Michael Sweeney

Douglas Robb Jr. is the sole advisor at ABC Wealth Inc, an independent investment advisory firm based in Long Valley, NJ. He holds the Series 63 and Series 65 credentials and has 31 years of industry experience. In addition to his advisory work, Robb operates an affiliated insurance practice as a licensed insurance agent. ABC Wealth Inc primarily serves individual clients, offering discretionary asset management and comprehensive financial planning. The firm sponsors a wrap fee program and commonly implements portfolios through sub-advisors and third-party money managers, providing financial planning at no additional cost and conducting regular reviews of client investments.

Michael Marino is a CFP® professional with 28 years of industry experience. He is the principal at The Financial Planning Center, LLC and has previously worked with Lotus Investment Advisors, Empire Asset Management Company, and Divine Asset Management. Outside of his advisory work, Marino serves as president of the Washington Township Police Foundation, a nonprofit supporting the local police department. The Financial Planning Center, LLC serves individual investors, business owners, and families by offering discretionary and non-discretionary portfolio management along with comprehensive financial planning services. The firm tailors investment strategies based on client objectives and coordinates with other professionals while managing approximately $26.3 million for about 63 clients.

Desi Dimaio is a CFP® with 10 years of industry experience. He is currently with Dimaio Private Wealth, LLC and has previously worked at Alliance Wealth Management Group, LLC and Bleakley Financial Group, LLC. Dimaio Private Wealth, LLC provides discretionary wealth management and investment advisory services to individuals and high-net-worth clients, offering comprehensive financial planning and individualized portfolio management. The firm constructs portfolios primarily from model allocations using ETFs, individual equities, mutual funds, and bonds, with an emphasis on fundamental analysis and a long-term investment horizon.

Austin Neary is the sole advisor at Plan2Prosper LLC, an independent firm based in Andover, NJ. He holds a Series 66 designation and has 18 years of industry experience, including time at UBS Financial Services. Neary has managed Plan2Prosper LLC since 2009. Plan2Prosper LLC offers integrated wealth management and financial planning for individuals, families, charitable trusts, and small businesses. The firm employs an investment approach based on academic research and efficient-market principles, focusing on diversified portfolios primarily composed of mutual funds and ETFs, and provides non-discretionary advisory services.

Steven Bedell is a CFP® with 22 years of industry experience and has been with Omega Capital Management, LLC since 1999. He holds a Series 63 license and operates out of Flanders, NJ. Omega Capital Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, families, retirees, retirement plans, businesses, and trust and estate clients. The firm employs a strategic asset allocation approach informed by Modern Portfolio Theory, offering both passive and active investment options tailored to client needs.

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.