Ryan Brennan is a Series 65-licensed advisor with McMillan Analysis Corporation, where he has worked since 2005. He has 19 years of industry experience and is based in Randolph, NJ. McMillan Analysis Corporation serves individuals, including high-net-worth clients, as well as banks, investment companies, trusts, and other advisers. The firm specializes in discretionary portfolio management focused on option-based strategies, combining active asset management with a commercial publishing and data business that includes subscription newsletters, seminars, and software products.

Christian Vivas is a financial advisor at Ronald Gelok & Associates, LLC with two years of industry experience. He holds Series 63 and Series 65 designations. Outside of his advisory role, Vivas works as a group fitness instructor at local YMCA facilities, leading pre-choreographed exercise classes. Ronald Gelok & Associates manages approximately $75 million for around 230 clients, serving individuals, retirement plans, trusts, estates, charities, and business entities. The firm provides comprehensive financial planning and discretionary investment management, emphasizing fundamental analysis and tailored manager selection aligned with clients’ risk tolerance and goals.

Timothy Harrington is a CFP® with 15 years of industry experience. He has worked at Apella Wealth since 2026 and was previously with Longview Financial Advisors, LLC from 2018 to 2026, and Marin Financial Advisors LLC from 2005 to 2017. Longview Financial Advisors provides investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and institutional ERISA retirement plans. The firm employs a strategic asset allocation based on an evidence-based framework, combining Dimensional Funds Advisors products and passive ETFs with active management where appropriate.

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.

Edwin Milner is a financial advisor with Comprehensive Wealth Services, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior firms include LPL Financial, American Investment Planners, and Signature Securities Group Corp./Signature Bank. He also provides limited services through Comprehensive Wealth Services during a transition to LPL Financial’s RIA platform. Comprehensive Wealth Services, LLC offers fee-based investment advisory and portfolio management primarily for high-net-worth individuals and related entities, focusing on mutual funds and ETFs with discretionary management tailored to client risk tolerance, tax situations, and time horizons. The firm is modest in scale, with four advisors serving a mainly high-net-worth client base.

Manuel Ruiz is a CFP® professional with 14 years of industry experience, currently serving at Compass Private Wealth Group LLC since 2021. His prior work includes roles at Bank of America, Merrill Lynch, and J.P. Morgan Securities. He is also a licensed insurance professional. Compass Private Wealth Group provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and employer-sponsored plans. The firm employs a tailored, long-term investment approach using ETFs, stocks, and mutual funds, integrating financial planning with portfolio supervision.

Daniel Pulver is a financial advisor with Pulver Capital Management LLC in Summit, NJ, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Pulver Capital Management since 2009 and has also worked at Andera Capital LLC since 2006. Pulver Capital Management provides ongoing investment supervisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses both fundamental and technical analysis to construct portfolios emphasizing corporate high-yield bonds and dividend-paying equities, managing client assets directly under discretionary authority with a focus on concentrated, high-balance relationships.

Sara Solano is a financial advisor at LodeStar Advisory Group, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Lotus Learning Group. LodeStar Advisory Group is a fee-only wealth management firm serving individuals, trusts, estates, corporations, and charitable organizations. The firm uses a blend of tailored asset allocation, macroeconomic analysis, and tactical strategies including margin and options for portfolio management.

Michael Dudes is a financial advisor at Pleasantdale Wealth Management, LLC, holding a Series 65 designation with two years of industry experience. He has been with Pleasantdale Wealth Management since 2019 and previously worked at American Portfolios from 2016 to 2019. Pleasantdale Wealth Management provides discretionary asset management, hourly financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and corporate plan sponsors. The firm uses fundamental security analysis combined with tactical asset allocation and manages portfolios on a discretionary basis with periodic rebalancing and tax-loss harvesting.

