Kyle Wesley is a financial advisor at OnePoint BFG Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, Private Advisor Group, and Purshe Kaplan Sterling Investments. He also serves as Chief Technology Officer at OnePoint BFG, overseeing the firm’s technology operations. 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 employs a range of proprietary and third-party investment models, with most client assets managed on a discretionary basis, and utilizes AI-assisted tools for client meeting documentation.

Anthony Caruso is a financial advisor with Gladstone Wealth Partners holding a Series 63 designation and 42 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. from 2013 to 2020 and concurrent affiliation with LPL Financial since 2020. Caruso also provides investment advisory services through Gladstone Institutional Advisory, LLC, an independent registered investment advisor. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and monitor accounts, utilizing third-party managers and model portfolios, with capabilities in ERISA advisory roles for qualified plans.

Colleen Sylvester is a financial advisor at SpiderRock Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with BlackRock since 2010. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a range of clients including institutional investors, family offices, and high-net-worth individuals. The firm employs systematic, technical, and quantitative strategies combined with fundamental analysis to deliver option-based hedges and yield-enhancing overlays, operating under proprietary software and real-time risk monitoring.

Adam Johnston is a financial advisor with OnePoint BFG Wealth Partners, holding Series 65 and Series 63 credentials and 19 years of industry experience. His previous roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Cetera ADVISORS LLC, and First Allied Securities. Outside of his advisory work, Johnston contributes as a blogger on political, historical, philosophical, and technological topics. 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 combination of proprietary models and third-party managers to implement client-specific investment strategies, supported by technology-driven operational tools.

Michael Dugan is a financial advisor with Private Client Services, LLC in Raritan, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Private Client Services since 2010. Outside of his advisory role, he is involved in youth sports coaching, serving as a head coach for both boys’ and girls’ basketball programs and as treasurer for a local youth lacrosse club. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers a range of implementation platforms, including discretionary and non-discretionary management options.

Annamaria Vitelli is a financial advisor at Beacon Trust with a Series 65 designation and 18 years of industry experience. She previously worked at PNC Bank from 2007 to 2025 before joining Beacon Trust in 2025. Beacon Trust serves individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers financial planning, tax preparation, and discretionary portfolio management through a multi-team advisory staff and employs an open-architecture investment platform with a risk-first framework and tax-aware management.

Tucker Sandercock is a Series 66-licensed financial advisor at Merit Financial Advisors with seven years of industry experience. He has worked at Merit since 2026 and previously at Chatham Wealth Management and Wells Fargo Clearing Services. His background also includes roles outside finance, such as with AMC Networks and the Department of the Army. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal Investment Management team and Committee.

Jake Hoke is a financial advisor with Summit Financial, LLC, holding a Series 65 designation. He has been with Summit Financial since 2022 and previously worked in education at several schools from 2016 to 2022. 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 tailored to client needs.

Paul Kadesch is a financial advisor with OnePoint BFG Wealth Partners, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company, LPL Financial, and Drew Besonson. 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 utilizes a range of portfolio management approaches combining third-party managers, proprietary models, and technology-driven operational support.

Richard Lewis is a Series 66-licensed financial advisor with Capital Analysts, based in Warren, NJ, and has 30 years of industry experience. He has worked at Lincoln Investment since 2012 and at Kim Financial Group since 2002. Lewis is involved in benefits consulting for public sector employees through his ownership in S.A.F.E. Information Services, LLC, and participates in real estate management as a co-owner of Tenth Street Partners. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team, with a variety of portfolio options and access to third-party managers.

David Schwartz is a financial advisor at OnePoint BFG Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, Private Advisor Group, Bleakley Financial Group, and Purshe Kaplan Sterling Investments. 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 uses a blend of proprietary models, third-party managers, and custodian-sponsored programs, primarily managing client assets on a discretionary basis.

Sean Mc Carthy is a CFP® and ChFC® with seven years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. His prior roles include positions at Northwestern Mutual Wealth Management Company and Bankers Life and Casualty. Outside of his advisory work, he is involved in nonprofit basketball organizations and owns a personal basketball training business. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of investment strategies using third-party managers, proprietary models, and technology-driven operational support.

Jenica Roffina is a financial advisor at Kintra Wealth, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked for Commonwealth Financial for 12 years. Outside of finance, she owns Sea Change Fitness, a personal training business. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and account integration.

Joseph Patterson is a financial advisor at OnePoint BFG Wealth Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual Life Insurance from 1992 to 2021 before joining Bleakley Financial Group, now rebranded as OnePoint BFG. OnePoint BFG provides customized financial planning and wealth management to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm utilizes a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, primarily managing assets on a discretionary basis.

Todd Weiss is a financial advisor at Summit Financial, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Summit Financial since 2014, including through its predecessor firms. Outside of advising, Mr. Weiss is the managing member of Slotz, LLC, a pass-through entity involved in equity transactions with Summit Growth Partners. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches tailored to client approval preferences.

Edward Ruja is a Series 66-licensed advisor at Simplicity Wealth with one year of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Northwestern Mutual. Outside of financial services, he has work experience in the hospitality and service industries. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, while also offering model portfolios, independent managers, and various overlays such as tax optimization. Simplicity Wealth combines advisory services with technology and operational support, including a private-label asset management software program and a third-party asset management platform (TAMP).

Kevin Lynch is a financial advisor at First Heartland Consultants, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners' Financial Services and Westminster Wealth Management. Outside of finance, Lynch is involved with Healing To Wellness, a physical therapy business, and serves as an officer and director for the Society For Financial Awareness, a nonprofit focused on financial education, as well as the Montgomery/Rocky Hill Rotary. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions delivered through a network of independent investment adviser representatives.

Cynthia Rottini is a financial advisor at Summit Financial, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at various Summit entities since 2010, including Summit Equities, Inc. and Summit Financial Resources, Inc. 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 with various financial planning and retirement plan advisory options.

James Mcgeehin is a financial advisor with Gladstone Wealth Partners in Hackettstown, NJ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial since 2017, and prior to that spent 13 years with PNC Investments. Mcgeehin also provides investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting 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 who tailor strategies and monitor accounts, often utilizing third-party managers and technology to serve qualified plans and held-away retirement accounts.

Tracy Hummel is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 22 years of industry experience. She has been associated with John Hancock and its related entities since 2005 and has also worked with Manulife Asset Management since 2012. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to produce written recommendations, primarily focusing on asset allocation, retirement, and estate planning, and serves a large client base through a technology-assisted model.