Robert Korzik is a financial advisor with First Light Wealth Advisors, LLC in Little Falls, NJ, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2011 to 2017. Outside of his advisory role, he is the managing partner of RJE Marine Services LLC, a charter fishing boat business operated by his son. First Light Wealth Advisors provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a combination of fundamental and cyclical analysis with Modern Portfolio Theory to manage diversified portfolios, primarily on a discretionary basis, and offers both individual wealth management and ERISA fiduciary retirement plan consulting.

Stephen Varlotta is a Series 65-licensed advisor at ProAthlete Wealth Management LLC with no prior industry experience. His work history includes roles at SL Green Realty Corporation, Greystone Monticello, Piper Sandler, and academic positions at the University of Southern California Marshall School of Business and Syracuse University. ProAthlete Wealth Management LLC provides discretionary portfolio management, comprehensive financial planning, and concierge services primarily to individuals, including high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis alongside strategic and tactical asset allocation, serving a client base that includes professional athletes with specialized concierge support.

Markus Lammer is a financial advisor at Diamond NestEgg with nine years of industry experience. He holds a Series 65 designation and previously worked at UBS Securities LLC and Credit Suisse Securities (USA) LLC. Outside of his advisory work, he owns income-producing real estate in London. Diamond NestEgg serves individual clients by providing comprehensive financial planning, coaching, and educational programs. The firm focuses on client-directed implementation and favors passive investment strategies, emphasizing education through workshops and online courses rather than discretionary portfolio management.

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.

Kent Sheng is a CFA® charterholder with 23 years of industry experience and has been with Tandem Capital Management, Inc. since 1991. He holds a Series 63 license and also serves as secretary for SYS Investors Corp., the parent holding company for Tandem Capital Management, where he reviews finances and records minutes. Tandem Capital Management provides wealth management and investment advisory services to high-net-worth individuals, families, entrepreneurs, executives, trusts, estates, and retirement plans. The firm employs a combination of top-down macro and sector outlook with bottom-up fundamental analysis, managing concentrated, discretionary portfolios with a long-term orientation and relatively low turnover.

Joel Schreiber is a CFP® with 24 years of industry experience, currently serving as a financial planner at SFI Advisors, LLC since 2017. His prior experience includes over a decade with Kestra Investment Services, LLC and Kestra Advisory Services, Inc. He is also a part-time lecturer at Rutgers University, teaching economics, data analytics, labor institutions, and finance courses. Additionally, Schreiber serves as a trustee for a family irrevocable life insurance trust. SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans, offering discretionary portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs tailored investment approaches such as modern portfolio theory and long-term purchase strategies while providing a range of investment advice across equities, bonds, mutual funds, ETFs, and other securities.

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.

Michael Dunne is a CFP® professional with eight years of experience, currently serving as an advisor at Cereus Financial Advisors, LLC since 2018. He is the treasurer of the Ramsey Democratic Club, where he manages the organization’s financial records and banking activities. Cereus Financial Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, and retirement plans, combining discretionary and non-discretionary portfolio management with financial planning and retirement-plan advisory. The firm employs a blend of passive quantitative models, selected external managers, and active tax management, supported by AI-driven research and portfolio analysis tools.

Richard Polo Sr. is a financial advisor with Retirement Wealth Management, LLC, holding the PFS™ and Series 63 designations and bringing 27 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC from 2005 to 2020 and has maintained a separate public accounting and tax consulting practice, Polo Financial, since 2000. Polo Financial provides personal and corporate tax return preparation and consulting services. Retirement Wealth Management, LLC manages approximately $60.7 million for individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term, fundamentally driven investment approach, utilizing a range of investment vehicles and strategies, and offers discretionary wealth management, financial planning, and insurance consulting.

Deborah Liguori is a CFP® professional with 20 years of experience in financial advising. She has been with Comprehensive Wealth Solutions, LLC since 2004. Comprehensive Wealth Solutions provides advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and other entities. The firm focuses on asset allocation and the selection of outside managers, offering discretionary portfolio management and tailored 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.

