Broker Check

201.836.2460

Team Page New Design

Partners

Edward Majtenyi

Edward Majtenyi

President

480.922.8788

Ryan DeGrau, AIF®, C(k)P®, CFP®

Ryan DeGrau, AIF®, C(k)P®, CFP®

Chief Executive Officer

201.836.2460 x7138

Douglas Roth

Douglas Roth

Co-Chairman

201.836.2460

Joseph Russo

Joseph James Russo, Jr.

Co-Chairman

201.836.2460

John Simmers

Shareholder

Directors

Joshua Mondschein

Joshua Mondschein

Director of Workforce Solutions

212.924.4057

Matthew Levens

Matthew Levens

Director of Wealth Management

212.946.3921

Steven Sergio

Steven Sergio

Director of Compliance & Operations

201.836.2460 x7154

Tyler F. Whitehouse, CFP®, CAP®

Tyler F. Whitehouse, CFP®, CAP®

Managing Director, Personal Wealth

201.836.2460 x7111

Anthony Fanara

Anthony Fanara

Director of Business Development

201.836.2460 x7108

Advisors

Charles Catapano, MBA

Financial Advisor, Retired MOS

516.314.8156

Christopher McCoy

Financial Advisor

201.836.2460 x7119

Herb Nearly, Jr.

Financial Advisor

661.303.0241

James Barrett, CAS®, CFS®, CFF®

James Barrett, CAS®, CFS®, CFF®

Vice President - Financial Advisor

201.836.2460 x7113

Jared Weber, ChFC®

Jared Weber, ChFC®

Financial Advisor

203.635.8501

Jennifer Aimone-Seiler, MBA, AIF®

Jennifer Aimone-Seiler, MBA, AIF®

Wealth Advisor

201.836.2460 x7115

Marc Guido, CFP®

Marc Guido, CFP®

Senior Wealth Advisor

201.836.2460 x7128

Paul Puleo

Paul Puleo

Financial Advisor

561.445.4208

Ryan Goudie, CRPS®, CFP®

Ryan Goudie, CRPS®, CFP®

Wealth Advisor

201.836.2460 x7123

Stephan Collaro, CFP®

Stephan Collaro, CFP®

Wealth Advisor

201.836.2460

Dominic Aceto, CFP®

Dominic Aceto, CFP®

Wealth Advisor

201.836.2460 x7112

John Edwards

John Edwards

Business Development Specialist

201.836.2460

Alec Majtenyi, CFP®

Alec Majtenyi, CFP®

Wealth Advisor

480.922.8788 x7257

Christopher Hacker

Christopher Hacker

Vice President, Retirement Plan Advisor

480.922.8788 x7259

Tim Schaffer

Tim Schaffer

Financial Advisor

Alexander Salton, CFP®, CRPS®

Alexander Salton, CFP®, CRPS®

Wealth Advisor

Dominick Lombardi

Dominick Lombardi

Vice President, Wealth Advisor

James P. Byrne

James P. Byrne

Business Development Specialist

973.460.6402

John Gentry, CFP®, CEBS®, AIF®, C(k)P®, NQPA®

John Gentry, CFP®, CEBS®, AIF®, C(k)P®, NQPA®

Financial Advisor

201.836.2460

Marshall Burroughs, CFP®

Marshall Burroughs, CFP®

Financial Advisor

201.836.2460

Martin Eisenstein

Referring Advisor

Sean Sokolowski

Sean Sokolowski

Vice President, Wealth Advisor

Stuart Simchowitz , AIF®, C(k)P®, PRP

Stuart Simchowitz , AIF®, C(k)P®, PRP

Vice President, Business Development

201.836.2460 x7125

Accountants

Aster Getahun, CPA

Sidney Finkelstein Pa

732.321.0010 x4

James M. Sosinski, CPA

The Koenig Group, LLC

848.235.5405

Jodi Ehrlich, CPA

TPG Tax & Accounting PC

480.671.8214 x203

Nicole Huerta

TPG Tax & Accounting PC

480.671.8214

Robert Russo, CPA, CFP®

The Koenig Group, LLC

848.235.5405

Sidney Finkelstein

Sidney Finkelstein Pa

732.321.0010 x10

Gary Mannuzza, CPA

The Koenig Group, LLC

848.235.5405

Staff

Alyssa Cortelyou, CFP®

Alyssa Cortelyou, CFP®

Operations Manager

201.836.2460 x7122

Geraldine Martin

Geraldine Martin

Office Coordinator

201.836.2460 x7100

Michael Luis

Michael Luis

Business Operations & Investments Manager

201.836.2460 x7155

Pamela Rice

Pamela Rice

Benefits Operations Specialist

201.836.2460 x7118

Savana Egge

Savana Egge

Office Coordinator

480.922.8788 x7203

Sierra Egge

Sierra Egge

Client Experience Manager

480.922.8788 x7202

Stephen Klapka

Non-Registered Admin

352.556.4834

Dennis Karpenko

Dennis Karpenko

Trading & Reporting Specialist

201.836.2460 x7190

Nick LaVerghetta

Nick LaVerghetta

Trading & Reporting Specialist

201.836.2460 x7107

Matthew McHale

Matthew McHale

Operations Specialist

201.836.2460

Nicholas Cooper

Nicholas Cooper

Retirement Plan & Insurance Specialist