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 Series 66 designations and bringing 43 years of industry experience. He has worked with Summitalliance Advisors since 2008 and with Leigh Baldwin & CO., LLC since 2006. Outside of advisory activities, he is involved in fixed insurance products including term, whole, long-term care, and health insurance on a minimal basis. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm offers portfolio management and financial planning through a network of advisors who manage accounts with discretionary or non-discretionary authority and may recommend third-party money managers.

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.

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.

Brandon Bowens is a financial advisor at Wealth Quarterback LLC in Toms River, NJ, holding a Series 65 designation with one year of industry experience. Before joining Wealth Quarterback, he worked at Capital Wealth Planning, LLC and was involved with Florida Gulf Coast University. Wealth Quarterback LLC offers discretionary investment management and financial planning to individuals, charitable organizations, and pension and profit-sharing plans. The firm employs a mix of fundamental, technical, and quantitative analysis across various trading strategies and conducts financial education seminars that can lead to complimentary initial consultations.

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.

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.

James Fay Sr. is a financial advisor with Shore Point Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining Shore Point Advisors in 2018, he worked at Park Avenue Securities and Guardian Life Insurance. 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 combination of modern portfolio theory, multi-asset overlay techniques, and option strategies to manage assets for over 600 clients.

Sara Hutman is a financial advisor at Able Wealth Management LLC with two years of industry experience. She holds a Series 65 designation and has worked at Hutman and Hutman LLP, where she serves as Secretary of an accounting firm. Able Wealth Management LLC provides investment advisory services to individuals, pension plans, and charitable organizations, focusing on customized, ETF-centered portfolios and employing a range of analytical approaches to asset allocation and rebalancing.

Richard Krug is a financial advisor at Shore Point Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shore Point Advisors since 2019. In addition to his advisory role, Krug is an independent insurance agent and a real estate agent with Keller Williams West Monmouth. Shore Point Advisors provides discretionary portfolio management, financial planning, and advisory services to individuals, retirement plans, charities, and business entities. The firm combines modern portfolio theory and a five-factor model to guide asset allocation, employing derivative and overlay strategies, with financial planning included at no extra cost for clients managing $500,000 or more.

Paul Murphy is a financial advisor at Wealth Quarterback LLC in Toms River, NJ, with 14 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to his current roles, he worked at American Portfolios Financial Services, Inc. from 2016 to 2020. He is also an insurance agent specializing in life, long-term care, and disability insurance. Wealth Quarterback provides discretionary investment management and financial planning services to individuals, charitable organizations, and pension and profit-sharing plans. The firm employs a blend of fundamental, technical, and quantitative analysis and offers a Tactical Managed Strategy that uses market-timing techniques and leveraged ETFs, alongside managing third-party managers and conducting financial education seminars.

John Scalabrini is a financial advisor at Shore Point Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Park Avenue Securities and Guardian Life Insurance. Scalabrini also served 20 years with the New Jersey State Police. Shore Point Advisors manages discretionary portfolios and provides financial planning services to individuals, retirement plans, charities, and businesses. The firm employs a model portfolio approach informed by modern portfolio theory and a five-factor model, incorporating option strategies and multi-asset overlays in client accounts.

Jacob Rue V is a financial advisor at Shore Point Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Guardian Life Insurance and Park Avenue Securities. 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 business entities. The firm utilizes model portfolios informed by modern portfolio theory and a five-factor model, along with option strategies and multi-asset overlays, serving clients through a ten-advisor team with over $327 million in discretionary assets under management.

Christopher Meyer is a financial advisor at Wealth Quarterback LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling and American Portfolios Financial Services, Inc. Meyer is also involved with the Jalinski Advisory Group and Meyer Capital Management LLC. Wealth Quarterback LLC provides discretionary investment management and financial planning to individuals, charitable organizations, and pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and quantitative analysis, and offers strategies including an aggressive Tactical Managed Strategy using market-timing and leveraged ETFs.

Louis Scatigna is a financial advisor with Fortitude Advisory Group L.L.C. He holds the Series 63 designation and has 42 years of industry experience. He has worked at Summitalliance Advisors since 2008 and Leigh Baldwin & CO., LLC since 2006. Outside of advising, he hosts a weekly financial and economic radio show called "The Financial Physician," authors a book by the same name, and engages in public speaking approximately once a year. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a team of Financial Advisors who manage accounts on both discretionary and non-discretionary bases, offering portfolio management, third-party manager selection, and overlay services.

James Madigan Jr. is a financial advisor with Regal Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Since 2009, he has worked at Wells Fargo Advisors LLC. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, utilizing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Francis Davis III is a financial advisor at CoreCap Advisors with a Series 65 designation and one year of industry experience. He also serves as President and agent at New Era Financial and has been involved with First Jersey Insurance Agency since 2010. Davis served in the Army National Guard from 2009 to 2021. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

John Oleary is a financial advisor with Capitol Securities Management, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior firms include Wells Fargo Clearing and RBC Capital Markets. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses, providing portfolio management, financial planning, consulting, and various wrap fee programs. The firm operates as both a retail broker-dealer and a registered investment adviser, delivering investment advice through discretionary and non-discretionary programs, separately managed accounts, and third-party Money Managers.

Christopher Matseur is a financial advisor with Stonex Advisors Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Stonex Advisors Inc. since 2015 and previously at Wrp Investments, Inc. Among his other roles, he serves as Treasurer for the Brick Township District Fire Commissioner and the Herbertsville Fire Company, and he also performs wedding ceremonies as an independent officiant. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house private client group. The firm employs various account structures and model-based solutions, leveraging platforms such as Envestnet and Advyzon to implement strategies and provide tax-aware services.

George Kastanis is a CFP® professional with 15 years of industry experience, currently affiliated with Foundations Investment Advisors LLC since 2025. His prior roles include positions at Sound Income Strategies LLC, Belpointe Insurance, and Arbor Point Advisors. Kastanis is involved with Wings for Widows, a nonprofit organization assisting widows through the transition after losing a spouse. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach, supported by a large network of affiliated offices and third-party sub-advisers.