Brad Jacobson

  • Experience: Since 1993

  • Specialty: Business Development, High Net Worth Client Management, Strategic Asset Allocation

  • Plaques: Syracuse University, B.S. Degree Finance, Minor Economics

  • Community: Cerebral Palsy of North Jersey; Board Member

  • Pastime: Wife, Four Children, Golf, Skiing, Guitar


James Lynch, CFP ® 

  • Experience: Since 1986

  • Specialty: Asset Management, Fixed Income Portfolio Manager, Strategic Wealth Builder, Tax Planning

  • Plaques: Financial Planner

  • Community: Morristown Community Theatre; Board Member

  • Pastime: Wife, Children, Grandchildren, Author, Keynote Speaker, Skiing, Tennis, Theater


Joseph Sharma, CFA

  • Experience: Since 1992

  • Specialty: Chief Investment Officer, Equity Portfolio Manager, Investment Research

  • Plaques: Chartered Financial Analyst, Kelly School of Business at Indiana University MBA, Virginia Commonwealth B.S. Degree Economics

  • Community: Blessed Sacrament, New York Society of Security Analysts Member

  • Pastime: Wife, Children, Tennis Coach & Mentor


Jay Oberst

  • Experience: Since 1972

  • Specialty: Diverse High Net Worth Investment Specialist, Risk Management

  • Plaques: Penn State University, B.S. Degree Business Administration

  • Community: Cerebral Palsy of North Jersey; Board Member

  • Pastime: College Sweetheart Wife, Two Daughters, Four Granddaughters, Avid Sports Enthusiast


Carla McDonald

  • Experience: Since 1994

  • Specialty: Administrative, Client Service, Compliance, Organizational Development, Report Management

  • Plaques: Berkeley College, B.S. in Finance, Magna Cum Laude with Honors

  • Community: iMentor, Three Doctors Foundation

  • Pastime: Mom, Mentor, Volunteer


Joseph Trucano, CFP ® 

  • Experience: Since 2010

  • Specialty: Business Development, Financial Planning, Relationship Management, Strategic Asset Allocation

  • Plaques: Financial Planner, Rutgers University, B.A. Economics, Minor History

  • Community: Greater Middlesex/Somerset County Estate Panning Council Member, NJ Special Olympics

  • Pastime: Family, NY Mets, NY Jets, Golf, American History


  Matthew Biedron, NSSA®, CFA Level 2 Candidate

  • Experience: Since 2015

  • Specialty: Business Development, Investment Research, Portfolio Maintenance, Social Security, Trade Execution

  • Plaques: National Social Security Advisor, Investment Advisor Representative, University of Pittsburgh, B.A. Business & Communication

  • Community: Pennington School; Chair of Scholarship Golf Classic & Alumni Association Board Member

  • Pastime: Family, Golf, Skiing, Tennis, Traveling, Yoga


  Drew Crawford, CFA Level 1 Candidate

  • Experience: Since 2019

  • Specialty: Administrative, Client Service, Investment Research, Portfolio Maintenance, Trade Execution

  • Plaques: Virginia Commonwealth University B.S. Degree Finance

  • Community: Adult Day Center of Somerset County Volunteer

  • Pastime: Basketball, Golf, Fishing, Neurology, Family


Laura Flanagan, PhD

  • Experience: Since 1996

  • Specialty: Compliance, Legal

  • Plaques: Marymount Manhattan College, B.A. English, Stony Brook University, PhD English, Albany Law School, Union University, J.D. [Albany Law Review, Editor]

  • Community: The Chapin School, The Gentle Barn

  • Pastime: Rock-Star Husband, Step-Kids, Writing, Equestrian Sports, Painting, Yoga