Broker Check

Meet the Team

Our team provides comprehensive wealth and risk management solutions to individuals, businesses, and family offices across the country.

David R. Alter, CLU®

Chief Executive Officer

973-396-1902

davidalter@planningalliance.com

David Alter is the Chief Executive Officer of Planning Alliance. In addition, he assists team members on complex practice management, business, and estate planning matters.

David has been a noteworthy leader in the financial services and insurance industries since 1981. He pioneered the development of proprietary estate and business planning techniques as well as cutting edge insurance products, and is a specialist in financial modeling for business and insurance situations.

David received his Bachelor of Science, Summa Cum Laude, from Boston University, with a Concentration in Accounting. Subsequent to his academic degrees, he received a Chartered Life Underwriter designation through The American College of Financial Services.


Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 50 Tice Blvd, Woodcliff Lake, NJ 07677. Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor (973)-244-4420. General Agent, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. PA is a General Agency of Guardian. CA Insurance License  #0B10849.
PAS is a member of FINRA, SIPC.

Gerald J. Clericuzio, CLU®, ChFC®

Chairman, General Agent

732-687-1021

gclericuzio@planningalliance.com

Gerald Clericuzio is the Chairman of Planning Alliance. He oversees the growth of the firm as well as that of Planning Alliance Brokerage, the independent brokerage wing of the firm. He also serves on the Planning Alliance Board of Directors. 

Gerald has been a driving force in the financial services and insurance industry for over 40 years. He began his insurance career after graduating from Vanderbilt University in 1971 and serving with honorable distinction in the United States Army National Guard. He successfully built two brokerage divisions for two renowned life insurance companies. 

Gerald has been the recipient of numerous industry and firm awards. He has served as Local Chapter President of the National Association of Insurance and Financial Advisors as well as the National Society of Financial Service Professionals.

Registered Principal of Park Avenue Securities LLC (PAS). OSJ: 1040 Broad Street Ste 202, Shrewsbury, NJ 07702. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian.

John Addonizio

Financial Representative

908-902-3290

john.addonizio@planningalliance.com

John Addonizio is a Financial Representative with Planning Alliance. He is committed to the financial stability and well-being of his clients through growth and protection approaches. 

John joined the firm in 2022 making a career pivot from the commercial and personal lines of insurance industry after experiencing that many families face financial hardship after the death of a loved one. Prior to joining Planning Alliance, he served as President of Arbor Insurance Services which was the in-house insurance operation for a national mortgage company. He began his career at Allstate and moved to Fidens Insurance Brokerage launching their personal lines department as Director of the Personal Lines Division. During his tenure he helped Fidens grow to have personal lines clients in 11 states.

Outside of work, John is committed to many philanthropic causes and community service. He enjoys spending time with his family particularly with his many nieces and nephews and enjoys cooking as a hobby.

 

John Addonizio is a Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian.

Jacob Akerman

Financial Representative

516-418-8100

yaacov.akerman@planningalliance.com

Jacob Akerman is a Financial Representative with Planning Alliance as well as the President of Akerman Financial, Inc., a member firm of the Planning Alliance network. He focuses his practice on identifying and addressing the financial security needs of healthcare professionals. He offers a unique, client-driven approach that combines intellectual capital, healthcare industry experience, and a commitment to consultative, personalized service.   

Jacob joined the firm in 2019 and founded Akerman Financial, Inc. In 2005. Prior to joining Planning Alliance and starting Akerman Financial, Inc., Jacob worked with InsMed Insurance Agency, Inc., Autumn Asset Advisors, and Omni Managed Health, Inc.  

Jacob received his Bachelor of Science in Psychology from Brooklyn College in 2007. There, he was Vice President of the Law Club and a member of Alpha Omega.  

Jacob resides in Cedarhurst, NY with his wife Shana and their four children, Alexander, Penina, Sarah, and Ariella. 

 

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. AKERMAN FINANCIAL INC is not an affiliate or subsidiary of Guardian. CA Insurance License Number - 0L96555.

Kenneth L. Alter

Managing Director, Board Member

973-396-1950

kenneth_alter@planningalliance.com

Kenneth Alter is Managing Director of Planning Alliance LLC, a New Jersey-based risk and wealth management firm. His practice focuses on business and estate planning for owners and executives of middle-market companies and ultra-affluent families. Specific areas of specialty include, but are not limited to, advanced estate planning for domestic and international families, business continuation planning, insurance and wealth management, qualified and non-qualified plan design, and transaction advisory services for companies planning for eventual ownership succession. Kenneth serves on Planning Alliance’s Investment Committee and Board of Directors.

In 2023, Forbes ranked Kenneth as one of the Top 10 financial security professionals in the United States and Top 2 in New Jersey. He is a highly sought speaker on a variety of topics and actively represents the financial services community and its clients on legislative and regulatory issues that come before Congress.


Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 50 Tice Blvd, Woodcliff Lake, NJ 07677. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, (973) 244-4420. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. Planning Alliance is a General Agency of Guardian. PAS is a member FINRA, SIPC. *This award is endorsed but not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Wealth Advisors List [2022] is based on criteria developed and obtained by SHOOK Research, LLC.  No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.

Paul Avenius, CLU®, ChFC®, MBA

Registered Representative

201-774-7744

pavenius@planningalliance.com

Paul Avenius is a Registered Representative with Planning Alliance. He provides clients with wealth accumulation and insurance planning approaches designed to maximize growth and minimize risk.   

Paul brings over 42 years of industry experience to client service. In addition to Planning Alliance, he is affiliated with Park Avenue Securities as an investment advisor. He is a Lifetime Member of the Million Dollar Round Table (MDRT) with 28 years of embership. Paul holds FINRA Series 6, 63, and 65 licenses.

 

Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Planning Alliance is not an affiliate or subsidiary of PAS. This firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - 0D48810. Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee

Linda Bellofatto

Director of Operations, Executive Assistant to Gerald Clericuzio and David Alter

973-396-1997

lbellofatto@planningalliance.com

Linda Bellofatto is Director of Operations and Executive Assistant to Gerald Clericuzio and David Alter at Planning Alliance. She manages the daily activities of the firm including human resources and licensing as well as onsite and offsite events. 

Linda joined the firm in 1993 after its merger with The Clericuzio Agency. In addition to maintaining her role as Executive Assistant, she assumed the role of Director of Operations. 

Linda enjoys spending time with her family and friends and resides in Bloomfield, NJ.

Eliezer Benjamin

Financial Representative

248-943-6808

eliezer.benjamin@planningalliance.com

Eliezer Benjamin is a Financial Representative with Planning Alliance. He strives to help families take control of their finances in order to mitigate the financial stress that can negatively impact short-term and long-term goal setting.

