Joseph Scutellaro is a financial advisor at Entrepreneur Wealth with 22 years of industry experience. He holds a Series 66 designation and has a background that includes over a decade at CohnReznick LLP and its related wealth management entities. In addition to his advisory work, Mr. Scutellaro operates a CPA practice focused on tax return preparation and serves as CFO and minority owner of a company involved in equipment and software sales. Entrepreneur Wealth provides preliminary financial planning and consulting services to individuals, families, small businesses, and retirement plans, focusing on general planning topics such as budgeting and retirement. The firm refers clients to unaffiliated investment adviser managers for comprehensive asset management and does not engage in discretionary trading or asset selection.

Anil Kothari is a CFA® charterholder with three years of industry experience, currently serving at HAPPYRICH Capital. His prior roles include positions at MFA Wealth Inc., MFA Capital Private Ltd., and MFA Consulting Private Ltd. Outside of his advisory work, he is involved with MFA Capital Private Ltd. in India, where he performs investment research and analysis to support mutual fund distribution. HAPPYRICH Capital provides fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, and other entities. The firm’s investment approach combines strategic asset allocation with passive index funds and ETFs alongside tactical use of actively managed funds.

We focus on helping you make the most of your retirement resources in a tax-efficient way. Our specialty is retirement income planning, aka decumulation planning…how to best live off your nest egg and other sources of retirement income. We take a comprehensive approach to optimizing all of your available resources to help you most effectively achieve your retirement goals. Our holistic process integrates cohesive consideration of Social Security benefits, pensions, investments, real estate, annuities, insurance, work wages, etc. to maximize your retirement income. Furthermore, we carefully consider tax-minimization throughout each step of our process. We provide ongoing tax-efficient retirement planning and investment management. Unlike most advisors, our fee is not a percentage of your investable assets. We feel that method often overcharges clients who have been diligent savers but who do not have complex financial lives. Instead, our fee is a fair and transparent fixed annual amount.

Wayne Schorpp is a CFP® professional with 21 years of industry experience and is the managing partner at Schorpp, Collier, a CPA firm where he has been a partner for approximately 16 years. He has been with Schorpp, Collier since 1997 and manages both accounting and practice operations. Schorpp Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing a passive, asset-class investment approach focused on diversification, low costs, and tax considerations. The firm also integrates insurance products into its financial planning process and offers specialized college financial planning services.

Anthony Scibetta is a financial advisor at Garden State Retirement Specialists, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Garden State Retirement Specialists since 1999. Prior to that, he spent 14 years at Sagepoint Financial, Inc. and currently maintains a role at Elite Brokerage Group LLC, which he has been with since 1980. Outside of his advisory work, Scibetta is a partner in a local LLC that owns and leases office space. Garden State Retirement Specialists is a boutique advisory firm with a two-advisor team managing approximately $109 million for about 152 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple managed account programs, utilizing asset allocation tools and varied investment strategies ranging from passive index to active mutual fund and ETF approaches.

Caelan Mccarthy is a CFP® with nine years of industry experience, currently serving as a financial advisor at Princeton Capital Management LLC since 2023. His prior experience includes roles at Condor Capital Management and Merrill. He also held a position at Rutgers University early in his career. Princeton Capital Management provides investment management and supervisory services to a range of clients including foundations, endowments, corporations, private clients, family offices, and institutions. The firm employs a long-term investment approach that integrates fundamental and technical analysis across equity, balanced, and fixed-income strategies, with portfolios often managed on a discretionary basis using options, derivatives, and, in limited cases, leverage.

Joseph Scibetta is a financial advisor with Garden State Retirement Specialists, LLC in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Sagepoint Financial and Osaic Wealth, Inc. Outside of advisory roles, he sells fixed life insurance and fixed annuities through Elite Brokerage Group. Garden State Retirement Specialists is a small firm with two advisers managing approximately $109 million for around 152 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple managed account programs, using a range of strategies from passive indexing to active mutual fund and ETF portfolios.

Reginald Fitzpatrick is a financial advisor at Princeton Capital Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and worked at Princeton Capital Management from 2006 to 2017. Fitzpatrick serves as a director of Intervention Point, a private company that provides administrative documentation services for trust and estate planning. Princeton Capital Management offers discretionary investment management and supervisory services to a diverse client base, including private clients, family offices, foundations, endowments, corporations, and other institutions. The firm manages separate accounts, model portfolios, and sub-advisory relationships, and also acts as investment manager to affiliated long-short limited partnerships. Its investment approach combines fundamental and technical analysis with a long-term orientation across various equity, balanced, and fixed-income strategies.

Danny Yu is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with Hillcrest Wealth Advisors - NY, LLC since 2018 and previously worked at EisnerAmper Wealth Advisors, LLC from 2015 to 2018. Hillcrest Wealth Advisors - NY, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, executives, employees, endowments, and trusts. The firm manages accounts using a mix of ETFs, mutual funds, and third-party separate account managers, emphasizing core index ETF exposures for large-cap equities and satellite sector ETF allocations.

