Ryan Morse is a financial advisor with Jersey Shore Portfolio Management, LLC, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Jersey Shore Portfolio Management since 2012 and is also the founder of Step It Up Consulting, a business consulting firm he has operated since 2008. Jersey Shore Portfolio Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and other advisors. The firm combines fundamental and technical analysis with a long-term investment orientation while allowing active trading, and it offers unique features such as portfolio management for pooled vehicles and the use of margin and derivatives in separately managed accounts.

Trent Smalley is a financial advisor at Jersey Shore Portfolio Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at DTN since 2007. Jersey Shore Portfolio Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and other advisors. The firm employs a blend of fundamental and technical analysis with a long-term orientation while allowing active trading, using a range of investment vehicles including ETFs, equities, fixed income, options, futures, and currencies, and offers portfolio management for pooled vehicles along with support for self-directed investors.