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.

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.

Frank Congemi is a financial advisor at BEAM Wealth Advisors, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked at Purshe Kaplan Sterling Investments, Securities America Inc, and BEAM Wealth Advisors. Congemi is also a licensed insurance agent, selling whole life, term life, and long-term care insurance. BEAM Wealth Advisors serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charities, and businesses, providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies informed by Modern and Post-Modern Portfolio Theory, with a multi-adviser platform managing over $1.3 billion in client assets.

Christopher Bernard is a CFP®, CFA®, and Series 66 credentialed advisor with 20 years of industry experience. He has worked at BCS Private Wealth Management since 2015 and is also associated with Bernard Caroli Wealth Management, Inc. and Western International Securities since 2009. BCS Private Wealth Management serves individuals, corporations, and pooled investment vehicles by providing discretionary investment management, financial planning, and divorce mediation services. The firm manages approximately $470 million in assets, employing multiple methods of analysis and occasionally engaging in active trading to deliver tailored portfolios.

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.

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.

John Smallwood is a CFP® with 34 years of experience in the financial industry. He is affiliated with Smallwood Wealth Management and has held roles at Regulus Financial Group, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Outside of advising, he owns a financial education YouTube channel and podcast, and develops software designed to create financial plans. 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 employs modern portfolio theory with a long-term trading approach and offers discretionary management alongside standalone financial planning services.

Mark Guarino is a financial advisor with Buckman Advisory Group LLC in Little Silver, NJ, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Buckman, Buckman & Reid, Inc. since 2020 and previously held positions with Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. 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 that include mutual funds, equities, bonds, and ETFs, managing approximately $236 million across more than 800 client relationships.

David Schiff is a financial advisor at BCS Private Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at BCS since 2015, also maintaining roles at Bernard Caroli Wealth Management, Inc. and Western International Securities since 2009. Outside of his advisory duties, Schiff serves on several boards, including the Wildlife Conservation Society and the Trinity College Arts Advisory Board, and holds positions managing family-owned entities and a role as a notary public. BCS Private Wealth Management serves individuals, corporations, and pooled investment vehicles, offering discretionary investment management, financial planning, and divorce mediation services. The firm manages approximately $470 million in assets, employing a variety of analytical methods and providing tailored portfolios with ongoing coordination alongside clients’ other professionals.

Eugene Singer is a financial advisor at Empire Financial Management Company, LLC in New York, NY, with 39 years of industry experience. He holds the Series 63 designation and has been with Empire Financial Management Company and Empire Asset Management Company since 2015. Empire Financial Management Company provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, as well as trusts, estates, corporations, and other business entities. The firm employs a client-specific asset allocation process and uses a range of investment strategies, including equities, fixed income, commodities, and derivatives.

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 has worked at ShoreHaven Wealth Partners, LLC since 2020 and previously held positions at Purshe Kaplan Sterling Investments and Morgan Stanley Private Bank. He serves on the board of Opto Investments Inc., a private funds and administration provider. 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 planning approach and a tax-aware investment strategy, managing over $540 million in discretionary assets.

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.

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.

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.

Gregory Greene is a CFA® charterholder with 10 years of industry experience, currently serving at Dudley & Shanley, Inc. since 2018. He also leads G.R. Greene & Company, LLC, a firm he has been involved with since 2015. Dudley & Shanley, Inc. provides discretionary portfolio management primarily to high-net-worth individuals, trusts, estates, and charitable institutions, managing concentrated portfolios focused on long-term capital appreciation through fundamental, in-house research across various asset classes. The firm also acts as a private fund adviser and sponsor, overseeing multiple privately offered investment vehicles with audited financials and a high assets-per-advisor ratio.

Hunter Frey is a financial advisor at Miller Tabak Asset Management with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Global Investment Advisory, Cape Investment Advisory, and American Global Wealth Management. Outside of his advisory role, he is a partner at BOOT64 Ventures, providing opinions on potential healthcare investments. Miller Tabak Asset Management offers discretionary and non-discretionary portfolio management primarily focused on fixed-income securities and managed municipal bond strategies. The firm serves individuals, small businesses, and investment entities, emphasizing active fixed-income management and providing clients with regular portfolio appraisals and market commentaries.

James Ferrare is a CFA® charterholder with 24 years of industry experience. He is affiliated with Withum Wealth Management as part of a two-advisor team. Prior to this, he held roles at Pinnacle Wealth Management Advisory Group, LLC and Pinnacle Associates, Ltd. Mr. Ferrare serves on the boards of the Parker Family Foundation and Spring Point Senior Living. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a goals-based investment process with a tax-optimization overlay and offers an Integrated Wealth Management platform for high-balance clients.

Gah Wong is a financial advisor with Grantvest Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Calton & Associates, Inc. since 2015 and joined Grantvest Financial Group in 2021. Outside of his advisory role, Wong is involved as an insurance agent and a partner in a firm that processes life and supplemental health insurance business. Grantvest Financial Group provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and small businesses. The firm primarily constructs portfolios using diversified exchange-traded funds, employing both fundamental and technical analysis, and offers discretionary management alongside consulting and held-away account management.