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.

James Culp III is a financial advisor at Arete Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Arete Wealth Advisors and related entities since 2022. Prior to that, he spent 11 years with National Asset Management, Inc. and National Securities Corp. Outside of his advisory role, he provides consulting services to help individuals and families organize their financial accounts and assets related to estate matters. 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 both advisor-driven and proprietary model allocations, and it employs third-party sub-advisers alongside a due-diligence process for recommended investments.

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.

Julia Bialek is a CFP® and holds a Series 65 license with four years of industry experience. She has been with BakerAvenue Asset Management since 2020. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, and family office services, utilizing a range of named strategies that combine quantitative, fundamental, and tactical approaches.

Richard Lewis is a financial advisor with Capital Analysts, holding a Series 66 designation and 30 years of industry experience. He has been associated with Lincoln Investment since 2012 and has an ongoing role with Kim Financial Group since 2002. Outside of advisory work, he is involved in benefits consulting for public sector employees and is a co-owner of a real estate partnership. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and its in-house investment management team.

Edward Spiegel is a financial advisor at Wedbush Securities Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at notable firms including E*TRADE Capital Management and Banc of America Investment Services. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of services including discretionary and non-discretionary portfolio management, wealth management, fixed income, commodities, and capital markets.

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.

Ronald Orr is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He previously worked at Oppenheimer & Co for 13 years and Aegis Capital Corp for 2 years. He holds a Series 63 designation and is based in New York, NY. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA‑member broker‑dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi‑team platform. The firm emphasizes international investing and offers a range of portfolio management services including discretionary and non‑discretionary strategies, model portfolios, and third-party sub‑advisory arrangements.

Scott Doyle is a financial advisor at Kovack Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including SCF Investment Advisors, National Securities Corp, and Stifel Independent Advisors. Outside of his advisory role, Doyle is involved in senior health insurance, providing Medicare plan guidance through an independent senior health insurance representative business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, banks, and government entities, utilizing a risk-based investment process supported by Envestnet and employing both internally developed and third-party models.

Gregg Buxton is a CFP®-credentialed financial advisor with 36 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has been affiliated with LPL Financial since 2016. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers personalized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers, supporting a network of approximately 190 advisors.

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.

Eric Carrara is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at NPA Asset Management since 2004, Nationwide Planning Associates since 2003, and Evergreen Financial Services since 1990. In addition to his advisory roles, he operates an independent insurance agency selling life and health insurance to the same client base. NPA Asset Management is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning and model portfolio implementation, managing approximately $1.01 billion in client assets as of the end of 2024.

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.

Anshul Sharma is a financial advisor at Savvy with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill for 19 years. In addition to his advisory role, Sharma serves as an adjunct professor at Stevens Institute of Technology, teaching Quantitative Hedge Fund Strategies. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm’s investment approach combines an index-based core with tailored strategies, including direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and a proprietary technology platform.

Joseph Patterson is a financial advisor at OnePoint BFG Wealth Partners in Parsippany, NJ, holding a Series 65 credential with two years of industry experience. He previously worked at Northwestern Mutual Life Insurance for 29 years before joining Bleakley Financial Group, now OnePoint BFG Wealth Partners, where he has been employed for five years. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of investment approaches, including proprietary models and third-party managers, and incorporates technology and operational outsourcing into its service delivery.

Brett Weaver is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Nationwide Planning Associates since 2015 and previously at VOYA Financial Advisors, Inc. and Voya Financial Partners, LLC. Outside of his advisory role, he is also an independent insurance agent specializing in the sale of life insurance and fixed annuities. NPA Asset Management, LLC serves individuals, corporations, pension, and charitable accounts through a network of 51 advisors and manages approximately $1.065 billion in assets. The firm offers multiple managed-account programs, third-party asset manager referrals, and access to a range of investment products, delivering advisory services through the Advisor’s Edge platform.