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 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.

Daniel Beckerman is a financial advisor at Beckerman Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortune Financial Services Inc. and Beckerman Institutional, LLC since 2006. In addition to advisory services, he is a licensed insurance agent selling fixed annuities and life insurance. Beckerman Wealth provides asset management and financial planning to individual and high-net-worth clients, as well as non-discretionary retirement plan consulting to plan sponsors. The firm employs a portfolio construction approach based on individualized asset allocation, macroeconomic analysis, and proprietary security screening, managing approximately $253 million in assets across 175 client relationships.

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.

Jacqueline Di Stefano is a financial advisor at Empirikal Partners LLC with three years of industry experience. She holds a Series 65 designation and has worked at several firms, including Tomoro LLC and Invst, LLC Dba Levine Financial Group. Outside of her advisory role, she is involved with Little Fish Consulting, LLC. Empirikal Partners LLC provides discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $87.5 million across nearly 200 client relationships with a team of ten advisors operating from multiple offices.

Jason Thostesen is a financial advisor at WBI Investments, LLC with 15 years of industry experience. He holds a Series 65 credential and has been with WBI Investments since 2009. WBI Investments is a fee-only, SEC-registered investment manager serving 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 various portfolio management solutions, including separately managed accounts and sub-advisory services to affiliated ETFs.

Donald Schreiber is a CFP® with 42 years of experience, currently serving as CEO of WBI Investments, Inc., Hartshorne Group, Inc., and Millington Securities Inc. He is also CEO of Advisor Toolbox, Inc., a software development and manufacturing firm, and leads several other financial services and business entities. Schreiber holds roles including trustee of Absolute Shares Trust and managing member of various related companies. WBI Investments, LLC provides fee-based, discretionary investment management to retail and institutional clients, utilizing a quantitative multi-factor security selection process combined with tactical risk controls. The firm manages separately managed accounts, unified managed accounts, and affiliated exchange-traded funds, and offers a tax-smart approach and an online portfolio optimization platform.

Bryan Katz is a financial advisor at OMNI 360 Wealth, Inc. with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked at OMNI 360 Wealth since 2018, as well as at Northwestern Mutual and its affiliated companies since 2013. Katz also earns commissions from sales of non-variable life, health, annuity, and disability income insurance products through unrelated insurance companies. OMNI 360 Wealth, Inc. provides financial planning and investment management to individuals, families, trusts, charitable organizations, businesses, and employee benefit plans. The firm manages approximately $425.7 million in assets and offers tailored investment strategies using fundamental, technical, and cyclical analysis, complemented by coordinated tax, legal, and insurance planning through affiliated professional entities.

Michael Meyers is a financial advisor at Mountain Hill Investment Partners with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mountain Hill Investment Partners since 2007, following a one-year tenure at Mutual Securities, Inc. Mountain Hill Investment Partners is a boutique family-office style registered investment adviser managing approximately $360 million in assets for individuals, families, corporations, trusts, estates, and corporate 401(k) plan sponsors. The firm constructs portfolios in-house using a combination of fundamental and technical analysis along with asset allocation to pursue capital appreciation, preservation, and risk management.

Christopher Cusack is a financial advisor with Atlas Private Wealth Advisors in Red Bank, NJ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial, Integrity Wealth Management, Dow Jones, and the New Jersey PGA. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Daniel Rezhets is a financial advisor with Empire Financial Management Company, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Empire Financial Management and its affiliate, Empire Asset Management Company, since 2016. 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 periodic portfolio reviews and may recommend outside managers or mutual funds.

Jonathan Chou is a financial advisor at Shorehaven Wealth Partners, LLC in Red Bank, NJ, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Goldman Sachs & Co., Ayco Personal Financial Management, Prosperity Partners LLC, and several other financial institutions. Shorehaven Wealth Partners provides financial planning, investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goals-based PORT process and offers a tax-aware investment approach incorporating a range of asset types, including alternative investments and cryptocurrencies.