Jason Lamb is a financial advisor at Shore Point Advisors, LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Shore Point Advisors since 2018. Lamb is also the owner of an insurance agency, JCL Financial, LLC, operating since 2012. Shore Point Advisors is a ten-advisor team providing discretionary portfolio management and financial planning services to individuals, retirement plans, charities, and business entities. The firm employs a combination of modern portfolio theory and multi-asset strategies, including options and derivatives, to manage $327 million in discretionary assets as of December 31, 2025.

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.

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 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.

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.

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.

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.

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.

James Fay Sr. is a financial advisor at Shore Point Advisors, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Park Avenue Securities, Guardian Life Insurance, and the 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 offers discretionary portfolio management, financial planning, and advisory services to individuals, retirement plans, charities, and business entities. The firm manages over $327 million in assets across a team of ten advisors, employing strategies that include modern portfolio theory, option strategies, and multi-asset overlays.

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.

James Hoffman is a financial advisor at Beckerman Wealth in Ocean Grove, NJ, holding a Series 65 credential with three years of industry experience. He previously worked at International Planning Alliance before joining Beckerman Institutional. Beckerman Wealth provides asset management and financial planning services to individual and high-net-worth clients, as well as non-discretionary retirement plan consulting to plan sponsors. The firm employs a client-focused approach to portfolio construction, utilizing mutual funds, ETFs—including cryptocurrency ETFs when requested—and a mix of trading strategies within defined risk parameters.

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 CFP® and CFA® with 13 years of experience in financial advising. He is currently with Wealth Quarterback LLC and has previous experience at American Portfolios Financial Services, Inc. He is also an insurance agent specializing in life, long-term care, and disability insurance through Jalinski Advisory Group. Wealth Quarterback provides discretionary investment management and financial planning services to individuals, charitable organizations, and pension plans. The firm employs a mix of fundamental, technical, and quantitative analysis and offers both conservative and aggressive strategies, including a Tactical Managed Strategy that uses market-timing and leveraged ETFs.

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. in Toms River, NJ, holding a Series 63 designation and 42 years of industry experience. He has worked with Summitalliance Advisors since 2008 and Leigh Baldwin & CO., LLC since 2006. In addition to advising, he hosts a weekly financial and economic radio show called "The Financial Physician" and authored a book of the same name. Fortitude Advisory Group provides 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 personalized recommendations and typically manages accounts on a discretionary basis or through third-party portfolio strategists.

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.