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If you’d like to learn more about the designations held by these advisors (you know, the alphabet soup after their names), click here.
Baron Financial Group, LLC
16-00 Route 208 South
Fair Lawn, NJ 07410
(201) 791-6408
baron-financial.com
William J. Connington III
Connington Wealth Management Group LLC
13 Ramkay Drive
Fairfield, NJ 07004
(201) 639-7644
conningtonwealthmanagementllc.com
Stephen C. Craffen BE, MBA, MS, CFA, ChFC, CLU
Partner
Stonegate Wealth Management, LLC
393 Ramapo Valley Road
Oakland, NJ 07436
(201) 791-0085
stonegatewealth.com
Ed Gaelick, CLU, ChFC
PSI Consultants, LLC
65 Harristown Road, Suite 103
Glen Rock, NJ 07452
(201) 445-5013
psi-consultants.com
Michael S. Cocco, CFP®, ChFC®
Beacon Wealth Partners | AXA Advisors, LLC
356 Franklin Avenue
Nutley, NJ 07110
(973) 667-8650
mikecocco.com
College Benefits Research Group
College Planning Advisors
7 Becker Farm Road
Roseland, NJ 07068
(888) 802-2740
cbrg.info
Altair Gobo, CFP®
U.S. Financial Services
375 Passaic Ave., Suite 100
Fairfield, NJ 07004
(973) 882-3600
usfsc.com
Steven Gallo, CPA/PFS
U.S. Financial Services
375 Passaic Ave., Suite 100
Fairfield, NJ 07004
(973) 882-3600
usfsc.com
Yale S. Hauptman, Esq.
Hauptman & Hauptman, PC
354 Eisenhower Parkway
Plaza I, 2nd Floor
Livingston, NJ 07039
(973) 994-2287
hauptmanlaw.com
George Kiraly Jr., CFP®, MBA
Founder & Chief Investment Officer
LodeStar Advisory Group, LLC
51 JFK Parkway, First Floor West
Short Hills, NJ 07078
(973) 218-2440
ldstar.com
Michael H. Karu, CPA/CFF
Partner/Member of the Firm
Levine Jacobs and Company
333 Eisenhower Parkway
Livingston, NJ 07039
(973) 992-9400 ext. 321
www.ljcpa.com
Howard Milove, CPA, PFS
Principal and Senior Wealth Advisor
Access Wealth
4 Becker Farm Road, First floor
Roseland, NJ 07068
(973) 740-2400
access-wealth.com
Charles F. Ott, CPA/MBA
Co-Managing Member
Levine, Jacobs & Company, LLC
333 Eisenhower Parkway
Livingston, NJ 070391
(973) 992-9400 ext. 326
www.ljcpa.com
Gerard Papetti, CPA, CFP®
U.S. Financial Services
375 Passaic Ave., Suite 100
Fairfield, NJ 07004
(973) 882-3600
usfsc.com
Prestige Wealth Management Group
Schoolhouse Plaza
374 Millburn Ave
Millburn, NJ 07041
(908) 782-0001
prestigewmg.com
Deva Panambur, BS, MBA, CFA®, CFP®
Sarsi, LLC
1 Avenue at Port Imperial, #1214
West New York, NJ 07093
(212) 634-4454
sarsillc.com
Prestige Wealth Management Group
31 State Route 12
Flemington NJ 08822
(908) 782-0001
prestigewmg.com
Howard Hook, CFP®, CPA
Fee-Only Financial Planner
Principal and Senior Wealth Advisor
EKS Associates
601 Ewing St #A-7
Princeton, NJ 08540
(609) 921-1016
eksassociates.com
Darren L. Zagarola, CFP®, CPA, PFS
Fee-Only Financial Planner
Principal and Senior Wealth Advisor
EKS Associates
601 Ewing Street, Suite #A-7
Princeton, NJ 08540
(609) 921-1016
eksassociates.com
Paul Criscione, CFP®
Freedom Capital Management
295 State Route 34, Suite 301
Colts Neck, NJ 07722
(732) 956-3912
freedom-financialplanning.com
Brendan Mullooly, CFP®
Mullooly Asset Management, Inc.
2052 Highway 35, Suite 203
Wall, NJ 07719
(732) 223-9000
mullooly.net
Cynthia Aiken, CFP®, MBA
RegentAtlantic
1200 Mount Kemble Avenue
Morristown, NJ 07960
(973) 425-8420 ext. 261
regentatlantic.com
Marnie B. Aznar, MBA, CFP®
Aznar Financial Advisors, LLC
21 Lakeview Drive
Morris Plains, NJ 07950
(973) 540-8850
aznaradvisors.com
Gary R. Botwinick, Esq.
