OMNI 360 Wealth, Inc.

Linda Farinola is a CFP® and CFA® credentialed advisor with over 21 years of industry experience. She has worked at OMNI 360 Wealth, Inc. since 1996 and also serves as an advisor at Princeton Financial Group, LLC, where she offers accounting, tax preparation, and business consulting services. OMNI 360 Wealth, Inc. provides financial planning and investment management to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to create diversified portfolios aligned with client goals and risk tolerances, and it offers integrated planning, tax, accounting, and treasury services often found across multiple firms.

James Colitsas is a financial advisor with OMNI 360 Wealth, Inc. in Plainsboro, NJ, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has worked at Princeton Financial Group, LLC and OMNI 360 Wealth, Inc. since 2012, and previously at Thomas Colitsas & Associates, P.A. from 1999 to 2018. Outside of his advisory role, he is the owner and proprietor of Princeton Financial Group, LLC and a managing partner at Thomas Colitsas & Associates, P.A. OMNI 360 Wealth, Inc. provides financial planning and investment management to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm uses fundamental, technical, and cyclical analysis to guide asset allocation and security selection, emphasizing diversification and alignment with client goals and risk tolerances, and integrates related services including tax, accounting, and estate planning under one operational structure.

Neel Shah is a CFP® with 10 years of industry experience and serves as a financial advisor at OMNI 360 Wealth, Inc. He is also a lawyer and the founder and partner of Shah & Associates, PC. His prior experience includes roles at Beacon Wealth Solutions LLC and Sound Financial Solutions Inc. OMNI 360 Wealth, Inc. provides financial planning and investment management services to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to guide portfolio construction, emphasizing diversification and alignment with client goals and risk tolerances.

Bryan Katz is a financial advisor at OMNI 360 Wealth, Inc. with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Northwestern Mutual in various capacities since 2013. Outside of his advisory work, he has experience in the fitness industry with Orange Theory Fitness. OMNI 360 Wealth, Inc. provides financial planning and investment management services to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to guide portfolio construction, emphasizing diversification and alignment with client goals, and offers integrated services including tax, accounting, and estate planning through its affiliated practices.

Ronald Mc Intire is a financial advisor at OMNI 360 Wealth, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Merit Financial Group, LLC and New York Life Securities. Outside of his advisory role, he serves as Treasurer for a political action committee, Lower Bucks Values. OMNI 360 Wealth, Inc. provides financial planning and investment management services to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to develop diversified portfolios tailored to client goals and risk tolerances, and integrates planning, tax, accounting, and treasury services within one operational structure.