Victor Vuskalns is a financial advisor at Tango Capital Management, LLC, holding a Series 63 designation with 27 years of industry experience. He has been with both Auerbach, Pollak & Richardson Inc. and Tango Capital Management since 1999. Tango Capital Management provides discretionary, fee-only investment management to individual and high-net-worth clients, focusing on portfolio construction, monitoring, and rebalancing. The firm employs a variety of investment strategies including equities, fixed income, mutual funds, ETFs, and options, and operates with principal involvement in client accounts at a modest scale.

Robert Szigeti III is a financial advisor at SG Securities, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. Outside of his advisory role, he serves as an ice official for USA Hockey, officiating youth hockey games. SG Securities, LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm offers tailored investment strategies and conducts public educational seminars and workshops at no charge.

Darsh Sharma is a financial advisor at WP Asset Management with one year of industry experience. He holds a Series 65 credential and has previously worked at Morgan Stanley and held academic roles at Stevens Institute of Technology and Vellore Institute of Technology. WP Asset Management provides discretionary and non-discretionary portfolio management and wealth-planning services for individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm uses a combination of modern portfolio theory and multiple analytical methods, tailoring investment programs through individualized Investment Policy Statements.

Yash Niphadkar is a CFP® with 12 years of industry experience, currently serving at Excel Capital Management Corp since 2021. His prior roles include positions at Lenox Wealth Advisors, First Republic Securities Company, Bank of America, and Merrill Lynch. Excel Capital Management Corp. provides discretionary investment management and financial advice primarily to high-net-worth individuals, trusts, small businesses, and corporations. The firm employs a core-and-satellite investment approach, managing approximately $175 million in client assets with custody held by third-party custodians.

Timothy Starkey is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 23 years of industry experience. He is currently with LiftPoint Family Wealth Advisors, LLC and has prior experience at firms including FortisPath Advisors, NewEdge Advisors, LPL Financial, Morgan Stanley, and Merrill. LiftPoint Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities through a two-advisor team managing approximately $187.7 million in discretionary assets. The firm employs a manager-agnostic approach that includes independent investment managers, ETFs, structured notes, and alternative investments, coordinating planning with clients’ tax, estate, and insurance professionals.

David Novak is a financial advisor at United Success Wealth Management with two years of industry experience. He holds Series 63 and Series 65 designations and has previous experience at Measured Risk Portfolios/Kings Road Financial and Axa Advisors LLC, as well as ten years as a self-employed advisor. United Success Wealth Management provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts and estates, business owners, and corporate entities. The firm uses a combination of fundamental, technical, and macroeconomic analysis alongside Modern Portfolio Theory to build customized, diversified portfolios, offering both discretionary and non-discretionary management as well as educational seminars and webinars.

Neil Sacks is a financial advisor at Sacks & Associates, LLC with 45 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Mutual Securities, Inc. from 2015 to 2021. Outside his advisory role, he is involved with Zenith Marketing Group, Inc., an insurance and annuity brokerage firm. Sacks & Associates, LLC provides discretionary and non-discretionary investment management and financial planning services to individual and business clients, including high-net-worth individuals. The firm emphasizes developing written retirement plans through personal meetings and primarily uses long-term investment strategies supported by fundamental, technical, and charting analysis.

Fred Busler Jr. is a financial advisor at Augulis Financial Firm, L.L.C. in Warren, New Jersey, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Augulis Financial Firm since 2016. Outside of advising, he is also an insurance agent specializing in fixed insurance sales and works as a tax preparer. Augulis Financial Firm provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm’s goal-driven investment approach incorporates fundamental and technical analysis, tailored asset allocation, and may involve sub-advisors, while also offering educational seminars and comprehensive financial planning.

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.

Nick Guida is a financial advisor at Guidance Wealth Advisors LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at A Better Way Financial, LLC and Retirement Wealth Advisors, Inc. Outside of advising, Guida is a published author of financial articles for outlets including Forbes and Fortune.com and is involved in a solar equipment purchasing venture. Guidance Wealth Advisors LLC provides discretionary wealth management and comprehensive financial planning primarily to individual clients, including high-net-worth households, as well as business, foundation, and charitable accounts. The firm employs tailored investment strategies using diversified allocations and specialized tools such as direct indexing and options collars.

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.

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.

Blake Parisi is a financial advisor at Parisi Capital with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2018 to 2020. Prior to his advisory career, he was affiliated with Rutgers University. Parisi Capital provides continuous investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a passive investment approach using index mutual funds and ETFs combined with technical and charting analysis, managing accounts on a discretionary basis with quarterly reviews.

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.

Jaime Young is a financial advisor at Sacks & Associates, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mutual Securities, Inc. and Voya Financial Partners, LLC. Outside of his advisory role, he volunteers with the Judd Elementary Parent Teacher Organization, assisting with fundraisers and class parties. Sacks & Associates, LLC provides discretionary and non-discretionary investment management and financial planning to individuals and business entities, focusing on long-term portfolio management tailored to clients’ objectives. The firm’s process includes developing written retirement plans through personal meetings and utilizing fundamental, technical, and charting analysis for investment decisions.