Timothy Starkey is a CFP® and ChFC® with 23 years of industry experience. He is currently affiliated with LiftPoint Family Wealth Advisors, LLC and NewEdge Advisors, LLC, having previously worked at LPL Financial and Morgan Stanley. Starkey provides investment advisory services through NewEdge Advisors, an independent firm. LiftPoint Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities with comprehensive wealth management and financial planning. The firm employs a manager-agnostic approach, utilizing independent managers, ETFs, and alternative investments while coordinating planning with clients’ tax, estate, and insurance professionals.

Vincent Polidori is a financial advisor with ValuEngine Capital Management LLC, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. His career includes roles at TSG Alpha Partners, IGM Brokerage, Ceros Financial Services, and Petersen Investments. Outside of finance, he serves as a consultant for J. Hilburn, a men's custom clothing company. ValuEngine Capital Management serves individual and high-net-worth investors as well as pension and profit-sharing plans, providing tailored portfolio management based on clients’ goals, time horizons, and risk tolerance. The firm utilizes fundamental analysis, quantitative methods, and modern portfolio theory, offering discretionary asset management and an automated program through Schwab’s Institutional Intelligent Portfolios platform.

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.

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.

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.

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.

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.

Michael Mclane is a Certified Financial Planner® with 28 years of industry experience. He is affiliated with Redwood Financial Planning, LLC and has previously worked at Purshe Kaplan Sterling Investments, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. In addition to his advisory role, he owns a part-time tax preparation and business consulting practice. Redwood Financial Planning, LLC provides portfolio management and financial planning services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs a combination of fundamental analysis and tactical overlay strategies, offering both discretionary and non-discretionary mandates while managing approximately $213 million across three advisors.