David Spiegel is a CFP® with 31 years of experience in the financial services industry. He is currently with Gci Financial Group, having joined in 2025, and previously worked at Lantern Wealth Advisors, APS Pension and Financial Services, and Axa Advisors. Outside of his advisory role, he acts as a broker offering fixed life and long-term care insurance products and corporate health insurance through several providers. GCI Financial Group manages approximately $145 million for around 130 clients, providing asset management and financial planning services tailored to individuals, trusts, pension plans, and businesses. The firm uses a variety of analytical methods and option-writing strategies, with portfolio supervision that includes quarterly reviews and customized investment restrictions.

Sara Solano is a financial advisor at LodeStar Advisory Group, LLC with one year of industry experience. She holds a Series 65 designation. Prior to joining LodeStar Advisory Group, she worked at Lotus Learning Group for one year. LodeStar Advisory Group provides fee-only investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary services, tailoring portfolios based on individual goals, risk tolerance, and liquidity needs, and employs a range of investment methods including technical, fundamental, and cyclical analysis.

Joseph Orlandi is an advisor at Tango Capital Management, LLC, holding a Series 65 credential with one year of industry experience. His background includes military service from 2018 to 2022 and three years at Rutgers University prior to joining Tango Capital Management. Tango Capital Management is a small, independent registered investment adviser that offers discretionary portfolio management to individual and high-net-worth clients. The firm focuses on investment management across various asset classes and employs both long- and short-term trading strategies, including options, while excluding comprehensive financial planning and estate or insurance services.

Jaime Young is a financial advisor at Sacks & Associates, LLC with 24 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Sacks & Associates since 2008, following four years at Mutual Securities, Inc. Outside of her advisory role, she volunteers with the Judd Elementary PTO, assisting with fundraisers and class parties. Sacks & Associates, LLC provides discretionary and non-discretionary investment management and financial planning services to individual and business clients. The firm focuses on developing customized retirement plans through personal meetings and ongoing portfolio management across equities, ETFs, mutual funds, and fixed-income instruments.

Jenner Preston is a financial advisor at Tranquilli Financial Advisor, LLC in Clinton, NJ, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Preferred Capital Securities and Badger Creek Advisors LLC. Tranquilli Financial Advisor serves individuals, trusts, estates, retirement plans, and business entities by providing financial planning, consulting, and discretionary investment management. The firm manages approximately $199.4 million in assets across 221 client relationships and utilizes third-party Independent Managers for portfolio allocations, conducting ongoing due diligence and monitoring.

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.

Ian Davis is a financial advisor with Horizon Financial Group, Inc., holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at LPL Financial and Lincoln Financial Securities. Outside of his advisory work, he has been involved in non-variable insurance activities. Horizon Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, and select nonprofit organizations. The firm offers planning and referral services based on fundamental and technical analysis, utilizing a range of investment products while emphasizing non-discretionary planning and third-party manager referrals.

Frank Lentz is a Series 65–licensed financial advisor with 15 years of industry experience. He has been with Managed Wealth Advisors since 2010. Managed Wealth Advisors is a fee-only registered investment adviser that provides discretionary portfolio management primarily for individual brokerage and retirement accounts. The firm uses a tactical asset allocation strategy incorporating equities, ETFs, closed-end funds, and options strategies to pursue yield enhancement and volatility management.

David Johnson is a financial advisor with Private Client Group Asset Management, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at firms including Cetera Advisors LLC, Johnson & Murphy Wealth Advisors, and First Allied Advisory Services. Outside of advising, Johnson serves as a trustee for Centenary College and is involved with several nonprofit organizations such as Freedom House and the Baseball Assistance Team. Private Client Group Asset Management serves individuals, retirement plans, trusts, estates, and business entities by providing financial planning and investment supervisory services. The firm manages approximately $143 million across about 109 client accounts, utilizing model portfolios and third-party money managers while offering wrap fee programs with discretionary management delegated to recommended sub-advisers.

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.

Samantha Baghal is a financial advisor at Guidance Wealth Advisors LLC in Lebanon, NJ, holding a Series 65 designation. She has been with Guidance Wealth Advisors since 2024 and is also involved with Guidance Income Advisors, LLC as an insurance agent. Guidance Wealth Advisors is a small, supported firm serving individuals, corporations, foundations, and retirement plans with approximately $27.8 million under management. The firm combines discretionary portfolio management with comprehensive financial planning and uses a co-advisory model with Independent Managers, offering diversified portfolios that include derivatives and alternative investments.

Bradford Gruby is a financial advisor at High Point Wealth Management, LLC in Chester, NJ, holding a Series 65 designation with 17 years of industry experience. He has been with High Point Wealth Management since 2008. High Point Wealth Management serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning and investment advisory services, using a fundamental and cyclical analysis investment approach combined with asset allocation across mutual funds, ETFs, individual stocks, and bonds.

Louis Tranquilli is a financial advisor with Tranquilli Financial Advisor, LLC in Clinton, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to founding his current firm in 2018, he worked at IC Advisory Services, Inc. and The Investment Center, Inc. from 2007 to 2018. Outside of advisory work, he is a member of an LLC involved in property ownership. Tranquilli Financial Advisor serves individuals, trusts, estates, retirement plans, and business entities, providing financial planning, consulting, and discretionary investment management. The firm customizes portfolios based on client-specific factors and frequently utilizes third-party independent managers, maintaining ongoing due diligence and oversight.

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.

Gary Prince is a financial professional with Private Client Group Asset Management, holding a Series 66 designation and one year of industry experience. He previously worked at Peapack Private Wealth Management and Brown Brothers Harriman. Gary is based in Gladstone, NJ. Private Client Group Asset Management is a registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning and investment supervisory services, managing approximately $143 million across about 109 client accounts.

Steven Feldstein is a financial advisor with Feldstein, Steven dba Steven Feldstein & Associates in Basking Ridge, NJ. He holds the CFP® and ChFC® designations and has 40 years of industry experience. His career includes roles at Feldstein Financial Group, LLC, First Allied Securities, Inc., and Security Mutual Life. In addition to advisory services, he is involved in insurance sales through various agencies. Feldstein & Associates provides financial planning and investment management on a non-discretionary basis to high-net-worth individuals and related entities. The firm employs a long-term, fundamentals-driven value investing approach, focusing on companies trading near tangible book value with strong franchises and targeted returns on equity.

Kenneth Lenskold is a financial advisor with Private Client Group Asset Management in Gladstone, NJ, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Beacon Investment Advisory Services for nine years and has been with Private Client Group Asset Management since 2025. Private Client Group Asset Management serves individuals, retirement plans, trusts, estates, and business entities, managing approximately $143 million across 109 client accounts. The firm provides financial planning and investment supervisory services, typically implementing client strategies through model portfolios and third-party sub-advisers while sponsoring wrap fee programs with discretionary management oversight.

Steven Calvelli is a financial advisor at Capital Enhancement, LLC in Warren, NJ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Capital Enhancement since 2008. Capital Enhancement provides personalized tax and investment advice, financial planning, tax preparation, and family office services primarily to high-net-worth individuals, including current and retired corporate executives. The firm focuses on nondiscretionary, wrap-fee advisory services, integrating tax compliance with investment management and maintaining a small client base.

Robert Iandoli is a financial advisor at Horizon Financial Group, Inc. with 40 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial and Lincoln Financial Securities Corporation prior to his current role. He has been with Horizon Financial Group since 2001. Horizon Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, and select nonprofit organizations. The firm focuses on non-discretionary planning and third-party manager referrals, utilizing both fundamental and technical analysis in its advice.