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.

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.

Jennifer Leong is a CFP® with 18 years of industry experience. She is currently with SAX Wealth Advisors, LLC and has previously worked at Baker Avenue Asset Management LP, Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. SAX Wealth Advisors provides investment management, comprehensive financial planning, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive funds and ETFs, complemented by customized fixed-income portfolios and third-party sub-advisers.

Bernadette Strout is a CFP® with 22 years of industry experience, currently serving as an advisor at Prosperity Capital Advisors. Her prior roles include positions at Cetera and First Allied Securities. In addition to her advisory work, she provides financial education as an instructor with Kaplan. Prosperity Capital Advisors is an SEC-registered enterprise adviser offering financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and supervises portfolios using core and specialized models from providers like BlackRock, Dimensional, and Vanguard.

Allen Fassett is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Fassett has been with Hennion & Walsh 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 offers a range of programs utilizing both discretionary and non-discretionary management strategies across multiple asset classes.

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.

Scott Doyle is a financial advisor with Kovack Advisors, Inc. in Livingston, NJ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Kovack Advisors since 2018 and previously held roles at SCF Investment Advisors and National Securities Corp. Outside of his advisory work, he is involved in senior health insurance, operating a sole proprietorship that helps seniors find Medicare plans. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a broad range of clients, including individuals, corporations, and pension plans, through a nationwide network. The firm emphasizes diversified asset-class exposure primarily via mutual funds and ETFs and offers services including discretionary asset management, third-party manager recommendations, and financial planning.

Kevin Roche is a financial advisor at Leo Wealth, LLC with 8 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at Penn Capital Management and LHT Consultants. Outside of his advisory role, he serves as an adjunct professor at Drexel University and is an elected commissioner and deputy mayor handling revenue and finance for the Borough of Haddonfield. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients by providing portfolio management, financial planning, and fiduciary services. The firm employs a combination of ETF-based models and systematic stock selection strategies, utilizing internal models and third-party sub-advisors to manage diversified and risk-tiered portfolios.

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.

Miriam Whiteley is a CFP® and holds a Series 65 license with 10 years of industry experience. She is currently with SAX Wealth Advisors, LLC and previously worked at Lifecraft Financial Planning, LLC and Roehl & Yi Investment Advisors, LLC. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset-allocation strategy using primarily low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income ladders, third-party sub-advisers, and sophisticated planning tools.

Kevin Cave is a financial advisor at Santander Securities LLC with 10 years of industry experience. He holds a Series 66 designation and has worked within the Santander organization since 2016. Outside of his advisory role, he serves as Treasurer of the Great Dane Club of Raritan Valley, a local dog club. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in assets under management across over 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products, primarily leveraging third-party discretionary managers and the FMAX wrap-fee platform.

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).

Joshua Mondschein is a financial advisor at RMR Wealth Builders, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RMR Wealth Builders since 2020, following a decade at Calton & Associates, Inc. He is the owner and president of Mondschein Associates, Inc., a licensed insurance agency specializing in personal and commercial lines, pension consulting, asset protection, and estate planning. Mondschein also serves as an uncompensated board member of the William H. Kearns Foundation and is a director at HR Ease, LLC, a benefit administration platform. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement tailored investment strategies.