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.

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 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.

Quincy Mckean III is a financial advisor with Buckman Advisory Group LLC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Mercer, Bokert, Buckman & Reid, Inc. since 1994. Outside of advisory services, he is the Executive Director of the Mary Borden Foundation, which makes grants to non-profit organizations. Buckman Advisory Group serves individuals, trusts, estates, charitable organizations, and retirement plans through discretionary portfolio management, financial planning, and access to third-party money managers. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios across a range of assets and risk profiles.

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.

Elchanan Abramowitz is a Series 65-licensed financial advisor with 23 years of industry experience. He has worked at Able Wealth Management LLC since 2022 and previously spent 20 years at Sterling Wealth Management, LLC. Able Wealth Management serves individual and high-net-worth clients, pension/profit-sharing plans, and charitable organizations by providing discretionary portfolio management, written financial planning, and pension consulting. The firm employs an IPS-based, diversified investment approach that emphasizes ETFs and integrates fundamental analysis, Modern Portfolio Theory, and factor investing.

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.

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.

Janhvi Bhatt is a CFP® at Zynergy Retirement Planning with one year of experience. Prior to joining Zynergy, she worked at Plan Ahead Wealth Advisor Private Limited for six years and held positions at Blackbox Financial Solutions and Milestone Wealth. She also has academic experience from the University of Mumbai. 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 primarily using index mutual funds and ETFs, with regular rebalancing and a higher-touch “Private Office” option that includes estate and generational planning.

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.