Eliezer joined the firm in 2023. He graduated from Yeshiva University with a Bachelor of Arts in Financial Mathematics.

Outside of work, Eliezer enjoys spending time with friends, family, and his pets. He also values working within his community and within the special needs community.


Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian. 

Anthony Campanile, LUTCF®, FSCP®, CLF®

Executive Vice President

609-709-0041

anthony_campanile@planningalliance.com

Anthony Campanile is the Executive Vice President of Planning Alliance. He oversees the firm’s Recruitment, Talent Development, Professional Development, and new Financial Representative mentoring. He also serves on its Board of Directors.

Anthony has been a Financial Advisor since 2008. In 2010, he joined the Sales Management team. In 2015, Anthony was promoted to Executive Vice President.

Anthony received his Bachelor of Science in Business Administration from Monmouth University with Concentrations in Management and Marketing. He has been a distinguished speaker at industry conferences and works closely with Finseca on recruiting initiatives.

Anthony was a 3-time Northeast Conference Division I golf champion while attending Monmouth University. Anthony currently resides in Shrewsbury, NJ with his wife Jessica and their daughters Adeline, Lainey, and Scarlett.


Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 TICE BLVD, SUITE 280, WOODCLIFF LAKE NJ, 07677, 973-244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4232318.

Greg Campanile

Director of Investments

609-709-5430

Gregory_campanile@planningalliance.com

Gregory Campanile is Director of Investments at Planning Alliance. He oversees the firm’s investments division and leads professional development sessions for team members looking to advance their knowledge of investing approaches. Also, he maintains an active book of business.  

Gregory joined the firm in 2015. Prior to Planning Alliance, Gregory worked on Wall Street for 10 years holding various positions in options and equity trading, investments, market analysis and prime brokerage with Maxim Group, Lazard Capital Markets, Direct Access Partners, and Van der Moolen.

Gregory is a published industry thought leader appearing in Finseca Focus on the topic of generational investment strategies for retirement. 

Gregory received his Bachelor of Science in Business Administration from Monmouth University with a Concentration in Management in 2006. White attending Monmouth, he was Captain of the golf team. Subsequent to his academic degree, Gregory has earned his Series 3, 4, 7, 55, 63, and 65 as well as his Life and Health license in New Jersey.  

Gregory resides in Shrewsbury, NJ with his wife Suzanne and their two children Alex and Madison.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 TICE BLVD, SUITE 280, WOODCLIFF LAKE NJ, 07677, 973-2444420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4232329.


David W. Cerchio, MBA, CLU®

Financial Advisor

908-272-3722

dcerchio@preferredclientgroup.com

David W Cerchio is a Financial Advisor with Planning Alliance as well as a Partner with The Preferred Client Group, LLC, a member firm of the Planning Alliance network. He focuses his practice on working with closely held businesses, their executives, and families. Also, he is well-versed in investment services, asset and income protection strategies, and individual financial planning. 

David joined the firm in 2001. In 2007, he co-founded The Preferred Client Group, LLC. Prior to joining Planning Alliance, he was an Account Executive with Woolf Associates. 

David is committed to philanthropic service. He and The Preferred Client Group team are active in the community. He is a founding board member of the Middletown South Football Alumni Association which provides scholarships to student-athletes. Additionally, he is a board member of the Middletown High School South Hall of Fame in which he was inducted with the inaugural class in 2005.

David received his Bachelor of Science in Business from Wake Forest University in 1997 followed by his Master of Business Administration from the Franklin W. Olin Graduate School of Business of Babson College in 2001. 

David and his wife, Vanessa, currently reside in Mendham, New Jersey, with their three children.

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 TICE BLVD, SUITE 280, WOODCLIFF LAKE NJ, 07677, 973-2444420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. PREFERRED CLIENT GROUP LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0E43700.

Vince Ciranni

Registered Representative

908-272-3722

vcirianni@preferredclientgroup.com

Vince Cirianni is a Registered Representative with Planning Alliance and Preferred Client Group, a member firm of the Planning Alliance network. He specializes in holistic planning for closely held business owners, families, and executives. Vince’s approach and his desire to be held in the highest level of integrity with the advisory community, are the keys to the growth and development of his success. He has over twenty years of industry experience. Business succession, business continuity, estate planning, retirement planning, and asset protection incorporated with creative planning strategies have been the key elements of his success. Vince’s primary goal is to put a client in control of their situation while keeping the process simple and flexible.

Vince received his B.S. degree in Accountancy from Rider College in Lawrenceville, New Jersey. After a year in corporate accounting, he quickly learned that his passion in life was helping people while building strong relationships. He then transitioned into the financial world. He has been building his practice through a significant network of relationships, which he actively shares. 

In addition to his entrepreneurial spirit in the business world, Vince has a deep passion for children and focuses this passion in the areas of philanthropy and charitable endeavors. Vince currently sits on numerous not-for-profit and charitable boards in the tri-state area.

Vince and his wife, Marisa, live in Bridgewater, NJ, with their three children.

 

Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd, Suite 280, Woodcliff Lake, NJ 07677-7654. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. PREFERRED CLIENT GROUP LLC is not an affiliate or subsidiary of PAS or Guardian.

Steven Cucinelli, LUTCF®, FSCP®, CLF®

Managing Director

848-456-3071

steven_cucinelli@planningalliance.com

Steven Cucinelli is a Managing Director with Planning Alliance. He mentors and empowers new Financial Representatives to make a positive and lasting impact in the lives of their clients and communities. Also, Steven manages his valued client relationships with a practice focus on helping families and small business owners improve financial confidence in the short-term and the long-term.  

Steven joined the firm in 2007 and was promoted to the role of Managing Director in 2008. Prior to Planning Alliance, Steve was Deputy Press Secretary for a United States Senator.  

Steven graduated with a Bachelor of Science in Government and Politics from the University of Maryland in 2005. He is a published thought leader on the topic of Retirement Planning.  

When he is not working with clients or team members, Steven enjoys travel and spending time with his wife and daughters.


Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd, Suite 280, Woodcliff Lake, NJ 07677-7654. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian.CA Insurance License Number - 0I80894.

Meta DiPietro

Director of Sales Support

732-553-5480

meta_dipietro@planningalliance.com

Meta DiPietro is Director of Sales Support at Planning Alliance. She works with our financial professionals and brokerage team on advanced case design, competitive analysis, and product illustrations.  In addition to her role in sales support, she frequently consults with agents, brokers, staff and clients regarding advanced policy service and administrative issues.  

