Peter Ostensen is a financial advisor at Geremia Financial Services, LLC with a Series 65 designation and two years of industry experience. Prior to joining Geremia Financial Services, he worked at Fairfield University and Xaverian High School. Geremia Financial Services, LLC provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as institutional entities such as trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $103 million across about 115 client relationships, employing a top-down macroeconomic framework combined with bottom-up security selection, and uses options primarily for hedging within a wrap fee program structure.

David Provinsal is a financial advisor with Paradigm Wealth Advisory LLC in Bridgewater, NJ, holding the Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at various affiliated Paradigm entities and LPL Financial since 2016, with prior experience at First Allied Advisory Services, Inc. from 2011 to 2016. Paradigm Wealth Advisory LLC provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term, fundamental investment approach using institutional mutual funds, ETFs, and other securities, tailoring strategies to clients’ accumulation or retirement phases and monitoring accounts on an ongoing basis.

Sean Severson is a CFP® and CFA® affiliated with Withum Wealth Management in Red Bank, NJ. He has two years of industry experience, including roles at Withum Wealth Management since 2022 and Fidelity Investments from 2019 to 2022. Prior to his financial career, he spent four years at the College of the Holy Cross. Withum Wealth Management oversees approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, and various trusts and organizations. The firm employs a goals-based investment approach with tax optimization and offers an Integrated Wealth Management platform that includes investment, financial planning, and retirement consulting services.

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.

Ryan Zacharczyk is a CFP® professional with 17 years of experience in financial planning. He has been with Zynergy Retirement Planning since 2007, where he serves as one of three advisors. Zynergy Retirement Planning works with individuals and couples at or near retirement, offering fee-only financial planning and discretionary investment management tailored to retirement goals. The firm employs a passive, index-focused investment approach and integrates multi-level tax services into its advisory offerings.

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 at Withum Wealth Management in Red Bank, NJ, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Associates, Ltd. since 2002 and PWM Advisory Group, LLC since 2011. Outside of his advisory role, 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 in assets for individuals, business entities, pension plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and an Integrated Wealth Management platform that emphasizes a goals-based investment process with tax optimization and customized portfolio design.

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.

Christopher Acquaviva is a financial advisor at Cross Financial Advisors with 10 years of industry experience. He holds a Series 66 designation and previously worked at firms including JPMorgan Chase Bank and Merrill. Cross Financial Advisors serves a diverse client base including individuals, high-net-worth clients, families, and retirement-plan sponsors, providing investment management, financial planning, and consulting services. The firm follows diversified asset-allocation strategies and operates multiple offices, offering access to both in-house and third-party investment resources.

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.

Gregory Guenther is a financial advisor at GRANTvest Financial Group LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GRANTvest since 2020 and at Calton & Associates, Inc. since 2013. Outside of his advisory role, Guenther is involved in insurance sales and owns an LLC for tax filing purposes. GRANTvest Financial Group provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, and small businesses. The firm manages approximately $230 million in assets and emphasizes diversified, ETF-focused portfolios tailored to client goals and risk tolerance.

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.

Bryan Kaufman is a financial advisor at Paradigm Wealth Advisory LLC in Bridgewater, NJ, holding a Series 65 credential with three years of industry experience. He previously worked at Kaufman & Gumnic LLP for 17 years and currently operates as a self-employed partner in a CPA firm focusing on tax preparation for individuals and entities. Paradigm Wealth Advisory LLC provides investment management and financial planning services to individuals, families, trusts, and institutions, using a primarily long-term, fundamental investment approach tailored to clients’ accumulation and retirement needs.

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.

Roy Labaton is a financial advisor with MariPau Wealth Management LLC, holding a Series 65 credential and four years of industry experience. He has worked at MariPau Wealth Management since 2022 and has been associated with Abrahamsen Financial Group since 2017. Outside of his advisory roles, he was involved with Man Made Music for one year. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and other business entities, including high-net-worth clients. The firm operates as a fiduciary, offering discretionary portfolio management and financial planning while utilizing a network of Advisory Affiliates and maintaining a focus on managed accounts through platforms like Signal and Orion.

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.

Christopher Vining is a financial advisor with Empire Financial Management Company, LLC, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has been with Empire Financial Management and its related entity Empire Asset Management Company since 2016. Outside of finance, Vining was involved with New World Bistro Bar from 2014 to 2020. Empire Financial Management Company provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other entities. The firm uses a tailored asset allocation approach primarily involving equities, fixed income, and cash equivalents, with regular account reviews and options for outside manager recommendations.