Joseph Oberschewen is a financial advisor with NBC Securities, Inc. in Summit, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with NBC Securities since 2015. Lanark Financial, Inc. provides investment advisory, financial planning, and portfolio management services to individuals, ERISA-qualified accounts, trusts, estates, businesses, and institutional clients, offering advice through multiple fee-based programs and managed-account platforms with both discretionary and non-discretionary management options.

Richard Appaluccio is an advisor with Procyon Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include five years at UBS Financial Services and tenure at Procyon Institutional Partners. He also engages in insurance sales on a limited basis. Procyon serves a broad client base, including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans, offering investment management, financial planning, and consulting services. The firm emphasizes customized, fundamentally driven portfolios with a long-term orientation, utilizing both internal management and third-party independent managers.

Michael Citron is a financial advisor at Vanderbilt Advisory Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors, Inc. and Stifel Nicolaus & Co Inc. He is also the owner of CitronLLC, an investment-related business. 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, third-party sub-advisors, and financial planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Khagendra Kattel is a CFP®, ChFC®, and Series 66-licensed advisor with 12 years of industry experience. He is currently affiliated with OnePoint BFG Wealth Partners and has previously worked 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 individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a variety of proprietary and third-party investment models, primarily managing client assets on a discretionary basis, and uses technology tools such as AI-assisted meeting transcription to support its advisory process.

Jerrold Klein is a financial advisor at B. Riley Wealth Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Advisors since 2020, following seven years at United Advisor Services, LLC. Outside of his advisory role, he is involved as an owner of a strip mall shopping center through WEST ESPLANADE PROPERTIES, LLC. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets and serves over 16,800 clients through a team of 274 advisors. The firm provides a broad range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Patrick Stanton is a financial advisor at Hennion & Walsh Asset Management, Inc. with 27 years of industry experience. He has worked with the firm and its predecessor since 1999. He holds Series 63 and Series 65 credentials. Hennion & Walsh provides investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of strategies across various asset classes and manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

William Hennion is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. 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 employs both discretionary and non-discretionary management strategies using fundamental and technical analysis across a range of asset classes and offers multiple program options such as wrap-fee and personalized UMA programs.

Patrick Torney is a financial advisor at OnePoint BFG Wealth Partners with 12 years of industry experience. He has held roles at LPL Financial and Private Advisor Group prior to joining Bleakley Financial Group, now OnePoint BFG Wealth Partners. Torney holds a Series 66 designation. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of investment models and integrates technology and operational outsourcing to support its service delivery.

William Spellman is a financial advisor at OnePoint BFG Wealth Partners with Series 65 credentials. He has industry experience dating back to 2000, including 19 years at Prudential Financial Inc and six years at Bleakley Financial Group, now operating as OnePoint BFG Wealth Partners. 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 uses a combination of proprietary models, third-party managers, and custodian-sponsored programs to manage client portfolios, primarily on a discretionary basis.

Jenna Passerini is a financial advisor at SAX Wealth Advisors, LLC with one year of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of her advisory role, she is involved with Nothing New Thrift Shop, where she serves as a cashier. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs long-term, evidence-based asset allocation strategies primarily using low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income ladders, sub-advisers, and model portfolios.

Douglas Pruett is a financial advisor with BCG Securities, Inc. in Park Ridge, NJ, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with BCG Securities since 2016 and previously worked at GPL Wealth Management, Axia Financial Advisors, and Raymond James Financial Services. BCG Securities serves institutional retirement plans and individual clients with portfolios generally above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing written investment policy statements and tailoring advice to client goals, primarily through non-discretionary strategies and the use of independent third-party managers.

Andrew Rosman is a CFP® professional with 18 years of experience in the financial services industry. He is currently with OnePoint BFG Wealth Partners and has held prior roles at LPL Financial and Wells Fargo Advisors. Outside of his advisory work, Rosman is a partner and part owner of Dressler, Rosman and Reynolds, LLC, an accounting and tax preparation firm. 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 and third-party investment models, primarily managing client assets on a discretionary basis.

Matthew Mc Cormack is a financial advisor at Simplicity Wealth with a Series 66 designation and two years of industry experience. His prior work includes roles with LPL Enterprise and The Prudential Insurance Company of America. He is also an accounting intern with the Monmouth Ocean Education Services Commission. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisors through its managed account platform.

Alexandra Kennedy is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Lifeworks Advisors, LLC since 2026, and previously at Rockefeller Capital Management and First Republic Investment Management. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche investment approach combined with factor-based and smart-beta strategies.

Marvin Rivas is a financial advisor at Siebert AdvisorNXT, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Siebert AdvisorNXT and Muriel Siebert & Co., Inc. since 2021. Prior to his career in finance, he held positions at XPO Logistics, New Jersey Institute of Technology, CVS Pharmacy, and Elizabeth High School. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with dedicated advisor support. The firm offers both discretionary and non-discretionary account management and integrates strategies such as mean-variance optimization and covered-call transitions.

Jay Sheth is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with National Asset Management, Inc. and National Securities Corporation. Outside of his advisory role, he serves as president of Anveer Inc., a company unrelated to investment activities. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels as part of its service offering.

Keith Lester is a financial advisor at Simplicity Wealth with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Retirement Wealth Advisors, Regal Investment Advisors, and Ethos Technologies. Outside of advisory work, he operates KBL Enterprises, a personal business involved in streaming on Twitch. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, and offers advisory services combined with technology and operational support for other advisers through its turnkey asset management platform.

Michael Mccumiskey is a Series 65 licensed advisor with Avantax Planning Partners, Inc. in Parsippany, NJ, with three years of industry experience. He has previously worked at Cetera, MPM Advisory, and Avantax Advisory Services. Outside of advising, he owns MPM Advisory, LLC, which provides outsourced accounting and tax preparation support to small and medium-sized businesses. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets as of December 31, 2025.

Monica Pyryt is a CFP®-certified financial advisor with 12 years of industry experience. She currently works at OnePoint BFG Wealth Partners and has held prior roles at firms including Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Wells Fargo Clearing. 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 client-specific investment strategies using a combination of proprietary models, third-party managers, and custodian platforms.

Max Wilson is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds the CFP® designation and has 19 years of industry experience, including nine years at Northwestern Mutual Wealth Management Company. Wilson is the sole owner of Three23 LLC, a business entity formed for investment-related purposes. 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 variety of portfolio management approaches using third-party managers, proprietary models, and technology integration for operational support.