Meta joined the firm in 2007 after its merger with The Clericuzio Agency where she was Brokerage Supervisor. She has been in the insurance industry for over 30 years. 

Meta resides in Howell, NJ and enjoys quality time with her family and friends. 

Brian Dragotto

Managing Director

609-335-5149

Brian_dragotto@planningalliance.com

Brian Dragotto is a Managing Director with Planning Alliance. He oversees core sales training and professional development within the firm and manages a team of new Financial Representatives. Additionally, Brian maintains a nationwide book of business with a focus on designing approaches for generational financial success.  

Brian joined the firm in 2017 and ascended to the role of Managing Director in 2019. Prior to Planning Alliance, Brian worked at Merrill Lynch. 

Brian received his Bachelor’s Degree in Finance from The College of New Jersey in 2016. He is a published thought leader on the topic of Practice Management and has appeared on the GROW podcast. 

Brian volunteers his time with local nonprofit organizations such as Team Vienna 4 SUDC Awareness, where he completed a fundraising event known as the 4x4x48 Challenge; he ran 4 miles, every 4 hours, for 48 hours. He also enjoys competing in triathlons.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. OSJ: 1040 Broad Street Suite 202 Shrewsbury, NJ 07702 (973) 244-4420. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian.

Matthew Fazendiero

Financial Representative

(908) 510-0076

matthew.fazendeiro@planningalliance.com

Matthew Fazendeiro is a Financial Representative with Planning Alliance. He is committed to providing clients with thoughtful and intentional wealth-building and insurance planning approaches.  

Matthew joined the firm in 2022 as part of a summer internship before transitioning to his current role.

Matthew received his Bachelor’s Degree in Finance from Fairleigh Dickinson University with a minor in Financial Planning and Wealth Management.

Matthew resides in Union, New Jersey. He enjoys volunteering in the community, watching and reviewing television shows, watching all types of sports, and enriching his knowledge of history.

 

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 

Jared Fink

Financial Representative

845-548-3901

jared.fink@planningalliance.com

Jared Fink is a Financial Representative with Planning Alliance.  He is passionate about people and strives to do everything he can to help improve their lives; as such, his practice is centered on providing value through excellent service, technical savvy, and consistent outreach, all while developing strong relationships with his clients.

Jared joined the firm in 2021; a career pivot to financial services from the advertising industry.  Prior to Planning Alliance, Jared was a Senior Associate with the National Video Investment team at OMD USA. 

Jared received his Bachelor of Arts in Theatre Studies from Ithaca College in 2018.  He is a member of Young Jewish Professionals, and contributes to charitable causes including Planned Parenthood, United Synagogue Youth, and his alma mater.  An avid learner, Jared stays updated on industry news and marketplace trends to look out for his clients’ interests, while pursuing continued education opportunities to build his industry specialties.

In his off-time, Jared enjoys playing jazz piano, exercising, traveling, and spending time with loved ones.


Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian.

Steven A. Fishman, CLU®

Financial Advisor

201-226-1050

sfishman@norwoodfinancialgroup.com

Steven Fishman is an Estate and Business Planner with Planning Alliance as well as President of Norwood Financial Group, LLC., a member firm of the Planning Alliance network. He works with professionals, family business entities, and closely held business owners. He has established a solid concentration in working with CPAs, attorneys, and their clients. His practice is focused on advanced planning in the areas of estate and business planning, insurance planning, and risk mitigation. He emphasizes relationship-based planning over isolated transactional planning in order to facilitate inputs from clients, centers of influence, and other trusted advisors.

Steven joined the firm in 2019. In 2000, he launched Norwood Financial Group, LLC. Prior to Planning Alliance, he was a member of Partner’s Financial from 2002 to 2018, a national independent producer group. He has been helping clients in the financial services arena since 1983.

Steven received his Bachelor of Science in Finance from Ithaca College in 1981. He is a member of the Association for Advanced Life Underwriting (AALU) and is a long time and committed Board Member of the Jewish Community Foundation of Greater Metrowest NJ, Inc.


Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd, Suite 280, Woodcliff Lake, NJ 07677-7654. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Norwood Financial Group, LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0B65894.

Kerry Flynn

Financial Representative

201-742-3349

kerry.flynn@planningalliance.com

Kerry Flynn is a Financial Representative with Planning Alliance. She is committed to helping families, small businesses, and individuals feel financially confident and secure while serving as a supportive, valued resource.

Kerry joined the firm in 2023. Prior to Planning Alliance, Kerry worked in the non-profit sector.  

Kerry graduated from Ramapo College of New Jersey with a Bachelor of Arts in Liberal Arts and Sciences.  

In her spare time, Kerry enjoys tending to her vegetable garden, going to museums and concerts, and spending time with friends and family.


Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian. 

David Fromer

Financial Advisor

347-231-4618

david.fromer@planningalliance.com

David Fromer is a Financial Advisor with Planning Alliance. He maintains an active book of business with the primary focus of his practice being financial approaches for the special needs community.

David joined the firm in 2018. He made the pivot to a financial services and insurance career after working as a Behavior Therapist with Applied Behavioral Mental Health Counseling as well as a Special Education Mentor with The Hebrew Academy for Special Children. During his time as an Applied Behavior Analyst, David become aware of a gap in the curriculum shared with special needs individuals and families around financial literacy. Identifying this void in financial education precipitated David’s career move to financial services.

David attended Yeshiva University studying Banking, Corporate, Finance, and Securities Law. He speaks Russian and Yiddish in addition to English.

David lives in Florida with his wife Tehilla. They enjoy traveling and spending time with family.


Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 TICE BLVD, SUITE 280, WOODCLIFF LAKE NJ, 07677, 973-244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4086157.

Michael Geczi

Financial Advisor

848-702-0497

Michael.geczi@planningalliance.com

Mike Geczi is a Financial Advisor with Planning Alliance. He is dedicated, experienced, and committed to helping his clients achieve their financial goals and secure their future. With his years of experience in the financial industry, he is known for providing comprehensive and tailored financial solutions. Mike holds his life and health license, SEI, Series 66, Series 7, and CExP.

Beyond the world of finance, Mike is a passionate outdoor enthusiast. Whether it's hiking in the mountains, cycling through scenic trails, or simply basking in the tranquility of nature, he finds solace in the great outdoors. This love for nature isn't just a personal interest; it also plays a crucial role in his approach to financial advising. He understands that like nature, financial landscapes can be unpredictable and require careful planning and adaptability.

Recognizing that life isn’t solely about number and investments, Mike strongly values quality time with family and understands the importance of balancing financial stability with the warmth and love of home. He believes that financial planning should ultimately serve the purpose of enabling families to create lasting memories, go on adventures, and enjoy a fulfilling life together.

