Francis Granizo is a financial advisor with Talisman Wealth Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Inc. He has been with Talisman Wealth Advisors since 2021. Talisman Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses a goal-driven, asset-allocation approach based on Modern Portfolio Theory, combining low-cost index ETFs with active managers and sustainable investment options.

Martin Matousek is a CFP® professional with 17 years of industry experience. He is currently with Cadia Private Client LLC, having joined in 2025, and previously worked at Private Advisor Group and Merrill Lynch. Matousek serves on the Board of Trustees for the Mendham Borough Library. Cadia Private Client LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm constructs customized, primarily long-term portfolios using a variety of investment vehicles and offers fiduciary ERISA/IRA advice for retirement accounts.

Anthony Fimognari is a financial advisor at Parisi Capital with one year of industry experience. He holds a Series 66 designation and previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors, LLC. Outside of finance, he has been involved with Natale’s Pizza and Restaurant since 2014. Parisi Capital provides ongoing financial planning and investment management services to individual clients, including high-net-worth individuals. The firm combines passive investment strategies using index funds and ETFs with technical and charting analysis to guide sector selection and timing decisions.

Peter Goodman is a financial advisor with SFI Advisors, LLC in Montclair, NJ, holding the ChFC® designation and Series 63 license with 38 years of industry experience. He has been with SFI Advisors since 2001 and has prior experience at Manufacturers Life Insurance Company spanning three decades. Goodman serves on the executive committee of a retirement planners’ study group, Retirement Advisors & Designers of America (RADA). SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary portfolio management, financial planning, corporate retirement plan consulting, and family office services. The firm employs tailored investment strategies, including modern portfolio theory and long-term purchase approaches, and offers access to a range of investment products such as equities, bonds, mutual funds, ETFs, and municipal securities.

Zachary Scadden is a financial advisor at Zulu Dreams Capital LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. and The Vanguard Group, Inc. Outside of advising, he is a part owner of Carolina Premier Landscaping L.L.C. Zulu Dreams Capital LLC provides portfolio management and investment advisory services primarily to individual investors without an account minimum. The firm employs a blend of charting, cyclical, fundamental, and quantitative analysis with both long-term and short-term trading strategies, managing accounts on a discretionary basis.

Nikola Goles is a financial advisor with Fjaka Wealth Management LLC, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Morgan Stanley and several other financial firms. Fjaka Wealth Management LLC offers discretionary portfolio management, financial planning, and family-office–style advisory services to individuals nationwide, primarily through virtual meetings. The firm combines fundamental analysis, strategic asset allocation, and active security selection, including the use of derivatives and options strategies in separately managed accounts.

Robert O'Brien is a CFP® and ChFC® with 17 years of industry experience. He has been with Capital Enhancement, LLC since 2010, where he serves as one of two advisors. Capital Enhancement provides personalized tax and investment advice, financial planning, tax preparation, and family office services primarily to high-net-worth individuals and their families, focusing on nondiscretionary, wrap-fee advisory strategies that integrate tax compliance with investment management.

David Marks is a financial advisor at Valley Financial Management, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CITIGROUP, Popular Community Bank, and Infinex Investments, Inc. He is based in Morristown, NJ. Valley Financial Management operates the Valley Digital Investor platform, providing individual and high-net-worth clients with discretionary portfolio management through an online, mobile-based service focused on automated ETF model portfolios. The firm requires clients to maintain a Valley National Bank account and follows a structured investment approach based on client profiles and market conditions.

Michael Mclane is a CFP® and holds a Series 66 license with 29 years of industry experience. He is currently with Redwood Financial Planning, LLC and has prior experience at firms including Purshe Kaplan Sterling Investments, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. In addition to his advisory work, he owns and operates a tax preparation and business consulting service that provides federal and state tax return preparation and expert witness services on a part-time, seasonal basis. Redwood Financial Planning serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and access to third-party asset managers. The firm employs a fundamental analysis approach combined with tactical overlay strategies to manage portfolios primarily invested in mutual funds and ETFs.

Francis Noonan is a financial advisor with Personal Financial Specialists, holding the ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. He has worked at LPL Financial LLC since 2025 and previously operated his own sole proprietorship under Personal Financial Specialists from 1999 to 2025. He also has extensive experience with Cadaret, Grant & Co., Inc., Bauman, Noonan and Associates, and American United Life Insurance Company. Personal Financial Specialists primarily serves retirement plans and plan participants, along with IRA and money-management clients, providing plan communication, administrative services, and investment advice tailored to participant needs. The firm’s investment approach is largely non-discretionary, focusing on mutual funds and ETFs selected from Charles Schwab’s no-transaction-fee lists and guided by a primary-market-trend framework, combining technical and fundamental analysis.

Anna Bronstein is a financial advisor at Springreef LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at Springreef since 2011, following three years at UBS Financial Services. Springreef LLC serves high net worth families and large nonprofit organizations by providing independent advisor evaluations, searches, and ongoing monitoring rather than managing client assets directly. The firm employs a documented due-diligence process and offers consultancy-style services compensated through hourly or fixed fees.

