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Our Professionals

Working with one of our financial professionals can give you the confidence to see your way to the financial future you want. With offices conveniently located across New Jersey we are easily accessible to help meet our clients’ needs.


We offer in-depth knowledge and financial strategies to help you design and implement your optimal wealth management strategy. Our team of financial professionals helps ensure that the many areas of your financial life are addressed and coordinated.

Find a Financial Professional

  • Anthony Smith
  • Brian E. Patterson, RICP©
  • Michael Muzikar
  • Aaron Paglia
  • Adam Gambino
  • Adrian Ukaj
  • Akhileswar Patel, Ph.D.
  • Alan S Friedman, CFP®
  • Alexander Joice
  • Andrew Vassallo
  • Andrew Nairooz
  • Angela Iantosca
  • Anthony Girgis
  • Anthony Pecoraro
  • Arun Bidani
  • Arvind Sood
  • Austin Curruthers
  • Benjamin Felicelli
  • Blake Benton
  • Brian Ahearn
  • Brian Valente
  • Brian Teter
  • Brian Schneider
  • Brian Morris
  • Brian J Trause
  • Carl Halter
  • Carlos Cespedes
  • Carmine Anzalone, III
  • Cesar Carreras
  • Cesare Cagnina, Retirement Income Certified Professional®
  • Charles Alfaro
  • Chelsea Chiswick
  • Chris Bunsa, CFA®, CFP®
  • Christian Pina
  • Christine Wong
  • Christopher Baker
  • Christopher Cerniglia
  • Christopher Colvin
  • Christopher Faust
  • Christopher Ferrara, RICP®
  • Christopher Tarashuk
  • Christopher Diratsouian
  • Christopher Warenkiewicz
  • Christopher Parodi
  • Christopher Carrozza
  • Christopher J. Kelly
  • Cliff Schmardel
  • Colin Cadena
  • Colin Vandling
  • Cooper Pleva
  • Cory Case
  • Craig Hyldahl, CFP®, ChFC®, CLU®
  • Craig Reid, RICP®
  • Dan Leng Wu
  • Daniel Cocco
  • Daniel Fitzpatrick
  • Daniel Holdt
  • Daniel Williams
  • Daniel R. Shearer, CFP ®, CLU®
  • Darien Cruz
  • David Bilan
  • David Belicose, CFP®
  • David Feeney
  • David S. Turk, CFP ®
  • David Schluer
  • David Reed, RICP®
  • David Lynne
  • David Lynch
  • David Lopez
  • David Lo
  • Deven Kinkhabwala
  • Diego Di Carlantonio
  • Donald Bermack
  • Donald Marvel, ChFC®, CLU®
  • Doug Galorenzo
  • Douglas Ballard
  • Douglas W. Todd, ChFC®
  • Douglas Teller
  • Douglas Langer
  • Edward Poggi
  • Elliott Benson, Sr.
  • Eric Seiferth
  • Eric Saenz
  • Eric Rose
  • Eric Lorenz
  • Erik Wehner
  • Erol Kececi
  • Ethan Dzenis
  • Evan Gates, CFP®
  • Evette Johnson
  • Felicia Malc
  • Felix Menezes, ChFC®
  • Francesco Catalano, MBA