With a dedication to financial excellence and a love for the outdoors and family, Mike is the perfect partner to guide you towards financial security while helping you make the most of life's precious moments.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 TICE BLVD, SUITE 280, WOODCLIFF LAKE NJ, 07677, 973-2444420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4152647.

Barbara Gelber

Vice President of Brokerage, Disability Income Specialist

856-287-0307

Barbara_gelber@planningalliance.com

Barbara Gelber is Vice President of Brokerage and Disability Insurance Specialist with Planning Alliance. She works with independent insurance brokers in New Jersey, Pennsylvania, and Delaware helping them present new and innovative ideas to their clients. She assists in all aspects of their business until cases are closed. Her strong relationships with the underwriters and knowledge of the marketplace position her for positive outcomes for broker clients.

Barbara joined the firm in 2012. She began her insurance career with Equitable. She went on to work for Berkshire Life and Guardian. In 2000, she founded the Individual Disability Department at Brokerage Concepts. She is an active member of NAIFA.

Barbara received a Bachelor of Arts in Business from City College of NY in 1975 and a MBA from Columbia University in 1977. She was a proud stay-at-home mother before embarking on her insurance career.  

Barbara is a Zumba enthusiast, salsa dancer, gym rat, and avid traveler. She has 2 married children and 2 grandsons. She resides in Cherry Hill, New Jersey with her fiancée.

 

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian. CA Insurance License Number - 0D44513.

John R. Gerard, LUTCF®, CLTC®

Vice President of Disability and Long Term Care Brokerage

609-468-4374

john.r.gerard@planningalliance.com

John R. Gerard is Vice President of Disability and Long Term Care Brokerage with Planning Alliance. He helps independent insurance brokers and financial advisors review, analyze, design and present income protection solutions to physicians, executives and business owners. Additionally, he shares his program and platform knowledge for brokers and advisors to leverage policy discounts and underwriting concessions.

John joined the firm in 2020. He started his career in 1984 as a Bodily Injury Claims Adjuster with the Liberty Mutual Insurance Company.  After 25 years of personal production, John transitioned to leadership positions with Prudential, MetLife, and Northeast Financial Network. 

John holds a Bachelor of Science in Business Management from the University of Scranton. He has been recognized by Guardian Life as an Elite Disability Income Specialist and has consistently ranked in their top tier. 

John resides in Bradley Beach, New Jersey with his wife Tricia.

 

Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 1150 RARITAN RD, SUITE 201, CRANFORD NJ, 07016, 908-7090020. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0E61438.

Brian Grande, FSCP®

Managing Director

908-216-7248

brian_grande@planningalliance.com

Brian Grande is a Managing Director with Planning Alliance. He leads the professional development of a team of Financial Representatives while actively continuing to service clients with Wealth Accumulation, Wealth Management, and Wealth Preservation.

Brian took his place in the firm in 2013 after graduating from Monmouth University and was promoted in 2016 to Managing Director. Brian has worked on various private, public, and personal planning projects and developed a strong network of professionals around his practice.

Brian is a perennial qualifier for the industry’s prestigious Million Dollar Round Table® and holds The Financial Services Certified Professional® (FSCP®) designation. Brian is an active member of the National Association of Insurance and Financial Advisors (NAIFA®) as well as Finseca. Brian is Life and Health Insurance Licensed as well as Securities Licensed with his Series 7 and Series 66.

Brian and his wife Robin reside in Manalapan, New Jersey, and enjoy mini golf and skateboarding in their spare time.


Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 1040 Broad Street, Suite 202, Shrewsbury, NJ 07702. Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor (973)-244-4420. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. PAS is a member FINRA, SIPC. CA Insurance License Number - 0M11555.

Greg Hubbard, CLU®, CFP®

Financial Advisor

973-396-1982

ghubbard@planningalliance.com

Gregory Hubbard is a Financial Advisor with Planning Alliance. His practice focuses on providing families and businesses with comprehensive investment and risk management advice. These approaches include wealth management, retirement income strategies, insurance, and estate planning.  

Gregory joined the firm in 2004 and is a perennial qualifier for the industry’s prestigious Million Dollar Round Table®. 

Gregory received his Bachelor of Science in Finance from Virginia Polytechnic Institute and State University in 2000. He holds the Certified Life Underwriter and Certified Financial Planner designations and has since obtained his Life and Health, Series 7, and Series 66 licenses. 

Gregory lives in Whippany, NJ with his wife Kim and their two daughters. During his spare time, he enjoys being outdoors hiking, golfing, or playing pickleball.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker-dealer and investment advisor. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is an independent New Jersey registered investment advisor and is not an affiliate or subsidiary of PAS or Guardian. Planning Alliance is a General Agency of Guardian. PAS is a member FINRA, SIPC.

Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee

CA Insurance License Number - 0H12396.


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Danielle Ingenito

Senior Client Services Manager

908-300-5355

danielle_ingenito@planningalliance.com

Danielle Ingenito is a Senior Client Services Manager to Financial Advisor Paul Vecchione at Planning Alliance. She develops client analysis and offers strategic approaches to foster financial independence.  She joined the firm in 2016.  

Danielle earned a Bachelor of Science degree in Business Economics. She holds her Life and Health and Series 6 licenses.

Danielle resides in Marlboro Township and enjoys reading, exercising and spending time with her family.

 


Stephen Edmund Ingram, FSCP®

Registered Representative

732-676-0723

stephen_ingram@planningalliance.com

Stephen Ingram is a Registered Representative with Planning Alliance. He helps business owners and families protect, organize and improve their overall financial situation while maximizing their goal-reaching potential now and in the future. 

Stephen joined the firm in 2013. He has been a Million Dollar Round Table (MDRT®) qualifier status, which is a testament to his commitment to exceptional client service. In addition, he holds his Series 6 and Financial Services Certified Professional (FSCP®) designations.


Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd, Suite 280, Woodcliff Lake, NJ 07677-7654, 973-244-4420. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4121939. Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee. 

Teresa Kret

Office Manager

848-456-3060

teresa.kret@planningalliance.com

Teresa Kret is an Office Manager at Planning Alliance. She provides administrative support to our team, specifically Anthony Campanile and Gregory Campanile.

Teresa has worked in retirement services for 20 years. She held various roles at Prudential Financial as a client service representative in the 401(k) department and transitioned to manager of Plan Compliance, where she was responsible for overseeing a team of specialists who completed non-discrimination testing and Form 5500 preparation. After 19 years, Teresa decided to leave Prudential to raise her children. During this ten-year period, she also worked with special needs children in a local school. Most recently, Teresa was a paraplanner for a local retirement planning company.

