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.

Tyler Mitnick is a financial advisor at Hennion & Walsh Asset Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2014. 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 employs a combination of fundamental and technical analysis and offers multiple program structures, managing approximately $768.8 million for over 1,000 clients.

Kyle Ruff is a financial advisor at Hennion & Walsh Asset Management, Inc. with nine years of industry experience. He has been with Hennion & Walsh since 2016. Kyle holds Series 63 and Series 65 licenses. 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 employs a combination of fundamental and technical analysis across various asset classes and offers multiple program structures, managing approximately $768.8 million for about 1,087 clients.

Douglas Roth is a financial advisor with RMR Wealth Builders, Inc. in Montclair, NJ, holding a Series 63 designation and over 40 years of experience at RMR Wealth Builders, with an additional 10 years at Calton & Associates, Inc. He is the owner of HR Ease LLC, a technology company that provides benefits enrollment software services. Roth is also a member of Wealth Builders Ventures OC, LLC, an investment holding company. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and various advisory program options, with client relationships organized around registered investment adviser representatives who implement strategies on a discretionary or non-discretionary basis.

Joseph Napolitano is a financial advisor at Gladstone Wealth Partners with 19 years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, National Securities Corp, and First Standard Financial Co. Napolitano is also involved with Gladstone Institutional Advisory, providing investment advisory services through Gladstone Wealth Group. 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, retirement plan consulting, and access to wrap programs and third-party manager/TAMP solutions.

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 financial advisor at CW Advisors, LLC with 23 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining CW Advisors, he spent 13 years at Delta Financial Group and also operates an accounting and tax practice as a CPA. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and corporate entities, providing wealth management, financial planning, family office services, and retirement plan advisory. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, and offers sub-advisory and operational outsourcing services to other independent advisers.

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.

Dominic Aceto is a CFP® professional at RMR Wealth Builders, Inc. in Montclair, NJ, with seven years of industry experience. He has been with RMR Wealth Builders since 2018 and previously worked at Calton & Associates, Inc. Dominic is also a member of Wealth Builders Ventures OC, LLC, a holding company involved with an investment in Orange Comet. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion in assets. The firm serves individuals, including high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement fiduciary services, and specialist advisory options such as annuity management and digital asset programs.

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.

John Tevnan IV is a CFP®-certified financial advisor with nine years of industry experience. He is currently with SAX Wealth Advisors, LLC and previously worked at Revolve Wealth Partners and John Hancock. SAX Wealth Advisors serves a diverse clientele including high-net-worth individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized consulting services. The firm employs a long-term, evidence-based approach focusing on low-cost, passively managed funds supplemented with customized fixed-income strategies and alternative investments.

Christopher Wholehan is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Simplicity Wealth since 2026 and has a background that includes work at TLG Advisors and a long tenure at Ohio State University. Outside of advising, he is involved with Wholehan Marketing Associates, a business he has been associated with since 1994. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm offers a range of advisory services and employs a “fund-of-funds” investment approach using ETFs, mutual funds, and individual securities, supported by technology and operational services for advisers.

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.

Dennis Mancuso is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Regal, he worked at Regulus Financial Group and has been involved with entrepreneurial ventures including Mancuso Fitness LLC and Mangia Pizza & Pasta. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion across proprietary and third-party strategies.