  • Francis Laub, RICP®
  • Frank Petrelli
  • Frank Ward, Jr.
  • Gabriel Chico
  • Garrett Morrison
  • George Grow, ChFC®, CLU®
  • George Osipovitch, III
  • George Masefield
  • George Kachmar, IV
  • Gerald Coughlin, CFP®
  • Geraldine Grena-Daneman
  • Glen Mulligan, CFA®
  • Gregg Pellecchia
  • Gregory M. Vassallo, ChFC®, CLU®
  • Griffin Kick
  • Henry Youssef, CFP®
  • Howard Owens
  • Hugh Dzenis
  • Hugo Bartell
  • Jack Newman
  • Jake Almeida
  • Jake Spitaletta
  • James Hughes
  • James Leblo
  • James Figurelli
  • James Quirk, MBA
  • James Murphy
  • James Lestrange
  • James G Trautwein
  • Jarrett Dewelde, CFP®
  • Jason Ritter
  • Jay A. Goldberg
  • Jeffrey Boyarsky, CLU, ChFC®, RICP®
  • Jeffrey Winner
  • Jeffrey M. Valle, CFP®, ChFC,® CDFA™, CLU,® RICP®
  • Jeffrey Trause
  • Jeffrey Somerstein
  • Jeffrey Markovitch
  • Jeffrey Langer
  • Jenna Caraccio
  • Jennifer Mickendrow
  • Jeremy Langer
  • Jermain Hall
  • Jim Gates, Jr., ChFC®, CLU®
  • Joan Echeverry
  • Jody D'Agostini, CFP®, CDFA™, RICP®
  • John Peracchio
  • John Alberti
  • John Cicala
  • John Dabonka
  • John Strollo
  • John Lenihan
  • John D DeLiso
  • John F Heyman
  • Jon Yasner
  • Jonathan Barrett, CFP ®, ChFC®, CLU®, RICP®
  • Jonathan Terebetski
  • Jonathan C. Hoy
  • Jonathan D DeLiso, CEPA
  • Jordan Panella
  • Joseph Plourde
  • Joseph Bouffard
  • Joseph Dandola, CFP®www.richplanninggroup.com
  • Joseph H Giles
  • Joseph A Giles, CFP®
  • Joseph Mele
  • Joseph Quatrone, ChFC®, CLU®
  • Joseph Moliterno
  • Joseph Kodetsky
  • Joseph Armstrong
  • Jules DeLalla
  • Julian Corralizza
  • Julian Rodriguez
  • Justin Branch
  • Justin Carlson
  • Justin Olaya
  • Justin Maritato
  • Kannan Jayaram, ChFC®, CLU®
  • Karl Thaler
  • Keith Dewey, TSM
  • Keith Schoch
  • Keith Onto, CFP®, AEP®, ChFC
  • Ken Webb, CFP®, CLU®, CPWA®
  • Kevin Dolan
  • Kevin Hanley
  • Kevin Rodin
  • Kevin Moran
  • Kim Nguyen
  • Konstantine (Dino) Stoupakis
  • Kristopher Taubald
  • Laura Hingle, MBA, ChFC®, CFP ®, CEBS
  • Lauren Chanley
  • Lee Howell, Jr.
  • Leo Feeney Jr.
  • Long Ngo
  • Luke Britton
  • Mahul Balar, CFP ®
  • Marc Goldfarb
  • Marc Sheridan
  • Margarita Mayor
  • Marilyn Delauro
  • Mark VanDzura
  • Mark Pellecchia
  • Martin J. Jawor, CFP®, ChFC®, CPFA®, NQPC™
  • Matthew Appel
  • Matthew Guezze
  • Matthew Struckus
  • Matthew Stanek
  • Matthew Speedy
  • Matthew Monaco
  • Matthew Foster
  • Michael Allison
  • Michael Bassett
  • Michael Cantin, ChFC, CLU, MBA
  • Michael Cardali, RICP®