Thomas Scotto is a financial advisor with Trustee Empowerment & Protection, Inc. He holds a Series 66 designation and has 16 years of industry experience. Scotto has operated Thomas Scotto Consultants, LLC since 2005, which focuses on third-party marketing and group health insurance for union clients. He also works in business development for a law firm specializing in securities litigation. Trustee Empowerment & Protection, Inc. serves retirement plan sponsors and trustees, as well as individual investors, through an internet-based platform that connects clients to a network of registered investment advisers. The firm uses a patented decision-assistance tool to help clients evaluate and compare investment options while maintaining client decision-making authority.

Cheryl Werbeloff is a financial advisor at Kensington Financial Advisors LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities Inc. and National Wealth Management, LLC. Kensington Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines discretionary and non-discretionary investment management with financial planning and consulting services, using a range of strategies and instruments while providing plan-level services and participant education for retirement plans.

Dorota Pietryka is a financial advisor with Compass Private Wealth Group LLC, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. She previously worked at Merrill and J.P. Morgan Securities over a combined span of nine years. Dorota is also a licensed insurance agent, dedicating a portion of her time to insurance sales and implementation of insurance recommendations. Compass Private Wealth Group LLC manages approximately $113 million for around 80 clients, including individuals, families, trusts, and businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis to build diversified portfolios tailored to clients’ goals and risk tolerance.

Joel Schreiber is a CFP® with 24 years of industry experience, currently serving as a financial planner at SFI Advisors, LLC since 2017. His prior experience includes over a decade with Kestra Investment Services, LLC and Kestra Advisory Services, Inc. He is also a part-time lecturer at Rutgers University, teaching economics, data analytics, labor institutions, and finance courses. Additionally, Schreiber serves as a trustee for a family irrevocable life insurance trust. SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans, offering discretionary portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs tailored investment approaches such as modern portfolio theory and long-term purchase strategies while providing a range of investment advice across equities, bonds, mutual funds, ETFs, and other securities.

Alexander Mac Knight is a financial advisor with Rimac Capital LLC and holds Series 63, Series 65, and Series 66 licenses. He has 10 years of industry experience, including positions at UBS AG, Mizuho Securities USA Inc., and Upstart Network Inc. His prior roles span both banking and securities firms. Rimac Capital LLC is a small, state-registered advisory firm serving individuals, high-net-worth clients, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management along with financial planning, utilizing a blend of fundamental, cyclical, and quantitative analysis combined with modern portfolio theory.

Danna Jacobs is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Lavish Financial Planning since 2013. She holds the Series 66 designation and was previously involved with Legacy Care Tax, LLC for six years. Jacobs is also a 50% managing member of Legacy Care Holdings, LLC, a holding company that invests in a media startup. Lavish Financial Planning serves individual clients, including high-net-worth households, as well as employer plan sponsors and businesses, offering portfolio management, financial planning, and employee benefit advisory services. The firm emphasizes goal-based asset allocation with a preference for passive, index-based portfolios and integrates employer plan advisory with retail wealth management.

Michael Schupak is a CFP® with 11 years of industry experience, currently serving at Astra Wealth Partners in Jersey City, NJ. He was previously the principal at Schupak Financial Advisors, LLC from 2015 to 2022. Astra Wealth Partners provides wealth management, portfolio management, financial planning, and employee benefit plan services to individual clients, including high-net-worth individuals, as well as corporations, foundations, and employer-sponsored retirement plans. The firm combines strategic asset allocation with diversification, tax efficiency, and cost monitoring, utilizing a mix of passive and active investment strategies and also operates a private pooled vehicle trading ETFs, options, and equities.

Daniel Spiegel is a financial advisor at VCP Financial LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VCP Financial since 2013 and Sterne Agee from 2012 to 2017. Outside of his advisory role, Spiegel is a co-founder and managing partner of LIFE 143, LLC, a life and health insurance business, and Vessel Capital Management, LLC, where he is involved in client portfolio management for related private funds. VCP Financial LLC offers portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies, including fundamental and technical analysis, and manages accounts on both discretionary and non-discretionary bases.

Our clients and community value us for both our personal approach as well as our background experience. Our clients are amazing but do not always have the time and energy to go it on their own. We help bridge family and business conversations, and align our clients paths with their intended priorities. We have backgrounds in institutional investments, and consulting financial advisors, but we are perpetually students as well as surrounding ourselves with amazing professional alliances to help support our clients and community in every way we can. Growing up, my parents were owners of a small business that did paving and excavation services. I was able to work summers and through college and miss operating equipment. Same time I saw many of their challenges through each stage of ownership. I love helping business owners and consultants bridge their investments and behavior in alignment with their prioritized goals and intent. Working at an institutional asset manager and broker dealer allowed me to spend countless hours with amazing financial professionals (advisors, portfolio managers, economists and strategists). There is alot to learn in good times, and even more to learn in challenging times. We try to bring a long term vision and healthy perspective to meetings where clients are the ones driving to their goals with the full support of our firm and every resource we have.