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.

Jacob Halberstam is a financial advisor at Equinum, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Equinum since 2019, following prior roles at LPS Financial, B-Tank Magazine, and Heicel Hatalmud - United Talmudical Seminary. Equinum provides investment advisory services to individuals, corporations, and charitable organizations, offering portfolio management, financial planning, retirement plan advice, and a family office service. The firm uses both fundamental and technical analysis to manage portfolios and integrates its partial ownership by an accounting firm into its service model.

Gah Wong is a financial advisor with Grantvest Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Calton & Associates, Inc. since 2015 and joined Grantvest Financial Group in 2021. Outside of his advisory role, Wong is involved as an insurance agent and a partner in a firm that processes life and supplemental health insurance business. Grantvest Financial Group provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and small businesses. The firm primarily constructs portfolios using diversified exchange-traded funds, employing both fundamental and technical analysis, and offers discretionary management alongside consulting and held-away account management.

Christina Sharkey is a financial advisor with Investment Partners Asset Management and holds a Series 65 designation. She has one year of industry experience and has worked as a CPA and enrolled agent at Calico CPA LLC since 2018. Her prior work includes roles at Mandel Feketi & Bloom CPAs, Robert Half, Intuit, and operating Sharkey Tax LLC. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-style investment approach with a focus on value investing, using various strategies including derivatives, structured products, and allocations to mutual funds, ETFs, and private funds.

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.

Donald Schreiber is a CFP® with 42 years of experience, currently serving as CEO of WBI Investments, Inc., Hartshorne Group, Inc., and Millington Securities Inc. He is also CEO of Advisor Toolbox, Inc., a software development and manufacturing firm, and leads several other financial services and business entities. Schreiber holds roles including trustee of Absolute Shares Trust and managing member of various related companies. WBI Investments, LLC provides fee-based, discretionary investment management to retail and institutional clients, utilizing a quantitative multi-factor security selection process combined with tactical risk controls. The firm manages separately managed accounts, unified managed accounts, and affiliated exchange-traded funds, and offers a tax-smart approach and an online portfolio optimization platform.

Bryan Katz is a financial advisor at OMNI 360 Wealth, Inc. with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked at OMNI 360 Wealth since 2018, as well as at Northwestern Mutual and its affiliated companies since 2013. Katz also earns commissions from sales of non-variable life, health, annuity, and disability income insurance products through unrelated insurance companies. OMNI 360 Wealth, Inc. provides financial planning and investment management to individuals, families, trusts, charitable organizations, businesses, and employee benefit plans. The firm manages approximately $425.7 million in assets and offers tailored investment strategies using fundamental, technical, and cyclical analysis, complemented by coordinated tax, legal, and insurance planning through affiliated professional entities.

Anthony Uccio is a financial advisor at Geremia Financial Services, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Geremia Financial Services in 2018, he worked at Barnes & Noble for eight years. Geremia Financial Services, LLC provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as institutional entities such as trusts, estates, and charitable organizations. The firm manages approximately $103 million across about 115 client relationships, employing a top-down macroeconomic approach combined with bottom-up security selection and using options primarily for hedging.

Michael Meyers is a financial advisor at Mountain Hill Investment Partners with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mountain Hill Investment Partners since 2007, following a one-year tenure at Mutual Securities, Inc. Mountain Hill Investment Partners is a boutique family-office style registered investment adviser managing approximately $360 million in assets for individuals, families, corporations, trusts, estates, and corporate 401(k) plan sponsors. The firm constructs portfolios in-house using a combination of fundamental and technical analysis along with asset allocation to pursue capital appreciation, preservation, and risk management.

Andrew Peters is a financial advisor with Oakbourne Advisors in Berkeley Heights, NJ, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and founding Invyzia Solutions, LLC, which operates a website designed to help financial advisors create simple investment proposal reports. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a range of investment vehicles and combines fundamental, technical, charting, and cyclical analysis in managing client portfolios, typically on a discretionary basis with client confirmation before trades.

Marc Kane is a financial advisor at Atlas Private Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been a Certified Public Accountant since 1999, operating his own accounting firm. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in assets and offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

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.

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.

Frank Geremia is a financial advisor at Geremia Financial Services, LLC with over 20 years of industry experience. He holds the Series 66 designation and has worked at Ic Advisory Services, Inc., Geremia Financial Services, LLC, and The Investment Center, Inc. since 2005. Outside of advisory work, he is the owner of Geremia Capital LLC, a mortgage brokerage that introduces clients to banks for mortgage services. Geremia Financial Services, LLC provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as institutional entities such as trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $103 million across about 115 client relationships, employing a top-down macroeconomic approach combined with bottom-up security selection, and offers its advisory services primarily through its own wrap fee program.

Philip Siciliano is a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been associated with PTS Brokerage since 2006 and works concurrently in the mortgage industry through American Millenium Company LLC. Siciliano is also licensed as an insurance broker, selling 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 employs an active and tactical investment approach using fundamental and technical analysis, and it serves both discretionary and non-discretionary 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.

Hirbod Azmi is a financial advisor at Virtus Wealth Solutions with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including METLIFE Securities Inc and Massachusetts Mutual Life Insurance Company. Outside of finance, he is a general partner in Chyna Project Partners, a film production company. Virtus Wealth Solutions serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, offering financial planning, asset management, and consulting. The firm manages portfolios using multiple analytical approaches and provides access to a range of securities and alternative investments, including private placements and insurance products.