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.

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.

Richard Polo Sr. is a financial advisor with Retirement Wealth Management, LLC, holding the PFS™ and Series 63 designations and bringing 27 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC from 2005 to 2020 and has maintained a separate public accounting and tax consulting practice, Polo Financial, since 2000. Polo Financial provides personal and corporate tax return preparation and consulting services. Retirement Wealth Management, LLC manages approximately $60.7 million for individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term, fundamentally driven investment approach, utilizing a range of investment vehicles and strategies, and offers discretionary wealth management, financial planning, and insurance consulting.

Christopher Cullina is a CFP® professional with four years of industry experience. He is currently with M.K. Byrne & Co. LLC and previously worked at Cetera Advisors LLC/Nicholas Pascarella & Co. as OSJ and Jennison Associates. M.K. Byrne & Co. LLC provides tax planning, personal financial planning, and investment advisory services to individuals and high-net-worth families. The firm employs a tactical asset-allocation approach within a modified Modern Portfolio Theory framework and combines investment management with coordinated tax and financial planning.

Michael Kelly is a financial advisor with Podell Financial Group LLC in Fairfield, NJ, holding a Series 66 designation and 22 years of industry experience. He has worked at Eagle Strategies (NY Life) and Nylife Securities LLC and has been with Podell Financial Group since 2010. In addition to his advisory work, Kelly is an independent insurance agent licensed in New Jersey. Podell Financial Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers managed accounts, retirement plan consulting, and access to private investments, tailoring portfolios based on client objectives and risk tolerances.

Jared Friedman is a CFP® professional with over 21 years of experience in financial advisory services. He has worked at IFS Securities, Inc. and IFS Advisory, LLC, and has been with Redwood Financial Planning, LLC since 2010, where he currently serves as President. In addition to his advisory role, he is a licensed insurance agent specializing in life and health insurance. Redwood Financial Planning, LLC manages approximately $213 million for individual, high-net-worth clients, and pension/profit-sharing plans. The firm provides discretionary portfolio management, third-party asset manager selection, and financial planning, using a combination of fundamental analysis and tactical overlay strategies.

Pradeep Niphadkar is a financial advisor at Excel Capital Management Corp with 13 years of industry experience. He holds the Series 63 designation and has been with Excel Capital Management since 2000. Excel Capital Management Corp. provides discretionary investment management and financial advice primarily to high-net-worth individuals, trusts, small businesses, and corporations. The firm uses a core-and-satellite investment approach combining index funds with actively managed securities and conducts formal portfolio reviews monthly or quarterly.

Michael Greco is a CFP® and ChFC® professional with 23 years of industry experience. He has been with GCI Financial Group since 2001 and is a 50% owner of the firm. Outside of his advisory role, he serves as President of the Jockey Hollow Professional Office Park Condominium Board. GCI Financial Group, Inc. is an SEC-registered investment adviser serving individuals, families, trusts, pension, and corporate clients. The firm manages approximately $105 million using individualized investment strategies with continuous supervision and quarterly reviews, employing a combination of fundamental, technical, and cyclical analysis.

Leslie Beck is a financial advisor at COMPASS Wealth Management, LLC with 27 years of industry experience. She holds the CFP® and Series 63 designations and has worked with Strategic Blueprint, LLC and several academic institutions including William Paterson University and Bloomfield College. Outside of advisory work, she is a partner in 379 Associates LLC, which provides small business consulting and personal and business coaching services. COMPASS Wealth Management provides financial planning and asset-allocation advice to individual clients, focusing on retirement, education, estate, insurance, windfall, and special-needs planning through comprehensive or limited written plans. The firm does not manage client assets directly but supports implementation through third-party registered adviser platforms.

Robert Mastrandrea is a financial advisor at East Coast Wealth Management, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2005. In addition to his advisory role, Mastrandrea owns a CPA and tax consulting practice. East Coast Wealth Management serves individual and high-net-worth clients, as well as trusts and business entities, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs portfolios using ETFs, mutual funds, individual securities, and third-party managers, applying a mix of fundamental and technical analysis with a long-term orientation.

Francis Astorino is a CFP® with 42 years of industry experience, currently serving at The Astorino Financial Group, Inc., where he has worked since 1998. He also maintains a long-term association with LPL Financial beginning in 2003. Astorino is a notary public and has experience selling non-variable insurance products through outside companies. The Astorino Financial Group provides stand-alone financial planning and consulting services to individuals and retirement plan clients, delivering written plans and recommendations on investment, estate, insurance, and tax-related matters. The firm does not provide investment supervisory or portfolio management services but assists clients who choose to implement recommendations through LPL Financial or other providers.

Theodore Fiore is a financial advisor at Diversified Planning Strategies Advisors LLC with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including NYLIFE Securities LLC, New York Life Insurance Company, Jones Lang LaSalle, Primerica Advisors, Keller Williams, and Citigroup Global Markets. Outside of his advisory work, he volunteers as a youth basketball coach at Saint Catherine of Siena School in Cedar Grove, NJ. Diversified Planning Strategies Advisors LLC provides financial planning and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $154.4 million in discretionary assets across about 364 client accounts, using third-party model portfolios and a sub-adviser while handling client supervision and ongoing advice through a four-advisor team.

Kevin Gibney is a financial advisor at Kevin M. Gibney and Company, LLC with 24 years of industry experience. He holds a Series 66 designation and has led his firm since 2009. Gibney is also a licensed insurance producer in multiple states. Kevin M. Gibney and Company, LLC serves individual and high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using a range of strategies including equity investments, option writing, and independent manager allocations.

Vanessa Curran is a financial advisor at Kevin M. Gibney and Company, LLC with 16 years of industry experience. She holds the Series 66 designation and has been with the firm since 2012. In addition to her advisory role, she is a licensed insurance producer in several states. Kevin M. Gibney and Company, LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary investment management along with financial planning and consulting, managing approximately $296 million in client assets.

Edgar Lara is a financial advisor at Sacks & Associates, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Sacks & Associates since 2008, including a concurrent role at Mutual Securities, Inc. from 2015 to 2021. Outside of his advisory work, he is involved with Zenith Marketing Group, Inc., an insurance and annuity brokerage firm. Sacks & Associates advises individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary and non-discretionary portfolio management along with financial and retirement planning. The firm emphasizes long-term purchase strategies and tailors recommendations based on client objectives and risk tolerance.

Steven Puckett is the sole advisor at Fiduciary Pension Partners, LLC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Fiduciary Pension Partners since 2016 and was associated with Gateway Advisory, LLC from 2016 to 2022. Outside of advisory services, he is a majority member and part-owner of Boathouse Investment Properties, LLC, a real estate management business. Fiduciary Pension Partners serves individual clients, including high-net-worth individuals, and retirement plan sponsors by providing discretionary portfolio management and pension consulting. The firm employs a varied investment approach incorporating multiple analytical methods and manages both advisory and consulting assets, with a notable pension plan consulting presence.