Thomas Yorke is a CFP® with 38 years of industry experience and has been with Oceanic Capital Management LLC since 2008. He is also a licensed insurance producer in New Jersey. Oceanic Capital Management provides investment supervisory services and financial planning to both individual and institutional clients. The firm employs diversified, multi-asset allocation models and combines fundamental and technical analysis, offering discretionary and non-discretionary management tailored to individual risk profiles.

Michela Zacharczyk is a financial advisor at Zynergy Retirement Planning in Red Bank, NJ, holding a Series 65 designation with two years of industry experience. She has been with Zynergy Retirement Planning since 2014. Zynergy Retirement Planning serves individuals and couples at or near retirement, offering fee-only financial planning and discretionary investment management focused on retirement goals. The firm employs a passive, index-centric investment approach using low-cost, diversified portfolios and integrates multi-level tax services into its advisory offerings.

Charles Harris is a financial advisor at H&S Tax and Wealth Advisors LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has been with H&S Tax and Wealth Advisors since 2017. In addition to his advisory role, Harris is a partner and Certified Public Accountant at H&S Tax Associates LLC, where he is involved in tax preparation and accounting activities. H&S Tax and Wealth Advisors LLC serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm employs a combination of modern portfolio theory and technical analysis, offers customized and model portfolios, and integrates tax and accounting services through its affiliated CPA practice.

Matthew Mcnelis is a financial advisor with Stage Wealth Management, Inc. in Middletown, NJ, holding a Series 66 credential and bringing 11 years of industry experience. His prior firms include Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of his advisory role, he is an assistant varsity basketball coach at Red Bank Catholic High School. Stage Wealth Management serves individuals, pension and profit-sharing plans, corporations, and other business entities with discretionary portfolio management and pension consulting services. The firm integrates fundamental, technical, and charting analyses into tailored investment advice, managing approximately $103 million in discretionary assets across about 200 clients.

Bhimeswararao Grandhi is a CFA® charterholder with 11 years of industry experience. He is affiliated with IndoUsequities LLC and has worked at Citigroup Global Markets INC since 2006. IndoUsequities LLC provides discretionary investment management to high-net-worth and accredited individuals, family offices, and pooled investment vehicles, focusing on long/short, hedge-fund-style strategies primarily in the technology, media, and telecom sectors. The firm employs a bottom-up, growth-oriented stock-picking process that includes derivatives and selective short positions to manage risk and pursue absolute returns.

Lucas Carey is a CFP® professional with 15 years of industry experience. He worked at Lighthouse Financial Advisors, Inc. for 13 years prior to joining Shore Financial Planning. Shore Financial Planning is a fee-only, tax-focused advisory firm serving individual clients and families. The firm integrates tax considerations into financial planning and investment management, offering comprehensive planning, ongoing wealth management, and selective tax preparation services.

Oscar Casas Jr. is a CFP® with 13 years of industry experience and is currently affiliated with Tranquility Path Investment Advisors, LLC. He previously worked at Ernst & Young for eight years. Outside of his advisory role, Casas serves as a volunteer treasurer for a local Cub Scouts pack in Monmouth County, NJ, and independently sells insurance and annuity products. Tranquility Path Investment Advisors provides investment consulting, managed-account guidance, and financial planning to individuals, families, and various institutional clients. The firm employs a diversified, passive investment approach based on Modern Portfolio Theory and Fama–French research, utilizing third-party co-advisors for trading and rebalancing.

David Bailin is a financial advisor with CIO Capital Group LLC in Rumson, NJ, holding Series 65 and Series 63 licenses and possessing 13 years of industry experience. He previously worked at Citi Private Bank and related Citigroup entities for over a decade. CIO Capital Group provides wealth management and investment advisory services exclusively to ultra-high-net-worth individuals, families, and family offices. The firm uses institutional-level analytics and quantitative tools to support portfolio construction and risk modeling, offering both discretionary and non-discretionary management through a wrap fee program.

Dhvani Udani is a financial advisor at Unique Financial Advisors LLC with a Series 65 designation and no prior industry experience. Before entering the financial sector, Dhvani worked at Verizon from 2016 to 2024 and is currently engaged in study related to the field. Unique Financial Advisors LLC provides financial planning and discretionary portfolio management to individuals, families, and businesses, including both high-net-worth and non-HNW clients. The firm primarily employs passive investment management using index funds and ETFs, complemented by fundamental analysis, and integrates tax services through a separate practice operated by its principal.

Ronald Ciancimino is a financial advisor at Empire Financial Management Company, LLC in New York, NY, holding a Series 66 designation with 12 years of industry experience. He has been with Empire Asset Management Company since 2013. Empire Financial Management Company provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, as well as trusts, estates, corporations, and other business entities. The firm’s investment approach includes client-specific asset allocation across various asset classes and strategies, with services tailored to client objectives and constraints.

