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.

Lawrence Durso is a financial advisor at ShoreHaven Wealth Partners, LLC with 48 years of industry experience. His prior roles include positions at Morgan Stanley and Purshe Kaplan Sterling Investments. Durso holds Series 63 and Series 65 licenses and is also an independent licensed insurance agent in New Jersey. ShoreHaven Wealth Partners provides financial planning, investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a goals-based PORT process and offers tax-aware portfolio management, incorporating a range of investments including ETFs, mutual funds, individual securities, alternatives, and cryptocurrencies.

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.

Rebekah Fischoff is a financial advisor at Beckerman Wealth with one year of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, LLC and served in the Office of State Senator Vin Gopal. Beckerman Wealth serves high-net-worth individuals and pension/profit-sharing plan sponsors, providing asset management, financial planning, and retirement plan consulting. The firm integrates asset allocation with fundamental and macroeconomic analysis, using institutional platforms and AI tools to support portfolio management.

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®-certified financial advisor with 13 years of industry experience. He has worked at Able Wealth Management LLC since 2018 and previously held roles at Mid Atlantic Resource Group LLC, Minnesota Life Insurance Company, and Securian Financial Services Inc. He holds a Life & Health insurance license. Able Wealth Management serves individual and high-net-worth clients, pension/profit-sharing plans, and charitable organizations, providing discretionary portfolio management, financial planning, and pension consulting. The firm uses an IPS-based, diversified investment approach primarily focused on ETFs and supplements its management with sub-advisors and third-party platforms to deliver customized solutions.

Matthew Witschel is a financial advisor with Buckman Advisory Group LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Buckman Buckman & Reid Inc. since 2011 and at HGK Asset Management since 2009. Outside of his advisory roles, he works as a mutual fund wholesaler for Hudson Edge Investment Partners. 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 manages approximately $236 million across over 800 client relationships, employing a strategic asset-allocation approach using mutual funds, equities, bonds, and ETFs, primarily on a discretionary basis.

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.

Austin Hagaman is a CFP® and CFA® with 13 years of industry experience. He is a financial advisor at Withum Wealth Management and has previously worked at Pinnacle Associates, Ltd. His career includes over a decade of service at Withum Wealth Management. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, pension plans, trusts, estates, and charitable organizations. The firm uses a goals-based investment process with tax optimization and custom portfolio design, offering services such as investment management, financial planning, retirement plan consulting, and an Integrated Wealth Management platform for clients with over $2 million.

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.

John Smallwood is a CFP®-designated financial advisor with 35 years of industry experience. He is currently with Smallwood Wealth Management, where he has worked since 2017, and previously held positions at firms including Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Outside of advisory work, he owns a software development business focused on financial planning tools and hosts a financial education YouTube channel and podcast. Smallwood Wealth Management serves individuals, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a long-term trading approach informed by modern portfolio theory and offers both discretionary management and ongoing financial planning services.

Mark Guarino is a financial advisor with Buckman Advisory Group LLC in Little Silver, NJ, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Buckman, Buckman & Reid, Inc. since 2020 and previously held positions with Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. 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 that include mutual funds, equities, bonds, and ETFs, managing approximately $236 million across more than 800 client relationships.

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 Lucci is a CFP® professional with five years of industry experience, currently serving with Withum Wealth Management. His prior work includes positions at Pinnacle Associates, Ltd. and BDO, USA LLP. Withum Wealth Management oversees approximately $2.34 billion on a discretionary, fee-only basis, serving individuals, business entities, and various institutional clients. 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, financial planning, and related advisory services.

Michael Durso is a CFA® charterholder with 19 years of industry experience. He is a financial advisor at Shorehaven Wealth Partners, LLC, where he has worked since 2020. His prior roles include positions at Purshe Kaplan Sterling Investments and Morgan Stanley. Durso also serves on the board of Opto Investments Inc., a provider of private funds and administration services. Shorehaven Wealth Partners offers financial planning, investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goals-based investment process incorporating risk assessment, tax-aware strategies, and a range of investment options including ETFs, alternative investments, and cryptocurrencies.

John Smallwood is a financial advisor at Smallwood Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at FS Investments and PKS Investments. Outside of his advisory role, he serves as president of the Philadelphia-Whitemarsh Rugby Club, a nonprofit organization. Smallwood Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses modern portfolio theory and a long-term trading approach, conducts regular portfolio reviews, and participates in wrap fee programs while requiring clients to custody assets with a specified broker-dealer.

Daniel Beckerman is a financial advisor at Beckerman Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortune Financial Services Inc. and Beckerman Institutional, LLC since 2006. In addition to advisory services, he is a licensed insurance agent selling fixed annuities and life insurance. Beckerman Wealth provides asset management and financial planning to individual and high-net-worth clients, as well as non-discretionary retirement plan consulting to plan sponsors. The firm employs a portfolio construction approach based on individualized asset allocation, macroeconomic analysis, and proprietary security screening, managing approximately $253 million in assets across 175 client relationships.