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.

Lauren Siewert is a financial advisor at Mountain Hill Investment Partners with four years of industry experience. She holds a Series 65 designation and has been with Mountain Hill Investment Partners since 2019, following a decade at The Siegfried Group. Mountain Hill Investment Partners is a boutique family-office style registered investment adviser serving families, individuals, corporations, trusts, estates, and corporate 401(k) plan sponsors. The firm manages approximately $360 million in client assets and constructs portfolios in-house using a combination of fundamental and technical analysis, asset allocation, and option strategies.

George Drawbaugh is a financial advisor with Grantvest Financial Group LLC, holding Series 65 and Series 63 licenses and 28 years of industry experience. His prior roles include positions at LifeMark Securities Corp., Securities America Inc., and he has operated Drawbaugh Financial, LLC and College Funding Associates, LLC for multiple years. Outside of his advisory work, he is involved in providing workshops and services that assist families with college planning. 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 constructs diversified, ETF-focused portfolios tailored to client goals using fundamental and technical analysis with periodic rebalancing.

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.

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.

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.

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.

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.

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.

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.

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.

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.