  • Michael Cocco, CFP®, ChFC®
  • Michael Coppola
  • Michael Deliso
  • Michael Dirocco, CFP®
  • Michael Errichiello
  • Michael Galgana
  • Michael Girgis
  • Michael Diorio
  • Michael Cassidy
  • Michael A. Ducore, ChFC®, CLU®, MSFS
  • Michael Riley, RICP, AAMS, LUTCF
  • Michael Zucker
  • Michael Witsberger
  • Michael Vassallo
  • Michael Tomko
  • Michael Teichman, CFP®
  • Michael Tancorra
  • Michael Schiller
  • Michael Pontoriero
  • Michael Natale, III
  • Michael Maggiore
  • Michael Bleke
  • Michael A. Natale, CLU®
  • Michael A. Kelly
  • Michael R Hughes, CRPC
  • Michelle Hyde, CPA, MBA, CTC
  • Mina Hanna
  • Mittal Mehta
  • Molly Staffordsmith
  • Neal Maqboul
  • Nicholas Chopey
  • Nicholas DeBlase
  • Nicholas Picone
  • Nicholas Mills
  • Olivia Jung, CFP
  • Paolino Tizzano Jr.
  • Patrick Ammirati
  • Patrick Gill
  • Patrick Morris, ChFC®, CLU®
  • Patrick Mattes
  • Patrick Brutzman
  • Paul Donnelly, ChFC®, CLU®
  • Paul Santos
  • Pierce Hyldahl
  • Prajna Khisty, ChFC®
  • Rachel Goodman
  • Rafael Diaz
  • Ralph Ades
  • Ray Offenburger, CFP® , CLU
  • Rhodora Dolores
  • Richard Chan
  • Richard Callaghan
  • Richard Janson
  • Robert Amato
  • Robert Bunsa
  • Robert DeGeorge
  • Robert Zaborowski
  • Robert W. McNeill, Sr., ChFC®, CLU®
  • Robert McNeill, Jr., CFP®, ChFC®, CLU®
  • Robert Mairone
  • Robert A. Imparato, Jr., CFP®
  • Rochelle Forster, CFP®, MBA
  • Rodney Robinson, CFP ®, CLU®
  • Ryan Hodgins
  • Ryan Shea CFP®
  • Ryan Mickendrow
  • Ryan McNeill
  • Sabino Ruta
  • Sailesh Mehta
  • Salvatore Cocco, Jr., CLU®
  • Sam Gladson
  • Sara Brown
  • Scott Carone
  • Scott Klein, CFP ®
  • Sean Danks
  • Sean Grimsland
  • Sean P Harvey
  • Shannon Lindquist
  • Shirley M Hannigan
  • Sleem Chang
  • Stephen Blazejewski, CFP®
  • Stephen Scafidi
  • Steve Chan
  • Steven Nemeth
  • Steven Tirpak, CFP ®
  • Steven Tenenzapf
  • Steven Higley
  • Steven A Battaglino
  • Takeya Ingram
  • Tejal Barot-Freibott
  • Theodore V. Kowalchyn
  • Thomas Comer, CFP®
  • Thomas Foley, CLU®https://www.equityws.com/
  • Thomas Gawron
  • Thomas LaMarca
  • Thomas Zupancic
  • Thomas Williams
  • Thomas Warenkiewicz
  • Thomas Thomas, LUTCF
  • Thomas J. Quinn
  • Timothy Ferguson
  • Ting Yeung
  • Todd M. Smith, CFP ®
  • Todd Speedy
  • Vernon Paulson, ChFC®, CLU®
  • Victoriano Reyes, ChFC®, CLU®
  • Vincent Badali
  • Vinuth Furtado
  • William Daniel, ChFC®
  • William C. Ford, MBA
  • William Bardon
  • William Recanatini
  • William Rappo
  • Yanhong Li, CFP ®, ChFC®, CLU®, MSFS

