Jason Lamb is a financial advisor with Shore Point Advisors, LLC in Brielle, NJ, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has worked with Shore Point Advisors since 2018 and also owns an insurance agency, JCL Financial, LLC, which he has operated since 2012. Shore Point Advisors provides discretionary portfolio management, financial planning, and advisory services to individuals, retirement plans, charities, and business entities. The firm manages over $327 million in discretionary assets, employing strategies such as modern portfolio theory, option strategies, and multi-asset overlays, and offers financial planning at no additional cost to clients with accounts of $500,000 or more.

Jason Thostesen is a financial advisor at WBI Investments, LLC with 15 years of industry experience. He holds a Series 65 credential and has been with WBI Investments since 2009. WBI Investments is a fee-only, SEC-registered investment manager serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutional clients. The firm employs proprietary multi-factor security-selection models combined with active risk management and offers various portfolio management solutions, including separately managed accounts and sub-advisory services to affiliated ETFs.

Michael Karlin is a financial advisor with Invst, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and manages approximately $1.565 billion in assets for over 2,000 clients.

Donald Schreiber is a CFP® with 42 years of experience in the financial industry. He is the CEO of WBI Investments, Inc., Hartshorne Group, Inc., Millington Securities, Inc., and Advisor Toolbox, Inc., all of which operate within the investment and financial services sectors. In addition to his advisory roles, he is involved in software development and intellectual property through WBI Technologies LLC and Advisor Toolbox, Inc. WBI Investments, LLC provides fee-based, discretionary investment management to retail and institutional clients, including high-net-worth individuals and various pension plans. The firm employs a quantitative multi-factor security selection process combined with tactical risk controls and offers tax-smart strategies, affiliated exchange-traded funds, and an online portfolio optimization platform.

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.

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.

Neil Tendler is a financial advisor at Shore Point Advisors, LLC with 12 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining Shore Point Advisors in 2025, he worked at Crimmins Wealth Management LLC and Guardian Life Insurance Company. Tendler is also a partner and trustee at Echelon Advisors LLC, where he provides tax and financial planning services. Shore Point Advisors offers discretionary portfolio management, financial planning, and advisory services to individuals, retirement plans, charities, and businesses. The firm uses investment policy statements and model portfolios informed by modern portfolio theory and a five-factor model, incorporating option strategies and multi-asset overlays in client accounts.

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.

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.

Thomas Scalabrini is a financial advisor at Shore Point Advisors, LLC with 13 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. His prior experience includes positions at Crimmins Wealth Management LLC, Park Ave Securities RIA, Guardian Life Insurance Company, and Echelson Advisors LLC, where he is also a CPA at a tax and financial planning firm. Shore Point Advisors offers discretionary portfolio management, financial planning, and advisory services to individuals, retirement plans, charities, and businesses. The firm manages over $327 million in discretionary assets and uses investment strategies such as modern portfolio theory, multi-asset overlays, and option strategies, including the use of derivatives and buffered ETFs.

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.

Keith McGrath is a financial advisor with Regal Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Regal Securities since 2013. Outside of his advisory role, McGrath is involved as a part owner of McGrath Financial Services LLC, a holding company, and also works as an insurance agent for Prudential, focusing on fixed, indexed, and variable insurance products. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors, managing approximately $113.5 million in assets. The firm employs a blend of fundamental and quantitative research to tailor investment strategies that include equities, ETFs, options, alternative investments, and non-traded REITs, utilizing third-party managers and tax-overlay management.

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.