Fiduciary Financial Planner for New Jersey Widows, Special Needs Families, and Inheritances Nicholas J. Scheibner, CFP®, EA For 14 years I’ve worked in the same investment management company. I had become very comfortable with my career, my family, and my life. Then, my father was diagnosed with Pancreatic cancer in January of 2023. He passed away 3 months later. I’ve learned that “Life is short.” I believe that you need to give this life the best chance you have at continued growth and success. Leave nothing on the table. That is why I founded Supportive Financial, LLC. A New Jersey Registered Investment Advisory firm specializing in Annual Tax Advice, Social Security strategies, and Required Minimum Distribution planning. Although I work with many different people, I feel my best work is helping widows, special needs families, and those who have recently lost a parent. Our Investment Philosophy focuses on low expense ratio index funds, tax-efficiency, and purpose-based allocations. My contact information is below: 201-581-0002 (Call or Text) [email protected].  If after our discussion, I am not the right person for you, I will help you find someone who is.

Danilo Santiago is a financial advisor at Rational Investment Methodology, holding a Series 65 designation with eight years of industry experience. He has been with Rational Investment Methodology since 2016, where he is the sole advisor. Rational Investment Methodology offers discretionary portfolio management for qualified individual investors, employing predefined risk-profile strategies and proprietary discounted dividend models across select consumer and industrial sectors. The firm uses a rule-based investment approach with algorithmic execution and applies performance-based compensation for qualified clients.

Nathaniel Prentice is a CFA® charterholder with 16 years of industry experience. He is the sole advisor at Prentice Investment Management, LLC, an independent firm he founded in 2018. His prior experience includes roles at Purshe Kaplan Sterling Investments, Altium Wealth Management LLC, Oppenheimer, and Wilmington Trust Investment Advisors, Inc. Prentice Investment Management provides discretionary portfolio management and periodic account reviews for a limited client base of individual investors and charitable organizations. The firm employs a long-only strategy combining fundamental and technical analysis with qualitative review and asset allocation, managing portfolios on a discretionary basis without margin, short sales, or most derivatives.

Lawrence Tankel is the principal advisor of LT Advisors LLC and holds Series 63 and Series 65 licenses. He has six years of industry experience and previously worked at Goldman Sachs & Co. LLC for five years. He also owns and operates a separate tax and accounting practice, Lawrence Tankel CPA, P.C., where he provides tax preparation and consulting services. LT Advisors LLC offers discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm manages a concentrated portfolio of approximately $53.5 million through tailored investment programs that incorporate fundamental and technical analysis, with a combined tax and accounting service as part of its operating model.

Charles Neuhauser is the principal and sole advisor at Mainwall Investment Management, LLC. He holds the CFA® designation and has four years of industry experience. He has been with Mainwall since 2010. Mainwall Investment Management is an independent, fee-only registered investment adviser serving individual, high-net-worth, and charitable organization clients. The firm focuses on discretionary portfolio management using fundamental analysis and a mix of equities, fixed income, mutual funds, and ETFs, and is notable for providing performance results and managing a compact, discretionary book.

Maria Lebron is a financial advisor with LeBron Financial Services, Inc. in Congers, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Empower Advisory Group, GWFS Equities, Inc., and Prudential Insurance Company of America. LeBron Financial Services provides financial planning and portfolio management for individual clients, including high-net-worth individuals, as well as retirement plan advisory and education services to small and medium-sized businesses and nonprofit organizations. The firm employs an investment approach based on Modern Portfolio Theory, using diversified asset allocation across institutional and no-load mutual funds, ETFs, and individual securities, and delivers both discretionary portfolio management and non-discretionary financial planning tailored to client objectives.

Andrew Gold is a financial advisor at Future Proof Consulting Group LLC in White Plains, NY, holding a Series 65 designation. He has one year of industry experience and concurrently maintains academic roles at Lehman College and previously at Hillsborough Community College. Future Proof Consulting Group LLC provides fee-only financial planning and non-discretionary investment advice to individuals, families, educators, entrepreneurs, small business owners, and retirees. The firm emphasizes a structured, evidence-informed planning process called the Future Proof Blueprint™, focusing on long-term passive strategies, tax awareness, and comprehensive financial planning delivered collaboratively without discretionary asset management.

