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 with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual Life Insurance from 1992 to 2021 before joining Bleakley Financial Group, now rebranded as OnePoint BFG. OnePoint BFG provides customized financial planning and wealth management 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, primarily managing assets on a discretionary basis.

Brett Weaver is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Nationwide Planning Associates since 2015. In addition to his advisory role, he is an independent insurance agent specializing in the sale of life insurance and fixed annuities. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and utilizing third-party sub-advisors for day-to-day trading oversight.

Ronan Cox is a financial advisor at Arete Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 credentials with 30 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corp, and Wells Fargo Advisors. Outside of his advisory work, he serves as a director for Clothes for Kids, a charitable organization providing clothing to impoverished children in Fairfield County. Arete Wealth Advisors delivers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm primarily manages assets on a discretionary basis and employs a combination of advisor-driven and proprietary rule-based model allocations, along with third-party sub-advisers, while acting as an ERISA fiduciary when applicable.

Todd Weiss is a financial advisor at Summit Financial, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Summit Financial since 2014, including through its predecessor firms. Outside of advising, Mr. Weiss is the managing member of Slotz, LLC, a pass-through entity involved in equity transactions with Summit Growth Partners. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches tailored to client approval preferences.

Edward Ruja is a Series 66-licensed advisor at Simplicity Wealth with one year of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Northwestern Mutual. Outside of financial services, he has work experience in the hospitality and service industries. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, while also offering model portfolios, independent managers, and various overlays such as tax optimization. Simplicity Wealth combines advisory services with technology and operational support, including a private-label asset management software program and a third-party asset management platform (TAMP).

Ronald Roberts is a financial advisor with Siebert AdvisorNXT, LLC, holding a Series 63 designation and 36 years of industry experience. He has worked at Muriel Siebert & Co., LLC since 2020 and previously spent 18 years at Stockcross, Inc. Roberts is a dual employee of Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the same parent company, Siebert Financial Corporation. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that integrates algorithmic portfolio construction with access to third-party sub-advisors. The firm offers discretionary and non-discretionary management options and features strategies such as a covered-call transition plan and a combination of automated portfolios with dedicated human advisor support.

Stuart Steinberg is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. He has a long tenure with LPL Financial starting in 2009 and operates Erock Tax & Financial Planning, LLC, providing tax preparation, planning, and advocacy services. Steinberg also holds licenses as a life and disability insurance representative. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation with low-cost, diversified mutual funds and ETFs, managing approximately $1.25 billion in assets as of December 2024, primarily on a non-discretionary basis.

Joshua Mondschein is a financial advisor at RMR Wealth Builders, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RMR Wealth Builders since 2020, following a decade at Calton & Associates, Inc. He is the owner and president of Mondschein Associates, Inc., a licensed insurance agency specializing in personal and commercial lines, pension consulting, asset protection, and estate planning. Mondschein also serves as an uncompensated board member of the William H. Kearns Foundation and is a director at HR Ease, LLC, a benefit administration platform. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement tailored investment strategies.

Andrew Brower is a financial advisor at Arete Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors and National Securities Corp. Outside of advisory roles, he is involved with HudsonPoint Capital as an investment executive and owns The Brower Group, a non-investment-related entity. 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 employs discretionary portfolio management and proprietary model allocations, leveraging affiliated financial businesses and product channels as part of its integrated approach.

Nicolas Valdes Fauli is a CFP® with 11 years of industry experience, currently serving at Main Street Financial Solutions, LLC in New York, NY. He has been affiliated with Main Street Financial Solutions and its dba Thin Blue Line Financial since 2010. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering financial planning, investment management, and retirement plan consulting. The firm employs an academic-based, multi-asset class investment approach that incorporates mutual funds, passive ETFs, and selected actively managed funds, tailoring portfolios to client objectives and risk profiles.

Cynthia Rottini is a financial advisor at Summit Financial, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at various Summit entities since 2010, including Summit Equities, Inc. and Summit Financial Resources, Inc. 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 with various financial planning and retirement plan advisory options.

Jeanpaul Skovronck is a financial advisor at Alexander Capital Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Capital Wealth Management and its affiliated entities since 2012. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies and manages approximately $212.1 million in discretionary assets.

Edwin Sze is a financial advisor at United Capital Financial Advisors with three years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs in both New York and Singapore from 2017 to 2023. Prior to that, he was employed at CVE Holdings LLC and has academic experience from New York University's Stern School of Business. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and corporate or institutional accounts. The firm offers a broad platform that supports customized investment solutions, access to alternative investments, and various affiliated services including legal and trust companies.

Vincent Nauheimer Jr. is a financial advisor at OnePoint BFG Wealth Partners with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at LPL Financial, Private Advisor Group, and Summit Equities. He also provides administrative support to Bleakley Financial Group, an independent investment advisor firm. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a client-specific investment approach using third-party managers, custodian platforms, and proprietary models, supported by technological and operational resources.