🎯 It is a competitive world, and there are many choices when it comes to financial advisors. Most are competent. Many are credentialed. A fair number are independent. But a lot of them look the same on paper. ⭐CREDENTIALS My training as a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent means I am equipped to give clients an elevated experience most advisors cannot. Many financial advisors refer out tax questions. The EA credential means I engage with the tax complexity of your situation directly — your investments, your equity comp, your retirement income — all through a tax-informed lens. ⭐EXPERIENCE Nearly two decades helping professionals and families navigate complex financial decisions — from equity compensation and retirement transitions to estate planning and multigenerational wealth. I have seen what works, what does not, and what people get wrong at the most critical moments. ⭐INDEPENDENT Stockade Wealth Management is a registered investment adviser. I am not affiliated with a wirehouse, a broker-dealer, or a product manufacturer. I am not managed by a regional director with a product quota or a sales target. I am a fiduciary — legally and ethically bound to always put your interests first. That means my interest and your interest point in exactly the same direction. ⭐SPECIALIST I focus specifically on pre-retirees with equity compensation, professionals navigating the transition to retirement, and families navigating complex family dynamics and coordinating wealth across generations — because these clients have needs that a generalist advisor typically isn't built to handle. I view each client as a member of my extended family ❤️ and I care deeply about their financial well-being. By focusing on what is within their control and managing the complexity of their financial life, I take that burden off their shoulders — so they can spend more time doing what they enjoy most. ✈️🏖️ ✔️That is my mission. 👉 If any of this sounds like where you are, I would welcome the conversation. 📩email me, or visit stockadewealth.com to learn more. Investment advice offered through Stockade Wealth Management, a Registered Investment Advisor.

Thomas Mcneill is a financial advisor with Asset Management Services Group, Inc. in Toms River, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Asset Management Services Group, Inc. since 1996 and has been self-employed since 1978. Asset Management Services Group, Inc. advises individual and business clients and manages risk-focused mutual fund and variable annuity portfolios used in various retirement and tax-advantaged accounts. The firm combines Modern Portfolio Theory with an active Price Trend Management process, providing daily oversight and market timing to manage downside risk, and serves employer-sponsored and pension-type plans alongside individual investors.

Dennis O'Brien is a financial advisor at Coastal Financial Advisors, Inc. with 22 years of industry experience. He holds a Series 66 designation and has been involved in business consulting through Coastal Business Services, LLC, where he serves as president. Coastal Financial Advisors, Inc. is an independent, fee-only registered investment adviser serving individuals, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and portfolio management with a goal-based, individualized investment approach, and also provides fiduciary services for ERISA retirement plans and nonprofit endowments.

James Miller Jr. is a financial advisor at Miller Wealth Management with Series 65 and Series 66 designations and one year of industry experience. His prior roles include positions at Sikich, LLP, Propeller Industries, LLC, Escalon Services, and ADP, Inc. Miller Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a fee-only fiduciary approach, using a combination of passive and active strategies tailored to each client, and offers both discretionary and non-discretionary arrangements.

Howard Shemitz is a CFP®-designated financial advisor with 22 years of industry experience. He has been with Integrated Asset Management, Inc. since 1991. Integrated Asset Management, Inc. offers discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth clients, and pension plan sponsors. The firm provides portfolio management, retirement plan consulting, and participant education, using a range of investment strategies including equities, fixed income, mutual funds, ETFs, and specialized asset allocation models for plan participants.

Wesley Cross is a financial advisor with Olson, Cross & Alamo Advisors LLC in Red Bank, NJ, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with Olson, Cross & Alamo since 2009. Outside of his advisory work, Mr. Cross is involved in a garment design and manufacturing business with his daughter. Olson, Cross & Alamo Advisors primarily serves high-net-worth individuals and provides tailored investment advisory and portfolio management services. The firm uses a top-down approach incorporating macroeconomic analysis and company-level research, considering a wide range of investment instruments.

Mark Samel is a CFP® professional with 19 years of industry experience. He is the sole advisor at Choice Asset Management LLC, an independent registered investment adviser based in Lakewood, NJ. In addition to his advisory role, he has taught at Yeshivat Keter Torah since 2012. Choice Asset Management provides ongoing portfolio management and advisory services to individuals, high-net-worth clients, foundations, trusts, and corporate pension and profit-sharing plans. The firm emphasizes a systematic asset-allocation approach using primarily mutual funds and ETFs, tailoring portfolios to client objectives and risk parameters.

Chaim Gewirtz is a financial advisor at Lakewealth Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Lakewealth Capital since 2018, as well as B & H Investing, LLC since 2010. Lakewealth Capital provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a model-driven, quantitative investment approach emphasizing factor-driven and special-situation stock selection combined with tactical asset allocation and adaptive hedging.

Peter Seligman is the sole advisor at Adaero Capital Management, LLC, with 22 years of industry experience. He holds a Series 66 designation and has led Adaero since its founding in 2004. Adaero Capital Management provides discretionary portfolio management and investment advice to individual and institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-investing approach focused on fundamental research and intrinsic-value analysis of mid- to large-capitalization stocks.

