Giovanni Buzzetta is a financial advisor at NFSG Corporation with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Newbridge Securities since 2017 and National Securities Corp from 2013 to 2017. Outside of advising, he serves as a CCD instructor for a Catholic church program in Helmetta, NJ. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party asset managers to meet client objectives.

David Mandelbaum is a financial advisor at OnePoint BFG Wealth Partners with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Bleakley Financial Group, Private Advisor Group, and Omega Advisors. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse clientele, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary investment models, third-party managers, and custodian-sponsored programs, managing most client assets on a discretionary basis.

Alexis Macias is a financial advisor at OnePoint BFG Wealth Partners with two years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and RoundAngle Advisors LLC. In addition to advising, Macias serves as Director of Operations at Bleakley Financial Group, overseeing the operations team. 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 uses a combination of third-party managers, proprietary models, and technology to implement and monitor client portfolios.

Joseph Napolitano is a financial advisor at Gladstone Wealth Partners with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Marshall & Sterling Wealth Advisors, and National Securities Corp. He also provides investment advisory services through Gladstone Wealth Group, an independent registered investment advisor. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, pension plans, and charitable organizations. The firm operates through a network of independent adviser representatives who tailor strategies and monitor accounts, utilizing third-party managers and technology to serve clients’ needs.

Robert Bucher is a financial advisor at Silvercrest Asset Management Group LLC with 23 years of industry experience. He has been with Silvercrest since 2015 and holds the Series 63 designation. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies alongside outsourced CIO, due diligence, and quantitative risk analytics, tailoring portfolios to individual client objectives.

Wayne Howell is a CFP® with 22 years of industry experience and is currently with CW Advisors, LLC. He previously worked at Delta Financial Group, Inc. for 13 years and maintains an accounting and tax practice under Wayne W Howell, CPA. CW Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and business entities, providing wealth management, financial planning, and retirement plan advisory services. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies with oversight from an Investment Oversight Committee.

Timothy Checko is a financial advisor at Realta Investment Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Merrill and LPL Financial LLC. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and implements strategies using diversified asset allocation, operating the NOVA platform and various third-party manager programs.

Todd Engmann is a financial advisor at Cary Street Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the executor of an estate for a client. 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 employs a comprehensive investment approach that includes traditional and alternative strategies, combining third-party and in-house resources.

John Mc Laughlin is a financial advisor at OnePoint BFG Wealth Partners with one year of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, LPL Financial, and Vantage Ventures. 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 utilizes a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with most assets managed on a discretionary basis.

Todd Scorzafava is a CERTIFIED FINANCIAL PLANNER™ professional at Wealthcare Advisory Partners LLC with 26 years of industry experience. He has held positions at LPL Financial and Greenberg & Rapp Financial Group. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework that integrates behavioral economics and proprietary quantitative measures to construct diversified, long-term portfolios.

David Hedley III is a financial advisor with Simon Quick Advisors, LLC, holding a Series 63 designation and over 31 years of industry experience. He joined Simon Quick Advisors in 2021 after six years with Ernst & Young Capital Advisors and Ernst & Young US. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients, offering a range of services including wealth management, investment consulting, financial and tax planning, and administrative support. The firm employs a diversified investment approach involving independent managers, mutual funds, ETFs, and affiliated private funds, and it operates multiple affiliated private funds while providing integrated tax and back-office services.

Zachary Ross is an investment adviser representative at Independent Wealth Network, Inc. with nine years of industry experience. He holds a Series 66 credential and has held prior roles at firms including Emerson Equity LLC, Fidelity Investments, Equitable Advisors, and JP Morgan Chase Bank. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as trusts, pension plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and may utilize third-party managers and oversight services to align client assets with broader financial plans.

Richard Spinner is a financial advisor at Cary Street Partners with 11 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Transcend Wealth Collective, LLC and Edge Wealth Management. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to proprietary and third-party investment strategies, utilizing AI tools alongside human oversight for portfolio management.

Keith Behrmann is a financial advisor with Vicus Capital, Inc. in Bridgewater, NJ, holding the CFP®, CFA®, ChFC®, and Series 63 designations, and has nine years of industry experience. His prior roles include positions at AM Best Company and Cetera Wealth Services. Outside of financial services, he is a PADI-certified scuba instructor leading recreational diving programs. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various strategies, including core-satellite, momentum, fixed income tacticals, ESG, and faith-based allocations, while placing a particular emphasis on retirement plan consulting and fiduciary services.

Michele Lee is a financial advisor at Avantax Planning Partners, Inc. with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has worked for firms including Cetera Wealth Services and Headquarters Advisory Group. Outside of her advisory role, Lee serves as the elected Mayor of High Bridge Borough, managing the town’s budget and administration. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through CPA firms and registered Advisor Representatives. The firm oversees approximately $7.57 billion in assets across a network of advisors and serves individuals, pension plans, charitable organizations, and businesses using firm-designed style allocation models and tax-intelligent strategies.

Lisa Guido is a financial advisor at Summit Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Summit Financial, she worked at Verizon for 11 years. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches to investment management.

Mark O’Leary is a financial advisor at Summit Financial, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Summit Financial since 2018, following over two decades at Summit Equities, Inc. and Summit Financial Resources, Inc. In addition to his advisory role, he is involved in insurance brokerage through affiliated companies and manages an investment advisory LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with $26.35 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Jonathan Guerrieri is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds the CFP® and Series 66 designations and has 11 years of industry experience. His prior roles include positions at Private Advisor Group, LLC and LPL Financial, LLC. Outside of advising, he assists with payroll and bookkeeping for a family waste management business. 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, proprietary models, and custodian platforms to implement client-specific investment strategies.

Thomas Belding is a CFP® professional with four years of experience, currently serving at CGN Advisors, LLC since 2021. His prior career includes 29 years at BELKO, Inc. and 13 years at The Newgrange School of Princeton, Inc. He serves as a trustee for the Jean Belding Fay Trust and holds board memberships with the Planning Board of Chatham Borough and the Progressive Center for Independent Living, a nonprofit advocating for the rights of people with disabilities. CGN Advisors, LLC provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and offers fiduciary advice through discretionary and non-discretionary engagements, incorporating tax-aware investment vehicles and third-party manager relationships.

Lee Delaporte III is a financial advisor with Beacon Trust in Morristown, NJ, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. He is also a partner in a fitness club, NBD Fitness, where he serves in a non-operating capacity. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension and charitable entities, managing approximately $4.26 billion in discretionary assets. The firm employs an open-architecture approach combining in-house strategies, factor-based and ETF models, separately managed accounts, and monitored independent managers, with an emphasis on tax awareness and customized fixed-income portfolios.