Star Wealth Advisors

Robin Reji is a financial advisor at Star Wealth Advisors with a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Brokerage Services and Merrill. Star Wealth Advisors, founded in 2024, provides discretionary investment and portfolio management primarily through wrap-fee programs, serving individuals, trusts, estates, and corporations. The firm employs a relationship-oriented, long-term approach using fundamental analysis and diversified investments, with discretionary authority over portfolio decisions and manager oversight.

John Willard is a financial advisor at Star Wealth Advisors with five years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Signature Consultants, Axa Advisors, and Stifel Nicholaus & Company. Star Wealth Advisors, founded in 2024, provides discretionary investment and portfolio management primarily through wrap-fee programs and serves individuals, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized process with a long-term, diversified approach and maintains discretionary authority over portfolio decisions and third-party money managers.

Jonathan Tomassi is a financial advisor with Star Wealth Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Star Wealth Advisors, founded in 2024, provides discretionary investment and portfolio management primarily through wrap-fee programs and offers financial planning services to individuals, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, long-term, and diversified investment approach with regular portfolio reviews and discretionary authority over portfolio decisions.

Gary Guglielmo is a financial advisor at Star Wealth Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 13 years and WestPark Capital, Inc. for two years. His other business activities include an ownership interest in AFA Capital LLC, an entity established for tax purposes. Star Wealth Advisors, founded in 2024, provides discretionary investment and portfolio management primarily through wrap-fee programs and serves individuals, trusts, estates, and corporations. The firm employs a relationship-oriented, long-term approach focused on fundamental analysis and diversified portfolios, maintaining discretionary authority over investment decisions and third-party money managers.

Wendy Kretschmer is a financial advisor at Star Wealth Advisors with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including WestPark Capital Inc. and American Investment Trust Services, Inc. Outside of her advisory role, she is a shareholder in a non-investment related business called Ring My Belle. Star Wealth Advisors, founded in 2024, provides discretionary investment and portfolio management primarily through wrap-fee programs and serves individuals, trusts, estates, and corporations. The firm follows a relationship-oriented, long-term, diversified investment approach and maintains discretionary authority over portfolio decisions and third-party money managers.

Robert Jacobs is a financial advisor with CoreCap Advisors in North Myrtle Beach, SC. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining CoreCap Advisors in 2019, he was self-employed. In addition to his advisory work, Jacobs is a licensed insurance agent contracted with several providers for Medicare insurance and annuity business. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to a range of clients, including high-net-worth individuals, trusts, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and incorporates third-party asset managers and tax-efficient strategies in client portfolios.

Bryan Britchkow is a financial advisor at Star Wealth Advisors with Series 63 and Series 65 credentials and over ten years of experience in the financial services industry. His prior roles include positions at BJB Capital, OSAIC, FSC Securities Corporation, and Thrive Financial Services. Star Wealth Advisors, founded in 2024, provides discretionary investment and portfolio management primarily through wrap-fee programs and offers financial planning services to individuals, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized process using fundamental analysis and a long-term, diversified investment approach.

Samuel Ramos is a financial advisor at Star Wealth Advisors in Manalapan, NJ, holding a Series 66 designation with seven years of industry experience. He previously worked at Third Seven Capital and Wells Fargo Clearing, among other firms. Star Wealth Advisors serves individuals, trusts, estates, and corporations with discretionary investment management and financial planning. The firm employs a long-term, fundamental approach to individual securities and diversified strategies, offering services through a team of nine advisors managing approximately $44.4 million in client assets.