Diane Metivier is a financial advisor with The Private Client Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Ash Brokerage, LPL Financial LLC, Invest Financial Corporation, and DVFG Advisors L.L.C. She is also an author outside of her advisory work. The Private Client Advisory Group serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a goal-based investment process tailored to clients’ time horizons and risk tolerances, utilizing a combination of in-house and third-party portfolio management approaches.

Scott Dunn is a financial advisor at Tomoro with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he is involved in managing a short-term rental property. Tomoro LLC provides personalized investment advisory and financial planning services to individuals, high net worth clients, family offices, trusts, and other entities. The firm employs fundamental analysis and a diversified mix of investment vehicles, generally pursuing long-term strategies while allowing for shorter-term trades when appropriate.

Jacqueline Di Stefano is a Series 65-licensed financial advisor at Empirikal Partners LLC with three years of industry experience. Her background includes roles at Invst, LLC Dba Levine Financial Group and Park Avenue Securities, among others. She is also involved with Little Fish Consulting, LLC. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning and consulting, with portfolios tailored to client objectives and risk tolerance.

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.

Michael Karlin is a financial advisor with Invst, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and manages approximately $1.565 billion in assets for over 2,000 clients.

Jonathan Tomassi is a financial advisor at Star Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm follows a relationship-oriented process emphasizing fundamental analysis and offers portfolio management through proprietary Wrap fee programs.

Jeremy Suarez is a financial advisor at Tomoro LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Guardian Life and Park Avenue Securities. Suarez manages a small advisory team within Tomoro and is involved in managing his business's financial operations. Tomoro LLC provides personalized investment advisory and financial planning services to individuals, high net worth clients, family offices, trusts, and other entities. The firm employs fundamental analysis and a diversified mix of investment vehicles, pursuing long-term strategies with flexibility for shorter-term trades when appropriate.

Gary Sica is a financial advisor at Cynosure Portfolio Advisors LLC with 10 years of industry experience and a Series 65 designation. His prior work includes roles at The Cynosure Group, Ocean Avenue Management, Boston Private Wealth, and KLS Professional Advisors Group. He also serves as general counsel for Ocean Avenue Management, a family office. Cynosure Portfolio Advisors serves individual clients, primarily retail and non–high-net-worth individuals connected to its affiliate, The Cynosure Group. The firm offers discretionary portfolio advisory, integrated financial planning, and consulting services, using a strategic asset allocation approach and access to a broad range of investment vehicles, including mutual funds, ETFs, and private investments.

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.

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.

Bryn Heath is a financial advisor at Star Wealth Advisors with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Equitable Advisors, AXA Advisors, and NYLife Securities. Outside of financial services, Heath is involved with Fivestar Bath Solutions. Star Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and corporations by providing discretionary investment and portfolio management along with financial planning. The firm uses a relationship-oriented process focused on fundamental analysis to build diversified, long-term portfolios and sponsors its own Wrap fee programs.

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.

Andrew Guez is a financial advisor at Invst, LLC with a Series 65 credential and two years of industry experience. He has been with Invst, LLC since 2023 and also works with Tomoro LLC. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting for individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

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.

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.

Matthew Santarsiero is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at LPL Financial, LLC, Invst, LLC, and is currently with Tomoro LLC. Tomoro LLC provides personalized investment advisory and financial planning services to a range of clients including individuals, family offices, trusts, and foundations. The firm employs fundamental analysis and a diverse mix of investment vehicles to tailor portfolios, generally focusing on long-term strategies while allowing short-term trades when appropriate.