Morristown, NJ

Adrian Ukaj

Adrian Ukaj

Financial Professional

973-401-2521

Andrew Vassallo

Andrew Vassallo

Financial Professional

(973) 401-2531

Chelsea Chiswick

Chelsea Chiswick

Financial Advisor

(973) 775-5011

Christopher Baker

Christopher Baker

Financial Consultant

(973) 714-1023

Christopher Colvin

Christopher Colvin

Financial Consultant

(973) 401-2379

David Turk

David S. Turk, CFP ®

CERTIFIED FINANCIAL PLANNER™ professional, Retirement Planning Specialist

(973) 401-2376

David Schluer

David Schluer

Financial Consultant

(973) 401-2396

David Reed, RICP®

David Reed, RICP®

Financial Advisor, Retirement Planning Specialist

(973) 401-2378

Douglas Todd

Douglas W. Todd, ChFC®

Vice President

(973) 775-5004

Erol Kececi

Erol Kececi

Financial Consultant

(973) 401-2505

(973) 401-1623

Evan Gates, CFP®

Evan Gates, CFP®

Financial Advisor, CFP®

(732) 326-5279

Glen Mulligan, CFA®

Glen Mulligan, CFA®

Financial Consultant

(973) 401-2535

Gregory Vassallo

Gregory M. Vassallo, ChFC®, CLU®

Financial Consultant, Retirement Planning Specialist

(973) 401-2530

Jeffrey Valle, CFP®,ChFC, CDFA, CLU, RICP®, CPFA®

Jeffrey M. Valle, CFP®, ChFC,® CDFA™, CLU,® RICP®

CERTIFIED FINANCIAL PLANNER™ professional, Retirement Planning Specialist

(973) 401-2517

(973) 401-2507

Jody D'Agostini

Jody D'Agostini, CFP®, CDFA™, RICP®

CERTIFIED FINANCIAL PLANNER™ professional, Retirement Planning Specialist

(973) 401-2513

(973) 401-1623

Jonathan Terebetski

Financial Advisor

(973) 349-3002

Keith Schoch

Keith Schoch

Financial Advisor

908-343-3691

Ken Webb

Ken Webb, CFP®, CLU®, CPWA®

Financial Advisor

(973) 401-2385

Kristopher Taubald

Kristopher Taubald

Financial Consultant

(201) 400-2449

Laura Hingle

Laura Hingle, MBA, ChFC®, CFP ®, CEBS

Employee Benefits Specialist, Financial Advisor

(973) 401-2381

Lauren Chanley

Lauren Chanley

Financial Consultant

732-326-3024

Matthew Stanek

Matthew Stanek

Financial Advisor

(973) 401-2398

Michael Cardali

Michael Cardali, RICP®

Financial Consultant

(973) 401-2382

Michael Coppola

Michael Coppola

Financial Consultant

(732) 326-4927

Michael Riley, RICP, AAMS, LUTCF

Michael Riley, RICP, AAMS, LUTCF

Vice President

201-572-4365

Michael Vassallo

Michael Vassallo

Financial Professional

(973) 401-2538

Nicholas Picone

Nicholas Picone

Financial Consultant

(973) 401-2518

(973) 401-1623

Olivia Jung, CFP

Olivia Jung, CFP

Financial Professional, CFP

732-326-5202

Paolino Tizzano Jr.

Paolino Tizzano Jr.