Teresa resides in Middletown with her husband and their 3 children. 

Bryan M. Kuderna, CFP®, MSFS, RICP®, LUTCF®

Financial Advisor

848-456-3057

bkuderna@planningalliance.com

Bryan M. Kuderna is a Financial Advisor with Planning Alliance. He provides customized and innovative strategies for professionals designed to create financial independence. Bryan's experience has allowed him to conduct seminars before law offices, accounting firms, hospitals, medical practices, and various other associations.

Bryan is a well-known and established industry thought leader. He has appeared in Forbes, Entrepreneur, Success, Think Advisor, Newsmax, and more. He was named one of New Jersey's Leaders in Finance in 2021 by NJBiz. He is the host of The Kuderna Podcast and the author of the book, “Millennial Millionaire: A Guide to Become a Millionaire by 30”. He is a perennial qualifier for the industry’s prestigious Million Dollar Round Table® and has been invited to speak at industry events.

Bryan earned his Bachelor of Science in Finance and minored in Economics from The College of New Jersey in 2009. Before graduating from The College of New Jersey, Bryan attended the University of Economics, Prague as part of an exchange program. Bryan continued his financial education by becoming a Certified Financial Planner and Life Underwriter Training Council Fellow. Bryan proudly serves his community as a member of The Colts Neck Business Association, Fellow of Lead New Jersey (LNJ) Class of 2016, and The Monmouth Ocean Developments Council (MODC). He is also on the YMCA’s Board of Directors.

Bryan has successfully completed The National Marathon in Washington D.C, and The North American Ironman in Quebec, Canada. He enjoys spending time with his wife and executive assistant, Anita, and their three children.


Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 300 Broadacres Drive, Suite 175, Bloomfield, NJ 07003. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, (973) 244-4420. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team and Planning Alliance are not affiliates or subsidiaries of PAS or Guardian. Kuderna Financial Team is a division of Planning Alliance, a General Agency of Guardian. PAS is a member FINRA, SIPC. CA Insurance License Number - 0K04194.

Mickey H. Laniado, FSCP®

Financial Advisor

917-699-1823

mickey_laniado@planningalliance.com

Mickey H. Laniado is a Financial Advisor with Planning Alliance as well as Director of Life and Disability Insurance with UCEF Insurance Agency, LLC., a member firm of the Planning Alliance network. His primary goal is to put clients in control of their finances while keeping the process simple and flexible. His clients range from young families seeking financial organization to multi-generational family-owned businesses looking to maximize value, minimize tax exposure and maintain long-term ownership.  

Mickey joined the firm in 2014. In 2018, he became Life and Disability Insurance Director with UCEF Insurance Agency, LLC. Prior to joining Planning Alliance, he co-founded Swish Basketball. He began his financial services career interning with Fogel Neale Partners, LLC. and MetLife.  

Mickey is a perennial qualifier of the industry’s prestigious Million Dollar Round Table® and Guardian’s Leaders Club. He is a published thought leader on insurance planning. 

Mickey received his Bachelor of Science in Business, Management, and Finance from Brooklyn College in 2015. He obtained his Financial Services Certified Professional® (FSCP®) designation from The American College of Financial Services in 2017. He also has his Series 7 and 66 licenses. 

Mickey resides in Brooklyn, NY with his wife Inez and three children.  


Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 Broad Street Suite 202 Shrewsbury NJ 07702 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian.

Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee.

UCEF Insurance Agency, LLC is not an agency or affiliate of The Guardian Life Insurance Company of America. UCEF Insurance Agency, LLC is a separate legal entity from Planning Alliance.

The consulting services offered through Planning Alliance Consulting, LLC are not offered through, endorsed or recommended by Park Avenue Securities LLC (“PAS”), The Guardian Life Insurance Company of America (“Guardian”), or any subsidiary or affiliate thereof. The services provided by Planning Alliance Consulting, LLC are independent of the services PAS, Guardian or any subsidiary or affiliate thereof provide to clients. Planning Alliance Consulting, LLC and its employees are not authorized to, and may not provide legal advice or tax advice, all legal and tax advice or services must be obtained through a qualified attorney or tax advisor.

Mark D. Lowe, CFP®, ChFC®, CLU®

Certified Financial Planner and Financial Advisor

732-212-5018

mlowe@planningalliance.com

Mark D. Lowe is a Certified Financial Planner and Financial Advisor with Planning Alliance as well as Founder and President of The Conservative Advisor, LLC. His practice focuses on providing affluent professionals and business owners with financial strategies for lifetime wealth accumulation and protection. He also helps clients minimize portfolio risk, potentially lower tax exposure, and leave a legacy to their heirs.

Mark joined the firm in 2009. In 2007, he founded The Conservative Advisor, LLC. Prior to joining Planning Alliance, he was Insurance Division President of Montauk Financial Group, a national securities firm with 750 members.  

Mark is an industry thought leader conducting seminars in front of medical associations, hospitals, unions, CPA societies, corporate retiree groups, and large corporations on a wide range of financial topics. He has published numerous articles on financial planning and has been a guest speaker on radio and television programs. Mark is a published author of the book The Conservative Advisor for the Conservative Investor, which explains how to minimize taxes, increase lifetime income, and leave a tax-free legacy.

Mark is former President of the Central New Jersey Estate and Financial Planning Association. He is also a member of the Society of Financial Service Professionals, The National Committee on Planned Giving, and has been approved for registration in the National Football League Financial Advisors Program. He has obtained his licenses and designations from The American College of Financial Services.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 TICE BLVD, SUITE 280, WOODCLIFF LAKE NJ, 07677, 973-2444420.  Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0C82898.

Maddie Martin

Operational Manager – Policy Service

973-396-1991

madeline.martin@planningalliance.com

Maddie Martin is the Operational Manager of policy service at Planning Alliance.  Maddie supports our financial professionals in maintaining and servicing the firm’s in-force book of business.  Her role also includes customer service to our clients where she proactively collaborates with new business, accounting, and product illustration teams.  

Maddie has worked in the insurance industry for over 30 years and was Senior Marketing Consultant at MetLife prior to joining Planning Alliance in 2019.

Maddie holds a degree in Business Administration and Management from Middlesex College and has earned her ACS and Customer Experience Essentials professional designations from LOMA.  Maddie is Life and Health licensed.

In her personal time, she enjoys quality time with her family and dog, Gizmo.

Donna Matelski

Director, New Business

732-381-1280

dmatelski@planningalliance.com

Donna Matelski is Director of New Business at Planning Alliance. She is known for her expertise in new business processing while communicating with advisors as well as clients.

Donna joined the firm after its merger with The Clericuzio Agency in 1991.

