Jonathan Tomassi is a financial advisor at Star Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm follows a relationship-oriented process emphasizing fundamental analysis and offers portfolio management through proprietary Wrap fee programs.

Jeremy Suarez is a financial advisor at Tomoro LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Guardian Life and Park Avenue Securities. Suarez manages a small advisory team within Tomoro and is involved in managing his business's financial operations. Tomoro LLC provides personalized investment advisory and financial planning services to individuals, high net worth clients, family offices, trusts, and other entities. The firm employs fundamental analysis and a diversified mix of investment vehicles, pursuing long-term strategies with flexibility for shorter-term trades when appropriate.

Bryan Katz is a CFP® and ChFC® with 27 years of industry experience. He is a financial advisor at OMNI 360 Wealth, Inc., where he has worked since 2018. Prior to joining OMNI 360 Wealth, he held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual life insurance company. OMNI 360 Wealth, Inc. provides financial planning and investment management services to individuals, families, trusts, charitable organizations, businesses, and employee benefit plans. The firm employs a multi-advisor team approach, utilizing fundamental, technical, and cyclical analysis to build tailored portfolios while offering a range of services including treasury management and financial planning on various fee bases.

Michael Meyers is a financial advisor at Mountain Hill Investment Partners with 23 years of industry experience. He has been with Mountain Hill since 2007. Meyers holds the Series 63 and Series 65 licenses. Mountain Hill Investment Partners is a boutique family office managing approximately $539 million in client assets. The firm serves families, individuals, corporations, trusts, estates, and corporate 401(k) plan sponsors, focusing on individualized portfolios that combine fundamental and technical analysis, asset allocation, and proprietary analytics.

Daniel Rezhets is a financial advisor with Empire Financial Management Company, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Empire Financial Management and its affiliate, Empire Asset Management Company, since 2016. Empire Financial Management Company provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a tailored asset allocation approach using equities, fixed income, and cash equivalents, with periodic portfolio reviews and may recommend outside managers or mutual funds.

Jonathan Chou is a financial advisor at Shorehaven Wealth Partners, LLC in Red Bank, NJ, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Goldman Sachs & Co., Ayco Personal Financial Management, Prosperity Partners LLC, and several other financial institutions. Shorehaven Wealth Partners provides financial planning, investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goals-based PORT process and offers a tax-aware investment approach incorporating a range of asset types, including alternative investments and cryptocurrencies.

Gary Sica is a financial advisor at Cynosure Portfolio Advisors LLC with 10 years of industry experience and a Series 65 designation. His prior work includes roles at The Cynosure Group, Ocean Avenue Management, Boston Private Wealth, and KLS Professional Advisors Group. He also serves as general counsel for Ocean Avenue Management, a family office. Cynosure Portfolio Advisors serves individual clients, primarily retail and non–high-net-worth individuals connected to its affiliate, The Cynosure Group. The firm offers discretionary portfolio advisory, integrated financial planning, and consulting services, using a strategic asset allocation approach and access to a broad range of investment vehicles, including mutual funds, ETFs, and private investments.

Robert Marks is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He is currently affiliated with Smallwood Wealth Management and Regulus Financial Group, LLC, and has held roles at Smallwood Associates since 2017. Marks also works as an insurance agent through Smallwood Associates. Smallwood Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs modern portfolio theory and a long-term trading approach, offering discretionary portfolio management and standalone financial planning engagements.

Aimee Jensen is a financial advisor at Salvus Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Salvus since 2019. Jensen is also a partner at Woolston Jensen & McNamara, a non-investment-related accounting firm where she is involved in tax preparation and planning. Salvus Wealth Management serves individual clients, retirement plans, trusts, estates, corporations, and other businesses with tailored investment management and financial planning services. The firm combines multiple investment strategies and employs fundamental, technical, charting, and cyclical analysis to manage portfolios.

Philip Siciliano is an advisor at PTS Brokerage, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PTS Brokerage since 2006. In addition to his advisory role, he is involved in mortgage lending and is licensed as an insurance broker. PTS Brokerage, LLC serves individuals, estates, trusts, and retirement plans by providing investment supervisory and money management, investment advice, and financial planning. The firm customizes portfolios based on client objectives and risk tolerance, employing fundamental and technical analysis along with derivatives and options strategies for larger accounts.

Vladislav Krubich is a CFP® professional with 26 years of industry experience. He has worked with Atlas Private Wealth Advisors since 2016 and has been affiliated with LPL Financial since 2013. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses by providing discretionary and non-discretionary portfolio management and financial planning. The firm employs a range of investment strategies across LPL Financial–sponsored platforms, combining asset allocation with fundamental, technical, and cyclical analysis.

