Matthew Renov is a financial advisor at OnePoint BFG Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bleakley Financial Group, Private Advisor Group, and Summit Equities. Renov is also licensed as an insurance agent, focusing on life and long-term care insurance. 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 range of investment strategies, including proprietary models and third-party managers, supported by technology and operational outsourcing.

Ryan Schoeffield is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding a Series 66 designation and 11 years of industry experience. He has been with Hennion & Walsh since 2016. 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 a range of strategies across various asset classes and offers both discretionary and non-discretionary management, with multiple program options including wrap-fee and personalized UMA programs.

John Pawlik is a financial advisor at Beacon Trust with 17 years of industry experience. He holds a Series 65 designation and previously worked at Lassus Wherley for 17 years. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals including high-net-worth clients, trusts, pension, and charitable entities. The firm utilizes an open-architecture platform combining in-house strategies, factor-based and ETF portfolios, and independent managers, with an emphasis on tax awareness and customized fixed-income portfolios.

Kevin Kreuzer is a financial advisor at Summit Financial, LLC with 22 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include work with Purshe Kaplan Sterling Investments and several Summit entities, including Summit Risk Management, Inc., where he sells insurance products. Summit Financial, LLC is a 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.

David Scheidel is a PFS™ credentialed advisor with 22 years of industry experience, currently serving at Sierra Financial Advisors, LLC since 2006. He has held concurrent roles at SAX Wealth Advisors, LLC and SAX Advisory Group since 2026, and maintains involvement in his CPA firm, Scheidel & Sullivan CPA, LLC, as well as other business ventures dating back over two decades. Sierra Financial Advisors provides personalized financial planning and fee-only investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. The firm delivers primarily non-discretionary advice using a mix of fundamental and technical analysis, managing portfolios that include mutual funds and individual securities, and maintains an affiliation with an accounting firm while keeping advisory services distinct.

Emmett Newton III is a financial advisor at Vanderbilt Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Independent Advisors, LLC for 17 years. Outside of his advisory role, he serves as a notary in Denville, NJ. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.

Matthew Pascarella is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Mutual Advisors since 2020 and previously held roles at Founders Financial Securities, LLC and 1st Worldwide Advisors, LLC. Outside of his advisory work, he is a director involved in merchant services at Woods End Merchants Services, LLC. Mutual Advisors serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm offers a range of advisory services using both active and passive investment strategies, emphasizing diversification and client-specific objectives, and manages approximately $9.45 billion across 154 advisors.

Nicole Wegman is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2023. Her prior experience includes roles at Element Financial Group, Commonwealth Financial Network, and UBS FS. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and incorporates tax planning and trust-related services for some clients.

Evan Baldwin is a financial advisor with Gladstone Wealth Partners in Bedminster, NJ, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior career includes 12 years with Prudential Insurance Company of America and Pruco Securities, LLC. Baldwin also provides investment advisory services through Gladstone Institutional Advisory, LLC, an independent registered investment advisor. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

John Higgins VII is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Consolidated Portfolio Review Corp. His prior experience includes roles at Personal CFO Solutions LLC, Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The Ayco Company, L.P./Mercer Allied. Consolidated Portfolio Review Corp is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, financial planning, and consulting, with investment strategies executed by independent advisors using a variety of asset allocation and analysis techniques.

Steven Lieberman is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. He previously worked at Summit Financial, LLC, Purshe Kaplan Sterling Investments, Summit Equities, Inc., and Summit Financial Resources, Inc. Outside of his advisory role, Mr. Lieberman is a partner at Summit Financial, LLC’s Private Client Group, which provides financial planning and wealth management services. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by an internal investment team and committee, using both in-house and third-party managers, while supporting discretionary and non-discretionary accounts under a network of local advisers.

William Conger is a financial advisor at Simon Quick Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Red Hook Management for 14 years before joining Simon Quick Advisors in 2022. Outside of his advisory role, he serves as chairman of the Raptor Trust, a non-investment related position. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, and administrative services. The firm employs a diverse investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and offers integrated tax and back-office services alongside its investment management.

Eric Mangold is a financial advisor at Summit Financial, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Minnesota Life Insurance Co, Securian Financial Services Inc, Allied Wealth Partners, and First Allied Advisory Services. Outside of his advisory role, he volunteers with the Leukemia and Lymphoma Society. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management, serving around 17,800 clients. The firm offers investment advisory and portfolio management services through both discretionary and consultative platforms, alongside financial planning and retirement plan advisory.

David Gottlieb is a financial advisor with Savvy in West Orange, NJ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at EisnerAmper Wealth Management, Ameriprise Financial Services, and APW Capital, Inc. He also provides fixed insurance and annuity products through Advisors Excel. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and external sub-advisers.

Caitlin De Groat is a CFP® with seven years of industry experience, currently affiliated with Cary Street Partners. She previously worked at Beacon Trust Company for 13 years before joining Cary Street Partners. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, institutions, trusts, and retirement plans. The firm uses a broad investment menu and proprietary strategies to serve clients, including specialized institutional niches such as state and municipal government entities and insurance companies.

Joseph Spada is a CFP® professional with 42 years of industry experience, currently serving at Summit Financial, LLC since 2018. He previously spent 35 years with Summit Equities, Inc. and Summit Financial Resources. Outside of his advisory role, Mr. Spada is involved in nonprofit work, serving as chairman of the Tri County Scholarship Fund and as a board member of Several Sources Shelters, both organizations supporting community and social causes. Summit Financial, LLC is a 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, financial planning, and retirement plan services, combining discretionary and consultative approaches to portfolio management.

Derren Burse is a financial advisor at Gladstone Wealth Partners with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, LPL Financial, and MetLife/Brighthouse Financial. Outside of his advisory role, he is employed with Abound Health and is involved with a basketball-related organization called Yes, I Can Basketball. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers a range of services including discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

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.

Jamahl Mahmood is a CFP® and ChFC® with 25 years of industry experience. He is currently with Main Street Financial Solutions, LLC, where he has worked since 2017, and has held prior roles at Purshe Kaplan Sterling Investments, Access Wealth Planning, NOAH'S ARK Financial Planning, and Northwestern Mutual Investment Management. Outside of his advisory work, Mahmood serves as a wedding officiant and is a board member of the AFK Foundation and the Glenwood Pier Condo Association. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach focusing on mutual funds and low-cost ETFs while also utilizing actively managed funds, individual securities, and alternative investments.

Gregg Heller is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1995. 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 range of programs featuring both discretionary and non-discretionary management, employing fundamental and technical analysis across multiple asset classes.