Donna enjoys spending time with friends and family, especially her granddaughters. 

Jennifer T. McGrogan

Financial Advisor

973-897-6945

jennifer.mcgrogan@planningalliance.com

Jennifer McGrogan is a Financial Advisor with Planning Alliance. Her practice focuses on helping small businesses, families and individuals navigate their unique financial path. She strives to simplify the complexities of one’s finances so they can make the best decisions for themselves, their businesses, and their families.

Jennifer joined the firm in 2020. Jennifer received her Bachelor of Science in Finance from The College of New Jersey in 2020, with a Minor in Marketing. While attending The College of New Jersey, she was a member of the soccer team.  

Jennifer is highly involved in her community. She is a volunteer soccer coach at her former high school. She is an active member in Impact 100 Garden State and Chair of the Young Philanthropist committee. Her volunteering interests have taken her across the globe including Nicaragua and Heidelberg, Germany. 

When she is not working with clients, Jennifer enjoys spending time with family and friends. She finds pleasure in relaxing on the beach, fishing, jet skiing, and snow skiing.


Jennifer McGrogan is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian.

Jeanne Moir

Financial Advisor

848-456-3055

jmoir@planningalliance.com

Jeanne Moir is a Financial Advisor with Planning Alliance. She adheres to the philosophy that her clients shouldn't have to work hard and be financial experts to protect, save, and plan for what’s next. She strives to ensure that her clients are confident and secure in their financial future.  

Jeanne joined the firm in 1999. Her diverse book of business and her unyielding commitment to clients has given her a Court of the Table seat with the Million Dollar Round Table (MDRT® ). Jeanne is the Preferred Provider of Disability Insurance for the Women’s Bar Association for the State of New York.  

Jeanne attended The American College of Financial Services and has obtained her Series 7 and 66 licenses. 

Jeanne believes in the importance of giving back to the community. She is the Founder of The Giving Back Forum*, a one-stop-shop to learn about and get involved with upcoming local events. The Giving Back Forum features over fifty 501(c)(3) organizations looking to share their mission including well-known groups like the American Cancer Society, Habitat for Humanity, and Big Brothers Big Sisters as well as locally founded organizations like Move for Hunger, Kortney Rose Foundation, and Jason Dreams for Kids. She was a Board Member of Play 2 Win, an organization that runs an annual touch football tournament, The Turkey Bowl. This event has raised over $250,000 supporting local charities, which grant wishes for chronically and terminally ill children and their families.

Jeanne lives in Manasquan, NJ with her husband Dave and they have two children, David and Julia.


*Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 BROAD STREET, 2ND FLOOR, SUITE 202, SHREWSBURY NJ, 07702, 973-2444420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0L47401.  Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee. 

James A. “Jamie” Moore, RICP®

Financial Coach

908-797-5037

jmoore@planningalliance.com

Jamie Moore is a Financial Advisor with Planning Alliance. He works with families and business owners developing financial game plans that enhance the lifetime growth and protection planning of his clients. These approaches include financial wellness planning, investment portfolio risk design, insurance planning, business owner exit planning, key employee recruitment and retention plans, and retirement income planning. 

Jamie joined the firm in 1995. He works with a specialized team of professionals and leverages industry-leading technology to ensure his clients are well advised.

Jamie received his Bachelor of Science in Sports Management from West Virginia University in 1991. He then attended Rutgers University graduate school. While in graduate school, he worked as a Graduate Assistant Football Coach for Rutgers University Football program following his passion of being a football coach. After 2 years he left Rutgers and coached football at Elizabeth High School where he was part of the staff that won 3 state championships. He holds his Life, Disability and Health licenses as well as his Series 6, 62, 63, and 65.

Jamie is deeply committed to community service. He is a member of Hillsborough Rotary, an Executive Board Member of Hillsborough Youth Sports Inc., and Trustee of 200 Club of Somerset County. 

Jamie lives in Hillsborough, NJ with his wife Tiffany and their three children Matthew, Jayna, and Josie. When not working Jamie enjoys golfing, fly fishing, cornhole, and time with family and friends.


Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd, Suite 280, Woodcliff Lake, NJ 07677-7654, 973-244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. PAS is a member of FINRA, SIPC.

Anita Morin

Investment Advisory Representative

518-465-9932

anita_morin@planningalliance.com

Anita Morin is an Investment Advisory Representative with Planning Alliance. Anita’s purpose is to help small businesses, families, nonprofits, and individuals achieve financial confidence through insurance and wealth management products and services. She seeks to provide comprehensive and cost-effective investment management and insurance strategies for each individual case. Anita listens carefully, learns what is important, and strives to act in the interests of the client or prospective client.

Anita joined the firm in 2010 and is based in Albany, New York’s capital region. Before Planning Alliance, she was a Financial Advisor and Senior Consultant with Sage Consulting and Wealth Preservation, and a Financial Advisor with UBS.

Anita earned her Bachelor of Science in Applied Art followed by her Master’s in History from Iowa State University. She holds her Series 7, 63, and 65 securities licenses, and is independently insurance licensed in life, accident and health, and variable annuities products.

When she is not working, Anita loves to read, garden, practice yoga, and cook. She is a lifelong learner and continues to be fascinated by opera and the nuances of wine.

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 TICE BLVD, SUITE 280, WOODCLIFF LAKE NJ, 07677, 973-2444420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian.

Nicholas Panagiotakis, CFP®

Financial Advisor

848-456-3088

nickp@planningalliance.com

Nicholas Panagiotakis is a Financial Advisor with Planning Alliance. He provides wealth building and protection strategies to individuals and business owners. He understands that principals should have a clear understanding of their current business positioning, future growth strategy, and the potential impact on investment strategy. 

Nicholas joined the firm in 2008. Prior to Planning Alliance, he worked with MassMutual Financial Group and Prudential Financial. He has been providing financial and insurance guidance to clients since 2003. 

Nicholas received his Bachelor of Science from St. John’s University in 2000. Subsequent to his academic degrees, he received his Certified Financial Planner designation in 2007. He holds his Series 7, 63, 65, and Life and Health licenses.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd, Suite 280, Woodcliff Lake, NJ 07677-7654 Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. 

Christopher Pate

Financial Representative

908-917-8377

christopher.pate@planningalliance.com

Christopher Pate is a Financial Representative with Planning Alliance. He strives to provide clients with sound approaches for protecting, building, and sustaining wealth. His focus on creating scalable processes for efficiency and growth aligns with his commitment to positioning individuals and business owners for optimal financial stability.  

Christopher joined the firm in 2023. He received his Bachelor of Computer Science from the Stevens Institute of Technology in 2009.  


Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian. CA Insurance License Number – 4326608.

Alex M. Perricone

Financial Advisor

609-949-4672

alex.perricone@planningalliance.com

Alex Perricone is a Financial Advisor with Planning Alliance. He has steeped his practice's methods and advice on prevailing academic literature, research, and theories, providing clients with flexible and time-tested methods of responsible personal wealth and risk management.

Alex joined Planning Alliance in 2020, hailing from a background grounded in academia. Prior to joining Planning Alliance, Alex led the growth of the TCNJ Entrepreneurship Club as President, building out an inter-collegiate entrepreneurial networking sub-organization called TCNJ Link as well as expanding the organization’s value proposition to proactively support members' entrepreneurial efforts and ideas.

At The College of New Jersey he obtained his Bachelor of Science in Inter-Disciplinary Business Studies with a Concentration in Innovation as well as obtaining a technical minor in computer science and a humanities minor in history.

When he is not advising clients on planning, Alex enjoys running, gardening, reading, and adventures.

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd, Suite 280, Woodcliff Lake, NJ 07677-7654, 973-244-4420, 973-244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian.

Salvatore Petruzzellis, CLU®, ChFC®

Registered Representative

973-722-1739

spetruzzellis@planningalliance.com

Salvatore Petruzzellis is a Registered Representative with Planning Alliance. He provides clients with financial planning services and portfolio management for individuals and small businesses.  

Salvatore brings over 46 years of industry experience to every client interaction. In addition to Planning Alliance, he is aligned with Park Avenue Securities as an investment advisor.

Salvatore holds his Series 63 and Series 65 and is a Chartered Financial Consultant.

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Planning Alliance is not an affiliate or subsidiary of PAS. This firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. 

Nicole Pinal

Director of Talent Acquisition

973-229-6853

nicole.pinal@planningalliance.com

Nicole Pinal is Director of Talent Acquisition at Planning Alliance. She is responsible for furthering the firm's mission of 'doing what is right' by finding candidates who want to enrich the lives of their clients by building long lasting relationships around principled financial strategies. 

Nicole joined the firm in 2019. Prior to Planning Alliance, she lived in Rhode Island and specialized in recruitment and human resources. She has worked in the financial and hospitality industries for close to a decade. Additionally, she is skilled in global full-cycle recruitment with a strong focus on university recruitment programs.

Nicole received her Bachelor of Science in Business Management in 2016 and International Master of Business Administration in 2019 from Southern New Hampshire University and was a member of the National Society of Leadership and Success.

Nicole enjoys traveling, painting, reggae, and spending time with her family and friends in Asbury Park, NJ.

Mark Pita

Financial Advisor

(908) 603-7747

mark.pita@planningalliance.com

Mark Pita is a Financial Advisor with Planning Alliance. He is committed to helping young families and individuals walk into their tomorrows with financial balance while leveraging a team to align client goals with optimal wealth-building strategies and techniques.

Mark joined the firm in 2023 after previously interning with Equitable.  

Mark received his Bachelor’s Degree in Finance and Financial Management from Fairleigh Dickinson University.

Mark enjoys spending time with friends and family as well as taking part in many sports activities, especially soccer.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 TICE BLVD, SUITE 280, WOODCLIFF LAKE NJ, 07677, 973-244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4325772.



D. Jeremy Pugliese, CExP™, WMCP®, RICP®

Financial Advisor

973-396-1946

jeremy_pugliese@planningalliance.com

D. Jeremy Pugliese is a Financial Advisor with Planning Alliance. Jeremy assists business owners in designing and implementing optimal financial plans. His areas of experience are business continuity planning, partnership negotiations, business exit planning, and employee retention plans. He and his team are dedicated to ensuring clients experience the highest level of service based on a foundation of integrity, security, and follow-through.

Jeremy joined the firm in 2015. He started his first business at 19 while managing and operating his family’s plumbing supply company. In that time, Jeremy learned first-hand the trials and tribulations that business owners face every day. Before pivoting to a career in finance, Jeremy founded and sold four additional companies.

Jeremy is an industry thought leader. He has published articles on business planning and income protection. He has appeared on the Why We Plan podcast discussing exit planning approaches and has been a BEI conference speaker on exit planning.

Jeremy holds the following designations: Wealth Management Certified Professional (WMCP®) and Retirement Income Certified Professional (RICP®) from The American College of Financial Services as well as Certified Exit Planner (CExP®) from the Business Enterprise Institute (BEI).

Outside of work, Jeremy and his wife Ginny enjoy hiking and are active volunteers of the R.Y.A.N. Foundation, a non-profit based in their hometown that develops youth programs to create awareness about the disease of addiction.


Registered Representative and Financial Advisor of Park Avenue Securities,LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0L01672

David Radansky

Vice President of Life and Disability Income Brokerage

973-885-5595

david.radansky@planningalliance.com

David Radansky is Vice President of Life and Disability Insurance Brokerage with Planning Alliance. He has in-depth knowledge of disability insurance products, sales techniques, and the complexities of the underwriting process.

David joined the firm in 2020. He began his career with Mutual Benefit Life in the 1980s. He moved to Guardian in 1991 to work at Alter & Co., a predecessor of Planning Alliance. David has been associated with Guardian for thirty years overseeing the underwriting of over $20 million in disability insurance premium.

David earned his Bachelor of Art in History and Political Science from Drew University in 1986. 

David resides in Monroe with his wife Sara and stepson Sam.

Robert Rizzuto

Financial Advisor

917-750-6057

robert_rizzuto@planningalliance.com

Robert Rizzuto is a Financial Advisor with Planning Alliance. He helps individuals and business owners achieve their financial goals and increase certainty in their lives. His holistic planning process encompasses retirement planning, college planning, asset protection, tax-efficient strategies, and insurance planning, specifically life insurance, disability insurance and long-term care (LTC) insurance. 

Robert joined the firm in 2016. Prior to Planning Alliance, he worked with New York Life. Before pivoting to a financial services career, he worked in branding and marketing holding Senior Leadership positions with JWT, Ammirati Puris Lintas, Lowe Worldwide, Griffin Bacal, and Backer Spielvogel Bates.  

Robert received his Bachelor of Science in Business Administration and Management from Cornell University. He holds his Series 6, 63, 65, Life and Health, and LTC licenses.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 1040 Broad Street, Suite 202, Shrewsbury, NJ 07702. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, (973) 244-4420. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. Planning Alliance is a General Agency of Guardian. CA Insurance License Number - 0L77292.

