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.

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 at Empire Financial Management Company, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Empire Financial Management Company and Empire Asset Management Company since 2016. Previously, he 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 business entities. The firm employs a tailored asset allocation approach using equities, fixed income, and cash equivalents, with regular account reviews and the ability to incorporate alternative strategies as appropriate.

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.

George Drawbaugh is a financial advisor with Grantvest Financial Group LLC in Matawan, NJ, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at LifeMark Securities Corp., Securities America Inc., and managing his own firms, Drawbaugh Financial, LLC and College Funding Associates, LLC. Outside of advisory work, he provides college planning services through College Funding Associates and offers marketing and sales of employee benefits through Drawbaugh Financial. Grantvest Financial Group provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, and small businesses. The firm manages approximately $230 million in client assets and typically constructs diversified, ETF-focused portfolios tailored to clients' goals and risk tolerance.

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.

Zhaonian Chen is a financial advisor at Byrne Asset Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Byrne Asset Management since 2014. Byrne Asset Management provides discretionary investment advisory services and basic financial planning primarily to high-net-worth individuals and select institutional clients. The firm employs a proprietary valuation model alongside fundamental research and quantitative analysis, offering customized portfolios and publicly discloses performance for certain strategies, which is uncommon among its peers.

James Colitsas is a financial advisor with OMNI 360 Wealth, Inc. in Plainsboro, NJ, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has worked at Princeton Financial Group, LLC and OMNI 360 Wealth, Inc. since 2012, and previously at Thomas Colitsas & Associates, P.A. from 1999 to 2018. Outside of his advisory role, he is the owner and proprietor of Princeton Financial Group, LLC and a managing partner at Thomas Colitsas & Associates, P.A. OMNI 360 Wealth, Inc. provides financial planning and investment management to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm uses fundamental, technical, and cyclical analysis to guide asset allocation and security selection, emphasizing diversification and alignment with client goals and risk tolerances, and integrates related services including tax, accounting, and estate planning under one operational structure.

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.

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.

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.

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.

Christopher Hamilton is a CFP® and CFA® with 26 years of industry experience. He is currently with Empire Financial Management Company, LLC and Empire Asset Management Company, LLC, having previously worked at R F Lafferty & Co Inc. and Kern, Suslow Securities, Inc. He is based in New York, NY. Empire Financial Management Company provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm offers tailored investment strategies that include a range of asset classes and may involve concentrated positions, options, short selling, and limited leverage.

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.

Neel Shah is a CFP® with 10 years of industry experience and serves as a financial advisor at OMNI 360 Wealth, Inc. He is also a lawyer and the founder and partner of Shah & Associates, PC. His prior experience includes roles at Beacon Wealth Solutions LLC and Sound Financial Solutions Inc. OMNI 360 Wealth, Inc. provides financial planning and investment management services to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to guide portfolio construction, emphasizing diversification and alignment with client goals and risk tolerances.

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.

Anthony Caputo is a financial advisor with Grantvest Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Grantvest since 2020 and has been affiliated with Calton & Associates, Inc. since 2013. Outside of his advisory role, Caputo is the owner of Aspire Capital Holdings, a startup franchise investor in the fast food sector, and is also involved as an insurance agent and partner in entities focused on life and supplemental health insurance. Grantvest Financial Group provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and small businesses. The firm constructs diversified portfolios primarily using exchange-traded funds, applying both fundamental and technical analysis, and manages client assets on a discretionary basis with ongoing monitoring and regular reviews.

Nicole Baptista is a CFP® professional at Glen Eagle Advisors, LLC with one year of industry experience and six years at the firm. Her prior work includes roles at Camassa Law Firm, Sam's Club, and Stevens Institute of Technology. Glen Eagle Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental and technical analysis within a generally buy-and-hold investment approach, offering both discretionary and non-discretionary portfolio management alongside written financial planning services.