Financial Professional

(973) 401-2391

Patrick Brutzman

Patrick Brutzman

Financial Professional

973-401-2361

Sabino Ruta

Sabino Ruta

Financial Consultant

973-401-2369

Steven Tirpak

Steven Tirpak, CFP ®

CERTIFIED FINANCIAL PLANNER™ professional

(973) 775-5005

(973) 775-5010

Theodore V. Kowalchyn

Theodore V. Kowalchyn

Financial Consultant

(732) 501-2986

Timothy Ferguson

Timothy Ferguson

Financial Professional

973-401-2533

Ting Yeung

Ting Yeung

Financial Professional

(973) 401-2525

Todd Smith

Todd M. Smith, CFP ®

CERTIFIED FINANCIAL PLANNER™ professional, Retirement Planning Specialist

(973) 401-2515

William Ford

William C. Ford, MBA

Financial Consultant

(973) 401-2367

(973) 401-2507

Secaucus, NJ

Cesar Carreras

Cesar Carreras

Financial Professional

(973) 207-1661

Christopher Cerniglia

Christopher Cerniglia

Financial Professional

(201) 777-7362

Christopher Diratsouian

Christopher Diratsouian

Vice President

(201) 777-7322

Christopher Parodi

Christopher Parodi

Financial Consultant

(201) 956.4636

Colin Vandling

Colin Vandling

Registered Financial Representative

732-326-6108

Cooper Pleva

Cooper Pleva

Financial Advisor

(973) 459-0979

Darien Cruz

Darien Cruz

Financial Professional

(201) 777-7370

Francesco Catalano, MBA

Francesco Catalano, MBA

Financial Consultant

(201) 777-7366

Jake Spitaletta

Financial Advisor

201-315-4017

Joan Echeverry

Joan Echeverry

Financial Professional

(201) 777-7388

John Dabonka

John Dabonka

Financial Advisor

(201) 777-7369

Joseph Kodetsky

Joseph Kodetsky

Financial Professional

(201)777-7342

Justin Carlson

Justin Carlson

Vice President

(201) 777-7346

Justin Olaya

Justin Olaya

Financial Consultant

(201)777-7351

Kevin Moran

Kevin Moran

Financial Professional

(201) 741-2201

Konstantine (Dino) Stoupakis

Konstantine (Dino) Stoupakis

Financial Advisor

Matthew Struckus

Matthew Struckus

Financial Professional

(201)777-7359

Matthew Foster

Matthew Foster

Financial Professional

732-452-7330

Michael Witsberger

Michael Witsberger

Financial Professional

(201) 777-7381

Mina Hanna

Mina Hanna

Financial Professional

(732) 476-2855

Nicholas DeBlase

Nicholas DeBlase

Financial Advisor

(201) 777-7330

Patrick Ammirati

Patrick Ammirati

Financial Professional

(201) 777-7384

Robert DeGeorge

Robert DeGeorge

Vice President

(973) 476.0409

Ryan Hodgins

Ryan Hodgins

Financial Advisor

(973) 590-4364

Sean Grimsland

Sean Grimsland

Vice President

(201) 777-7340

Vincent Badali

Vincent Badali

Financial Professional

(201) 777-7323

William Rappo

William Rappo

Financial Consultant

(201)777-7348

Toms River, NJ

Alexander Joice

Alexander Joice

Financial Advisor

(732) 278-8761

Anthony Girgis

Anthony Girgis

Financial Professional, Retirement Planning Specialist

(848) 241-3236

Ben Felicelli

Benjamin Felicelli

Retirement Planning Specialist

(732) 606-8405

Brian Ahearn

Brian Ahearn

Financial Advisor

(732) 606-8443

Christopher Faust

Christopher Faust

Financial Professional

(732) 865-4504

Craig Reid

Craig Reid, RICP®

Retirement Planning Specialist

(732) 606-8402

David Belicose

David Belicose, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

(848) 218-2524

Evette Johnson

Evette Johnson

Financial Advisor

(908)770-8202

George Masefield

George Masefield

Retirement Planning Specialist

(732) 606-8428

Jennifer Mickendrow

Jennifer Mickendrow

Financial Professional

732-779-0124

John Cicala

John Cicala

Financial Professional

(732) 606- 8441

(732) 286-7008

Karl Thaler

Karl Thaler

Financial Professional

(609)334-8573

Keith Dewey

Keith Dewey, TSM

Financial Advisor

(732) 240-8512

Matthew Speedy

Matthew Speedy

Retirement Planning Specialist

(732) 606-8436

Michael Cassidy

Michael Cassidy

Financial Advisor

732-283-2618

Michael Schiller

Financial Professional

(732) 452-6905

Molly Staffordsmith

Molly Staffordsmith

Financial Professional

Robert Mairone

Robert Mairone

Retirement Planning Specialist

(609)226-6584

Ryan Shea

Ryan Shea CFP®

(732)908-8009

Steven Higley

Steven Higley

Financial Professional

