Shore Point Advisors, LLC

Victor Donato is a CFP® with seven years of experience in the financial services industry. He is currently with Shore Point Advisors, LLC and has prior experience at LPL Enterprise, Pruco Securities, and Prudential Insurance Company of America. Outside of financial advising, he is the owner of Reliable Benefits, a health insurance business, and serves as treasurer on the board of the Wesley Hall School of Early Childhood. Shore Point Advisors offers financial planning, discretionary portfolio management, and retirement-plan advisory services to individuals, including high net worth clients, and plan sponsors. The firm employs a systematic approach using risk-based model portfolios and incorporates both fundamental analysis and modern portfolio theory in its investment strategies.

Colin Fay is a financial advisor with Shore Point Advisors, LLC and holds a Series 65 credential. He has been with Shore Point Advisors since 2025 and previously held roles in academic and consulting institutions. Fay is also licensed to sell insurance products through JCL Financial, an affiliated insurance agency. Shore Point Advisors provides financial planning, discretionary portfolio management, and retirement-plan advisory services to individuals and plan sponsors, managing approximately $257 million in discretionary assets. The firm employs a systematic and fundamental investment approach using risk-based model portfolios and applies strategies such as modern portfolio theory and options within client solutions.

Ashlee Bobzin is a financial advisor at Shore Point Advisors, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Heron Ridge Golf Club and Northwestern Mutual. Outside of her advisory role, she is also licensed as an insurance agent. Shore Point Advisors provides financial planning, discretionary portfolio management, and retirement-plan advisory services to individuals, including high net worth clients, and plan sponsors. The firm employs a systematic and fundamental investment approach using risk-based model portfolios and manages approximately $257 million in discretionary assets.

Jason Lamb is a financial advisor with Shore Point Advisors, LLC in Brielle, NJ, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked at Shore Point Advisors since 2018 and has prior experience with Park Avenue Securities and Guardian Life Insurance. Lamb is also the owner of JCL Financial, an insurance agency. Shore Point Advisors provides financial planning, discretionary portfolio management, and retirement-plan advisory services to individuals, including high net worth clients, and plan sponsors. The firm employs systematic and fundamental investment approaches, using risk-based model portfolios and long-term strategies to manage approximately $257 million in discretionary assets.

Neil Tendler is a financial advisor at Shore Point Advisors, LLC with 12 years of industry experience. He holds the PFS™ and Series 66 designations and previously worked at Crimmins Wealth Management LLC and Guardian Life Insurance Company. Tendler is also a partner and trustee at Echelon Advisors LLC, where he provides tax and financial planning services. Shore Point Advisors offers financial planning, discretionary portfolio management, and retirement-plan advisory services to individuals, including high net worth clients, and plan sponsors. The firm manages approximately $257 million in discretionary assets and utilizes a combination of systematic and fundamental investment approaches with risk-based model portfolios.

Thomas Scalabrini is a financial advisor with Shore Point Advisors, LLC, holding the PFS™ designation and Series 63 and 65 licenses. He has 12 years of industry experience, including roles at Crimmins Wealth Management LLC, Guardian Life Insurance Company, and Park Ave Securities RIA. Scalabrini is also a CPA at Echelon Advisors, LLC, a tax and financial planning firm. Shore Point Advisors provides financial planning, discretionary portfolio management, and retirement-plan advisory services to individuals, including high net worth clients, and plan sponsors. The firm manages approximately $257 million in discretionary assets and employs a systematic and fundamental investment approach using risk-based model portfolios.

James Fay Sr. is a financial advisor with Shore Point Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and the Police and Firemen's Insurance Association. Additionally, he is an agent involved in the sale of life, disability, and long-term care insurance through JCL Financial LLC. Shore Point Advisors provides financial planning, discretionary portfolio management, and retirement-plan advisory services to individuals, including high net worth clients, and plan sponsors. The firm manages approximately $257 million in discretionary assets and employs systematic and fundamental investment approaches across risk-based model portfolios that are regularly monitored and rebalanced.

Richard Krug is a financial advisor with Shore Point Advisors, LLC in Brielle, NJ, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at Delta Capital Management, C&A Financial, and Atlantic Real Estate Brokers. In addition to advisory work, he is also an independent insurance agent and a real estate agent with Keller Williams West Monmouth. Shore Point Advisors provides financial planning, discretionary portfolio management, and retirement-plan advisory services to individuals, including high net worth clients, and plan sponsors. The firm manages approximately $257 million in discretionary assets and employs a disciplined investment approach using risk-based model portfolios and a combination of systematic and fundamental strategies.

John Scalabrini is a financial advisor with Shore Point Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance, alongside a 20-year tenure with the New Jersey State Police. He is also licensed to sell life, disability, and long-term care insurance through JCL Financial LLC. Shore Point Advisors offers financial planning, discretionary portfolio management, and retirement-plan advisory services to individuals, including high net worth clients, and plan sponsors. The firm manages approximately $257 million in discretionary assets using a combination of systematic and fundamental investment approaches across risk-based model portfolios.

Jacob Rue V is a financial advisor with Shore Point Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Shore Point Advisors since 2018 and previously held roles at Guardian Life Insurance and Park Avenue Securities. He is also licensed as an insurance agent and involved in sales of life, disability, and long-term care insurance through JCL Financial LLC. Shore Point Advisors provides financial planning, discretionary portfolio management, and retirement-plan advisory services to individuals, including high net worth clients, and plan sponsors. The firm manages approximately $257 million in discretionary assets and employs a systematic and fundamental investment approach using risk-based model portfolios, with strategies that include option overlays and securities-backed lines of credit.