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.

Robert Confessore is a CFP® professional with 40 years of industry experience. He serves as Vice President and minority owner at WBI Investments, LLC and has held roles at Maridea Wealth Management LLC, Millington Securities, LLC, and Hartshorne Group, LLC. Outside of investment advisory, he is a licensed insurance agent. WBI Investments is a fee-only, SEC-registered investment manager providing discretionary portfolio management to individuals, institutional clients, and charitable organizations. The firm employs proprietary multi-factor security-selection models combined with active risk management and offers both managed accounts and an advisor-facing portfolio optimization program.

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 41 years of industry experience and serves as CEO of multiple financial firms including WBI Investments, Inc., Hartshorne Group, Inc., and Millington Securities Inc. He is also CEO of Advisor Toolbox, Inc., a software development and manufacturing company, and holds leadership roles in several other business entities related to financial services and software. Schreiber is a trustee for Absolute Shares Trust, which focuses on launching exchange traded funds. WBI Investments is a fee-only, SEC-registered investment manager providing discretionary portfolio management for individuals, institutional clients, and charitable organizations. The firm uses proprietary multi-factor security-selection models combined with active risk management and offers a range of managed account strategies, including sub-advisory services for affiliated ETFs and an advisor-facing portfolio optimization program.

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.