Collin Brown is a financial advisor at OnePoint BFG Wealth Partners with a Series 65 credential and two years of industry experience. His prior roles include positions at Bleakley Financial Group, Orion Portfolio Solutions, and Umb Financial Services. Outside of his advisory work, he is president of Nine to Five Capital, a business involved in rental property maintenance. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate entities. The firm utilizes a combination of proprietary investment models, third-party managers, and technology-assisted processes to manage client portfolios, primarily on a discretionary basis.

Dominick Maio is a financial advisor with Hennion & Walsh Asset Management, Inc. based in Parsippany, NJ, holding Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Hennion & Walsh, he worked in various roles including at Ballyowen Golf Course as a golf cart attendant. Hennion & Walsh Asset Management 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 range of investment strategies across multiple asset classes and manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

Wilfred Guzman Jr. is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with NPA Asset Management and its affiliated firms since 2010. In addition to his advisory role, he operates as an independent insurance agent through various agencies. NPA Asset Management, LLC serves individuals, including high-net-worth clients, corporations, pension, and charitable accounts through a network of 51 advisors managing approximately $1.065 billion in assets. The firm offers multiple managed-account programs, third-party asset manager referrals, and access to a broad range of investment products.

Kathi Diorio is a CFP® with 31 years of industry experience. She is currently with Capital Analysts and previously worked at Legend Equities Corporation for 22 years. Diorio holds a Series 63 license and is based in Ramsey, NJ. Capital Analysts serves a broad client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

Michael Mckiernan is a financial advisor with OnePoint BFG Wealth Partners, holding a Series 66 designation and 38 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary models and third-party managers to deliver discretionary and non-discretionary portfolio management and consulting services.

Shaun Feldeisen is a CFP® professional with 21 years of experience in financial advisory roles. He is currently with OnePoint BFG Wealth Partners and has previously worked at LPL Financial, Private Advisor Group, and Northwestern Mutual in various capacities over a 15-year span. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs client-specific investment strategies that include third-party managers, proprietary models, and both discretionary and non-discretionary portfolio management.

Shazia Khateeb is a financial advisor at Earned Wealth Advisors, LLC with a Series 65 designation and no prior industry experience. She is also the owner of TaxPoint LLC, an accounting firm providing tax preparation and accounting services to individuals and businesses, and works as a client manager and accountant at Schwartz & Schwartz. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach supported by third-party consultants and an internal Investment Strategy Committee.

Hemant Singh is a financial advisor at A.G.P. / Alliance Global Partners with 38 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Aegis Capital Corp, National Asset Management, Inc, and National Securities Corp. Singh also manages a securities and advisory business under the DBA KS Capital Management, Inc. A.G.P. / Alliance Global Partners is a multi-team platform with approximately 131 advisors managing about $2.95 billion for more than 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services using an open-architecture investment approach that integrates internally managed strategies with co- and sub-advisory relationships.

Konner Gershkoff is a financial advisor at Advisors Capital Management, LLC with a Series 65 designation and two years of industry experience. He has worked at Advisors Capital Management since 2019 and previously held roles at JWC Research and Tuition Management Systems. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients. The firm serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities, offering custom private accounts and model strategies that combine top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.

Stephan Bilyk is a financial advisor at SAX Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Stawnychy Financial Services and Stevens Institute of Technology. SAX Wealth Advisors provides investment management, financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy primarily using low-cost, passively managed mutual funds and ETFs, supplemented by customized fixed-income portfolios, third-party sub-advisers, and specialized advisory services.

Ryan Freda is a financial advisor at SAX Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in institutional advancement and athletics at DeSales University and Lehigh University. In addition to his advisory role, he operates an independent design business, Ryan Freda Designs. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charities, corporations, and small businesses. The firm utilizes long-term, evidence-based asset allocation strategies with low-cost, passively managed funds supplemented by customized fixed-income ladders and third-party sub-advisers.

Kieran Lynch is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Citizens Private Wealth. His career includes prior roles at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities, and UBS Financial Services. Lynch is a board member of the nonprofit Bergen Irish Association. Citizens Private Wealth is a multi-team registered investment adviser that primarily serves high-net-worth individuals and families, as well as pension and profit-sharing plans, trusts, and charitable organizations. The firm focuses on long-term asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer and access to various specialized advisory services.

David Mecca is a CFP® with 12 years of experience in the financial services industry. He is currently affiliated with OnePoint BFG Wealth Partners and has previously worked at LPL Financial and Private Advisor Group, LLC. His background includes roles at Bleakley Financial Group, which recently rebranded as OnePoint BFG Wealth Partners. 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 employs a combination of proprietary investment models and third-party managers, with a majority of assets managed on a discretionary basis.

Joseph Nole is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Modera Wealth Management, LLC and has previously worked at firms including Corient Services LLC and Gariano Wealth Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities, supplemented by independent managers and optional ESG integration.

Perry Bindelglass is a financial advisor at FourStar Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at FourStar since 2023. Outside of his advisory role, he owns and operates Perry Bindelglass Foods, LLC, a company that sells sauces through a website and wholesale channels, and runs Bindelglass Photography, a professional photography business focused on event coverage. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, managing portfolios with a range of securities and third-party managers tailored to clients’ risk tolerance and time horizon.

Christopher Ryan is a financial advisor at Hennion & Walsh Asset Management, Inc. with 16 years of industry experience. He has been with Hennion & Walsh since 2009. 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 to plan sponsors. The firm offers various managed account programs and financial planning services, using both discretionary and non-discretionary management with a range of investment strategies across multiple asset classes.

Karen Hajus is a financial advisor at OnePoint BFG Wealth Partners with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Merrill, Lincoln Financial Advisors Corporation, and OSAIC. Outside of her advisory role, she is involved in securities tutoring through an internet-based platform. 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 employs a blend of proprietary investment models, third-party managers, and custodian programs, with most assets managed on a discretionary basis.

Aryeh Mentzel is a financial advisor at Mariner Independent with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Citigroup, Inc., LPL Financial, Gladstone Wealth Partners, and Carbon Wealth Management, where he is also a managing partner. He serves as a board member and treasurer of East Hill Synagogue in Englewood, NJ. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a notable integration of institutional and retirement plan resources through affiliated entities.

Sean Logue is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Hennion & Walsh since 1997. 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 programs, employing both discretionary and non-discretionary management with a range of investment strategies across multiple asset classes.

Barbara Nevils is a CFP® professional with 27 years of experience in the financial advisory industry. She has been with SAX Wealth Advisors, LLC since 2023 and previously led Nevils Financial, LLC for 18 years. SAX Wealth Advisors provides investment management, financial planning, and wealth management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs long-term, evidence-based asset allocation strategies using primarily low-cost, passively managed mutual funds and ETFs, supplemented by customized fixed-income ladders, third-party sub-advisers, and tax-efficient account monitoring.