Joseph Rodriguez is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience, all with his current firm since 1998. 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 employs a combination of fundamental and technical analysis across various asset classes and offers multiple program structures, serving over 1,000 clients with a team of 73 advisors.

John Bianchi is a CFA® charterholder with 34 years of industry experience, currently serving as a financial advisor at Wealthcare Advisory Partners LLC since 2020. His prior work includes roles at Royal Alliance Associates, INC. and Investment Advisors Asset Management, LLC. He is a member of the CFA Institute, a nonprofit organization focused on ethical investment research and portfolio management. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach incorporating proprietary software and behavioral economics, combining passive and active management strategies with dynamic rebalancing.

Michelle Mackin is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding Series 63 and Series 66 licenses and 12 years of industry experience. Her prior firms include LPL Financial, Private Advisor Group, and FCG Wealth Management. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate clients. The firm employs a variety of proprietary and third-party portfolio management strategies, with a focus on discretionary management and formal monitoring processes.

Alexis Miller is a financial advisor at OnePoint BFG Wealth Partners with eight years of industry experience. Her prior roles include positions at Morgan Stanley, Stellar Health, LPL Financial, and Purshe Kaplan Sterling Investments. She holds Series 65 and Series 63 credentials. 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 a mix of third-party managers, custodian platforms, and proprietary investment models tailored to client-specific objectives and risk tolerances.

Daniel Aguanno is a CFP® professional with 18 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at LPL Financial and Private Advisor Group. 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 utilizes a variety of third-party managers, custodian platforms, and proprietary investment models tailored to client-specific objectives and risk tolerances.

Frank Calabrese is a financial advisor at Nations Financial Group, Inc. with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Realta Investment Advisors, Inc., Realta Equities, Inc., and Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is a partner and owner of Key Client Financial Advisors, a firm offering investment and advisory services, and also acts as an agent for disability income insurance. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios combined with outside managers, and tailors strategies based on client objectives and risk tolerance.

Farah Mirza is a financial advisor at Santander Securities LLC with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with Santander Securities since 2013, also working with Santander Bank since 2012. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and other financial services, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing suitability reviews.

Jeanne Weaver is a CFP® and ChFC® with 41 years of industry experience, currently serving at NPA Asset Management, LLC since 2015. She holds Series 63 and Series 65 licenses and has experience placing life insurance, annuities, and fixed insurance products through independent broker services. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

Thomas Harrison is a financial advisor at Hennion & Walsh Asset Management, Inc. with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Hennion & Walsh since 2015. Hennion & Walsh Asset Management, Inc. 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 across various program structures, employing both fundamental and technical analysis with long-term, short-term, and trading strategies across a range of asset classes.

Frank Fava is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and bringing 25 years of industry experience. Prior to joining Vanderbilt in 2021, he worked at Westport Capital Markets, LLC for seven years. Outside of his advisory role, he is involved in a golf clothing manufacturing business, F-Squared Golf. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and access to third-party sub-advisors and digital platforms, with an investment process that integrates strategic asset allocation and multiple analytical approaches.

Anthony Megaro is a financial advisor at NPA Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nationwide Planning Associates, Inc., Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory role, he has developed a renewable energy device powered by water, for which he holds a patent. NPA Asset Management, LLC is an SEC-registered adviser serving individuals, corporations, pension, and charitable accounts through a multi-team of 51 advisors. The firm manages over $1 billion in assets and offers various managed-account programs, third-party asset manager referrals, and access to mutual funds, ETFs, securities, and insurance products.

Leslie Vasvari is a CFA® charterholder with one year of experience at SAX Wealth Advisors, LLC. Prior to joining SAX Wealth Advisors in 2025, Leslie worked for ten years at Fiduciary Trust International. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth-management services to individual clients, qualified 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 ladders and third-party sub-advisers.

Eric Bicknese is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates since 2010. Outside of his advisory role, he is involved in real estate sales, referring clients to brokers and acting as a point of contact. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory and reporting responsibilities.

Rachel Leventhal is a financial advisor at Hennion & Walsh Asset Management, Inc. with 24 years of industry experience. She has been with Hennion & Walsh since 2001. 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, personalized UMA, and managed accounts, using both discretionary and non-discretionary management across multiple asset classes.

Marc Strafaci is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, all of which have been with Hennion & Walsh since 2008. Hennion & Walsh Asset Management, Inc. 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 combination of fundamental and technical analysis utilizing a range of strategies across multiple asset classes and manages approximately $768.8 million for over 1,000 clients through a multi-advisor team.

Michael Klein is a CFP® with nine years of industry experience, currently serving as an advisor at OnePoint BFG Wealth Partners. His prior roles include positions at Purshe Kaplan Sterling Investments, Bleakley Financial Group, Private Advisor Group, and LPL Financial. OnePoint BFG Wealth Partners offers 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.

Anthony Holden is a financial advisor at OnePoint BFG Wealth Partners with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Private Advisor Group. He also provides administrative support to Bleakley Financial Group, an independent investment advisor firm. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, 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 uses technology tools such as AI-assisted meeting transcription to support its processes.

Stephanie Spies is a CFP® and Series 65-registered advisor with seven years of industry experience. She has worked at Modera Wealth Management, LLC since 2017 and previously spent one year at Ela Financial Group. Modera Wealth Management, LLC provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation using Modern Portfolio Theory with in-house accounting and tax services, business coaching, and other ancillary offerings.

John Voigt Jr. is a CFP® professional with 39 years of industry experience, currently affiliated with OnePoint BFG Wealth Partners. His prior roles include positions at Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Private Advisor Group. He also provides fixed insurance advice in addition to his financial advisory services. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a variety of proprietary and third-party investment models with a focus on discretionary portfolio management and uses technology tools to support client service and recordkeeping.

Richard Wright Jr. is a CFP® professional with 36 years of experience in the financial services industry. He currently works at OnePoint BFG Wealth Partners and has held previous roles at Purshe Kaplan Sterling Investments, Bleakley Financial Group, 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 and third-party investment models, managing the majority of client assets on a discretionary basis with formal monitoring and rebalancing processes.