Todd Levine is a financial advisor at Tomoro LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Levine is also managing member of SGMT Holdings, LLC. 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 a fundamental analysis approach and a diverse mix of investments to tailor portfolios, offering both discretionary and non-discretionary management alongside comprehensive planning and retirement plan advisory.

Joseph Gallo is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He is currently with Clear Wave Wealth Management, LLC, where he has worked since 2025, following 13 years at Black Coral Financial Advisors, LLC. Clear Wave Wealth Management provides comprehensive financial planning, discretionary and non-discretionary asset management, and financial education services primarily to individuals, including high-net-worth clients, and participants in employer-sponsored counseling programs. The firm employs risk-tolerance assessments, strategic and tactical asset allocation, and third-party model portfolios to tailor client recommendations across a range of asset classes.

Gregory Greene is a CFA® charterholder with 10 years of industry experience. He has been with Dudley & Shanley, Inc. since 2018 and previously operated G.R. Greene & Company, LLC. Dudley & Shanley, Inc. provides discretionary portfolio management primarily to high net worth individuals, trusts, estates, and charitable institutions. The firm emphasizes long-term capital appreciation with capital preservation through fundamental, in-house research and diversified investments across various asset types, managing approximately $747 million in discretionary assets.

Diane Metivier is a financial advisor with The Private Client Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Ash Brokerage, LPL Financial LLC, Invest Financial Corporation, and DVFG Advisors L.L.C. She is also an author outside of her advisory work. The Private Client Advisory Group serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a goal-based investment process tailored to clients’ time horizons and risk tolerances, utilizing a combination of in-house and third-party portfolio management approaches.

James Ferrare is a CFA® charterholder with 24 years of industry experience. He is affiliated with Withum Wealth Management as part of a two-advisor team. Prior to this, he held roles at Pinnacle Wealth Management Advisory Group, LLC and Pinnacle Associates, Ltd. Mr. Ferrare serves on the boards of the Parker Family Foundation and Spring Point Senior Living. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a goals-based investment process with a tax-optimization overlay and offers an Integrated Wealth Management platform for high-balance clients.

Scott Dunn is a financial advisor at Tomoro with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he is involved in managing a short-term rental property. 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, generally pursuing long-term strategies while allowing for shorter-term trades when appropriate.

Jacqueline Di Stefano is a Series 65-licensed financial advisor at Empirikal Partners LLC with three years of industry experience. Her background includes roles at Invst, LLC Dba Levine Financial Group and Park Avenue Securities, among others. She is also involved with Little Fish Consulting, LLC. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning and consulting, with portfolios tailored to client objectives and risk tolerance.

Jason Lamb is a financial advisor at Shore Point Advisors, LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Park Avenue Securities and Guardian Life Insurance. Lamb is also the owner of JCL Financial, LLC, an insurance agency. Shore Point Advisors offers 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 and employs a range of strategies, including modern portfolio theory, option strategies, and multi-asset overlays.

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 industry experience and serves as CEO of multiple firms including WBI Investments, Inc., Hartshorne Group, Inc., and Millington Securities Inc. He has held leadership roles at these and other financial services and software-related companies since the mid-1980s. Schreiber is also a trustee for Absolute Shares Trust, which manages exchange-traded funds, and leads several enterprises involved in software development and intellectual property. WBI Investments, LLC provides fee-based, discretionary investment management to retail and institutional clients, offering services through separately managed accounts, unified managed accounts, and affiliated ETFs and model portfolios. The firm combines quantitative multi-factor security selection with tactical risk controls and offers a tax-smart investment approach alongside proprietary optimization tools and educational resources.

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.

Christopher Cusack is a financial advisor with Atlas Private Wealth Advisors in Red Bank, NJ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial, Integrity Wealth Management, Dow Jones, and the New Jersey PGA. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

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 nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including Boston Private Wealth LLC and KLS Professional Advisors Group, LLC. In addition to his advisory role, he serves as general counsel for Ocean Avenue Management LLC, a family office. Cynosure Portfolio Advisors LLC provides portfolio advisory, integrated financial planning, consolidated reporting, and investment consulting services primarily to individual clients connected to its affiliate, The Cynosure Group, LLC. The firm builds customized portfolios through asset allocation among various investment vehicles and offers both discretionary and non-discretionary services.

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.

Justin Scotto is a ChFC® and Series 63 licensed advisor at Tomoro with three years of industry experience. Prior to joining Tomoro, he worked at Northwestern Mutual Investment Services LLC for four years. Tomoro LLC provides personalized investment advisory and financial planning services to a range of clients including individuals, family offices, trusts, and foundations. The firm employs fundamental analysis and a diversified mix of investment vehicles to pursue primarily long-term strategies, with flexibility for shorter-term trades based on client objectives.