Gabriella Milley is a financial advisor with NPA Asset Management, LLC, holding the Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has been with Nationwide Planning Associates, Inc. since 2016. Outside of her advisory work, she teaches financial planning classes to adults at Princeton Adult School and is involved in manufacturing and selling wearable art made from natural materials through a family-related business. NPA Asset Management, LLC serves individuals, 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 and third-party asset manager referrals, providing services via its Advisor’s Edge platform that include discretionary and non-discretionary portfolio management and performance monitoring.

Christopher Cella is a financial advisor at OnePoint BFG Wealth Partners with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. Outside of his advisory role, he serves on the board of Core Media Systems Inc., a nonprofit organization. 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 utilizes a blend of proprietary models, third-party managers, and custodian programs to manage client portfolios, primarily on a discretionary basis.

Daniel Mazurek Jr. is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with NPA Asset Management since 2008 and also maintains long-standing roles with Highland Wealth Management, Corridor Financial LLC, and Nationwide Planning Associates Inc. Additionally, he is an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs including Advisor Managed accounts and third-party sub-advisor solutions. The firm serves individual and high-net-worth investors, corporations, pension plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and managing over $1 billion in client assets.

Erkan Afacan is a financial advisor at International Assets Investment Management, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining International Assets Investment Management in 2022, he worked at Nationwide Planning Associates and Cambridge Investment Research for over 15 years. Outside of his advisory role, Afacan serves as the president of a homeowners association in Ridgewood, NJ. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and offers both discretionary and non-discretionary management, financial planning, and third-party manager referrals.

David Skolnik is a Financial Consultant at Fidelity Investments, where he focuses on making financial education accessible and effective to help clients live the lives they want. He works with clients through a planning process that begins with understanding their personal and financial goals. He and his team consider each client's unique circumstances to develop relevant strategies aimed at achieving what is most important to them. David has held various roles in the financial services industry since 1995. His professional experience includes positions as a Financial Advisor at Citizens Securities from 2020 to 2023, Regional Sales Manager at Huntington Financial Advisors from 2017 to 2019, Regional Manager at Edelman Financial Services from 2015 to 2017, Executive Vice President of Wealth Management at Comerica Securities from 2004 to 2013, Regional Vice President at Nationwide Investment Services from 2003 to 2004, and Executive Vice President of Wealth Management at Wells Fargo Investments from 1995 to 2003.

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.

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.

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.

Alison Berman is a financial advisor at Palisade Capital Management, LP with eight years of industry experience. She holds a Series 65 designation and has been with Palisade Capital Management since 2011. Palisade Capital Management provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including corporations, public pension plans, financial institutions, family offices, trusts, and individual investors. The firm employs a research-intensive, bottom-up fundamental approach focused on conviction-weighted portfolios and manages a range of strategies across institutional and private wealth accounts.

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.

Jason Murray is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His background includes roles at Innovation Partners LLC and Fiserv. Besides his advisory work, he is an author of several publications focused on entrepreneurship and personal development and also serves as a Medicare consultant and sales and marketing consultant through separate business ventures. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm employs a range of analytical approaches and focuses on non-high-net-worth investors and retirement plan participants while providing specialized advisory services including actuarial and insurance consulting.

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.

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.