Jason Klinedinst is a financial advisor with OnePoint BFG Wealth Partners, holding Series 65 and Series 66 licenses and 18 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investment, Bleakley Financial Group, LPL Financial, Ameriprise Financial Services, Mass Mutual Investors Services, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of third-party managers, custodian platforms, and proprietary models tailored to client-specific investment objectives and integrates technology and operational outsourcing into its service model.

Michael Kapp Jr. is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at B. Riley Securities, Jesup & Lamont Securities Corp, and Financial Northeastern Securities, LLC. He is based in Randolph, NJ. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various programs including Advisor-as-Portfolio-Manager and Envestnet-managed solutions, overseeing approximately $4.21 billion in client assets across about 173 advisors.

Dominick Maio is a financial advisor with Hennion & Walsh Asset Management, Inc. based in Parsippany, NJ, holding Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Hennion & Walsh, he worked in various roles including at Ballyowen Golf Course as a golf cart attendant. 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 employs a range of investment strategies across multiple asset classes and manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

Michael Mckiernan is a financial advisor with OnePoint BFG Wealth Partners, holding a Series 66 designation and 38 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. 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 employs a range of proprietary models and third-party managers to deliver discretionary and non-discretionary portfolio management and consulting services.

Shaun Feldeisen is a CFP® professional with 21 years of experience in financial advisory roles. He is currently with OnePoint BFG Wealth Partners and has previously worked at LPL Financial, Private Advisor Group, and Northwestern Mutual in various capacities over a 15-year span. 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 client-specific investment strategies that include third-party managers, proprietary models, and both discretionary and non-discretionary portfolio management.

Stephan Bilyk is a financial advisor at SAX Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Stawnychy Financial Services and Stevens Institute of Technology. SAX Wealth Advisors provides investment management, 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 primarily using low-cost, passively managed mutual funds and ETFs, supplemented by customized fixed-income portfolios, third-party sub-advisers, and specialized advisory services.

Ryan Freda is a financial advisor at SAX Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in institutional advancement and athletics at DeSales University and Lehigh University. In addition to his advisory role, he operates an independent design business, Ryan Freda Designs. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charities, corporations, and small businesses. The firm utilizes long-term, evidence-based asset allocation strategies with low-cost, passively managed funds supplemented by customized fixed-income ladders and third-party sub-advisers.

David Mecca is a CFP® with 12 years of experience in the financial services industry. He is currently affiliated with OnePoint BFG Wealth Partners and has previously worked at LPL Financial and Private Advisor Group, LLC. His background includes roles at Bleakley Financial Group, which recently rebranded as OnePoint BFG Wealth Partners. 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 employs a combination of proprietary investment models and third-party managers, with a majority of assets managed on a discretionary basis.

Christopher Ryan is a financial advisor at Hennion & Walsh Asset Management, Inc. with 16 years of industry experience. He has been with Hennion & Walsh since 2009. 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 to plan sponsors. The firm offers various managed account programs and financial planning services, using both discretionary and non-discretionary management with a range of investment strategies across multiple asset classes.

Karen Hajus is a financial advisor at OnePoint BFG Wealth Partners with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Lincoln Financial Advisors Corporation, and OSAIC. Outside of her advisory role, she is involved in securities tutoring through an internet-based platform. 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 models tailored to client-specific investment objectives and risk tolerances.

Sean Logue is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Hennion & Walsh since 1997. 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 programs, employing both discretionary and non-discretionary management with a range of investment strategies across multiple asset classes.

Barbara Nevils is a CFP® professional with 27 years of experience in the financial advisory industry. She has been with SAX Wealth Advisors, LLC since 2023 and previously led Nevils Financial, LLC for 18 years. SAX Wealth Advisors provides investment management, financial planning, and wealth management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs long-term, evidence-based asset allocation strategies using primarily low-cost, passively managed mutual funds and ETFs, supplemented by customized fixed-income ladders, third-party sub-advisers, and tax-efficient account monitoring.

Carl Libert is a financial advisor at Santander Securities LLC with 21 years of industry experience. He holds Series 63 and Series 65 registrations and has been associated with Santander Securities and Santander Bank since 2008. Santander Securities LLC serves a broad retail client base, managing approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning primarily for retail investors, utilizing a platform co-sponsored by Fidelity Institutional Wealth Adviser and third-party discretionary managers.

Mark Charnet is a financial advisor with CoreCap Advisors who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with CoreCap Advisors since 2018 and also serves as president of American Prosperity Group, Inc., an insurance and annuity sales business operating under a franchising model. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with an emphasis on long-term, relationship-oriented investment strategies.

Stephanie Roche is a financial advisor at Hennion & Walsh Asset Management, Inc. with 17 years of industry experience. She holds the Series 66 designation and has been with Hennion & Walsh since 2009. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of strategies across multiple asset classes and offers various program structures, managing approximately $768.8 million for over 1,000 clients.

Anthony Gomez is a financial advisor at SAX Wealth Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at Principal Life Insurance Company, Principal Securities Inc., and ADP LLC. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes long-term, evidence-based asset allocation using low-cost, passively managed funds, supplemented by customized fixed-income portfolios and third-party advisory resources.

Craig Weiss is a financial advisor at OnePoint BFG Wealth Partners with 32 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, and Summit Financial. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, utilizing a mix of third-party managers, custodian platforms, and proprietary portfolio models. The firm offers both discretionary and non-discretionary portfolio management, retirement plan consulting, and integrates technology and operational outsourcing into its services.

Matthew Bernocchi is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at SAX Wealth Advisors, LLC since 2019, following prior roles at Waterstone Wealth Advisors, LLC and Cohen & Steers. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individual clients, retirement plans, trusts, charitable organizations, and businesses. The firm emphasizes evidence-based, long-term asset allocation strategies implemented mainly through low-cost, passive funds and supplements portfolios with customized fixed-income solutions, third-party sub-advisers, and specialized consulting services.

Alessio Mennonna is a Series 65-licensed advisor at Virtue Capital Management, LLC with one year of industry experience. Prior to joining Virtue Capital Management, he worked at KVL Audio Visual Services and AMAZON and studied at Berklee College of Music. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers by providing portfolio management, financial planning, and consulting services. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, with an investment committee overseeing third-party managers and model strategies.

James Buchanan is a financial advisor at Hennion & Walsh Asset Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hennion & Walsh since 2018. Prior to his advisory role, he was employed at McArthur Golf Club and the PGA Tour. 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 both discretionary and non-discretionary management strategies across a range of asset classes and offers several managed account programs alongside supervisory and consulting services.