Jaclyn Campis is a CFA® charterholder with one year of experience at Tomoro LLC. She previously worked at Schroders Asset Management for eight years, Credit Suisse Asset Management for one year, and AXA US for two years. Tomoro LLC provides personalized investment advisory and financial planning services to individuals, high net worth clients, family offices, trusts, estates, foundations, and qualified retirement plans. The firm uses fundamental analysis to tailor portfolios across various asset classes, pursuing primarily long-term strategies with flexibility for shorter-term trades when appropriate.

James Greco is a financial advisor with CSI Group Advisors, LLC, holding a Series 65 designation and 13 years of industry experience. His prior roles include positions at LPL Financial and First Boston Financial Group, Inc. He is also the 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 advisory services. The firm integrates estate-planning tools and individual tax preparation through affiliated CPA resources, using a customized investment approach that incorporates Modern Portfolio Theory, tactical allocation, and various analytical methods.

James Babcock is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Mezzasalma Advisors. He has held prior roles at several firms, including Lyceum Financial Group, Avantax Investment Services Inc., and Block Advisors. Babcock is involved with Lyceum Financial Group, where he provides retirement, estate, and tax planning services in addition to wealth advisory for high-net-worth clients. Mezzasalma Advisors offers discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting to individuals and employer plan sponsors. The firm employs multiple analytical approaches and typically pursues long-term investment strategies tailored to client objectives.

David Sutton is a financial advisor at Tomoro LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at firms including Park Avenue Securities, Guardian Life Insurance Company, and Penn Mutual Life Insurance Company. Sutton is also involved with Invst LLC, an RIA based in Indianapolis. Tomoro LLC provides investment advisory and financial planning services to a range of clients including individuals, high net worth clients, family offices, and qualified retirement plans. The firm employs fundamental analysis and a diverse mix of investment vehicles, focusing primarily on long-term strategies while allowing shorter-term trades as needed.

David Mozeika is a financial advisor with Tomoro LLC based in Colts Neck, NJ, holding a Series 66 credential and with 24 years of industry experience. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is involved in software development and planning platforms aimed at improving client savings and financial organization. Tomoro LLC provides personalized investment advisory and financial planning services to a diverse client base including individuals, family offices, trusts, and foundations. The firm utilizes fundamental analysis and a range of investment vehicles to tailor portfolios, generally focusing on long-term strategies while allowing for tactical adjustments to meet client goals.

Samudra Raychaudhuri is a financial advisor with Atlas Private Wealth Advisors in Red Bank, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with Atlas Private Wealth Advisors and affiliated with LPL Financial since 2016. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses, providing portfolio management and financial planning through tailored strategies across multiple platforms. The firm employs asset allocation combined with fundamental, technical, and cyclical analysis and manages approximately $860 million in assets.

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.

Ben Duronio is a financial advisor at Invst, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Guardian Life Insurance and Park Avenue Securities. Outside of his advisory role, he serves as an assistant wrestling coach at Ocean Township High School. 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 manages approximately $1.565 billion in assets and employs a multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis.

William Gerics is a financial advisor at WBI Investments, LLC in Red Bank, NJ, holding a Series 65 designation with 18 years of industry experience. He has been with WBI Investments since 2006. WBI Investments is a fee-only, SEC-registered investment manager providing discretionary portfolio management to individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutional clients. The firm employs proprietary multi-factor security-selection models combined with active risk management and offers both actively managed and passive strategies, including sub-advisory services to affiliated ETFs and an advisor-facing portfolio optimization program.

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.

Anthony Mezzasalma is a CFP® with seven years of experience in financial advising. He is the principal at Mezzasalma Advisors, where he has worked since 2013. In addition to his advisory role, he is a licensed CPA involved in tax preparation and accounting through Mezzasalma CPAs. Mezzasalma Advisors provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting for individuals, including high-net-worth clients, and employer plan sponsors. The firm employs multiple analytical approaches and typically pursues long-term purchase strategies tailored to client objectives.

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.

Ryan Coburn is a CFP® professional with four years of industry experience. He is the Director of Financial Planning at Atlas Private Wealth Advisors, where he has worked since 2021. Prior to joining Atlas, he held several roles at eMoney Advisor from 2016 to 2020. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses by providing discretionary and non-discretionary portfolio management and financial planning. The firm manages approximately $860 million in assets across more than 1,200 client relationships and utilizes a range of investment platforms and strategies.

Yoel Kaplowitz is a CFP® and holds a Series 66 license, with 14 years of experience in the financial industry. He has been with Able Wealth Management LLC since 2018 and previously worked at Mid Atlantic Resource Group LLC, Minnesota Life Insurance Company, and Securian Financial Services Inc. He is also licensed in life and health insurance. Able Wealth Management LLC provides investment advisory services to individuals, pension and profit-sharing plans, and charitable organizations. The firm offers customized portfolio management and financial planning, employing diversified, ETF-focused strategies and multiple analytical approaches, while utilizing third-party platforms and subadvisors for specialized capabilities.

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.

Colin Fay is a financial advisor at Shore Point Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked in both education and consulting roles prior to joining Shore Point Advisors. Outside of advisory services, he also works as an insurance agent. 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 assets through a ten-advisor team, employing modern portfolio theory, multi-asset overlay techniques, and derivatives in their investment approach.

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.

Mark Faccone is a CFP® with 27 years of experience in the financial industry. He is currently with The Private Client Advisory Group, LLC, where he has worked since 2020. His prior experience includes roles at Fortis Group Advisors, LLC, LPL Financial, LLC, and Invest Financial Corporation. Outside of advisory services, he is also a licensed insurance agent involved with multiple insurance agencies. The Private Client Advisory Group advises individuals, high-net-worth clients, trusts, charitable organizations, and business entities, providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a goal-based investment approach tailored to clients’ time horizons and risk tolerances, combining in-house management with third-party managers and outsourced solutions.

Daniel Beckerman is a financial advisor with Beckerman Wealth, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Morgan Stanley DW Inc. and ongoing positions with Fortune Financial Services Inc. and Beckerman Institutional, LLC. He is also a licensed insurance agent selling fixed annuities and life insurance. Beckerman Wealth serves high-net-worth individuals and pension plan sponsors, managing accounts typically above $500,000. The firm combines asset allocation with fundamental and macroeconomic analysis, using institutional platforms and artificial intelligence tools to support portfolio management while maintaining human oversight.