Howard Bernheim is a CFP® professional with four years of industry experience, currently serving as an advisor at Wealth Quarterback LLC since 2021. Prior to joining Wealth Quarterback, he worked at S&P Global for 34 years. Outside of his advisory role, he is also an insurance agent with Jalinski Advisor Group. Wealth Quarterback LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement plans, serving as an ERISA fiduciary when engaged. The firm employs a combination of fundamental, quantitative, technical, and charting analysis with both long- and short-term trading and offers client education through seminars and a radio program.

Anthony Spangenberg is a financial advisor at WP Advisors, LLC with 26 years of industry experience. He holds a Series 63 designation and has been with WP Advisors since 1999. WP Advisors provides personalized investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm creates customized portfolios based on client goals and risk profiles, employing fundamental analysis and a mix of long- and short-term strategies.

Joseph Scutellaro is a financial advisor at Benchmark Financial Wealth Advisors LLC with 22 years of industry experience. He holds a Series 66 designation and has prior experience at CohnReznick LLP and its related wealth management firms. In addition to his advisory role, he operates a CPA practice focused on tax return preparation and serves as CFO and minority owner of a company specializing in equipment and software sales. Benchmark Financial Wealth Advisors LLC provides financial planning, wealth guidance, and portfolio management to individuals, high-net-worth families, and employer-sponsored retirement plans. The firm employs asset-allocation-driven strategies using independent managers, mutual funds, ETFs, and alternative investments, managing approximately $766 million in assets and $885 million in assets under advisement.

James Greco is a financial advisor with CSI Group Advisors, LLC, holding a Series 65 credential and 12 years of industry experience. His prior roles include positions at LPL Financial and First Boston Financial Group, Inc. He is also owner of CSI Group Business Solutions, LLP, a tax preparation and accounting firm. CSI Group Advisors, LLC is an SEC-registered advisory firm offering financial planning, portfolio management, and tax-related services through a family of affiliated companies. The firm provides customized investment strategies and in-house estate planning and tax preparation services via affiliated legal and CPA entities.

Elchanan Abramowitz is a Series 65-licensed financial advisor with 23 years of industry experience. He has worked at Able Wealth Management LLC since 2022 and previously spent 20 years at Sterling Wealth Management, LLC. Able Wealth Management serves individual and high-net-worth clients, pension/profit-sharing plans, and charitable organizations by providing discretionary portfolio management, written financial planning, and pension consulting. The firm employs an IPS-based, diversified investment approach that emphasizes ETFs and integrates fundamental analysis, Modern Portfolio Theory, and factor investing.

Jeffery Quinn is a financial advisor with CSI Group Advisors, LLC in Wall Township, NJ, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at LPL Financial, Guardian Life Insurance Company, Park Avenue Securities, Merrill, and Morgan Stanley Smith Barney LLC. CSI Group Advisors is an SEC-registered advisory firm that offers financial planning, portfolio management, and tax-related advisory services, with a unique affiliation to both a law firm and a CPA firm. The firm utilizes a variety of investment approaches tailored to client goals and incorporates in-house estate-planning tools and individual tax preparation through affiliated professionals.

Garrett Greco is a financial advisor at CSI Group Advisors, LLC with a Series 66 designation and less than one year of industry experience. His prior work includes roles at LPL Financial, Equity Services, Inc., Integrated Financial Concepts, and UBS Financial Services. CSI Group Advisors, LLC is a newly established SEC-registered advisory firm that offers financial planning, portfolio management, and tax-related advisory services. The firm is affiliated with a law firm and a CPA firm, providing clients with integrated estate-planning tools and individual tax preparation services.

Thomas Campbell is a CFP® and ChFC® with five years of industry experience. He currently serves as an advisor at CSI Group Advisors, LLC and has prior experience at LPL Financial and Cadaret Grant & Co., Inc. Campbell holds a Series 66 license. CSI Group Advisors, LLC is an SEC-registered advisory firm offering financial planning, portfolio management, and tax-related advisory services. The firm integrates in-house estate-planning tools and individual tax preparation through affiliated CPA and law firms, employing a range of investment strategies tailored to client goals and risk tolerance.

Flavio Freitas Jr. is an advisor with CSI Group Advisors, LLC, holding a Series 65 credential and beginning his financial advisory career in 2022. Prior to joining CSI Group, his work experience includes roles at Amazon Prime and College Works Painting. CSI Group Advisors, LLC is a recently organized SEC-registered advisory team providing financial planning, portfolio management, and tax-related advisory services. The firm offers clients access to estate-planning tools, individual tax preparation through an affiliated CPA firm, and referrals to insurance and real estate services, utilizing a range of investment strategies tailored to client goals and risk tolerance.

