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.

Alan Curley Jr. is a Certified Financial Planner® with 28 years of industry experience, currently affiliated with Capital Analysts. He has worked with Lincoln Investment since 2017 and previously held positions at Legend Equities Corporation and MetLife Investment Fund Services. Outside of his advisory work, he serves as treasurer and authorized person for investments for the Knights of Columbus Council 3359, a Catholic men's charitable organization. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management and retirement plan advice through a network of independent advisors and firm-managed programs. The firm combines discretionary investment management through its in-house team with access to third-party managers, utilizing a proprietary screening process for its model portfolios.

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.

Mark Swingle is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2024. His prior roles include positions at Prospect Capital Services, Inc., Kestra Financial Services, Inc., and Massachusetts Mutual Life Insurance Company. Swingle serves on the board of directors for the Westfield Area YMCA, where he chairs both the Property and Investment Committees. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm offers coordinated wealth-management services and utilizes a long-term, diversified investment approach supported by an internal Investment Management team and customized portfolio options.

Salvatore Picciallo is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 17 years of industry experience. He has previously worked at J.P. Morgan Securities and LPL Financial, LLC. Outside of his advisory role, he owns and operates a fixed insurance business focused on fixed annuities and insurance products. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies across a range of portfolio management and financial planning services, including a formal Subscription Advisory Services program and client education initiatives.

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.

Mark Spooner is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with Simplicity Wealth and has previously worked at firms including Investacorp Inc. and Securities America, Inc. Spooner holds Series 66 and Series 63 licenses and has served as a Senior Planning Specialist with Simplicity Group focusing on life insurance support. Simplicity Wealth serves a diverse client base, including individuals, high-net-worth investors, retirement plans, corporations, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory and technology solutions such as a private-label asset management platform and a managed account platform for advisers.

David Cottam is a financial advisor at Cary Street Partners with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at National Wealth Management, LLC from 2005 to 2022. He is the managing member of Equator Holdings, LLC, an investment holdings company focused on debt collection. 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 offers portfolio management, financial and retirement planning, alternative investments, and lending and insurance solutions, utilizing both third-party managers and in-house resources.

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.

Roman Moldavsky is a financial advisor at Fortis Capital Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at several firms including Purshe Kaplan Sterling Investments, Mass Mutual Investors Services, and Metlife Securities. Moldavsky has also been associated with multiple Fortis-affiliated entities throughout his career. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized advice through various investment strategies, including ESG options, and manages discretionary portfolios totaling $1.615 billion in assets as of the end of 2025.

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.

Yun Ze Feng is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. Prior to joining Santander in 2022, he worked at Key Investment Services and MUFG Union Bank. Feng is also the Chief Operating Officer and co-owner of Finwise Tech, LLC, a firm focused on developing a digital platform to streamline referrals. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and access to various financial products. The firm delivers investment management primarily through the FMAX wrap-fee platform, leveraging third-party discretionary managers and maintaining an affiliated banking relationship.

Jason Brougham is a financial advisor at Summit Financial, LLC in Morristown, NJ, holding a Series 66 designation with five years of industry experience. He has worked at Summit Financial and APW Capital, Inc., among other firms, since 2019. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining both discretionary and consultative services tailored to client needs.

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.

Dawn Avallone is a financial advisor at Beacon Trust with eight years of industry experience. She holds a Series 65 designation and previously worked at the Law Offices of Jane F. Wolk LLC from 2014 to 2018. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages over $4 billion in discretionary assets and utilizes an open-architecture platform combining in-house strategies, factor-based models, separately managed accounts, and monitored independent managers.

Anthony Rossi is a financial advisor at Simplicity Wealth with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at The Leaders Group Inc. and Simplicity Group. His background also includes roles in public health and medicine, as well as work with UNICEF. 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 investment approach using ETFs, mutual funds, and individual securities, combining advisory services with technology and operational support for other advisers through a turnkey asset management platform.

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.

Tori Benjamin is a CFP® with 12 years of industry experience, currently serving as a financial advisor at CW Advisors, LLC. Prior to joining CW Advisors in 2025, she worked at Delta Financial Group, Inc. for eight years and Nationwide Planning Associates, Inc. for nine years. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite portfolio construction approach using active, passive, quantitative, and ESG-oriented strategies, supported by centralized investment oversight and an affiliation with a larger corporate group.