Thomas Farrell is a Certified Financial Planner® with 22 years of industry experience. He is currently with Withum Wealth Management in Red Bank, NJ, and has worked at Pinnacle Associates, Ltd. and Pwm Advisory Group, LLC. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, pension and profit-sharing plan sponsors, trusts, estates, and charitable organizations. The firm employs a goals-based investment process with tax optimization and customized portfolio design, offering integrated wealth management services for clients with over $2 million.

Sean Severson is a CFA® charterholder with two years of industry experience. He is currently an advisor at Withum Wealth Management, where he has worked since 2022. Prior to joining Withum, he was employed at Fidelity Investments from 2019 to 2022 and attended the College of the Holy Cross from 2015 to 2019. Withum Wealth Management provides discretionary, fee-only investment management, retirement plan consulting, and standalone financial planning services to individual and institutional clients. The firm employs a goals-based investment approach with customized portfolios and tax optimization, serving clients through dedicated advisory teams and offering an Integrated Wealth Management platform for clients with assets of $2 million or more.

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.

Michael Lombardi is a CFP® professional with 19 years of experience in the financial services industry. He currently serves at ShoreHaven Wealth Partners, LLC and has previous experience with Purshe Kaplan Sterling Investments and Morgan Stanley. Lombardi is also a licensed insurance agent in New Jersey, specializing in accident, health, life, and variable annuities. ShoreHaven Wealth Partners provides financial planning, investment management, wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goals-based planning process with formal risk assessments and incorporates a tax-aware investment approach that includes a range of asset types and behavioral finance considerations.

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.

Juan Perez Mayo is a financial advisor with Atlas Private Wealth Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Atlas since 2016 and has concurrent experience at LPL Financial starting in 2013. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses, providing portfolio management and financial planning. The firm employs tailored strategies across various LPL Financial-sponsored platforms, combining asset allocation with fundamental, technical, and cyclical analysis.

Ryan Fause is a financial advisor with Withum Wealth Management in Red Bank, NJ, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. He has worked at Pwm Advisory Group, LLC since 2011 and Pinnacle Associates, Ltd. since 2002. Outside of advisory work, Mr. Fause is the owner and managing partner of two real estate investment vehicles used for personal investment. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, pension and profit-sharing plan sponsors, trusts, estates, and charitable organizations. The firm employs a goals-based investment process with tax optimization and customized portfolios, offering integrated wealth management services primarily to clients with over $2 million in assets.

Robert Walsh is a CFP® professional with 23 years of industry experience, currently serving at Lighthouse Financial Advisors, Inc. since 1999. He is part of a six-advisor team based in Red Bank, NJ. Lighthouse Financial Advisors provides comprehensive wealth management, financial planning, retirement-plan consulting, and optional tax-preparation services to individual and high-net-worth clients, affiliated trusts and estates, and charitable organizations. The firm emphasizes collaborative investment planning, primarily allocating assets among mutual funds and ETFs, and typically manages assets on a non-discretionary basis with client-directed implementation.

Jeffrey Wyrwa is a ChFC® with 19 years of industry experience, currently serving at Buckman Advisory Group LLC since 2007. He holds Series 63 and Series 65 licenses and is based in Little Silver, NJ. Buckman Advisory Group provides advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and access to third-party money managers. The firm uses a mix of fundamental, technical, and cyclical analysis to construct portfolios across various asset classes and manages accounts on a discretionary basis with regular reviews.

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.

James Babcock is a CFA® charterholder affiliated with Mezzasalma Advisors, with two years of industry experience. He has held positions at firms including Cetera Wealth Services, Avantax Investment Services, and Lyceum Financial Group, where he provides retirement, estate, and tax planning services alongside wealth advisory for high-net-worth clients. Mezzasalma Advisors offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting for individuals and employer plan sponsors. The firm employs multiple analytical approaches and typically pursues long-term purchase strategies tailored to client objectives, with account reviews at least annually.

Robert Joel is a CFP® professional with 15 years of industry experience. He is currently with Salvus Wealth Management, LLC, where he has worked since 2014, and also has experience at ThePARTNERS Wealth Management. Salvus Wealth Management serves individual clients, retirement plans, trusts, estates, corporations, and other businesses, providing tailored investment management, financial planning, and retirement plan consulting. The firm combines multiple investment strategies across various asset classes and employs fundamental, technical, charting, and cyclical analysis in managing client portfolios.

Quincy Mckean is a financial advisor at Buckman Advisory Group LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mercer, Bokert, Buckman & Reid, Inc. since 1994. Outside of his advisory work, he serves as the Executive Director of the Mary Borden Foundation, which makes grants to nonprofit organizations. Buckman Advisory Group provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm uses a strategic asset-allocation process based on client risk tolerance and time horizon, managing approximately $236 million across about 814 client relationships.

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.

Justin Stern is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Buckman Advisory Group LLC since 2019. He previously worked at TD Ameritrade, Inc. from 2014 to 2018. Outside of his advisory role, Stern is a franchise owner of a Vitality Clinic. Buckman Advisory Group 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 model portfolios and primarily invests in mutual funds, equities, bonds, and ETFs, managing approximately $236 million across over 800 client relationships.

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.

Janice Gill is a financial advisor at EPIC Wealth Management LLC in Red Bank, NJ, holding a Series 65 credential with seven years of industry experience. She previously worked at Fountainhead Capital Management, LLC and has been a licensed insurance agent with EPIC Insurance Services since 2003. Ms. Gill spends a significant portion of her time on insurance-related activities alongside her advisory role. EPIC Wealth Management provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic investment approach with a tactical overlay, primarily using model portfolios managed by third-party sub-advisors, while integrating insurance services through its affiliated agency.

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.