SFI Advisors, LLC

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.

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.

John Sampers is a financial advisor at SFI Advisors, LLC with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SFI Advisors since 2009, in addition to roles at Kestra Financial Services and Private Client Services. Outside of advising, he manages a real estate property through Osprey Pointe LLC. SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary investment management, financial planning, retirement plan consulting, and family office services. The firm employs approaches such as modern portfolio theory and long-term purchase strategies while conducting regular portfolio reviews.

Andrea Zilli is a CFA® charterholder and holds the Series 66 license with 11 years of industry experience. He has worked at firms including Merrill Lynch and Kore Private Wealth, and is the founder and CIO of AZ Partners, an advisory and consulting firm for asset management entities. He has been with SFI Advisors, LLC since 2025 and concurrently involved with AZ Partners since 2023. SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary investment management, financial planning, corporate retirement plan consulting, and family office services. The firm implements tailored portfolios using approaches such as modern portfolio theory and long-term purchase strategies.