(732) 606-8408

Todd Speedy

Todd Speedy

Financial Professional

(732) 606-8445

Wall, NJ

Anthony Pecoraro

Anthony Pecoraro

Financial Professional

(732)452-7256

Blake Benton

Blake Benton

Financial Consultant

908-601-9832

Brian Schneider

Brian Schneider

Financial Professional

732-240-8513

Christopher J. Kelly

Christopher J. Kelly

Financial Consultant

(732) 326-5306

(732) 326-4900

Colin Cadena

Colin Cadena

Financial Advisor

609-369-2758

Cory Case

Cory Case

Financial Consultant

(732) 292-3312

Daniel Fitzpatrick

Daniel Fitzpatrick

Financial Consultant

(732) 673-2810

Daniel Shearer

Daniel R. Shearer, CFP ®, CLU®

CERTIFIED FINANCIAL PLANNER™ professional

(732) 292-3347

(732) 292-3305

David Lo

David Lo

Financial Consultant

(732) 292-3327

(732) 528-6741

Douglas Ballard

Douglas Ballard

Retirement Planning Specialist

(848) 241-3237

Douglas Teller

Douglas Teller

Financial Professional

(732)240-8511

Eric Saenz

Eric Saenz

Financial Consultant

(732) 292-3318

(732) 528-6741

Ethan Dzenis

Ethan Dzenis

Financial Advisor

732-292-3302

Francis Laub

Francis Laub, RICP®

Financial Professional

(732) 444-2345

George Kachmar, IV

George Kachmar, IV

Financial Consultant

(732) 292-3352

(732)528-6741

Gregg Pellecchia

Gregg Pellecchia

Financial Consultant

(732) 292-3353

(732) 709-1681

Hugh Dzenis

Hugh Dzenis

Retirement Planning Specialist

(732) 606-8416

James Leblo

James Leblo

Financial Advisor

848-210-6788

James Quirk

James Quirk, MBA

Retirement Planning Specialist

(732) 444-2345

Jason Ritter

Jason Ritter

Financial Advisor, Retirement Benefits Specialist Tax Sheltered Plans

(732)606-8437

Jeffrey Winner

Jeffrey Winner

Financial Advisor

(732)444-2345

Jim Gates

Jim Gates, Jr., ChFC®, CLU®

Financial Consultant

(732) 292-3379

John Alberti

John Alberti

Financial Advisor

(732) 326-5206

John Strollo

John Strollo

Financial Professional

(732) 292-3371

(732) 528-6741

John D DeLiso

John D DeLiso

Financial Advisor | Retirement Planning Specialist

Jonathan D DeLiso, CEPA

Jonathan D DeLiso, CEPA

Financial Advisor

Joseph H Giles

Financial Advisor

(732) 861-1961

Joseph Giles

Joseph A Giles, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

(732) 773-9300

Joseph Quatrone

Joseph Quatrone, ChFC®, CLU®

Financial Professional

(732) 292-3368

Keith Onto, CFP®,AEP®,  ChFC

Keith Onto, CFP®, AEP®, ChFC

CERTIFIED FINANCIAL PLANNER™ professional

(732) 292-3345

(732) 528-6741

Kevin Hanley

Kevin Hanley

Financial Consultant

(732) 292-3355

Margarita Mayor

Margarita Mayor

Retirement Planning Specialist & Holistic Financial Coach

(732) 292-3341

Marilyn Delauro

Marilyn Delauro

Financial Consultant

(732) 292-3359

Mark VanDzura

Mark VanDzura

Financial Professional

(732) 881-2166

Mark Pellecchia

Mark Pellecchia

Financial Consultant, Retirement Planning Specialist

(732) 292-3373

(732) 528-6741

Matthew Appel

Matthew Appel

Financial Consultant

(732) 292-3320

Michael Cantin

Michael Cantin, ChFC, CLU, MBA

(732) 452-7294

(732) 292-3303

Michael Deliso

Michael Deliso

Michael Girgis

Michael Girgis

Financial Professional

(732) 300-1996

Michael Teichman, CFP®

Michael Teichman, CFP®

Financial Consultant

(732) 292-3360

Nicholas Mills

Nicholas Mills

Financial Consultant

(732) 292-3323

(732) 528-6741

Robert McNeill

Robert W. McNeill, Sr., ChFC®, CLU®

Financial Consultant

(732) 292-3350

(732) 292-1925

Ryan McNeill

Ryan McNeill

Financial Professional

(732) 292-3351

Tejal Barot-Freibott

Tejal Barot-Freibott

Financial Professional

(732) 292-3366

(732) 528-6741

Thomas LaMarca

Thomas LaMarca

Financial Professional

(732) 292-3380

Thomas J. Quinn

Thomas J. Quinn

Financial Consultant

(732) 539-4900

(732) 528-6741

William Recanatini

William Recanatini

Financial Professional

(732) 337-5257

Woodbridge, NJ

Anthony Smith

Anthony Smith

Financial Advisor

(732) 476-2805

Michael Muzikar

Michael Muzikar

Vice President

(732) 476-2870

Aaron Paglia

Aaron Paglia

Financial Consultant

(732) 326-5312

Adam Gambino

Adam Gambino

Financial Consultant

732-372-2050