Jeffrey Siegel is the sole advisor at Pyramid Peak Capital, LLC in Irvington, NY, holding a Series 65 designation with 13 years of industry experience. He has been with Pyramid Peak Capital since 2012 and previously worked at 52 Capital LLC from 2019 to 2025. Pyramid Peak Capital provides discretionary portfolio management primarily to individuals, high-net-worth clients, and trusts, with a focus on concentrated equity selection combined with an active options overlay. The firm employs derivatives and authorized borrowing within separately managed accounts and offers performance-based fee arrangements for qualified clients.

Michael Dymant is the sole advisor at The Eastrade Asset Management Corporation, holding a Series 63 designation with four years of industry experience. He has been with the firm since 1996. The Eastrade Asset Management Corporation provides investment advisory and portfolio management services to individuals, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses fundamental analysis and combines long-term and short-term strategies to create customized portfolios, with a focus on serving charitable organizations and pension or profit-sharing plans.

Charles Carmona is the sole advisor at Westmore Asset Management in Pearl River, NY, holding Series 65 and Series 63 credentials with 25 years of industry experience. His prior roles include positions at Torino Capital LLC, Rena Advisors LLC, and UBS Financial Services. Westmore Asset Management serves a small, primarily high-net-worth client base, managing approximately $54.5 million across seven accounts. The firm offers individualized investment policy statements, ongoing investment supervisory services, and limited business strategy consulting, employing a variety of analytical methods and both long- and short-term strategies.

Andrew Fox is a CFP® professional with 33 years of experience serving clients through his independent advisory firm, Fox Financial Services, Inc., located in White Plains, NY. He has managed the firm since its founding in 1993. Fox Financial Services provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes tailored asset allocation, long-term holdings, and periodic rebalancing using mutual funds primarily from Dimensional Fund Advisors and Fidelity.

Robert Labick is a CFA® charterholder with 25 years of industry experience. He has been with CJS Securities IA, Inc. since 2023 and has worked with its affiliated entity, CJS Securities, Inc., since 2012. Labick holds a Series 63 license and is based in White Plains, NY. CJS Securities IA, Inc. distributes equity research to high-net-worth individuals, investment companies, and other advisers, focusing on sectors including Consumer, Healthcare, Industrials, Materials, Business Services, and Technology. The firm operates through an affiliated broker-dealer and does not provide portfolio management, custody, or trading services.

I am a fee-only, advice-only investment advisor and financial planner. My mission is to provide great advice at a fair price to support each client’s purpose in life. I am a CFP® Practitioner and CFA® Charterholder. As Founder and Principal Advisor at IndiePlan™, I am committed to our fiduciary duty by providing independent holistic advice and education that puts clients’ interests first. I entered the advisory business after a thirty-year career in financial services. I am a former Head of Index Governance and Chairman of the US Index Committee at S&P Dow Jones Indices, where my job was to oversee major benchmarks like the S&P 500®. Prior to that, I held a variety of positions - from designing indexes and assisting leading asset management firms to working on a portfolio management team that served institutional clients. My interest in investing and financial planning is long standing. I enjoy helping others as they save, invest, and plan for their future, or as they prepare for transitions like retirement, a health challenge, a second career, starting a new business, furthering their education, or taking extended leave. At IndiePlan™ we strive to meet clients where they are in their journey. We provide independent, holistic, tailored advice at a fair price.

Humberto Portillo is a financial advisor at Financial Freedom Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with his current firm since 2015. Financial Freedom Management LLC is a fee-only registered investment adviser serving individuals, trusts, estates, and pension plans with approximately $8.1 million in assets under management. The firm uses a rules-based quantitative approach to asset allocation, incorporating low-cost mutual funds and ETFs, tax-loss harvesting, and leverage strategies, with a focus on special-needs planning and community education through seminars and workshops.

