WBI Investments, LLC

Robert Morgan is a financial advisor at WBI Investments, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Millington Securities, Inc. and Cowen and Company, LLC. WBI Investments is a fee-only, SEC-registered investment manager serving individuals, institutional clients, and charitable organizations. The firm employs proprietary multi-factor security-selection models combined with active risk management and offers a range of portfolio management solutions including separately managed accounts and advisor-facing optimization programs.

William Gerics is a financial advisor at WBI Investments, LLC in Red Bank, NJ, holding a Series 65 designation with 18 years of industry experience. He has been with WBI Investments since 2006. WBI Investments is a fee-only, SEC-registered investment manager providing discretionary portfolio management to 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 both actively managed and passive strategies, including sub-advisory services to affiliated ETFs and an advisor-facing portfolio optimization program.

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 industry experience and serves as CEO of multiple firms including WBI Investments, Inc., Hartshorne Group, Inc., and Millington Securities Inc. He has held leadership roles at these and other financial services and software-related companies since the mid-1980s. Schreiber is also a trustee for Absolute Shares Trust, which manages exchange-traded funds, and leads several enterprises involved in software development and intellectual property. WBI Investments, LLC provides fee-based, discretionary investment management to retail and institutional clients, offering services through separately managed accounts, unified managed accounts, and affiliated ETFs and model portfolios. The firm combines quantitative multi-factor security selection with tactical risk controls and offers a tax-smart investment approach alongside proprietary optimization tools and educational resources.

Matthew Schreiber is a financial advisor with Hartshorne Group, LLC, holding a Series 65 designation and 17 years of industry experience. He has worked at Millington Securities, Inc., The Hartshorne Group, and Foreside Fund Services, LLC. Schreiber also serves as president and chief investment strategist of WBI Investments, an affiliated registered investment adviser. Hartshorne Group (now CyborgWealth) provides financial planning, wealth management, tax-related services, and investment management supervision primarily for individual, high-net-worth, institutional, and intermediary clients. The firm operates on a non-discretionary, manager-referral model, coordinating client reporting and ongoing portfolio reviews while referring implementation to affiliated or third-party managers.