Robert Morgan is a financial advisor at WBI Investments, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Millington Securities, Inc. and Cowen and Company, LLC. WBI Investments is a fee-only, SEC-registered investment manager serving individuals, institutional clients, and charitable organizations. The firm employs proprietary multi-factor security-selection models combined with active risk management and offers a range of portfolio management solutions including separately managed accounts and advisor-facing optimization programs.

Wendy Adler is a CFP® with 16 years of industry experience, currently serving at Buckman Advisory Group LLC. She has worked with LRI LLC dba Lindberg & Ripple since 2019 and has been affiliated with TD Ameritrade Inc. since 2010. Outside of her advisory role, she is involved in small business marketing consulting through WBA Management, LLC. Buckman Advisory Group, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset-allocation process using mutual funds, equities, bonds, and ETFs, managing approximately $236 million across over 800 client relationships.

Louis Rettino is a financial advisor at Lighthouse Financial Advisors, Inc. with credentials including Series 65 and Series 63 licenses. He has seven years of experience in the industry, having previously worked at Amherst Pierpont Securities LLC and The Susquehanna International Group of Companies. Lighthouse Financial Advisors serves individuals, high-net-worth clients, affiliated trusts and estates, and charitable organizations by offering comprehensive wealth management, financial planning, retirement plan consulting, and tax preparation. The firm typically allocates investments among mutual funds and ETFs, with smaller positions in equities, bonds, and cash, managing over $1.1 billion in client assets primarily on a non-discretionary basis.

Daniel Lombardozzi is a financial advisor with Paradigm Wealth Advisory LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Garden State Securities, Inc., First Allied Advisory Services, INC., and First Allied Securities, INC. He is also involved with Perennial Planning Partners LLC and Awaye Realty in roles related to insurance and mortgage services. Paradigm Wealth Advisory LLC provides investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, fundamental investment approach, utilizing institutional mutual funds, ETFs, and individual securities tailored to clients’ accumulation or retirement needs.

Alexander Smit is a CFP® professional with six years of industry experience, currently serving at Withum Wealth Management. His prior work includes roles at Pinnacle Associates, Ltd and BDO, USA. At Withum Wealth Management, he is part of a two-advisor team based in Red Bank, NJ. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, and various plan sponsors. The firm employs a goals-based investment process with tax optimization and offers an Integrated Wealth Management platform for clients with over $2 million, combining investment management with comprehensive wealth planning and related advisory services.

Craig Cummings is a CFP®-designated financial advisor with 35 years of industry experience, currently serving at BCS Private Wealth Management since 2018. Prior to joining BCS, he worked at Cantor Fitzgerald & Co. for 24 years. Outside of his advisory role, he is president of RRRAJ LLC, which distributes a daily newsletter. BCS Private Wealth Management serves individuals, corporations, and pooled investment vehicles by providing discretionary investment management, financial planning, and divorce mediation services. The firm manages approximately $470 million in assets using a combination of charting, fundamental, and technical analysis, with a capacity for active trading when appropriate.

William Mcnamara is a Series 65-licensed financial advisor with 17 years of industry experience. He is currently a partner at Woolston, Jensen & McNamara, an accounting firm where he focuses on tax preparation and planning. He has previously worked at Salvus Wealth Management, LLC and several other financial firms throughout his career. Salvus Wealth Management, LLC provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, high net worth clients, and various institutional clients. The firm emphasizes tailored portfolio management across multiple asset classes and maintains affiliations with accounting professionals to support its advisory services.

Carl Basile Jr. is a financial advisor with Empire Financial Management Company, LLC, holding a Series 63 designation and 33 years of industry experience. He has been with Empire Financial Management Company and Empire Asset Management Company since 2016. Empire Financial Management Company provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a tailored asset allocation approach using equities, fixed income, and cash equivalents, with periodic account reviews and the ability to incorporate options, derivatives, and other strategies.

Lena Cazabat is a Series 66-licensed financial advisor with 17 years of industry experience, currently serving at Atlas Private Wealth Advisors since 2016. She also maintains a long-standing affiliation with LPL Financial, where she has worked since 2013. Lena is involved with The Money Honey LLC, a business entity focused on tax and investment purposes. 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 and employs a range of investment strategies across LPL Financial-sponsored platforms.

Ron Adelstein is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Colorado Financial Service Corporation since 2012. Outside of his advisory role, he is the owner of RGA Wealth Management Inc. and is involved part-time in an insurance-related business. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios using mutual funds, ETFs, stocks, and bonds, managing accounts on a discretionary or non-discretionary basis without relying on proprietary investment programs.