Prospect Financial Services LLC

Michael Goldfeder is a CFP® professional with over 31 years of industry experience. He is currently with Prospect Financial Services LLC, where he has worked since 2021, and has prior experience at LPL Financial LLC, Pinnacle Financial Group, and Lincoln Financial Advisors. In addition to his advisory work, he is also an agent selling various insurance products including whole life and fixed annuities. Prospect Financial Services LLC advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary investment management and comprehensive financial planning, employing a long-term, asset-allocation oriented approach while incorporating fundamental and technical analysis.

Neal O Sullivan is a financial advisor at Prospect Financial Services LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and FBN Securities, Inc. Outside of his advisory work, he volunteers as a basketball coach with St. Rose Basketball (CYO) in Massapequa, NY. Prospect Financial Services LLC provides discretionary investment management, comprehensive wealth management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental and technical analysis to build diversified portfolios, with an emphasis on long-term strategies and client-specific needs.

Aidan Rooney is an advisor with Prospect Financial Services LLC and holds the Series 63 and Series 66 designations. He has been in the industry since 2025 and previously worked at Cboe Global Markets and Global Trading Systems, LLC. Rooney has experience in roles outside finance, including positions at Bates College and Fire Island Ferries. Prospect Financial Services LLC provides discretionary investment management, comprehensive wealth management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment process combining fundamental and technical analysis to build diversified portfolios across various asset classes.

Mark Rathjen is a financial advisor with Prospect Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Roberts & Ryan Investments, Inc., Bridgehampton National Bank, and Draper Asset Management. Outside of his advisory work, he owns a business called Next Gen Tests. Prospect Financial Services LLC provides discretionary investment management, comprehensive wealth management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and technical analysis in a primarily long-term investment approach, offering diversified portfolios that may include ETFs, mutual funds, bonds, equities, and alternative assets.

Lee Kilbrith is a financial advisor with Prospect Financial Services LLC in Raleigh, NC, holding the PFS™ and Series 63 designations and bringing 28 years of industry experience. His prior roles include positions at LPL Financial, The Pinnacle Financial Group, and H.D. Vest Investment Services. Prospect Financial Services LLC offers discretionary investment management and comprehensive wealth management to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach, combining fundamental and technical analysis to build diversified portfolios.

Wange Liu is a financial advisor at Prospect Financial Services LLC with three years of industry experience. Liu holds Series 63 and Series 65 licenses and has worked at firms including CitiGroup Global Markets Inc. and LPL Financial LLC. Outside of finance, Liu is involved with Musik Collab Inc., an entrepreneurial venture active for five years. Prospect Financial Services LLC provides discretionary investment management and comprehensive wealth planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and technical analysis to create diversified long-term investment portfolios that may include a range of asset types, including ETFs, equities, and digital assets.

David Gerken is a financial advisor with Prospect Financial Services LLC, holding a Series 63 designation and bringing 31 years of industry experience. He has previously worked at Lincoln Financial Advisors, The Pinnacle Financial Group, and LPL Financial. Prospect Financial Services LLC advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary investment management and comprehensive financial planning. The firm pursues a long-term, asset-allocation oriented approach and combines in-house portfolio management with oversight of independent managers.

Jay Nathan is a financial advisor at Prospect Financial Services LLC with over 21 years of industry experience. He holds a Series 63 designation and has previously worked with LPL Financial, The Pinnacle Financial Group, and H.D. Vest. Outside of his advisory work, Nathan serves as Vice President on the board of the Long Island Charities Foundation and holds leadership roles in multiple family-owned CPA firms. Prospect Financial Services LLC provides discretionary investment management, comprehensive wealth management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment process that combines fundamental and technical analysis to create diversified portfolios across various asset classes.

Sean Rooney is a financial advisor with Prospect Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at Pinnacle Financial Group and LPL Financial. Rooney owns Liberty Asset Management, a business entity for tax and investment purposes. Prospect Financial Services LLC advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary investment management and comprehensive financial planning. The firm employs a long-term, asset-allocation oriented approach and combines in-house portfolio management with oversight of independent managers.