Angela Iantosca

Angela Iantosca

Financial Professional

908-452-3821

Arun Bidani

Arun Bidani

Financial Professional

(732) 829-8489

Arvind Sood

Arvind Sood

Financial Consultant, Retirement Planning Specialist

(732) 326-5257

Brian Morris

Brian Morris

Financial Consultant

(732) 326-5364

Carl Halter

Carl Halter

Financial Professional

973-401-2502

Carmine Anzalone, III

Carmine Anzalone, III

Financial Professional

(732) 452-7284

Cesare Cagnina

Cesare Cagnina, Retirement Income Certified Professional®

Vice President

(732) 452-7246

Chris Bunsa, CFA®, CFP®

Chris Bunsa, CFA®, CFP®

Financial Advisor

732-452-6951

Christian Pina

Christian Pina

Financial Professional

917-892-0400

Christine Wong

Christine Wong

Financial Consultant

(732) 326-5265

(732) 326-5308

Christopher Ferrara, RICP®

Christopher Ferrara, RICP®

Financial Consultant, Retirement Planning Specialist

(917) 865-5514

Christopher Tarashuk

Christopher Tarashuk

Financial Advisor

732-326-1982

Christopher Warenkiewicz

Christopher Warenkiewicz

Financial Consultant, Retirement Planning Specialist

(732) 326-5293

(732) 326-5308

Dan Leng Wu

Dan Leng Wu

Financial Consultant, Retirement Planning Specialist

(973) 564-6310

Daniel Williams

Daniel Williams

Financial Professional

(732) 326-4907

David Bilan

David Bilan

Financial Professional

(732) 326-4925

David Feeney

David Feeney

Financial Professional

(732) 476-2882

David Lynne

David Lynne

Financial Professional

(732)452-7326

David Lynch

David Lynch

Financial Consultant

(732)585-2451

Douglas Langer

Douglas Langer

Financial Consultant

(917) 842-0842

Elliott Benson

Elliott Benson, Sr.

Financial Professional

(732) 326-5232

Eric Rose

Eric Rose

Financial Consultant

(732)452-7238

Erik Wehner

Erik Wehner

Financial Professional

(732)452-7306

Frank Petrelli

Frank Petrelli

Financial Professional

973-617-0808

Garrett Morrison

Garrett Morrison

Financial Professional

(732)452-7251

Gerald Coughlin

Gerald Coughlin, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

(732) 476-2862

Geraldine Grena-Daneman

Geraldine Grena-Daneman

Financial Representative

732-240-8746

Griffin Kick

Griffin Kick

Financial Consultant

732-902-1849

Henry Youssef, CFP®

Henry Youssef, CFP®

Financial Advisor

(732)452-7272

Hugo Bartell

Hugo Bartell

Financial Consultant

(732) 326-4911

Jack Newman

Jack Newman

Financial Professional

(732) 326-5282

(732) 326-4900

James Figurelli

James Figurelli

Financial Advisor

(973) 722-6659

James G Trautwein

James G Trautwein

Financial Professional

877-214-0709

732-326-5308

Jeffrey Boyarsky

Jeffrey Boyarsky, CLU, ChFC®, RICP®

Financial Consultant

(732) 326-5229

(732) 326-5294

Jeffrey Markovitch

Jeffrey Markovitch

Financial Advisor

(908) 868-0965

Jenna Caraccio

Jenna Caraccio

Financial Advisor

(201) 669-2018

Jermain Hall

Jermain Hall

Vice President, Retirement Planning Specialist

(732)476-2877

John F Heyman

John F Heyman

Financial Professional

(732) 452-7228

Jon Yasner

Jon Yasner

Financial Professional

(732) 452-7262

Jonathan Barrett

Jonathan Barrett, CFP ®, ChFC®, CLU®, RICP®

Vice President Retirement Planning Specialist

(732) 326-6124

(732) 326-4900

Jordan Panella

Jordan Panella

Financial Professional

(732) 326-4922

Joseph Bouffard

Joseph Bouffard

Financial Planner

(732) 326-4923

Joseph Dandola

Joseph Dandola, CFP®

www.richplanninggroup.com

CERTIFIED FINANCIAL PLANNER™ professional

(732) 326-6118

Joseph Moliterno

Financial Professional

(845) 721-6092

Joseph Armstrong

Joseph Armstrong

Financial Advisor

732-326-3872

Julian Corralizza

Julian Corralizza

Vice President

(732) 326-5238

Julian Rodriguez

Julian Rodriguez

Financial Professional

732-289-6013

Justin Branch

Justin Branch

Financial Consultant

(732) 326-5262

Justin Maritato

Justin Maritato

Financial Professional

(732) 326-5361

Kannan Jayaram, ChFC®, CLU®

Financial Consultant

(732) 577-9634

Kevin Rodin

Kevin Rodin

Executive Vice President

732-452-7237

Kim Nguyen

Kim Nguyen

Financial Professional

(201)777-7355

Lee Howell, Jr.