Alfred Veloso is a financial advisor at Buckman Advisory Group LLC with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mercer, Bokert, Buckman & Reid, Inc. since 1998. Buckman Advisory Group provides advisory services to individuals, trusts, estates, charitable organizations, and retirement plans with discretionary portfolio management, financial planning, and access to third-party money managers. The firm employs a mix of fundamental, technical, and cyclical analysis to construct portfolios using mutual funds, equities, bonds, ETFs, and satellite asset classes tailored to client risk profiles.

Andrew Kaiser is a financial advisor at Mountain Hill Investment Partners with 40 years of industry experience. He has been with Mountain Hill Investment Partners since 2006 and previously worked at UBS Financial Services for five years. Outside of his advisory work, Kaiser serves as a trustee and board member for a charitable foundation and is involved with youth sports through a local lacrosse nonprofit. Mountain Hill Investment Partners is a boutique family office that provides discretionary and non-discretionary investment advisory services to families, individuals, corporations, trusts, estates, and corporate 401(k) plan sponsors. The firm manages approximately $539 million in client assets and constructs individualized portfolios using fundamental and technical analysis, asset allocation, and proprietary analytics, with an emphasis on client education and an in-house management approach.

Cacike Estrada is a financial advisor at Mezzasalma Advisors with a Series 65 designation and one year of industry experience. Prior to joining the firm, Estrada worked in diverse roles including positions at Rutgers Business School and Renzo Gracie Middletown Martial Arts. Mezzasalma Advisors offers discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting to both individuals, including high-net-worth clients, and employer plan sponsors. The firm employs multiple analytical methods and typically pursues long-term investment strategies tailored to client objectives.

Carmine D'avino is a CFP® professional with 24 years of industry experience. He has been with Withum Wealth Management since 2011 and also has a long-standing association with Pinnacle Associates, Ltd. Carmine is based in Red Bank, NJ. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for a diverse client base including individuals, business entities, pension and profit-sharing plan sponsors, trusts, estates, and charitable organizations. The firm uses a goals-based investment approach with tax optimization and customized portfolios, offering an Integrated Wealth Management platform and access to sub-advisors and ESG options.

Bryn Heath is a financial advisor at Star Wealth Advisors with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Equitable Advisors, AXA Advisors, and NYLife Securities. Outside of financial services, Heath is involved with Fivestar Bath Solutions. Star Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and corporations by providing discretionary investment and portfolio management along with financial planning. The firm uses a relationship-oriented process focused on fundamental analysis to build diversified, long-term portfolios and sponsors its own Wrap fee programs.

Joseph Biondolillo is a financial advisor with Park Avenue Investment Advisory, LLC in Red Bank, NJ, holding Series 63 and Series 65 designations and 17 years of industry experience. His prior work includes roles at Guardian Life Insurance Company and ownership of BiondFinancial. He serves on the executive board of the Emergency Children Help Organization, a nonprofit providing assistance to children facing medical or living emergencies. Park Avenue Investment Advisory offers fee-based investment advisory and financial planning services to a diverse client base, including individuals, corporations, trusts, and retirement plan sponsors. The firm manages assets primarily on a discretionary basis using model portfolios and third-party managers, and provides supplemental services such as financial planning, business exit consulting, and ERISA plan consulting.

Edward Bao Jr. is a CFP® professional with 33 years of experience, currently serving at Buckman Advisory Group LLC. He has held roles at several firms, including Smallwood Investment Wealth Management, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Outside of advisory work, he is the sole member of Educational Lane, LLC, a property management business. Buckman Advisory Group provides advisory services to individuals, trusts, estates, charitable organizations, and retirement plans with discretionary portfolio management and financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis to construct portfolios using mutual funds, equities, bonds, ETFs, and in some cases, alternative asset classes.

Peter Martin is a Series 66-licensed advisor at Platform Wealth Advisors with 27 years of industry experience. He has held roles at Raymond James Financial Services and Civale, Silvestri, Alfieri, Martin & Higgins, LLC. In addition to his advisory work, Martin is a CPA and principal at Hamilton Mercer Advisors, where he provides accounting and tax services. Platform Wealth Advisors offers discretionary investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-class investment approach guided by Modern Portfolio Theory and is formally affiliated with accounting and consulting practices, supporting integrated advisory and tax services.

Patrick Weeks is a financial advisor with EPIC Wealth Management LLC in Red Bank, NJ, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Chelsea Financial Services and Gilder Gagnon Howe & Co, among others. EPIC Wealth Management is a small team providing financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, and other entities. The firm employs a strategic investment approach with a tactical overlay, using model portfolios primarily composed of mutual funds and ETFs, and often allocates assets to third-party Sub-Advisors for day-to-day management.