Joseph Maniscalco is a financial advisor with CSI Group Advisors, LLC, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at LPL Financial, Guardian Life Insurance Company, Park Avenue Securities, and the Office of the New York State Comptroller. Outside of advising, he has involvement in non-variable insurance activities. CSI Group Advisors, LLC is an SEC-registered advisory firm offering financial planning, portfolio management, and tax-related advisory services through a family of affiliated companies. The firm combines estate-planning tools, individual tax preparation by CPAs, and referrals to insurance and real estate services, employing diverse investment strategies tailored to clients’ goals and risk tolerances.

Yoel Kaplowitz is a CFP®-certified financial advisor with 13 years of industry experience. He has worked at Able Wealth Management LLC since 2018 and previously held roles at Mid Atlantic Resource Group LLC, Minnesota Life Insurance Company, and Securian Financial Services Inc. He holds a Life & Health insurance license. Able Wealth Management serves individual and high-net-worth clients, pension/profit-sharing plans, and charitable organizations, providing discretionary portfolio management, financial planning, and pension consulting. The firm uses an IPS-based, diversified investment approach primarily focused on ETFs and supplements its management with sub-advisors and third-party platforms to deliver customized solutions.

Simcha Goldberg is a financial advisor at Able Wealth Management LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Park Avenue Securities and Guardian Life Insurance. Before entering the financial services industry, he spent ten years at Machzikei Hadas Rabbinical College. Able Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs an IPS-based, diversified investment approach primarily using ETFs and supplements in-house management with sub-advisors and third-party platforms.

Robert Greco is a Series 65-licensed advisor at CSI Group Advisors, LLC, with one year of experience in this role and over 25 years at related firms within the CSI Group family. In addition to his advisory duties, he serves as Co-CEO of a tax preparation business and holds management and shareholder roles in affiliated law firms. CSI Group Advisors, LLC offers financial planning, portfolio management, and tax-related advisory services as part of an integrated group that includes affiliated law and CPA firms. The firm provides customized investment strategies utilizing various analytic methods and leverages its in-house estate-planning and tax preparation capabilities.

Josh Jalinski is a financial advisor with Wealth Quarterback LLC in Toms River, NJ, holding a Series 66 designation and with 20 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. and founded Jalinski Advisory Group, Inc., where he serves as president. Jalinski also hosts a weekly financial radio show called The Financial Quarterback. Wealth Quarterback LLC provides discretionary investment management and financial planning to individuals, charitable organizations, and retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis with tailored investment programs and offers an aggressive Tactical Managed Strategy alongside oversight of third-party managers.

Martin Saltzman is a financial advisor with Fortitude Advisory Group L.L.C. in Toms River, NJ, holding Series 63 and 66 licenses and bringing 43 years of industry experience. He has worked at Summitalliance Advisors since 2008 and Leigh Baldwin & CO., LLC since 2006. His other business activities include involvement with fixed insurance products. Fortitude Advisory Group L.L.C. offers investment advisory and financial planning services primarily to individual investors and their retirement accounts, as well as employee retirement plans, charitable organizations, and business entities. The firm delivers services through a team approach, tailoring recommendations based on clients’ goals, risk tolerance, and time horizons.

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.

Brandon Bowens is a financial advisor with Wealth Quarterback LLC in Toms River, NJ. He holds a Series 65 designation and has been in the industry since 2024. Prior to joining Wealth Quarterback, he worked at Capital Wealth Planning, LLC and spent several years in full-time education at Florida Gulf Coast University. Wealth Quarterback provides discretionary investment management and financial planning services to individuals, charitable organizations, and pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and quantitative analysis, offering tailored strategies including an aggressive Tactical Managed Strategy that incorporates market timing and leverage.

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.

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.

Kathy Anne Lobue is a financial advisor at Glen Eagle Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Glen Eagle Advisors since 2013. Outside of her advisory role, she serves as CEO of The LoBue Group, a non-investment-related company through which she conducts business as an independent contractor. Glen Eagle Advisors provides investment management and wealth-planning services to individual and institutional clients, employing standardized asset-allocation models supplemented by fundamental and technical analysis. The firm offers discretionary and non-discretionary portfolio management, financial planning, and corporate plan consulting, and incorporates third-party reporting tools and alternative investments for qualified clients.