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® and holds a Series 66 license, with 14 years of experience in the financial industry. He has been with Able Wealth Management LLC since 2018 and previously worked at Mid Atlantic Resource Group LLC, Minnesota Life Insurance Company, and Securian Financial Services Inc. He is also licensed in life and health insurance. Able Wealth Management LLC provides investment advisory services to individuals, pension and profit-sharing plans, and charitable organizations. The firm offers customized portfolio management and financial planning, employing diversified, ETF-focused strategies and multiple analytical approaches, while utilizing third-party platforms and subadvisors for specialized capabilities.

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.

Martin Scott is a CFP® with 12 years of experience in the financial services industry. He has worked at Zynergy Retirement Planning since 2023 and previously held roles at Lasting Wealth Principles, The GenWealth Group, Inc., Purshe Kaplan Sterling Investments, Park Avenue Securities, and Guardian Life. Scott holds a Series 66 license. Zynergy Retirement Planning is a fee-only advisory serving individuals and couples near retirement, offering financial planning, discretionary asset management, and integrated tax services. The firm emphasizes diversified, low-cost portfolios managed with regular rebalancing and provides higher-touch services such as legacy and generational planning.

Mark Guarino III is a financial advisor with Buckman Advisory Group LLC in Little Silver, NJ. He holds Series 63 and Series 66 licenses and has 41 years of industry experience. Prior to joining Buckman Advisory Group, he worked at Wells Fargo Clearing from 2016 to 2020. 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 employs a mix of fundamental, technical, and cyclical analysis to construct portfolios using mutual funds, equities, bonds, ETFs, and satellite asset classes for clients with suitable risk profiles.

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.

Eugene Singer is a financial advisor with Empire Financial Management Company, LLC, holding a Series 63 designation and over 40 years of industry experience. He has been with Empire Financial Management and its affiliate, Empire Asset Management Company, since 2015. 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 the ability to incorporate options, derivatives, and other strategies, and reviews accounts quarterly.

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.

Mark Faccone is a CFP® with 27 years of experience in the financial industry. He is currently with The Private Client Advisory Group, LLC, where he has worked since 2020. His prior experience includes roles at Fortis Group Advisors, LLC, LPL Financial, LLC, and Invest Financial Corporation. Outside of advisory services, he is also a licensed insurance agent involved with multiple insurance agencies. The Private Client Advisory Group advises individuals, high-net-worth clients, trusts, charitable organizations, and business entities, providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a goal-based investment approach tailored to clients’ time horizons and risk tolerances, combining in-house management with third-party managers and outsourced solutions.

Daniel Beckerman is a financial advisor with Beckerman Wealth, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Morgan Stanley DW Inc. and ongoing positions with Fortune Financial Services Inc. and Beckerman Institutional, LLC. He is also a licensed insurance agent selling fixed annuities and life insurance. Beckerman Wealth serves high-net-worth individuals and pension plan sponsors, managing accounts typically above $500,000. The firm combines asset allocation with fundamental and macroeconomic analysis, using institutional platforms and artificial intelligence tools to support portfolio management while maintaining human oversight.

Gregg Zeoli is a financial advisor at Empire Financial Management Company, LLC in New York, NY, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Empire Asset Management Company since 2007. Zeoli serves on the Board of Directors of Bidtellect and dedicates approximately 10 hours per month to this role without compensation. Empire Financial Management Company provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities, typically through separately managed accounts. The firm’s investment approach includes client-specific asset allocation across multiple asset classes and strategies that may involve options, short selling, and limited leverage.

Todd Levine is a financial advisor at Tomoro LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Levine is also managing member of SGMT Holdings, LLC. Tomoro LLC provides personalized investment advisory and financial planning services to individuals, high net worth clients, family offices, trusts, and other entities. The firm employs a fundamental analysis approach and a diverse mix of investments to tailor portfolios, offering both discretionary and non-discretionary management alongside comprehensive planning and retirement plan advisory.

Joseph Gallo is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He is currently with Clear Wave Wealth Management, LLC, where he has worked since 2025, following 13 years at Black Coral Financial Advisors, LLC. Clear Wave Wealth Management provides comprehensive financial planning, discretionary and non-discretionary asset management, and financial education services primarily to individuals, including high-net-worth clients, and participants in employer-sponsored counseling programs. The firm employs risk-tolerance assessments, strategic and tactical asset allocation, and third-party model portfolios to tailor client recommendations across a range of asset classes.