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® and Series 65 credentialed advisor at Astra Wealth Partners with 11 years of industry experience. He has served as managing member, chief compliance officer, and investment adviser representative at both Astra Wealth Partners and Schupak Financial Advisors, LLC. He is based in Jersey City, NJ. Astra Wealth Partners serves individual clients, including high-net-worth individuals, as well as employer-sponsored retirement plans, corporations, and foundations. The firm’s investment approach combines strategic asset allocation with passive and active management techniques and is notable for managing a private pooled vehicle that utilizes ETFs, options, and equities.

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.

Michael Dunne is a CFP® professional with eight years of experience, currently serving as an advisor at Cereus Financial Advisors, LLC since 2018. He is the treasurer of the Ramsey Democratic Club, where he manages the organization’s financial records and banking activities. Cereus Financial Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, and retirement plans, combining discretionary and non-discretionary portfolio management with financial planning and retirement-plan advisory. The firm employs a blend of passive quantitative models, selected external managers, and active tax management, supported by AI-driven research and portfolio analysis tools.

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.

Deborah Liguori is a CFP® professional with 20 years of experience in financial advising. She has been with Comprehensive Wealth Solutions, LLC since 2004. Comprehensive Wealth Solutions provides advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and other entities. The firm focuses on asset allocation and the selection of outside managers, offering discretionary portfolio management and tailored financial planning.

Michael Kelly is a financial advisor at Podell Financial Group LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Eagle Strategies LLC and Nylife Securities LLC. In addition to his advisory role, he is an independent insurance agent in New Jersey. Podell Financial Group LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm employs a variety of investment strategies tailored to client objectives and manages both individual and employer-sponsored retirement accounts.

Leslie Beck is a CFP® with 26 years of experience in financial advising, currently with Compass Wealth Management, LLC in Rutherford, NJ. She has held roles at Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc., and has also taught at William Paterson University and Bloomfield College. Outside of advising, she is a partner in 379 Associates LLC, a small business consulting and personal coaching firm. Compass Wealth Management provides financial planning and investment advice focused on retirement, education, estate, insurance, and special-needs planning. The firm emphasizes comprehensive written plans tailored to clients’ goals and does not directly manage client assets, instead facilitating implementation through affiliated registered advisers.

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.

Philip Fabrizio is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Kingsbridge Advisors, LLC and Axa Advisors, LLC, and has served on the executive committee of the Knickerbocker Country Club, overseeing golf and social activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Robert Canzani is a financial advisor at Saiph Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Saiph Capital provides financial planning, consulting, and investment management to individuals, trusts, charitable organizations, corporations, pension plans, and banking and thrift institutions. The firm employs a long-term strategic asset allocation approach with tactical adjustments and utilizes a range of investment vehicles, combining fundamental, technical, and cyclical analysis tailored to client risk tolerance and time horizon.

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 63 and Series 65 licenses and has worked at firms including NYLIFE Securities LLC, New York Life Insurance Company, Jones Lang Lasalle, Primerica Advisors, and Keller Williams. Outside of his advisory role, 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 to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $154 million in assets across about 364 client accounts, using third-party model portfolios and a sub-adviser for trading and reporting, while handling client supervision and advice internally.

Nilanjan Das is a CFA® charterholder currently with Ciro Capital LLC and has one year of experience in the industry. His prior work history includes roles at Blue Sun Advisors LLC, Decimal Point Analytics, and Deutsche Bank. Ciro Capital LLC advises individual and high-net-worth clients, trusts, small business owners, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental, quantitative, sector, and qualitative analysis to tailor portfolios and incorporates third-party money manager oversight as part of its investment approach.

Yijia Fan is a financial advisor at IONE Capital Management LLC with six years of industry experience and holds a Series 65 designation. Since 2019, Fan has served as a general partner of the iOne Multi Asset Strategy Fund, a private investment fund. IONE Capital Management LLC provides discretionary portfolio management primarily to high-net-worth individuals and pooled investment vehicles. The firm uses quantitative, systematic strategies with a focus on risk control and acts as adviser to the iOne Multi Asset Strategy Fund.

Tyler Kennedy is a financial advisor at Vaughan and Company Securities, Inc. with four years of industry experience. He holds a Series 65 credential and has previously worked at Betterment. Vaughan and Company Securities, Inc. provides discretionary investment advisory services primarily to individual and high-net-worth clients, as well as pension, profit-sharing, and 401(k) plan sponsors. The firm’s investment approach includes individual portfolio management, financial planning, and the use of third-party managers, with strategies aligned to clients’ objectives and reviewed regularly.

Theodore Groesbeck is a CFA® charterholder with 11 years of industry experience. He has been with Groesbeck Investment Management Corp since 1999. Groesbeck Investment Management Corp is an employee-owned investment adviser that provides discretionary equity portfolio management to high net worth individuals, trusts, endowments, pension plans, and IRAs. The firm focuses on two primary equity strategies—Growth of Income and Growth—using a bottom-up research process emphasizing dividend-growth potential and above-average earnings prospects.

Marc Bautis is a financial advisor at Bautis Financial, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Bautis Financial since 2008. The firm provides discretionary investment supervisory services and financial planning to individual and high-net-worth clients, managing approximately 275 client relationships with around $197 million in discretionary assets. Bautis Financial emphasizes client-specific Investment Policy Statements and employs a range of analytical tools to implement diversified trading strategies across multiple asset classes.

Douglas Wolfe is a financial advisor at Saddle River Capital Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 licenses. In addition to his advisory role, Wolfe provides insurance services to clients who request them. Saddle River Capital Management serves individual investors, other advisors, corporate pension and profit-sharing plans, 401(k) plans, and institutional and charitable clients. The firm offers portfolio management and comprehensive financial planning, focusing on ongoing planning and regular reviews. Their investment approach uses cost-efficient, globally allocated portfolios constructed with ETFs and mutual funds, guided by a proprietary research model that combines fundamental and technical analysis.