Team Page New Design Partners Edward Majtenyi President 480.922.8788 emajtenyi@rmrwealth.com Ryan DeGrau, AIF®, C(k)P®, CFP® Chief Executive Officer 201.836.2460 x7138 rdegrau@rmrweath.com Douglas Roth Co-Chairman 201.836.2460 droth@rmrwealth.com Joseph James Russo, Jr. Co-Chairman 201.836.2460 jrusso@rmrwealth.com John Simmers Shareholder jsimmers@rmrwealth.com Directors Joshua Mondschein Director of Workforce Solutions 212.924.4057 jmondschein@rmrwealth.com Matthew Levens Director of Wealth Management 212.946.3921 mlevens@rmrwealth.com Steven Sergio Director of Compliance & Operations 201.836.2460 x7154 ssergio@rmrwealth.com Tyler F. Whitehouse, CFP®, CAP® Managing Director, Personal Wealth 201.836.2460 x7111 twhitehouse@rmrwealth.com Anthony Fanara Director of Business Development 201.836.2460 x7108 afanara@rmrwealth.com Advisors Charles Catapano, MBA Financial Advisor, Retired MOS 516.314.8156 ccatapano@rmrwealth.com Christopher McCoy Financial Advisor 201.836.2460 x7119 cjmccoy@rmrwealth.com Herb Nearly, Jr. Financial Advisor 661.303.0241 hnealy@rmrwealth.com James Barrett, CAS®, CFS®, CFF® Vice President - Financial Advisor 201.836.2460 x7113 jbarrett@rmrwealth.com Jared Weber, ChFC® Financial Advisor 203.635.8501 jweber@rmrwealth.com Jennifer Aimone-Seiler, MBA, AIF® Wealth Advisor 201.836.2460 x7115 jaimone@rmrwealth.com Marc Guido, CFP® Wealth Advisor 201.836.2460 x7128 mguido@rmrwealth.com Michael Brennan, CFP® Financial Advisor 732.332.0040 x13 mbrennan@rmrwealth.com Paul Puleo Financial Advisor 561.445.4208 ppuleo@rmrwealth.com Ryan Goudie, CRPS®, CFP® Wealth Advisor 201.836.2460 x7123 rgoudie@rmrwealth.com Stephan Collaro Wealth Advisor 201.836.2460 scollaro@rmrwealth.com Adam Hunt, CFP® Retirement Plan Advisor 347.628.1867 ahunt@rmrwealth.com Dominic Aceto, CFP® Wealth Advisor 201.836.2460 x7112 daceto@rmrwealth.com John Edwards Business Development Specialist 201.836.2460 jedwards@rmrwealth.com Alec Majtenyi, CFP® Wealth Advisor 480.922.8788 x7257 amajtenyi@rmrwealth.com Christopher Hacker Vice President, Retirement Plan Advisor 480.922.8788 x7259 chacker@rmrwealth.com Tim Schaffer Financial Advisor tschaffer@rmrwealth.com Dominick Lombardi Vice President, Wealth Advisor dlombardi@rmrwealth.com Martin Eisenstein Referring Advisor meisenstein@rmrwealth.com Sean Sokolowski Vice President, Wealth Advisor ssokolowski@rmrwealth.com Sean Czepiel Retirement Plan Advisor 413.896.6475 sczepiel@rmrwealth.com Stuart Simchowitz , AIF®, C(k)P®, PRP Vice President, Business Development 201.836.2460 x7125 ssimchowitz@rmrwealth.com Accountants Aster Getahun, CPA Sidney Finkelstein Pa 732.321.0010 x4 aster@sidneyfinkelsteinpa.com James M. Sosinski, CPA The Koenig Group, LLC 848.235.5405 jsosinski@koenig.cpa Jodi Ehrlich, CPA TPG Tax & Accounting PC 480.671.8214 x203 jodie@tpgpc.com Nicole Huerta TPG Tax & Accounting PC 480.671.8214 nicolen@tpgpc.com Robert Russo, CPA, CFP® The Koenig Group, LLC 848.235.5405 rrusso@koenig.cpa Sidney Finkelstein Sidney Finkelstein Pa 732.321.0010 x10 sid@sidneyfinkelsteinpa.com Gary Mannuzza, CPA The Koenig Group, LLC 848.235.5405 gmannuzza@koenig.cpa Staff Alyssa Cortelyou, CFP® Operations Manager 201.836.2460 x7122 acortelyou@rmrwealth.com Austin Willis Marketing & Communications Specialist 201.836.2460 x7110 awillis@rmrwealth.com Geraldine Habel Administrative Assistant 732.332.0040 dhabel@rmrwealth.com Geraldine Martin Office Coordinator 201.836.2460 x7100 gmartin@rmrwealth.com Michael Luis Business Operations & Investments Manager 201.836.2460 x7155 mluis@rmrwealth.com Pamela Rice Benefits Operations Specialis 201.836.2460 x7118 price@rmrwealth.com Savana Egge Office Coordinator 480.922.8788 x7203 slegge@rmrwealth.com Sierra Egge Client Experience Manager 480.922.8788 x7202 segge@rmrwealth.com Stephen Klapka Non-Registered Admin 352.556.4834 sklapka@rmrwealth.com Dennis Karpenko Trading & Reporting Specialist 201.836.2460 x7190 dkarpenko@rmrwealth.com Nick LaVerghetta Trading & Reporting Specialist 201.836.2460 x7107 nlaverghetta@rmrwealth.com Matthew McHale Operations Specialist 201.836.2460 mmchale@rmrwealth.com Nicholas Cooper Retirement Plan & Insurance Specialist ncooper@rmrwealth.com