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.

Zoe Vlachos is a financial advisor at Adalta Capital Management LLC with five years of industry experience. She has been with Adalta since 2016. Adalta Capital Management LLC provides asset management primarily through customized separately managed accounts and advises private investment funds. The firm serves high-net-worth and non-HNW individuals, trusts, estates, family offices, and institutional clients, following a long-only, value-based investment discipline focused on financially strong companies.

Gordy Rogers is a financial advisor at Target Rock Wealth Management, LLC in New York, NY, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Cicero Therapies/Forge Equity Partners, Speech South Associates LLC, Brooklyn Speech Solutions PLLC, and E*TRADE Professional Trading, LLC. Target Rock Wealth Management provides discretionary investment management and financial planning primarily to affluent and high-net-worth individuals, as well as institutions and organizations. The firm emphasizes passive portfolio construction supplemented by fundamental analysis and offers tailored planning and management programs.

Kent Sheng is a CFA® charterholder with 23 years of industry experience and has been with Tandem Capital Management, Inc. since 1991. He holds a Series 63 license and also serves as secretary for SYS Investors Corp., the parent holding company for Tandem Capital Management, where he reviews finances and records minutes. Tandem Capital Management provides wealth management and investment advisory services to high-net-worth individuals, families, entrepreneurs, executives, trusts, estates, and retirement plans. The firm employs a combination of top-down macro and sector outlook with bottom-up fundamental analysis, managing concentrated, discretionary portfolios with a long-term orientation and relatively low turnover.

Kevin Taylor is a financial advisor at Rosecliff Capital Advisory LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Olympia Asset Management, Ltd. for 15 years before joining Rosecliff Capital Advisory in 2020. Rosecliff Capital Advisory LLC provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages wrap-fee accounts on a discretionary basis, tailoring portfolios using a broad range of asset classes to meet clients’ investment objectives and risk tolerance.

Jason Gold is a financial advisor at GreyCliff Wealth Management, LLC in New York, NY, with 20 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at BCG Securities, Inc. From his other activities, he is a founding member of LiveLaughLoveCharities.com, a charity focused on coordinating events. GreyCliff Wealth Management serves individuals, families, trusts, non-profits, pension plans, and businesses, providing financial planning and discretionary asset management. The firm emphasizes diversified, long-term portfolios with cost control and tax efficiency, using fundamental and technical analysis to tailor asset allocation and employing a range of strategies based on client risk tolerance.

Gerasimos Efthimiatos is a financial advisor at Chesapeake Asset Management LLC with three years of industry experience. He holds a Series 65 designation and has been with Chesapeake since 2014. He also serves as the managing member of CAM Global GP LLC. Chesapeake Asset Management is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals, families, retirement accounts, corporations, foundations, and pooled investment vehicles. The firm offers discretionary public-markets portfolio management and customized global multi-asset class portfolios, acting as investment manager and general partner for private pooled vehicles.

Pui Ho Ip is a financial advisor with Kahn Brothers Advisors LLC in New York, NY, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes roles at Stifel from 2007 to 2021, Raymond James & Associates since 2021, and Kahn Brothers LLC since 2022. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management and investment advisory services to individual, high-net-worth, and institutional clients. The firm employs a modified value investing approach focused on U.S. equities with an emphasis on downside protection and typically manages portfolios with a multi-year investment horizon.

Matthew Mckee is a CFP® and CFA® with nine years of industry experience. He is currently with Target Rock Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Samalin Investment Counsel and Gabelli Funds. Outside of finance, he is a co-founder of Up End Distilling, a distilled spirits business. Target Rock Wealth Management primarily serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm employs a combination of passive index-based funds, fundamental analysis, and due diligence, and can create customized ESG portfolios upon client request.

David Napach is the sole advisor at Pacific Strategic Management, LP in New York City, with 23 years of industry experience. He has been affiliated with Pacific Strategic Corp., Pacific Strategic Management, LP, Pacific Strategic Investors, LP, and Wolf Family Management Company since 2001. Pacific Strategic Management serves a small, concentrated client base including individual investors, trusts, partnerships, and family accounts through separately managed accounts and private pooled vehicles. The firm follows a long-term value compounding strategy focused on intensive due diligence and monitoring, with investment decision-making concentrated in a single principal.

Maxwell Snyder is a financial advisor at Adalta Capital Management LLC with 5 years of industry experience. He has been with Adalta since 2017 and previously worked at Citco. Before entering the financial sector, he spent four years at Georgetown University. Adalta Capital Management LLC provides asset management primarily through customized separately managed accounts and advises private investment funds. The firm serves high-net-worth and non-HNW individuals, trusts, estates, family offices, and institutional clients, employing a long-only, value-based investment approach focused on financially strong companies.

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.

Andrew Niemoeller is a CFP® with three years of industry experience and is currently with Collaborative Capital Advisors LLC. He previously worked at Savant Wealth Management for two years and attended the University of Wisconsin - Madison. Collaborative Capital Advisors provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, family offices, and related entities. The firm employs a combination of fundamental, modern portfolio theory, and quantitative analysis to construct portfolios, offering access to separately managed accounts, third-party managers, and pooled investment vehicles.

Charles Goldblum is a CFP® and CFA® with 21 years of industry experience. He has been with Hurley Capital Management, LLC since 2003. Hurley Capital, LLC provides discretionary investment management and limited financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a macro-driven, fundamental, and value-oriented investment process, utilizing a range of securities and occasionally less liquid or specialty investment vehicles.

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.

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.

Paul Reback is a CFP® professional with 15 years of industry experience. He is the principal of Capital Estate Advisors, Inc., where he has worked since 1993. In addition to his advisory work, he holds insurance agent licenses in several states and is appointed with various carriers. Capital Estate Advisors, Inc. provides discretionary investment supervisory services primarily to individual clients, high-net-worth individuals, trusts, estates, and other legal entities. The firm’s investment approach is based on fundamental analysis with a generally long-term holding horizon and occasional option writing, offering both portfolio management and standalone financial planning services.