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.

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.

Gregory Guenther is a financial advisor at GRANTvest Financial Group LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GRANTvest since 2020 and Calton & Associates since 2013. Outside of advisory services, he is an insurance agent involved in the sale of disability and voluntary benefits. GRANTvest Financial Group provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and small businesses. The firm focuses on discretionary portfolio management primarily using diversified exchange-traded funds, with investment decisions tailored to client objectives 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 with three years of industry experience. He holds a Series 65 designation and has been a self-employed partner at Kaufman & Gumnic LLP, a CPA firm providing tax preparation services for individuals and entities, for 17 years. Paradigm Wealth Advisory LLC offers investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm’s approach emphasizes long-term, fundamental portfolio construction using institutional mutual funds, ETFs, and selected individual securities, with ongoing monitoring and tailored strategies according to clients’ financial phases.

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.

Robert Voccola is a CFA® charterholder with 10 years of industry experience. He has worked at Investment Partners Asset Management since 2020 and previously held roles at Tradition Asset Management and MDX Wealth Management. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with a focus on value investing, utilizing a range of strategies including tactical asset allocation, derivatives, and allocations to various fund types and independent managers.

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.

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 at Empire Financial Management Company, LLC with 12 years of industry experience. He holds Series 65 and Series 63 registrations and has been with Empire Financial Management and Empire Asset Management Company since 2016. Prior to this, he was involved with New World Bistro Bar for six years. Empire Financial Management Company provides discretionary and non-discretionary portfolio management and financial planning services to individual clients, trusts, estates, corporations, and other business entities. The firm employs a tailored asset allocation approach using equities, fixed income, and cash equivalents, with the ability to incorporate options, derivatives, and other strategies as needed.

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.

Gregg Abella is a financial advisor at Investment Partners Asset Management with 27 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. Prior to his current role, he spent 17 years at T.R. Winston & Company, LLC. Investment Partners Asset Management provides discretionary and non-discretionary investment management and retirement plan consulting to individuals, business entities, trusts, estates, and pension or profit-sharing plans. The firm employs a range of investment strategies across equities, fixed income, mutual funds, ETFs, and more complex instruments, with a generally value-oriented approach.