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 a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been involved with PTS Brokerage since 2006 and also works with American Millenium Company LLC, where he sells residential and commercial loans. Additionally, Siciliano is licensed as an insurance broker to sell life, health, and property and casualty insurance. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm tailors portfolios using fundamental and technical analysis, employs derivatives and options strategies for larger accounts, and operates as both an SEC-registered investment adviser and a registered broker-dealer.

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 55 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mercer, Bokert, Buckman & Reid, Inc. since 1998. Buckman Advisory Group, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset-allocation process with model portfolios primarily using mutual funds, equities, bonds, and ETFs, managing approximately $236 million across more than 800 client relationships.

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.

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.

Nicholas Lanier is a Financial Advisor with Merrill Lynch Wealth Management. He provides clients with personalized financial guidance, focusing on strategies to achieve short-, mid-, and long-term goals. His services encompass investment consulting, retirement planning, liquidity management, tax minimization, and small business strategies. Nicholas also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Nicholas holds a Bachelor's Degree from Towson University and is designated as a Personal Investment Advisor (PIA). He has extensive experience working with diverse client needs, including college education planning, managing new wealth, defined contribution plans, and financial planning for women. Based in Belmar, New Jersey, he emphasizes building trusted relationships within the community, which he regards as essential to a successful financial advisory partnership. Active in his local community, Nicholas is involved with several non-profit organizations benefiting the surrounding areas and is a member of the Friendly Sons of the Shillelagh. Outside of work, he enjoys basketball, football, golfing, reading, swimming, and spending time with his family. He is committed to helping clients start or revisit their financial planning journeys with trust and confidence.

Patrick Weeks is a financial advisor at Epic Wealth Management LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Chelsea Financial Services and Gilder Gagnon Howe & Co. Weeks has also operated W&W Consulting LLC since 2021. Epic Wealth Management provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic approach with a tactical overlay, primarily using model portfolios managed by third-party sub-advisors, and integrates insurance services through affiliated entities.

Gregory Scrofani is a financial advisor with Mezzasalma Advisors in Tinton Falls, NJ, holding a Series 65 credential and nine years of industry experience. His prior roles include positions at Amboy Bank, Sigman Real Estate Partners, and Daiwa Capital Markets America Inc. Mezzasalma Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals and employer plan sponsors, including high-net-worth clients. The firm integrates fundamental, technical, and cyclical analysis to tailor long-term investment strategies aligned with client objectives and maintains affiliations with CPA practices for cross-referrals while keeping services separate.

Michael Welger is a financial advisor with Cornerstone Professional Advisor Services, LLC, holding Series 63 and Series 65 licenses and offering 42 years of industry experience. He has worked at StoneX Securities Inc. since 2014 and has been president of Innovative Financial Concepts, an insurance sales business, since 2010. Welger also serves as co-trustee of a retirement trust and advises a nonprofit pet rescue organization. Cornerstone Professional Advisor Services serves individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, business entities, and charitable organizations. The firm provides discretionary portfolio management and financial planning, focusing on diversified, asset-allocated portfolios implemented mainly through passive mutual funds, ETFs, and fixed-income securities with a long-term, buy-and-hold strategy.

Brennan Guli is a financial advisor at Lighthouse Financial Advisors, Inc. in Red Bank, NJ, holding a Series 66 designation with 16 years of industry experience. He has been with Lighthouse Financial Advisors since 2013, working as part of a six-advisor team. Lighthouse Financial Advisors serves individual and high-net-worth clients, affiliated trusts and estates, and charitable organizations with comprehensive wealth management, financial planning, retirement-plan consulting, and optional tax-preparation services. The firm emphasizes client-directed implementation and generally allocates assets among mutual funds and ETFs, managing approximately $869 million in client assets.

Andrew Guez is a financial advisor at Invst, LLC with a Series 65 credential and two years of industry experience. He has been with Invst, LLC since 2023 and also works with Tomoro LLC. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting for 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 construct diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

James Fay Sr. is a financial advisor at Shore Point Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, Guardian Life Insurance, and Police and Firemen's Insurance Association. He is also an agent for life, disability, and long-term care insurance through JCL Financial LLC. Shore Point Advisors provides discretionary portfolio management, financial planning, and advisory services to individuals, retirement plans, charities, and businesses. The firm employs a model portfolio approach incorporating modern portfolio theory, option strategies, and multi-asset overlays to manage $327 million in assets across 637 clients.

Sara Hutman is a financial advisor at Able Wealth Management LLC with a Series 65 designation and one year of industry experience. She has worked at Hutman and Hutman LLP, an accounting firm where she serves as Secretary, and previously held positions at Madison Title Agency and Bais Yaakov High School. Able Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and pension consulting. The firm employs an IPS-based, diversified investment approach primarily using ETFs and integrates multiple platform and sub-advisor relationships to deliver customized solutions.

Christine Flynn is a financial advisor at Smallwood Wealth Management in Red Bank, NJ, holding a Series 65 designation with nine years of industry experience. She has worked at Smallwood Wealth Investment Management since 2019 and previously held roles at Global Financial Private Capital, LLC, and RJL Financial Group. Outside of her advisory work, Flynn is a Wellness Advocate for doTERRA, where she educates individuals about essential oils. 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 uses modern portfolio theory with a long-term trading approach and conducts regular client reviews, while participating in wrap fee programs and maintaining a single custodian arrangement.