Gregory Da Silva is a financial advisor at McMillan Analysis Corporation with nine years of industry experience. He holds a Series 65 designation and has been with McMillan Analysis Corp. for over 15 years. Outside of his advisory role, he serves as an ice hockey coach at Gill St. Bernards School. McMillan Analysis Corporation provides discretionary portfolio management primarily for individual and high-net-worth clients, employing an option-centric investment approach that includes covered-call programs and volatility capture strategies. The firm offers managed accounts, subscription products, educational seminars, consulting, and expert-witness services.

Liang Chun Wu is a financial advisor at Upright Financial Corp with one year of industry experience and a Series 65 credential. His background includes teaching positions at Berklee College of Music and various educational institutions in Taiwan, as well as a role at the Taiwan Academy of Banking and Finance. Upright Financial Corp is an SEC-registered investment adviser serving primarily individual clients, including high-net-worth households, along with a limited range of institutional clients. The firm offers comprehensive financial planning and discretionary portfolio management with a long-term, value-oriented approach using both fundamental and technical 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.

Vincent Schott is a Series 65-licensed advisor at Xpotential Inc. with 15 years of industry experience. He has been with Xpotential since 1999. Outside of his advisory role, he consults part-time for Phoenix Merchant Services, monitoring the performance of an outsourced wholesale payment processor. Xpotential provides discretionary portfolio management to a diverse client base, including individuals, trusts, foundations, and institutions. The firm employs globally diversified portfolios using low-cost index funds and ETFs, with a combination of strategic asset allocation and tactical risk adjustments.

Martin Matousek is a CFP® professional with 17 years of industry experience. He is currently with Cadia Private Client LLC, having joined in 2025, and previously worked at Private Advisor Group and Merrill Lynch. Matousek serves on the Board of Trustees for the Mendham Borough Library. Cadia Private Client LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm constructs customized, primarily long-term portfolios using a variety of investment vehicles and offers fiduciary ERISA/IRA advice for retirement accounts.

Nikola Goles is a financial advisor with Fjaka Wealth Management LLC, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Morgan Stanley and several other financial firms. Fjaka Wealth Management LLC offers discretionary portfolio management, financial planning, and family-office–style advisory services to individuals nationwide, primarily through virtual meetings. The firm combines fundamental analysis, strategic asset allocation, and active security selection, including the use of derivatives and options strategies in separately managed accounts.

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.

David Marks is a financial advisor with Valley Financial Management, Inc. in Morristown, NJ, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior work includes roles at Valley Wealth Managers, Valley National Bank, Popular Community Bank, Infinex Investments, and CITIGROUP. Valley Financial Management operates as Valley Digital Investor, providing individual and high-net-worth clients with discretionary portfolio management through an online platform. The firm delivers automated ETF model portfolios based on client profiles and requires electronic account management through Valley National Bank.

Francis Noonan is a financial advisor with Personal Financial Specialists, holding the ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. He has worked at LPL Financial LLC since 2025 and previously operated his own sole proprietorship under Personal Financial Specialists from 1999 to 2025. He also has extensive experience with Cadaret, Grant & Co., Inc., Bauman, Noonan and Associates, and American United Life Insurance Company. Personal Financial Specialists primarily serves retirement plans and plan participants, along with IRA and money-management clients, providing plan communication, administrative services, and investment advice tailored to participant needs. The firm’s investment approach is largely non-discretionary, focusing on mutual funds and ETFs selected from Charles Schwab’s no-transaction-fee lists and guided by a primary-market-trend framework, combining technical and fundamental analysis.

Anna Bronstein is a financial advisor at Springreef LLC with 15 years of industry experience. She holds the Series 66 designation and has been with Springreef since 2011. Springreef serves high net worth families and large nonprofit organizations by providing independent consulting services focused on financial advisor evaluations, searches, and ongoing monitoring. The firm emphasizes a structured due-diligence process and does not manage client assets or offer financial planning, instead operating on hourly or fixed-fee arrangements.

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.