Anthony Torchia is a financial advisor at Lone Wolf Trading LLC with a Series 65 credential and four years of industry experience. He has been involved with Lone Wolf Trading LLC since 2016 and also works seasonally at Coral Sea Pools. Outside of advising, he is the founder and CEO of Best Way Technologies LLC, a software company focused on developing tools for trades businesses. Lone Wolf Trading LLC provides discretionary and non-discretionary portfolio management and financial planning to individual, high-net-worth, and corporate clients. The firm uses charting, quantitative, and technical analysis, employing both long- and short-term trading strategies, with a focus on U.S. stock index ETFs and a practice that includes hypothetical performance illustrations and the use of borrowing in managed accounts.

Thomas Faranda is a financial advisor with Hudson View Advisors, LLC, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he is an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Hudson View Advisors provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of analytical approaches and offers both long- and short-term trading strategies, with a notable focus on pension consulting uncommon among independent single-advisor firms.

Mark Mcnally is the sole advisor at Megstar Financial Management Inc. in Montvale, NJ, with 31 years of industry experience. He has worked at Megstar since 1992 and concurrently serves as a television production technician at WNYW-TV since 1977. Megstar Financial Management provides discretionary portfolio management and general financial advice to a select individual client base. The firm utilizes Modern Portfolio Theory to build diversified, low-turnover portfolios and emphasizes transparent reporting and conflict reduction through specific trading practices.

Narumi Yoshida is the Founder & CEO of Yoshida Wealth Management, Inc. He is a CPA and specializes in Financial & Tax Advisory for Japanese Business Owners and Investors in the US. Mr. Yoshida was born and raised in Shizuoka, Japan. At age 19, he moved to New York in pursuit of his educational and professional goals. He is a first-generation immigrant himself, so he understands what challenges and difficulties people face by moving from one country to another. Mr. Yoshida’s unique professional and educational backgrounds give him the ability to work with clients closely and develop the most effective tax and financial strategies for them. Mr. Yoshida worked as a Financial Advisor for a prominent financial advisory firm in New York City. After gaining valuable experience at the firm, he eventually decided to go out on his own to launch Yoshida Wealth Management, Inc., Independent RIA, to work with clients he felt needed the most help and could add the most value to their situations. Good financial advice must meet a fiduciary standard and be free of conflicts of interest. Therefore, he believes (1) Fee-Only, (2) Fiduciary and (3) Independent are the three most important criteria to consider when choosing a Financial Planner. In addition to Yoshida Wealth Management, Inc., he owns and runs a successful CPA firm based in New York where he and his team provide tax return preparation and business accounting services. Mr. Yoshida focuses on helping Japanese Business Owners and Investors in the US. He utilizes the newest AI/technologies to operate at the highest efficiency level, so he can focuses on what he enjoys the most – working with clients! Outside of work, he enjoys traveling around the world with his wife, Nicole, staying active, reading books and eating Japanese food! (Fun Fact: Narumi used to be a dancer)!

John Belluardo is a ChFC® and financial advisor at Stewardship Financial Planning in Tarrytown, NY, with four years of industry experience. He previously worked for seven years at Quadlogic and has been associated with Stewardship Financial Services, Inc. since 2003. In addition to his advisory role, he offers personal trustee and executor services independent of investment management. Stewardship Financial Planning serves individuals, businesses, charitable organizations, trusts, and estates with comprehensive financial planning and investment advice. The firm employs a multi-bucket, long-term buy-and-hold strategy focused on diversification and offers primarily non-discretionary management with a limited product menu and flat, fixed fees.

Angelo Gallo is a financial advisor at Lifelong Wealth Strategies, LLC in Somers, NY, with 18 years at the firm and four years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Lifelong Wealth Strategies provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, and trusts. The firm employs a "Go Anywhere" top-down, tactical investment approach that integrates economic, fundamental, and technical analysis across multiple asset classes.