Jason Klinedinst is a financial advisor at OnePoint BFG Wealth Partners with 18 years of industry experience. He holds the Series 66 and Series 65 credentials. His prior experience includes roles at Purshe Kaplan Sterling Investments, Ameriprise Financial Services, LPL Financial, and Mass Mutual. 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 mix of third-party managers, custodian platforms, and proprietary investment models to align portfolios with client-specific objectives and risk tolerances.

Christos Thomas is a financial advisor at Simon Quick Advisors, LLC with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Simon Quick Advisors since 2015. Outside of his advisory role, he teaches classes in hedge funds, portfolio management, and alternative investments at the New York Institute of Finance. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients, offering wealth management, investment consulting, financial planning, tax planning, and administrative services. The firm employs a diverse investment approach that includes allocating assets among independent managers, mutual funds, ETFs, and affiliated private funds, with active roles in private fund management and integrated tax and back-office services.

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.

Connor Barbella Roesler is a CFP® professional with four years of industry experience, currently affiliated with Kintra Wealth, LLC. He previously worked at Commonwealth Financial Network and Tupler Financial. Outside of advisory work, he is involved in fixed insurance sales during business hours. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm manages approximately $1.5 billion in discretionary assets and utilizes a model-driven investment process focused on tax efficiency and integrated planning.

Michael Kapp Jr. is a financial advisor at B. Riley Wealth Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with B. Riley Wealth Advisors since 2022, following prior roles within the B. Riley organization dating back to 2010. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services through various managed account structures and proprietary asset allocation models.

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.

Larissa Mehlfelder is a CFP® professional with 13 years of experience, currently serving at Simon Quick Advisors, LLC since 2009. She is based in Morristown, NJ. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, compliance, and administrative services. The firm employs a diversified investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and offers integrated tax and back-office services.

Michael Dugan Sr. is a CFP® and ChFC® with 42 years of industry experience. He has been with Private Client Services, LLC since 2010. Outside of his advisory role, he is a member of the Ancient Order of Hibernians, an Irish Catholic national organization. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm employs a discovery-driven process focusing on risk profiling and tailored platform selection, offering a combination of advisory and broker-dealer services with a range of portfolio management options.

Meryl Futey is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Avantax Planning Partners, Inc. She has previously worked at Cetera Wealth Services and Avantax firms, among others. In addition to her advisory role, she is involved with MS Investment Partners and PKF O'Connor Davies Wealth Management. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm operates primarily through CPA networks and registered advisor representatives, offering tax-intelligent strategies and discretionary account management with approximately $7.57 billion in assets under management.

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.

Amy Macisaac is a financial advisor at Cary Street Partners with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill for 20 years, as well as at Purshe Kaplan Sterling Investments and Transcend Capital Advisors. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm uses a consultative approach to develop tailored investment programs that incorporate traditional and alternative strategies, supported by both third-party managers and in-house resources.

Ryan Hanisak is a financial advisor at Summit Financial, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked with Summit Financial and its affiliated entities since 2002. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, along with financial planning and retirement plan advisory services, combining discretionary and consultative approaches to client portfolio management.

Patricia Caccavo is a financial advisor at Summit Financial, LLC with a Series 65 designation and seven years of industry experience. She has been with Summit Financial since 2018 and previously worked at Summit Risk Management, Inc. and Summit Equities, Inc. from 2011 to 2018. 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 a range of investment advisory and portfolio management programs, combining discretionary and consultative services to support customized client solutions.

Randi Loreti is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2018. Prior to this, she worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 2002 to 2018. 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, financial planning, and retirement plan advisory services through both discretionary and consultative approaches.

Della Lounsbery is a financial advisor with Avantax Planning Partners, Inc., holding a Series 63 license and 13 years of industry experience. She has worked with Avantax Advisory Services and Stephen E. Plain LLC, where she was involved in tax preparation and accounting. Lounsbery also has a role in managing patent-related matters through a separate business entity. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plan services to individuals, businesses, and charitable organizations, delivering these primarily through a network of CPA firms and advisor representatives. The firm manages approximately $7.57 billion in assets across its 164 advisors and offers tax-intelligent investment strategies with a comprehensive approach to client account management.

Daniel Petrie Jr. is a financial advisor at Fortis Capital Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Seraphim Capital Management and LPL Financial. In addition to his advisory role, he is a college professor at Fairleigh Dickinson University. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring using both model and bespoke strategies across various investment approaches, managing approximately $1.21 billion in assets.

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.

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.

Brian Hoffman is a financial advisor with Gladstone Wealth Partners, holding a Series 66 designation and over 21 years of industry experience. He has worked at Gladstone Wealth Partners since 2016 and previously at PNC Investments from 2013 to 2016. Hoffman is also an author and writer as a non-investment-related activity. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individual and high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers, providing discretionary portfolio management and access to third-party managers, while also offering ERISA-related advisory services for qualified plans.