Einhorn, Harris, Ascher, Barbarito & Frost, PC
165 East Main Street
Denville, NJ 07834
(973) 586-4915
einhornharris.com
Timothy J. Brunnock, Esq.
Trinity Financial Strategies
65 Madison Avenue, Ste. 300
Madison, NJ 07960
(973) 867- 1355
TrinityFinancialStrategies.com
Geraldine Callahan, MSM, CLU
Callahan Financial Services Group, LLC
120 Eagle Rock Ave, Suite 149
East Hanover, NJ 07936
973) 325-7500
CallahanFinancialServices.com
Sheri Iannetta Cupo, CFP®
SageBroadview Financial Planning
Courthouse Plaza
60 Washington Street, Suite 102
Morristown, NJ 07960
(973) 539-0200
sagebroadview.com
Jody C. D’Agostini, CFP®, CDFA
The Falcon Financial Group
10 Madison Ave. 2nd Floor
Morristown, NJ 07960
(973) 401-2513
thefalconfinancialgroup.com
Michael L. Green, CFP®, AWMA®
Wechter Feldman Wealth Management, Inc.
1719 Route 10 East
Suite 224
Parsippany, NJ 07054
(973) 605-1448
wechterfeldman.com
Andy Kapyrin, CFA
RegentAtlantic
1200 Mount Kemble Avenue
Morristown, NJ 07960
(973) 425-8420 ext. 251
regentatlantic.com
Brian Kazanchy, CFA, CFP®, MBA
RegentAtlantic
1200 Mount Kemble Avenue
Morristown, NJ 07960
(973) 425-8420 ext. 235
regentatlantic.com
Bernard M. Kiely, CPA, CFP®, MBA
Kiely Capital Management
51 Dumont Place
Morristown, NJ 07960
(973) 455-1894
kielycapital.com
Amber Leach, MBA, CDFA™
R.I.C.H. Planning Group, LLC
10 Madison Avenue, 2nd Floor
Morristown, NJ 07974
(917) 538-6437
richplanninggroup.com
Jerry Lynch, CFP®, CLU, ChFC
JFL Total Wealth Management
305 West Main Street
Boonton, NJ 07005
(973) 439-1190
jftotalwealth.net
Matt Masterson, CFP®
RegentAtlantic
1200 Mount Kemble Avenue
Morristown, NJ 07960
(973) 425-8420 ext. 270
regentatlantic.com
Michael Maye, CFP®, CPA/PFS
MJM Financial Advisors
560 Mountain Ave
Gillette, NJ 07933
(908) 647-7444
mjmfinadv.com
Jim McCarthy, CFP®, ChFC
Directional Wealth Management, LLC
141 W. Main Street
Rockaway, NJ 07866
(973) 771-5120
mywealthdirection.com
Chadderdon O’Brien, CFP®, FRM
RegentAtlantic
1200 Mount Kemble Avenue
Morristown, NJ 07960
(973) 425-8420 ext. 271
regentatlantic.com
Charles Pawlik, CFA, CFP®
Vice President, Wealth Strategist
BeaconTrust
163 Madison Avenue, Suite 600
Morristown, NJ 07960
(973) 206-7307
BeaconTrust.com
Abby Rosen, CFP®
RegentAtlantic
1200 Mount Kemble Avenue
Morristown, NJ 07960
(973) 425-8420 x226
regentatlantic.com
Bryan Smalley, CFP®
RegentAtlantic
1200 Mount Kemble Avenue
Morristown, NJ 07960
(973) 425.8420 ext. 223
regentatlantic.com
Jeralyn Lawrence, Family Law Attorney
Lawrence Law, LLC
776 Mountain Boulevard, Suite 202
Watchung, NJ 07069
(908) 645-1000
lawlawfirm.com
Claudia Mott CFP®, CDFA
Epona Financial Solutions
5 Lyons Mall #176
Basking Ridge, NJ 07920
(201) 572-2177
eponafs.com
Andrew Novick, CFP®, JD
The Investment Connection
Brookner Law Offices, LLC
991 Route 22 West, Suite 200
Bridgewater, NJ 08807
(908) 595-2220
theinvestmentconnection.com
brooknerlaw.com
Gene McGovern, CFP®, MBA
Principal
McGovern Financial Advisors, LLC
425 Washington Street
Westfield, NJ 07090
(908) 789-9462
mcgovernfinancialadvisors.com
Brian J. Power, CFP®
Gateway Advisory
900 South Avenue West
Westfield, NJ 07090
(908) 233-8100
gatewayadvisory.com
Chip Wieczorek, CFP®
Senior Vice President
Tradition Capital Management
129 Summit Avenue
Summit, NJ 07901
(908) 505-2004
TraditionAdvisers.com
