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.

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.

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.

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.

Richard Opong is the principal advisor at White Star Financial LLC in Toms River, NJ, holding Series 63 and Series 65 designations with 28 years of industry experience. He has operated as a sole proprietor since 1991 and owns Wall Street Nutrition LLC, a nutrition and fitness services business. White Star Financial LLC provides discretionary asset management services to individuals, high-net-worth investors, and business entities, tailoring portfolios to client goals and risk tolerances using fundamental, technical, and cyclical analyses. The firm is recently established with a single advisor and no assets under management as of the end of 2025.

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.

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.

Kelly Trageser is a CFP® professional with 14 years of experience in financial planning. She is the sole advisor at Sea Clear Financial Planning, LLC, an independent firm she has led since 2012 in Brielle, NJ. Sea Clear Financial Planning provides comprehensive financial planning and investment management primarily to individual and high-net-worth clients. The firm uses a third-party wealth management platform to implement tailored portfolios and offers both standalone financial plans and ongoing investment management under a fiduciary standard.

Boruch Terebelo is a financial advisor at Five Point Investments with one year of industry experience. He holds a Series 65 designation and has been affiliated with Beth Medrash Govoha since 2013. Five Point Investments serves individuals and high-net-worth clients by offering financial planning and investment management services, including portfolio management, comprehensive plans, consultations, and educational seminars. The firm’s investment approach combines diversification, Modern Portfolio Theory, tax-aware account placement, behavioral finance guidance, and selective tactical tools such as options strategies and buffered ETFs.

Joshua Nussbaum is the sole advisor at NJ Capital Management and holds a Series 65 designation. He began his career in financial advising in 2025 after seven years at Beth Medrash Govoha and three years at Yeshivas Brisk. NJ Capital Management offers discretionary and non-discretionary investment management services to individuals, high-net-worth investors, trusts, estates, and corporate entities, as well as managing a private pooled investment vehicle for accredited investors. The firm utilizes fundamental, technical, and macroeconomic analysis across various instruments, including equities, fixed income, ETFs, options, commodities, and alternative investments, and employs strategies such as long and short positions, derivatives, and leverage.

Cameron Lease is a financial advisor at Lease Investment Advisors in Toms River, NJ, holding a Series 65 designation with one year of industry experience. Prior to founding Lease Investment Advisors, he held roles at Longfield Gardens LLC, Carrier, ScentAir Corp, Suntrust Bank, and Ramapo College of NJ. Lease Investment Advisors provides investment management and comprehensive financial planning to individuals, families, trusts, and small businesses, as well as assisting employers with retirement plan establishment and management. The firm employs a fundamental, cost-conscious investment approach focused on long-term, diversified strategies and offers discretionary portfolio management with regular reviews.

Colin Heaney is a financial advisor at WestPeak Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, Fidelity Investments, and PIMCO. Heaney is also a licensed independent insurance agent. WestPeak Financial provides portfolio management and financial planning services to individual clients, utilizing modern portfolio theory and cyclical analysis to guide long-term investment strategies. The firm offers ongoing account management as well as one-time and subscription-based planning without an account minimum.