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.

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.

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.

Cheryl Werbeloff is a financial advisor at Kensington Financial Advisors LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities Inc. and National Wealth Management, LLC. Kensington Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines discretionary and non-discretionary investment management with financial planning and consulting services, using a range of strategies and instruments while providing plan-level services and participant education for retirement plans.

Dorota Pietryka is a financial advisor with Compass Private Wealth Group LLC, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. She previously worked at Merrill and J.P. Morgan Securities over a combined span of nine years. Dorota is also a licensed insurance agent, dedicating a portion of her time to insurance sales and implementation of insurance recommendations. Compass Private Wealth Group LLC manages approximately $113 million for around 80 clients, including individuals, families, trusts, and businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis to build diversified portfolios tailored to clients’ goals and risk tolerance.

Danna Jacobs is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Lavish Financial Planning since 2013. She holds the Series 66 designation and was previously involved with Legacy Care Tax, LLC for six years. Jacobs is also a 50% managing member of Legacy Care Holdings, LLC, a holding company that invests in a media startup. Lavish Financial Planning serves individual clients, including high-net-worth households, as well as employer plan sponsors and businesses, offering portfolio management, financial planning, and employee benefit advisory services. The firm emphasizes goal-based asset allocation with a preference for passive, index-based portfolios and integrates employer plan advisory with retail wealth management.

Our clients and community value us for both our personal approach as well as our background experience. Our clients are amazing but do not always have the time and energy to go it on their own. We help bridge family and business conversations, and align our clients paths with their intended priorities. We have backgrounds in institutional investments, and consulting financial advisors, but we are perpetually students as well as surrounding ourselves with amazing professional alliances to help support our clients and community in every way we can. Growing up, my parents were owners of a small business that did paving and excavation services. I was able to work summers and through college and miss operating equipment. Same time I saw many of their challenges through each stage of ownership. I love helping business owners and consultants bridge their investments and behavior in alignment with their prioritized goals and intent. Working at an institutional asset manager and broker dealer allowed me to spend countless hours with amazing financial professionals (advisors, portfolio managers, economists and strategists). There is alot to learn in good times, and even more to learn in challenging times. We try to bring a long term vision and healthy perspective to meetings where clients are the ones driving to their goals with the full support of our firm and every resource we have.

Christopher Cullina is a CFP® professional with four years of industry experience. He is currently with M.K. Byrne & Co. LLC and previously worked at Cetera Advisors LLC/Nicholas Pascarella & Co. as OSJ and Jennison Associates. M.K. Byrne & Co. LLC provides tax planning, personal financial planning, and investment advisory services to individuals and high-net-worth families. The firm employs a tactical asset-allocation approach within a modified Modern Portfolio Theory framework and combines investment management with coordinated tax and financial planning.

Michael Kelly is a financial advisor at Podell Financial Group LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Eagle Strategies LLC and Nylife Securities LLC. In addition to his advisory role, he is an independent insurance agent in New Jersey. Podell Financial Group LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm employs a variety of investment strategies tailored to client objectives and manages both individual and employer-sponsored retirement accounts.

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.

Robert Mastrandrea is a financial advisor at East Coast Wealth Management, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2005. In addition to his advisory role, Mastrandrea owns a CPA and tax consulting practice. East Coast Wealth Management serves individual and high-net-worth clients, as well as trusts and business entities, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs portfolios using ETFs, mutual funds, individual securities, and third-party managers, applying a mix of fundamental and technical analysis with a long-term orientation.