Alfred Berkeley III is a financial advisor with Princeton Capital Management LLC in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Princeton Capital Management since 2013 and serves as Vice Chairman of the Board at Gentag, Inc. Beyond his advisory role, Berkeley holds multiple board positions, including at XBRL US, the World Economic Forum USA, and XRBL International, and is involved in several nonprofit and corporate boards. Princeton Capital Management provides investment management and supervisory services to foundations, endowments, corporations, private clients, family offices, and institutions. The firm employs a long-term investment approach that integrates fundamental and technical analysis across equity, balanced, and fixed-income strategies, and manages portfolios on a discretionary basis using a range of instruments including options and derivatives.

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 worked previously at Mutual Securities, Inc. and Voya Financial Partners, LLC. Outside of her advisory role, Jaime 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, including high-net-worth individuals. The firm focuses on developing personalized retirement plans through in-person meetings and employs a mix of fundamental, technical, and charting analysis to manage client portfolios primarily through long-term investments.

Gregory Shaw is a CFP® with 22 years of industry experience, currently serving at H&S Tax and Wealth Advisors LLC in Red Bank, NJ. His prior experience includes seven years at Chatham Wealth Management. Outside of his advisory role, he manages a residential rental property in Red Bank. H&S Tax and Wealth Advisors LLC serves individual and high-net-worth clients, offering discretionary portfolio management along with financial planning and consulting services. The firm employs tailored investment strategies using firm-developed models and sub-advisers, and integrates tax and accounting services through a related affiliate.

Thomas Scotto is a financial advisor with Trustee Empowerment & Protection, Inc. He holds a Series 66 designation and has 16 years of industry experience. Scotto has operated Thomas Scotto Consultants, LLC since 2005, which focuses on third-party marketing and group health insurance for union clients. He also works in business development for a law firm specializing in securities litigation. Trustee Empowerment & Protection, Inc. serves retirement plan sponsors and trustees, as well as individual investors, through an internet-based platform that connects clients to a network of registered investment advisers. The firm uses a patented decision-assistance tool to help clients evaluate and compare investment options while maintaining client decision-making authority.

John Long Jr. is a financial advisor with Strategic Wealth Solutions LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Chelsea Financial Services. He is also involved with Jarred Bunch Consulting, LLC (DBA INVST, LLC), offering holistic fee-based financial planning services. Strategic Wealth Solutions LLC provides portfolio management, pension consulting, and standalone financial planning primarily for individual clients and pension/profit-sharing plans. The firm manages approximately $35.9 million for about 130 clients and constructs portfolios focused on ETFs, equities, and fixed income, using a combination of fundamental, modern-portfolio, quantitative, and technical analysis.

Daniel Spiegel is a financial advisor at VCP Financial LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VCP Financial since 2013 and Sterne Agee from 2012 to 2017. Outside of his advisory role, Spiegel is a co-founder and managing partner of LIFE 143, LLC, a life and health insurance business, and Vessel Capital Management, LLC, where he is involved in client portfolio management for related private funds. VCP Financial LLC offers portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies, including fundamental and technical analysis, and manages accounts on both discretionary and non-discretionary bases.

Mengxue Cao is a CFA® charterholder with eight years of experience at Ailares Inc. Prior to joining the firm, Mengxue worked at Boston University for three years. Ailares provides discretionary separately managed account portfolio management and investment advisory services to qualified clients, including high-net-worth individuals, trusts, estates, corporations, and certain retirement accounts. The firm employs a combination of fundamental, technical, macro, quantitative, sentiment analysis, and proprietary machine-learning tools to guide investment decisions across a range of asset classes and strategies.

Brian Klatsky is a financial advisor at Gold Coast Wealth Management, LLC with 28 years of industry experience. He has held positions at Knight Equity Markets, L.P., Knight Capital Markets LLC, and Knight Execution & Clearing Services LLC prior to joining Gold Coast Wealth Management in 2017. Klatsky holds the Series 63 and Series 65 designations. Gold Coast Wealth Management provides discretionary investment supervisory services to individuals and institutional clients through separately managed accounts and pension consulting. The firm employs a multi-strategy investment approach and manages approximately $413.8 million in assets, emphasizing tailored services and a multi-manager focus for pooled investment vehicles.

William Coughlin is a CFA® charterholder with 20 years of industry experience. He has been with Delta Capital Management LLC since 2005. Delta Capital Management is an owner-operated, SEC-registered investment adviser serving high-net-worth individuals and institutional clients such as municipalities, foundations, trusts, and pension plans. The firm employs a value-oriented equity approach focused on large-cap U.S. stocks and manages intermediate, investment-grade fixed-income portfolios, overseeing approximately $240.5 million in discretionary assets.

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.

David Golembieski is a financial advisor at Tranquility Path Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Bristol Myers Squibb and Hovione. In addition to his advisory role, he operates an independent insurance and annuity product sales business. Tranquility Path provides investment consulting, managed-account guidance, and financial planning to individuals, families, and various entities. The firm emphasizes diversified, passive investment strategies based on Modern Portfolio Theory, with client accounts managed through third-party co-advisors.