Frank Albert Korszoloski IV

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.

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.

Austin Neary is the sole advisor at Plan2Prosper LLC in Andover, NJ, holding a Series 66 designation with 18 years of industry experience. He has worked at Plan2Prosper LLC since 2009 and has been affiliated with UBS Financial Services since 2007. Plan2Prosper LLC provides integrated wealth management and financial planning services to individuals, families, charitable trusts, and small businesses. The firm emphasizes an investment approach based on academic research, asset allocation, and efficient-market principles, delivering primarily non-discretionary advice with tailored portfolios constructed mainly using mutual funds and ETFs.

Marc Shapiro is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Shapiro Asset Management, LLC since 2008, serving clients from Denville, NJ. Shapiro Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers customized, long-term focused portfolios primarily composed of ETFs, individual stocks, and bonds, using fundamental and technical analysis with emphasis on risk management through asset allocation and diversification.

Matthew Donovan is a financial advisor at Whitetail Wealth Management with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill from 2015 to 2021 before retiring for a year. Donovan also operates as a licensed insurance agent, dedicating approximately 20% of his time to that activity. Whitetail Wealth Management provides discretionary and non-discretionary asset management services tailored to client goals, time horizons, and risk tolerances. The firm uses fundamental analysis and may employ third-party sub-advisors with discretionary authority in managing client portfolios.

Peggy Farley is a financial advisor at Ascent Capital Management, Inc. with 3 years of industry experience. She holds a Series 65 designation and has been with Ascent Capital Management since 2004. Ascent Capital Management provides discretionary portfolio management for high-net-worth individuals and corporate accounts, focusing on U.S. equities and investment-grade fixed income. The firm emphasizes customized portfolio construction, combining quantitative screening with fundamental review and a defined sell discipline, managing portfolios typically consisting of 20–30 U.S. stocks across market capitalizations.