Leslie Beck is a CFP® with 26 years of experience in financial advising, currently with Compass Wealth Management, LLC in Rutherford, NJ. She has held roles at Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc., and has also taught at William Paterson University and Bloomfield College. Outside of advising, she is a partner in 379 Associates LLC, a small business consulting and personal coaching firm. Compass Wealth Management provides financial planning and investment advice focused on retirement, education, estate, insurance, and special-needs planning. The firm emphasizes comprehensive written plans tailored to clients’ goals and does not directly manage client assets, instead facilitating implementation through affiliated registered advisers.

Philip Fabrizio is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Kingsbridge Advisors, LLC and Axa Advisors, LLC, and has served on the executive committee of the Knickerbocker Country Club, overseeing golf and social activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Rodrigo Curiel is a financial advisor at Blue Ox Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations. His career includes roles at Citigroup Global Markets from 2007 and other positions from 2016 to 2020 before joining Blue Ox in 2021. Blue Ox Capital Management provides advisory services to individuals and high-net-worth clients by selecting and directing them to third-party investment advisers and funds. The firm focuses on manager selection and due diligence without discretionary portfolio management or trading of client accounts.

Robert Canzani is a financial advisor at Saiph Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Saiph Capital provides financial planning, consulting, and investment management to individuals, trusts, charitable organizations, corporations, pension plans, and banking and thrift institutions. The firm employs a long-term strategic asset allocation approach with tactical adjustments and utilizes a range of investment vehicles, combining fundamental, technical, and cyclical analysis tailored to client risk tolerance and time horizon.

Francis Astorino is a CFP® with 42 years of industry experience, currently serving at The Astorino Financial Group, Inc., where he has worked since 1998. He also maintains a long-term association with LPL Financial beginning in 2003. Astorino is a notary public and has experience selling non-variable insurance products through outside companies. The Astorino Financial Group provides stand-alone financial planning and consulting services to individuals and retirement plan clients, delivering written plans and recommendations on investment, estate, insurance, and tax-related matters. The firm does not provide investment supervisory or portfolio management services but assists clients who choose to implement recommendations through LPL Financial or other providers.

Tyler Kennedy is a financial advisor at Vaughan and Company Securities, Inc. with four years of industry experience. He holds a Series 65 credential and has previously worked at Betterment. Vaughan and Company Securities, Inc. provides discretionary investment advisory services primarily to individual and high-net-worth clients, as well as pension, profit-sharing, and 401(k) plan sponsors. The firm’s investment approach includes individual portfolio management, financial planning, and the use of third-party managers, with strategies aligned to clients’ objectives and reviewed regularly.

Catherine Gilhuley is an advisor at Sterling Legacy Advisors Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Equitable Advisors, LLC. Outside of her advisory roles, she was involved with USATF New Jersey for two years. Sterling Legacy Advisors Inc. is a New Jersey-based firm offering portfolio management, financial planning, pension consulting, and family office services to individuals, corporations, and municipal entities. The firm employs an individualized approach using various analytical methods and integrates financial planning with ongoing portfolio management.

Lauren Wong is a CFA® charterholder with 23 years of industry experience. She has been with Tandem Capital Management, Inc. since 1990. She also serves as Vice President of SYS Investors Corp., the parent holding company for Tandem Capital Management. Tandem Capital Management provides wealth management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm employs a combination of top-down macro and sector analysis with bottom-up fundamental research, focusing on long-term growth and a defensive fixed income strategy, while managing portfolios with a concentrated, personalized approach.

William Chen is a financial advisor at Tandem Capital Management, Inc. with three years of industry experience. He has been with Tandem Capital Management since 2018 and previously worked at CLSA Americas from 2015 to 2017. Chen holds the Series 65 designation. Tandem Capital Management provides wealth management and investment-advisory services to high-net-worth individuals, families, entrepreneurs, executives, trusts, estates, and retirement plans. The firm employs a combination of top-down macro and sector analysis with bottom-up fundamental research, managing concentrated equity portfolios alongside defensive fixed income strategies with a long-term perspective.