental and technical analysis across multiple asset classes.

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.

Jeffrey Deiss is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC since 2016. He holds Series 63 and Series 65 licenses. Advisors Capital Management serves a diverse client base, including individuals, high-net-worth clients, employee benefit plans, and the clients of unaffiliated broker-dealers and RIAs. The firm provides discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions, using a blend of top-down macro and bottom-up security analysis across multiple asset classes.

John Crowe is a financial advisor with Avantax Planning Partners, Inc. and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked with multiple firms including Headquarters Advisory Group, LLC and 1st Global Advisors, Inc. His career includes roles at Avantax entities and Cetera affiliates. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm manages roughly $7.57 billion in assets across about 164 advisors and 7,500 clients, delivering tax-intelligent investment strategies and utilizing firm-designed style allocation models overseen by an investment advisory committee.

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.

John D'arco is a CFA® charterholder with three years of industry experience. He is currently with Hallmark Capital Management Inc and has previously worked at Prudential and New York Life. He is based in Paramus, NJ. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, offering discretionary portfolio management, modular financial planning, and multiple wrap fee programs. Their investment process uses client-specific risk guidelines and a proprietary Valuation Analysis to guide tactical allocations and equity selections.

David Porro is a financial advisor at Summit Financial, LLC with 31 years of industry experience. He holds the ChFC® designation along with Series 66 and Series 63 licenses. Before joining Summit Financial in 2018, he worked at Summit Equities, Inc. and Summit Financial Resources, Inc. for 12 years. In addition to his advisory role, Mr. Porro serves as the Director of Insurance for Summit Financial and is a Sales Manager at Mass Mutual, where he assists with case design, underwriting, and carrier relationships. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 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 tailored to client needs.

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.