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.

Karen Armstrong is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Jefferies & Company, Inc. since 2010. Armstrong serves as an officer of the Kevin Armstrong MD Memorial Sports Foundation, a nonprofit providing sports opportunities for underserved students in Santa Ana, California. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process supported by third-party software and scenario analysis, focusing on a wide range of planning topics without providing security-specific investment recommendations.

William Markel is a CFP® with 45 years of experience in the financial industry. He is currently with Snowden Capital Advisors LLC and has previously worked at Bank of America and Merrill. Outside of his advisory role, he manages a sailboat charter business through an LLC. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities and employs a broad range of investment tools, including mutual funds, ETFs, alternatives, and derivatives.

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.

Ricardo Krulig Gelman is a financial advisor at Jefferies Investment Advisers LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Jefferies LLC since 2017 and HSBC from 2010 to 2017. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized planning process covering a range of topics, including tax and estate planning, executive compensation, and philanthropic planning, and uses third-party software and probabilistic modeling to support financial plan development.

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.

Gabriel Tishelman is a financial advisor with Jefferies Investment Advisers LLC and holds the Series 66 designation. He has three years of industry experience, including prior roles at Charles Schwab and Inflection Advisors. Outside of his advisory work, he tutors students in CFA subjects through Varsity Tutors. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals and various entities, using a customized planning process supported by third-party software and scenario analysis. The firm operates as a subsidiary of Jefferies Financial Group and separates its fiduciary planning from implementation services.

Robert Russak is a financial advisor at Snowden Capital Advisors LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Merrill, Morgan Stanley, and Wells Fargo Clearing. Since 2025, he has been with Snowden Lane Partners, part of Snowden Capital Advisors. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and customized model portfolios, often utilizing third-party managers while maintaining client oversight.

Mike Toledo is a financial advisor at Snowden Capital Advisors LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Snowden Lane Partners, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Chase Investment Services Corp. Outside of his advisory work, he serves as president of his condominium board. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial and estate planning, and investment consulting, utilizing a multi-team approach with access to third-party managers and a range of investment tools, including alternatives and derivatives.

Jeanne Weaver is a CFP® and ChFC® with 41 years of industry experience, currently serving at NPA Asset Management, LLC since 2015. She holds Series 63 and Series 65 licenses and has experience placing life insurance, annuities, and fixed insurance products through independent broker services. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

Matthew Miller is a financial advisor at Aegis Capital Corp. in Portland, OR, with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Aegis since 2015. Outside of advisory work, he is the managing member of Broadway Group LLC, a business involved with office expenses. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, providing investment advisory and brokerage services along with financial planning and managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services.

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.

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.

Ryan Michaelsen is a financial advisor at Jefferies Investment Advisers LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Emigrant Bank and Emigrant Mortgage Company. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm offers a customized planning process covering areas such as tax and estate planning, executive compensation, concentrated stock reviews, and philanthropic planning.

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.

Anthony Megaro is a financial advisor at NPA Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nationwide Planning Associates, Inc., Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory role, he has developed a renewable energy device powered by water, for which he holds a patent. NPA Asset Management, LLC is an SEC-registered adviser serving individuals, corporations, pension, and charitable accounts through a multi-team of 51 advisors. The firm manages over $1 billion in assets and offers various managed-account programs, third-party asset manager referrals, and access to mutual funds, ETFs, securities, and insurance products.

Kristopher Giordano is a financial advisor at Jefferies Investment Advisers LLC with four years of industry experience. He holds the Series 66 designation and has worked at Jefferies Investment Advisers LLC, Leucadia Asset Management LLC, Jefferies LLC, HSBC Private Bank, and Fidelity Investments. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm uses a customized, collaborative planning process supported by third-party software and probability-based modeling to develop comprehensive financial plans.

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.