John Wallace is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Wallace has been with the firm since 1998. Hennion & Walsh Asset Management, Inc. provides investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for about 1,087 clients through a team of 73 advisors, employing a range of investment strategies across multiple asset classes and program structures.

Mamode Oozeerally is a financial advisor at Hennion & Walsh Asset Management, Inc. with 26 years of industry experience. He has been with the firm since 2000. Oozeerally holds Series 63 and Series 65 licenses. Hennion & Walsh Asset Management 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 for over 1,000 clients through various program structures that incorporate fundamental and technical analysis across a range of asset classes.

Stephen Mensah Jr is a financial advisor at Hennion & Walsh Asset Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2012. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for about 1,087 clients through a team of 73 advisors, offering multiple program structures and employing a combination of fundamental and technical analysis across various asset classes.

Steven Feliciano is a financial advisor at Hennion & Walsh Asset Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2016. Outside of his advisory role, he works part-time as an administrative assistant at Paul Miller Audi. 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 multiple asset classes and offers various program structures, managing assets for over 1,000 clients through a team of 73 advisors.

Gregg Munn Jr. is a CFP® professional with 12 years of industry experience currently serving at SAX Wealth Advisors, LLC since 2017. Prior to that, he worked at The GM Financial Group, LLC for three years. In addition to his advisory role, he owns Munn Taxes LLC, where he prepares tax returns for individuals. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, 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 passive mutual funds and ETFs, supplemented by customized fixed-income ladders, third-party sub-advisers, and other investment tools.

Joseph Piela is a CFP® professional at SAX Wealth Advisors, LLC with 14 years of industry experience. He previously operated his own firm, Joseph Piela Agency, LLC, for 10 years before joining SAX Wealth Advisors. SAX Wealth Advisors provides investment management, comprehensive financial planning, employee benefit plan advisory, 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 with a long-term perspective and offers customized fixed-income portfolios and third-party sub-advisory services.

Robert Ionescu is a financial advisor at Hennion & Walsh Asset Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Merrill from 2013 to 2021. Outside of finance, he is a member of an LLC that owns a retail women’s clothing store operated by his wife. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm uses a blend of fundamental and technical analysis and offers multiple program structures across various asset classes, managing approximately $768.8 million for about 1,087 clients through a team of 73 advisors.

Michael Spitaletta is a financial advisor at Hennion & Walsh Asset Management, Inc. with nine years of industry experience. He has been with Hennion & Walsh since 2016 and holds Series 63 and Series 65 licenses. Hennion & Walsh 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 for over 1,000 clients through a team of 73 advisors, employing a range of investment strategies across multiple asset classes and program structures.

Frank Imbriaco is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 designations and has 20 years of industry experience. He has been with Hennion & Walsh since 2005. 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 using both discretionary and non-discretionary management across multiple asset classes and strategies.

Kyle Stawicki is a financial advisor at SAX Wealth Advisors, LLC with 17 years of industry experience. He has been with SAX Wealth Advisors, formerly SMF Financial Advisors, since 2006. Kyle holds a Series 65 designation. SAX Wealth Advisors provides investment management, comprehensive financial planning, employee benefit plan advisory, 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 mutual funds and ETFs, complemented by customized fixed-income portfolios and third-party sub-advisers.

Steven Frerichs is a financial advisor at Hennion & Walsh Asset Management, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Garden State Securities, Inc. and various non-financial positions. Hennion & Walsh Asset Management 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 for over 1,000 clients through a team of 73 advisors, employing a combination of fundamental and technical analysis across diverse asset classes and program structures.

John Tsoukalas is a financial advisor at Hennion & Walsh Asset Management, Inc. with 24 years of industry experience. He has been with Hennion & Walsh since 2001 and also has a long-standing role at Kean University since 1999. He holds Series 63 and Series 65 licenses. 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 and personalized UMA, using both fundamental and technical analysis across multiple asset classes.

Valerie Peck is a financial advisor at SAX Wealth Advisors, LLC with 21 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining SAX Wealth Advisors in 2024, she was with Peck Financial Advisors for 11 years. SAX Wealth Advisors provides investment management, comprehensive financial planning, employee benefit plan advisory, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm’s investment approach is evidence-based, focusing on globally diversified, low-cost passive funds and ETFs, and includes customized fixed-income portfolios and use of third-party sub-advisers when appropriate.

Adam Goldberg is a CFP® with 13 years of industry experience, currently serving at SAX Wealth Advisors, LLC since 2023. His prior experience includes roles at Beacon Trust, Merrill, and Guardian Life. 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’s investment approach emphasizes long-term, evidence-based asset allocation using predominantly low-cost, passively managed funds, supplemented by customized fixed-income strategies and third-party sub-advisers.

Kyle Joyce is a financial advisor at Hennion & Walsh Asset Management, Inc. with 15 years of industry experience. He has been with Hennion & Walsh since 2011 and holds the Series 63 and Series 65 licenses. Hennion & Walsh provides discretionary and non-discretionary investment management and consulting services to individuals, businesses, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of fundamental and technical analysis and employs a variety of investment strategies across multiple asset classes.

Thomas Perkins is a financial advisor at Hennion & Walsh Asset Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hennion & Walsh since 2011. Hennion & Walsh 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 including wrap-fee portfolio management, personalized UMA, and managed accounts, utilizing both discretionary and non-discretionary strategies across multiple asset classes.

Edward Munoz is a financial advisor with FourStar Wealth Advisors, LLC in Sparta, NJ, holding a Series 66 designation and 17 years of industry experience. He has held roles at several firms, including LPL Financial, Principal Securities Inc, and Merrill. Outside of his advisory work, Munoz officiates soccer games as a referee in Sparta Township. FourStar Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing financial planning, investment management, and retirement plan consulting. The firm utilizes a combination of fundamental and technical analysis to tailor portfolios across various asset types while also acting as a private fund adviser.

Joshua Edwards is a financial advisor at Hennion & Walsh Asset Management, Inc. with 24 years of industry experience. He has been with Hennion & Walsh since 2001. He holds Series 63 and Series 65 licenses. 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 variety of strategies across multiple asset classes and offers both discretionary and non-discretionary management through programs such as wrap-fee portfolios and personalized UMA programs.

Clifford Brockmann is a CFP® with eight years of industry experience, currently affiliated with Core Planning. His prior roles include positions at Fidelity Investments, The Vanguard Group, Tapfin, and Edward Jones. Outside of finance, he worked as a self-employed videographer while attending Montclair State University. Core Planning provides fee-only financial planning and wealth management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory for qualified plans. The firm uses model portfolios and automated rebalancing tools to tailor investment strategies and oversee asset allocation.

Brian Duarte is a financial advisor with Santander Securities LLC in Parsippany, NJ, holding Series 63 and Series 66 designations and bringing nine years of industry experience. He has worked with Santander Securities since 2017 and has been employed by Santander Bank, NA since 2013. Santander Securities LLC provides investment advisory services to a broad retail client base, managing approximately $3.14 billion in regulatory assets under management through a multi-team approach. The firm offers portfolio management via wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.