John Mccolgan is the sole advisor at Prospect Hill Management, LLC in Summit, NJ, holding a Series 65 designation with 21 years of industry experience. He has been with Prospect Hill Management since 2000. Prospect Hill Management provides discretionary investment supervisory services and individual portfolio management primarily to individuals, including high-net-worth clients, as well as pooled investment vehicles. The firm employs a combination of fundamental, technical, and qualitative analysis with an emphasis on asset allocation across various instruments, managing accounts on a discretionary basis with at least monthly reviews.

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.

Richard Polo Jr. is a financial advisor at Retirement Wealth Management, LLC with 12 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Cetera and as a self-employed consultant. In addition to his advisory role, he manages an accounting and tax consulting practice. Retirement Wealth Management, LLC serves primarily individuals, high-net-worth clients, trusts, estates, and small businesses, managing approximately $60.7 million in assets. The firm employs a long-term, fundamentally driven investment strategy and offers discretionary wealth management, financial planning, and access to independent managers and insurance consulting.

Timothy Harrington is a CFP® with 15 years of industry experience. He has been with Longview Financial Advisors, LLC since 2018, following 12 years at Marin Financial Advisors LLC. 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 approach grounded in evidence-based principles, combining passive and active investment strategies tailored to client needs.

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.

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.

Mark Cassidy is a financial advisor with Prosperiant Wealth Management, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Laidlaw Wealth Management, LLC and Laidlaw & Company (UK) Ltd., as well as Merrill Lynch. Prosperiant Wealth Management provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equities, fixed income securities, and exchange-traded funds. The firm emphasizes long-term trading guided by cyclical and fundamental analysis, with portfolio design driven by client objectives, tax considerations, and documented risk tolerances.

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.

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.

Lourdes Borr is a financial advisor at Rivero CPA LLC with 21 years of industry experience. She holds a Series 65 designation and has been with Rivero CPA LLC since 2004. Rivero CPA LLC provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers advice through written financial plans and assists clients in selecting third-party investment advisers, focusing on asset-class level recommendations rather than specific securities.

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.

John Williams is a financial advisor at Bautis Financial, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bautis Financial since 2018, including its current iteration since 2020. Prior to his advisory career, he was involved with Woosh Athletic, LLC, an athletic-related business. Bautis Financial, LLC provides discretionary investment supervisory services and financial planning to individual and high-net-worth clients, managing approximately 275 client relationships with about $197 million in discretionary assets. The firm’s investment approach is guided by client-specific Investment Policy Statements and employs a range of analytical tools to implement diverse trading strategies, with additional focus on insurance and risk-management services.

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 been with Sacks & Associates since 2008, following four years at Mutual Securities, Inc. Outside of her advisory role, she 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. The firm focuses on developing customized retirement plans through personal meetings and ongoing portfolio management across equities, ETFs, mutual funds, and fixed-income instruments.

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.

Francis Granizo is a financial advisor with Talisman Wealth Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Inc. He has been with Talisman Wealth Advisors since 2021. Talisman Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses a goal-driven, asset-allocation approach based on Modern Portfolio Theory, combining low-cost index ETFs with active managers and sustainable investment options.

Peter Goodman is a financial advisor with SFI Advisors, LLC in Montclair, NJ, holding the ChFC® designation and Series 63 license with 38 years of industry experience. He has been with SFI Advisors since 2001 and has prior experience at Manufacturers Life Insurance Company spanning three decades. Goodman serves on the executive committee of a retirement planners’ study group, Retirement Advisors & Designers of America (RADA). SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary portfolio management, financial planning, corporate retirement plan consulting, and family office services. The firm employs tailored investment strategies, including modern portfolio theory and long-term purchase approaches, and offers access to a range of investment products such as equities, bonds, mutual funds, ETFs, and municipal securities.

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.

Robert O'Brien is a CFP® and ChFC® with 17 years of industry experience. He has been with Capital Enhancement, LLC since 2010, where he serves as one of two advisors. Capital Enhancement provides personalized tax and investment advice, financial planning, tax preparation, and family office services primarily to high-net-worth individuals and their families, focusing on nondiscretionary, wrap-fee advisory strategies that integrate tax compliance with investment management.

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.