Peter Goodman is a ChFC® with 37 years of experience in the financial services industry. He has been with SFI Advisors, LLC since 2001 and holds roles including financial advisor and president of SFI Insurance Services. Goodman also serves on the executive committee of a retirement planning study group, Retirement Advisors & Designers of America (RADA). SFI Advisors, LLC provides discretionary investment portfolio management, financial planning, corporate retirement plan consulting, and family office services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $173 million in discretionary assets and emphasizes tailored portfolios using diversification and long-term holdings, with ongoing monitoring and attention to tax considerations.

Joel Schreiber is a CFP® professional with 24 years of experience in the financial services industry. He has worked at SFI Advisors, LLC since 2006, with prior roles at Kestra Advisory Services, Inc. and NFP Securities, Inc. He also serves as a part-time lecturer at Rutgers University, teaching courses in economics, data analytics, labor institutions, and finance. SFI Advisors, LLC offers discretionary portfolio management, financial planning, corporate retirement plan consulting, and family office services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $173 million in discretionary assets and emphasizes tailored portfolios using diversification, long-term holdings, and ongoing monitoring aligned with client goals and risk tolerance.

John Sampers is a financial advisor with SFI Advisors, LLC in Montclair, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Partners Securities, Inc., Kestra Financial Services, Inc., and ongoing involvement with SFI Insurance Services, Inc. Outside of advisory work, he manages a real estate property through Osprey Pointe LLC. SFI Advisors, LLC provides discretionary investment portfolio management, financial planning, corporate retirement plan consulting, and family office services to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm emphasizes tailored portfolios using diversification and long-term holdings, with ongoing monitoring and attention to tax considerations.