Carlos Daniel Davidson

Marc Lescarret is a CFP®-certified financial advisor with over twenty years of experience in investments and tax mitigation. He is the sole advisor at Marc Alan Wealth Management LLC, an independent firm he has led since 2021. Before founding his firm, he worked in investment research and served high-net-worth individuals. Marc Alan Wealth Management LLC serves high-net-worth individuals, especially landlords and wealthy individuals who prioritize advanced tax mitigation and need the oversight of a fiduciary who does not collect Referral fees from agents he recommends or commissions from products he sells. My niche is: 1. Insane portfolio tax avoidance 2. Real Estate and Landlord tax shelters 3. FEE Only, so no product pays me a commission, and I take that step further so no person pays me any referral fee, aka a personal advocate and fiduciary Who I serve: I primarily serve landlords and tax concerned individuals age 40+ who have a net worth of over one million. You are never alone, we own your problems with you and tackle them together.

Brian Amato is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. He is also involved in tax preparation and accounting through American Taxes Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Erik Black is a financial advisor at Calrivan Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Cross River Bank and Charles Schwab. Outside of finance, he co-owns VanessKnitS, LLC, a knitting design business. Calrivan Wealth Management offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, operating with a small client base and no account minimum.

John Dibello is a financial advisor with Chambers Capital, LLC in Denville, NJ, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Chambers Capital since 2015 and was previously with Precision Financial Services for one year. Chambers Capital, LLC is an independent registered investment adviser that provides discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs a quantitatively driven “all-weather” investment strategy across equities, fixed income, commodities, and options, incorporating both long- and short-term trading and options strategies.

Tibor Dani is a CFP® professional with 23 years of experience in financial services. He is the founder of Wealthness LLC and has previously worked at Ameriprise Financial Services, Inc. for 16 years. Outside of advising, he serves as a business consultant through Monetare LLC and hosts a talk show interviewing successful family business owners via Family Business Media. Wealthness LLC provides holistic wealth management to individuals, business-owning families, high-net-worth individuals, trusts, nonprofit organizations, and business entities. The firm offers comprehensive financial planning, asset management, business wealth consulting, and retirement plan consulting, including specialized services for qualified plans and held-away accounts.

Charles Chiu is a financial advisor with Golden Lake LLC in Parsippany, NJ. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to founding Golden Lake LLC in 2013, he worked at TFS Securities, Inc. from 2015 to 2020. Golden Lake LLC provides investment management and consulting services primarily to individual clients, offering both discretionary and non-discretionary portfolio management. The firm employs a top-down, market-cycle approach incorporating macroeconomic analysis, market timing, tactical overlays, and quantitative technical analysis.