Jeffrey Shornick is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Wells Fargo Bank, NA, and PNC Wealth Management. Hennion & Walsh 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 over 1,000 clients through a team of 73 advisors, employing a variety of investment strategies across multiple asset classes and program structures.

Joseph Oberschewen is a financial advisor at Lanark Financial, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with NBC Securities, Inc. since 2015. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers both discretionary and non-discretionary account management options.

Richard Appaluccio is a financial advisor at Procyon with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Procyon Advisors since 2017, following prior roles at UBS Financial Services. In addition to his advisory work, he is involved in insurance sales. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a wide range of clients, including individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisors, pooled investment vehicles, and government clients. The firm manages approximately $9.2 billion in assets, primarily using fundamental analysis across mutual funds, ETFs, equities, and fixed income, and offers both discretionary and predominantly non-discretionary management.

Michael Citron is a financial advisor at Vanderbilt Advisory Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services, Stifel Nicolaus & Co., Citigroup Global Markets, and A. G. Edwards & Sons. Outside of his advisory role, he operates CitronLLC, his own investment-related business. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management through a network of independent advisor representatives.

Khagendra Kattel is a Certified Financial Planner® (CFP®) and Chartered Financial Consultant (ChFC®) with 13 years of industry experience. He currently serves at Purshe Kaplan Sterling Investments and has prior experience at Bleakley Financial Group, Private Advisor Group, LPL Financial, and Northwestern Mutual Investment Management. He is affiliated with OnePoint BFG Wealth Partners, a multi-team firm that 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 proprietary and third-party investment models and integrates technology and operational support into its service delivery.

Patrick Stanton is a financial advisor at Hennion & Walsh Asset Management, Inc. with 27 years of industry experience. He has worked with the firm and its predecessor since 1999. He holds Series 63 and Series 65 credentials. Hennion & Walsh provides investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of strategies across various asset classes and manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

William Hennion is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1990. 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 employs both discretionary and non-discretionary management strategies using fundamental and technical analysis across a range of asset classes and offers multiple program options such as wrap-fee and personalized UMA programs.

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.

Jenna Passerini is a financial advisor at SAX Wealth Advisors, LLC with one year of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of her advisory role, she is involved with Nothing New Thrift Shop, where she serves as a cashier. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs long-term, evidence-based asset allocation strategies primarily using low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income ladders, sub-advisers, and model portfolios.

Andrew Rosman is a CFP® professional with 19 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. In addition to his advisory work, he is a partner and part-owner of 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, business entities, and charitable organizations. The firm employs a variety of portfolio management approaches and integrates technology and operational outsourcing into its service model.

Matthew Mc Cormack is a financial advisor at Simplicity Wealth with a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Enterprise and The Prudential Insurance Company of America. He also works as an accounting intern at Monmouth Ocean Education Services. 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 using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for other advisers.

Alexandra Kennedy is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Lifeworks Advisors, LLC since 2026, following positions at Rockefeller Capital Management and First Republic Investment Management. Lifeworks Advisors serves a diverse client base, including high-net-worth individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, and portfolio management services. The firm employs both planning-based and risk-based investment approaches, utilizing a mix of model strategies, quantitative and fundamental analysis, rebalancing, and tax-aware portfolio decisions, supported by proprietary technology and integrated tax and insurance capabilities.

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 Ethos Technologies and Retirement Wealth Advisors, Inc. Outside of his advisory role, he operates KBL Enterprises, which manages his streaming activities on Twitch. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and selected individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as technology and operational support for other advisers through its managed account platform.

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.

Paulo Aguilar is a financial advisor with Arkadios Wealth Advisors holding Series 65 and Series 66 credentials and 14 years of industry experience. His prior work includes roles at Inland Securities Corporation, Bluerock Capital Markets, and Revitate, LLC. He also provides real estate advisory and consulting services through Wealthstone Group, offering guidance on market trends, investment analysis, and transaction assistance. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans with customized investment plans that incorporate fundamental, technical, and cyclical analysis across various managed account platforms and third-party managers.

Patrick Daly is a financial advisor at LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 66 licenses with 33 years of industry experience. His prior firms include Stifel Nicolaus & Co Inc and Janney Montgomery Scott. He also provides annuity and insurance products through LaSalle St. Insurance Services. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm manages both discretionary and non-discretionary programs, with a notable emphasis on non-discretionary asset management.

Justin Bischer is a financial advisor at Hennion & Walsh Asset Management, Inc. with Series 63 and Series 65 credentials and four years of industry experience. He has been with Hennion & Walsh since 2022 and has prior experience at Kreative Displays and as a full-time student. 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 manages approximately $768.8 million for over 1,000 clients, employing a range of investment strategies across multiple asset classes through a team of 73 advisors.

Corie Gabriel is a financial advisor at Advisors Capital Management, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including The Roosevelt Investment Group and Unified Financial Securities. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs. The firm provides discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution, combining macroeconomic and security-level analysis across various asset classes.