Robert Marino is a financial advisor with DTM Advisory Group LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with DTM Advisory Group since 2015. In addition to his advisory role, Marino is independently licensed to sell insurance and annuity products, including Medicare, long-term care, and property and casualty insurance. DTM Advisory Group LLC provides discretionary portfolio management and written financial planning services primarily to individual clients. The firm employs a value-oriented, long-term investment approach that combines fundamental analysis and charting with strategic and tactical asset allocation tailored to clients’ objectives.

Jesse Celeste is a financial advisor at Artistic Wealth with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, Santander Bank, and the Army National Guard. He also maintains an active New Jersey insurance producer license. Artistic Wealth Strategies is a fee-only registered investment adviser serving plan sponsors, institutional clients, and individuals through investment management, financial planning, and retirement plan consulting. The firm employs a blend of passive and active strategies guided by modern portfolio theory and utilizes third-party managers and model platforms for implementation and oversight.

Robert Rewey is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Rewey Asset Management and previously worked at Advisory Services Network, LLC and Third Avenue Management. Rewey Asset Management provides discretionary investment advice and portfolio management primarily to individuals, trusts, and estates, including high-net-worth clients. The firm employs a range of investment approaches using individual equities and fixed-income instruments, manages a relatively concentrated asset base, and offers specialized services such as a Life Sciences Program and written investment policy statements for foundations and nonprofits.

Donald La Fronz is a CFP® with 31 years of industry experience, currently serving as the sole advisor at New Amsterdam Wealth Planning since 2020. Prior to founding the firm, he worked at FCG Wealth Management and FCG Advisors, LLC from 2014 to 2020. New Amsterdam Wealth Planning provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a fundamental, value-oriented investment approach combined with tactical and strategic asset allocation, offering customized advice and portfolio management tailored to client-specific circumstances.

Preeti Shah is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. She has been with Enlight Financial LLC since 2016 and previously worked at Woodbury Financial Services, Inc. Shah is also the author and publisher of a spirituality book and founded an online Yellow Pages directory for the Indian community called CopperPages. Additionally, she organizes an entrepreneurial mentorship group through Meetup.com. Enlight Financial LLC is an independent advisory firm that provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages portfolios using a tactical allocation approach that incorporates fundamental and technical analysis across various securities and fixed income instruments.

Leonard Loesch is a financial advisor at Beneficial Investment Advisory with 24 years of industry experience. He previously worked at Wells Fargo Advisors and Ameriprise Financial Services, LLC. Loesch also owns and operates a tax and bookkeeping business, Beneficial Tax Advisory. Beneficial Investment Advisory provides ongoing portfolio management and investment services primarily to individual clients, focusing on long-term strategies that combine fundamental and technical analysis. The firm prepares written Investment Policy Statements and operates under ERISA fiduciary standards for retirement accounts.

Anthony Durkin is the principal advisor at Durkin Investment Group, LLC, with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has operated his own firm since 2013. In addition to his advisory role, Durkin provides revenue and accounts receivable consulting services outside of the investment industry. Durkin Investment Group, LLC offers discretionary investment supervisory services to individuals, high-net-worth clients, and trusts. The firm employs a combination of charting, fundamental, and technical analysis to construct diversified portfolios, primarily using mutual funds and ETFs, with regular account reviews and rebalancing.

Anthony Patti is a CFA charterholder and principal of AJ Patti Advisors LLC with two years of industry experience. He previously worked at Credit Suisse for 17 years before founding his independent advisory firm. Patti also serves in an unpaid nonprofit board role. AJ Patti Advisors LLC offers financial and retirement planning, risk management, and portfolio management services to individual and family clients. The firm uses a top-down, allocation-driven investment process focused on agreed-upon asset allocations, risk management, and periodic account reviews, operating as a single-advisor practice without taking custody of client assets or voting proxies.

Robert Nahum is a CFP® professional with 22 years of industry experience. He has been leading Nisman Investment Services Inc. since 1993. In addition to his advisory role, he is president of an accounting and tax firm. Nisman Investment Services provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and retirement plans. The firm constructs tailored portfolios mainly composed of equities, mutual funds, and ETFs, aligning investment decisions with each client’s objectives and risk tolerance.

Abraham Ades is the principal of Ades Wealth Management Inc. in Allenhurst, NJ, with nine years of industry experience. He holds a Series 65 credential and has been involved in various business ventures since the early 1990s, including retail jewelry sales and real estate consulting. Ades also manages several real estate investment entities. Ades Wealth Management provides fee-based, discretionary portfolio management services primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory. The firm employs a range of strategies including trading and option writing, and incorporates real estate consulting as part of its service offering.

Paul Impellizeri is the principal and sole advisor at Cascio Wealth Management, an independent registered investment adviser. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. Prior to founding Cascio Wealth Management in 2021, he worked at Private Advisor Group, LLC and LPL from 2012 to 2021. Cascio Wealth Management provides portfolio management services to individuals, high-net-worth clients, corporations, and business entities. The firm employs modern portfolio theory and a long-term trading approach to tailor diversified portfolios across mutual funds, ETFs, equities, fixed income, and insurance products, with regular portfolio reviews and discretionary management.