Lee Howell, Jr.

Financial Consultant

(732) 326-5207

Long Ngo

Long Ngo

Financial Professional

(732) 452-7213

Luke Britton

Luke Britton

Financial Professional

Marc Sheridan

Marc Sheridan

Financial Professional

(908) 230-2042

Matthew Guezze

Financial Advisor

917-636-2161

Matthew Monaco

Matthew Monaco

Financial Professional

(732) 326-5270

Michael Bassett

Michael Bassett

Financial Professional

(973) 239-8888

Michael Dirocco, CFP®

Michael Dirocco, CFP®

Financial Consultant

(732) 326-5313

Michael Diorio

Michael Diorio

Financial Professional

732-539-9816

Michael Ducore

Michael A. Ducore, ChFC®, CLU®, MSFS

Director of Advanced Planning, Retirement Planning Specialist

(732) 326-5209

(732) 326-5305

Michael Tancorra

Michael Tancorra

Financial Consultant

(732) 476-2887

Michael Bleke

Michael Bleke

President, Mid-Atlantic Complex; Senior Executive Vice President, Equitable Advisors

Michael R Hughes, CRPC

Michael R Hughes, CRPC

Financial Advisor | Retirement Planning Specialist

(732) 452-6919

Mittal Mehta

Financial Professional

(732) 326-5267

(732) 326-5308

Neal Maqboul

Financial Professional

(732)476-2833

Nicholas Chopey

Nicholas Chopey

Financial Consultant

(732) 326-5216

Patrick Gill

Patrick Gill

Financial Professional

(973) 401-2527

Patrick Morris

Patrick Morris, ChFC®, CLU®

Qualified Plan Specialist, Retirement Planning Specialist

(732) 326-5242

(732) 326-5246

Patrick Mattes

Patrick Mattes

Financial Advisor

(484) 894-0179

Paul Santos

Paul Santos

Financial Professional

(732) 452-6925

Pierce Hyldahl

Pierce Hyldahl

Financial Consultant

(732) 326-5237

Rachel Goodman

Rachel Goodman

Financial Advisor

732-326-3868

Ralph Ades

Ralph Ades

Financial Consultant

(732) 856-1840

Richard Chan

Richard Chan

Financial Professional

(347) 507-5887

Richard Callaghan

Richard Callaghan

Financial Advisors, CFP®, CEPA

(732) 326-9817

Robert Amato

Robert Amato

Financial Advisor

(732) 326-5339

Robert Bunsa

Financial Professional

(732) 476-2866

Robert McNeill

Robert McNeill, Jr., CFP®, ChFC®, CLU®

CERTIFIED FINANCIAL PLANNER™ professional

(732) 292-3370

(732) 528-6741

Rodney Robinson

Rodney Robinson, CFP ®, CLU®

CERTIFIED FINANCIAL PLANNER™ professional

(732) 326-5298

(732) 326-5308

Ryan Mickendrow

Ryan Mickendrow

Financial Professional

(732) 983-1739

Sam Gladson

Sam Gladson

Financial Advisor

(973) 986-3175

Sean P Harvey

Sean P Harvey

Financial Professional

(732) 452-7233

Sleem Chang

Sleem Chang

Financial Professional

(646) 996-6268

Stephen Blazejewski

Stephen Blazejewski, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

(732) 596-7490

Stephen Scafidi

Stephen Scafidi

Vice President

(732) 326-5372

Steven Nemeth

Steven Nemeth

Financial Professional

(732) 326-3025

Takeya Ingram

Takeya Ingram

Financial Professional

(908) 356-9374

Thomas Foley

Thomas Foley, CLU®


https://www.equityws.com/

Retirement Planning Specialist

(732) 452-7276

Thomas Gawron

Thomas Gawron

Vice President

(732) 326-5318

Thomas Zupancic

Thomas Zupancic

Financial Professional

(732) 326-6119

Thomas Williams

Financial Professional

(732)701-0024

Vinuth Furtado

Vinuth Furtado

Financial Professional

(732) 221-7778