Thomas Mullooly is a financial advisor at Mullooly Asset Management, Inc. with 9 years of industry experience. He holds a Series 65 designation and has been with Mullooly Asset Management since 2015. Mullooly Asset Management is a small advisory team serving individuals, trusts, estates, pension and profit-sharing plans, as well as charitable and corporate clients. The firm provides discretionary investment management and financial planning for both non-high-net-worth and high-net-worth investors, using a combination of fundamental and technical analysis and employing various strategies including options, short sales, and margin trading.

Renee Pepia is a CFP® and holds a Series 66 license with 13 years of industry experience. She is currently with The Private Client Advisory Group, LLC and LPL Financial, LLC, where she has worked since 2018 in various roles. In addition to her advisory duties, she serves as a registered assistant performing compliance and operational activities. The Private Client Advisory Group advises individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach is goal-based and tailored to clients’ time horizons and risk tolerances, combining in-house management with third-party managers and employing a range of analytical strategies.

Kenneth Leblanc is a CFP® professional with 25 years of industry experience. He is affiliated with Personal Financial Solutions, LLC and has previously worked with Mercer Global Advisors Inc., Network 1 Financial Securities, Inc., and KML Financial Services Group, LLC. He serves as a managing member of KML Financial Services Group, focusing on fee-only financial planning and investment management. Personal Financial Solutions, LLC is an SEC-registered investment adviser that serves individual clients, trusts, businesses, and qualified retirement plans. The firm manages approximately $155.65 million in discretionary assets using a combined strategic and tactical investment framework, emphasizing multi-level diversification and quarterly portfolio reviews.

Todd Lotozo is a financial advisor at Wright Asset Management Inc with 23 years of industry experience. He has been with Wright Asset Management since 1992. Wright Asset Management provides investment advice and separate-account portfolio management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and other business entities. The firm manages approximately $49.7 million across about 40 client accounts, employing a nondiscretionary investment approach that combines fundamental and technical analysis with an emphasis on value-oriented and fixed-income holdings.

Thomas Mullooly is a financial advisor with Mullooly Asset Management, Inc. He holds Series 63 and Series 65 designations and has 23 years of industry experience. He has worked at Mullooly Asset Management since 2002. Mullooly Asset Management is a small advisory team providing discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable and corporate clients. The firm serves both non-high-net-worth and high-net-worth investors, tailoring portfolios with a combination of fundamental analysis, technical techniques, and various strategies including options and short sales.

Victor Donato is a CFP® with seven years of experience in the financial industry, currently serving at Shore Point Advisors, LLC. His previous roles include positions at LPL Enterprise, Pruco Securities, LLC, and Prudential Insurance Company of America. Outside of advisory work, Donato owns and operates Reliable Benefits, a health insurance brokerage, and serves as treasurer on the board of the Wesley Hall School of Early Childhood. Shore Point Advisors provides discretionary portfolio management, financial planning, and advisory services to individuals, retirement plans, charities, and businesses. The firm uses a combination of modern portfolio theory, multi-asset overlay techniques, and derivatives strategies, managing over $327 million in assets for a client base of 637 through a ten-advisor team.

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.

Nancy Tonachio is a financial advisor at Beckerman Wealth with five years of industry experience. She holds a Series 65 designation and has worked at Beckerman Institutional since 2020. In addition to her advisory role, Tonachio is a partner at Meyers, Meyers & Tonachio, a general practice law firm specializing in trusts and estates, real estate, and business law. Beckerman Wealth provides asset management and financial planning services to individual and high-net-worth clients, as well as retirement plan consulting to plan sponsors. The firm employs a client-focused investment approach that combines individualized asset allocation with macroeconomic analysis and proprietary security screening.

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.

Rebekah Fischoff is a financial advisor at Beckerman Wealth with one year of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, LLC and served in the Office of State Senator Vin Gopal. Beckerman Wealth serves high-net-worth individuals and pension/profit-sharing plan sponsors, providing asset management, financial planning, and retirement plan consulting. The firm integrates asset allocation with fundamental and macroeconomic analysis, using institutional platforms and AI tools to support portfolio management.

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.