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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.

Bergen County

Baron Financial Group, LLC
16-00 Route 208 South
Fair Lawn, NJ 0741

Baron Financial Group
Connington Wealth Management

William J. Connington III
Connington Wealth Management Group LLC

Ed Gaelick, CLU, ChFC
PSI Consultants, LLC
65 Harristown Road, Suite 103
Glen Rock, NJ 07452

Camden County

Thomas A. Roberto, Esquire
Adinolfi, Lieberman, Burick, Falkenstein, Roberto & Molotsky, P.A.
4 Kings Highway East
Haddonfield, N.J. 08033

Essex County

Beacon Wealth Partners logo

Michael S. Cocco, CFP®, ChFC®
Beacon Wealth Partners | AXA Advisors, LLC
356 Franklin Avenue
Nutley, NJ 07110

mike cocco

Altair Gobo, CFP®
U.S. Financial Services
375 Passaic Ave., Suite 100
Fairfield, NJ 07004

Al Gobo

Steven Gallo, CPA/PFS
U.S. Financial Services
375 Passaic Ave., Suite 100
Fairfield, NJ 07004

Steve Gallo
Hauptman & Hauptman logo

Yale S. Hauptman, Esq.
Hauptman & Hauptman, PC
354 Eisenhower Parkway
Plaza I, 2nd Floor
Livingston, NJ 07039

Yale and Laurie. Hauptman
Lodestar logo

George Kiraly Jr., CFP®, MBA
Founder & Chief Investment Officer
LodeStar Advisory Group, LLC
51 JFK Pkwy., First Floor West
Short Hills, NJ 07078

George Kiraly Jr.
Levine Jacobs logo

Michael H. Karu, CPA/CFF
Partner/Member of the Firm
Levine Jacobs & Co., LLC
333 Eisenhower Parkway
Livingston, NJ 07039

Michael Karu

Bruce H. Levitt, Esq.
Levitt & Slafkes, P.C.
515 Valley Street, Suite 140
Maplewood, NJ 07040

Levine Jacobs logo

Charles F. Ott, CPA/MBA
Co-Managing Member
Levine Jacobs & Co., LLC
333 Eisenhower Parkway
Livingston, NJ 070391

Access Wealth logo

Howard Milove, CPA, PFS
Principal and Senior Wealth Advisor
Access Wealth
4 Becker Farm Road, First floor
Roseland, NJ 07068

Howard Milove

Gerard Papetti, CPA, CFP®
U.S. Financial Services
375 Passaic Ave., Suite 100
Fairfield, NJ 07004

gerard papetti

Hudson County


Jonathan Donenfeld, CPA
JLD Tax & Accounting LLC
75 Montgomery Street, #202,
Jersey City, NJ 07302

Sarsi Main Service Mark

Deva Panambur, BS, MBA, CFA®, CFP®
Sarsi, LLC
1 Avenue at Port Imperial, #1214
West New York, NJ 07093

Deva Panambur

Mercer County

EKS Associates logo

Howard Hook, CFP®, CPA
Fee-Only Financial Planner
Principal and Senior Wealth Advisor
EKS Associates
601 Ewing St #A-7
Princeton, NJ 08540

howard hook
EKS Associates logo

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

Darren Zagarola

Monmouth County

Mullooly Asset Management Logo

Brendan Mullooly, CFP®
Mullooly Asset Management, Inc.
2052 Highway 35, Suite 203
Wall, NJ 07719

Brendan Mullooly Headshot

Morris County

Aznar LLC Logo

Marnie B. Hards, MBA, CFP®
Aznar Financial Advisors, LLC
21 Lakeview Drive
Morris Plains, NJ 07950

Gary R. Botwinick, Esq.
Einhorn, Barbarito, Frost & Botwinick, PC
165 East Main Street
Denville, NJ 07834

Gary Botwinick
Trinity logo

Timothy J. Brunnock, Esq.
Trinity Financial Strategies
65 Madison Avenue, Ste. 300
Madison, NJ 07960

tim brunnock
Callahan Financial Services

Geraldine Callahan, MSM, CLU
Callahan Financial Services Group, LLC
120 Eagle Rock Ave, Suite 149
East Hanover, NJ 07936

Geri Callahan
SageBroadview logo

Sheri Iannetta Cupo, CFP®
SageBroadview Financial Planning
Courthouse Plaza
60 Washington Street, Suite 102
Morristown, NJ 07960

Sheri Cupo
Falcon Financial logo

Jody C. D’Agostini, CFP®, CDFA
The Falcon Financial Group
10 Madison Ave. 2nd Floor
Morristown, NJ 07960

Jody D'Agostini
Wechter Feldman logo

Michael L. Green, CFP®, AWMA®
Wechter Feldman Wealth Management, Inc.
1719 Route 10 East
Suite 224
Parsippany, NJ 07054

Michael Green
Kiely Capital Management logo

Bernard M. Kiely, CPA, CFP®, MBA
Kiely Capital Management
51 Dumont Place
Morristown, NJ 07960

Bernard Kiely

Amber Leach, MBA, CDFA™
R.I.C.H. Planning Group, LLC
10 Madison Avenue, 2nd Floor
Morristown, NJ 07974

JFL Total Wealth

Jerry Lynch, CFP®, CLU, ChFC
JFL Total Wealth Management
305 West Main Street
Boonton, NJ 07005

Jerry Lynch
MJM Financial Advisors

Michael Maye, CFP®, CPA/PFS
MJM Financial Advisors
560 Mountain Ave
Gillette, NJ 07933

Mike Maye
Directional Wealth Management

Jim McCarthy, CFP®, ChFC
Directional Wealth Management, LLC
141 W. Main Street
Rockaway, NJ 07866

Jim McCarthy
Beacon Trust logo

Charles Pawlik, CFA, CFP®
Vice President, Wealth Strategist
163 Madison Avenue, Suite 600
Morristown, NJ 07960

Charles Pawlik

Somerset County

Lawrence Law

Jeralyn Lawrence, Family Law Attorney
Lawrence Law, LLC
776 Mountain Boulevard, Suite 202
Watchung, NJ 07069

Jeralyn Lawrence
Epona logo

Claudia Mott CFP®, CDFA
Epona Financial Solutions
5 Lyons Mall #176
Basking Ridge, NJ 07920

C. E. Mott
Brookner Law Offices logo

Andrew Novick, CFP®, JD
The Investment Connection
Brookner Law Offices, LLC
991 Route 22 West, Suite 200
Bridgewater, NJ 08807

Andrew Novick

Gail Rosen, CPA
2032 Washington Valley Rd
Martinsville, NJ 08836

Gail Rosen

Sussex County

Nancy Heslin Reading, J.D.
122 Main Street
Suite 103
Newton, NJ 07860

(973) 579-2222

Union County

Lassus Wherley
1 Academy Street
New Providence, NJ 07974


Gene McGovern, CFP®, MBA
McGovern Financial Advisors, LLC
425 Washington Street
Westfield, NJ 07090

Gene McGovern
Gateway Wealth Management

Brian J. Power, CFP®
Gateway Advisory
900 South Avenue West
Westfield, NJ 07090

Brian Power