Domingo Rodriguez, LUTCF®

Vice President of Life and Disability Income Brokerage

201-674-5869

domingo_rodriguez@glic.com

Domingo Rodriguez is Vice President of Life and Disability Insurance Brokerage with Planning Alliance. He works with insurance producers and financial advisors offering value added services such as product education, marketing support, case consultation, design, and competitive analysis. He is dedicated to helping the independent brokerage community find the best financial solutions for their clients. 

Domingo joined the firm in 1999, after having worked for Guardian Life. He brings thirty years of industry and underwriting experience. His team is comprised of experienced sales and operations professionals with knowledge and tools to provide exceptional service.

Domingo graduated from the City University of New York Bronx Community College in 1983 with an Associate in Applied Science in Marketing and Management Sales. 

 

Domingo Rodriquez is a Financial Representative of The Guardian Life Company® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian.

Paul “PJ” Russotto

Financial Advisor

908-461-8188

paul.russotto@planningalliance.com

Paul “PJ” Russotto is a Financial Advisor with Planning Alliance. He takes an integrated common-sense approach to insurance and financial planning, which is uncommon in the marketplace. He understands the challenges families are faced with each day, and he strives to alleviate those stresses by educating clients on the importance of asset accumulation and cash flow generation.  

PJ joined the firm in 2022. Prior to Planning Alliance, he was a Registered Representative with Northeast Financial Network, a Partner with Faughnan Financial Network, Inc., Vice President of Global Sales and Trading with Elevation Securities, an International Equity Sales Trader with European Securities Network, and Assistant Trader with Para Advisors, LLC. Additionally, he worked as an Accountant with Para Advisors LLC and Bear Stearns. 

PJ received his Bachelor of Science in Accounting from the Martha and Spencer Love School of Business at Elon University in 2000.

When PJ is not working, he enjoys spending time with his family, being active outdoors, playing golf, or relaxing at the beach.


Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian.

Joshua dos Santos

Assistant Comptroller

973-396-1927

joshua.dossantos@planningalliance.com

Joshua dos Santos is Assistant Comptroller with Planning Alliance. He manages and analyzes sales production, firm cash flow and payroll with an eye on identifying growth opportunities.   

Joshua joined the firm in 2013 as a Financial Representative before pivoting to the accounting side of the business. 

Joshua earned his Bachelor of Engineering in Mechanical Engineering from Stevens Institute of Technology in 2012. 

Joshua resides in Montclair, NJ with his wife and son.

Jack Schaefer

Financial Advisor

732-737-4102

john.schaefer@planningalliance.com

Jack Schaefer is a Financial Advisor with Planning Alliance. He works with clients to better understand how they define financial security and, with this knowledge, focuses on solutions that can help make those financial goals a reality. His practice areas include individual financial planning and business planning.  

Jack joined the firm in 2020. Prior to Planning Alliance, Jack worked with Northwestern Mutual as a Financial Representative Intern. 

Jack earned his Bachelor of Science in Finance from the University of Maryland in 2020. While a student at University of Maryland, he played lacrosse and was team treasurer, which further fueled his interest in financial management. Jack studied abroad in 2019 attending Universitat Pompeu Fabra in Barcelona, Spain.  

When Jack is not helping clients, he enjoys travel. He has visited 27 of the 50 states as well as 16 countries. The bulk of his statewide travel is for snowboarding, his biggest passion. He also enjoys hiking through national parks, exploring new cities, spending time with friends and family, cooking, and going to the beach.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 BROAD STREET, 2ND FLOOR, SUITE 202, SHREWSBURY NJ, 07702, 973-2444420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian.

Dov Schulman

Financial Representative

323-828-7913

dov.x.schulman@planningalliance.com

Dov Schulman is a Financial Representative with Planning Alliance. He is dedicated to crafting tailored financial strategies that prioritize the overall well-being of his clients.   

Dov joined the firm in 2023 after graduating from Yeshiva University.

Dov is passionate about giving back to his community through philanthropic work with OnPoint NYC and ARC Xvi Fort Washington. 


Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian. CA Insurance License Number – 4309480.

Karen Sesny

New Business Administrator

848-456-3072

karen.sesny@planningalliance.com

Karen Sesny is the New Business Administrator at Planning Alliance. She has experience in the new business and relationship management processes.    

Karen joined the firm in 2018. Prior to Planning Alliance, she spent over 20 years as part of the management team of MetLife.  

Karen holds her Life and Health and Series 6 licenses. 

Karen resides in Red Bank, NJ with her dog Leo. Karen enjoys skiing, sailing & spending time with friends and family.

 


Anju Sharma, CFA®

Chief Operating Officer

973-396-1920

anju_sharma@planningalliance.com

Anju Sharma is the Chief Operating Officer of Planning Alliance and a member of its Board of Directors. She oversees the firm’s operations including human resources, marketing, accounting, new business, and brokerage as well as compliance and information security.

Anju joined the firm in 2010 as a Financial Specialist and enjoys her client relationships. She believes that strong operational support forms the backbone of a successful business. Her approach is to use technology to streamline business processes and implement permanent solutions. Prior to Planning Alliance, Anju worked at State Bank of India in the planning and forex departments and then at Prudential Financial as a Financial Advisor.

Anju is a CFA charter holder from the CFA Institute, USA. She received her Bachelor of Science and Master of Business Administration with a specialization in Market Research from University of Allahabad, India. She holds her Series 6, 7, 24, 63, 65, Life and Health licenses.

Anju loves spending time in nature, cooking, traveling, stargazing, and photographing sunsets. She lives in New Jersey with her husband and two wonderful daughters.


Registered Principal of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Boulevard, Suite 280, Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance #0L26332

Jennie Sherman

Financial Representative

732-403-0522

jennie.sherman@planningalliance.com

Jennie Sherman is a Financial Representative with Planning Alliance. Her clients aim for financial stability now and in the future. She helps provide the guidance and clarity to do so. She is dedicated to helping individuals, families and entrepreneurs protect, save, and plan for what matters most.

Jennie joined the firm in 2021 bringing 17 years of financial services and insurance experience to the team. Prior to Planning Alliance, Jennie served as the Insurance Director for a local Wealth Management Company. Additionally, Jennie spent a decade on the floor of the New York Stock Exchange as a Trader. She holds her Series 7 as well as life and health licenses.

Jennie is a devoted wife and mother and enjoys cooking, staying active, and spending time with family.


Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian.CA Insurance License Number - 4246243.

 

Sam Shmaya

Financial Representative

929-245-1632

sam.shmaya@planningalliance.com

Sam Shmaya is a Financial Representative with Planning Alliance. He focuses his emerging practice on working with professionals in the real estate and construction industries. His goal is to empower others to utilize strategies to help them avoid the financial hardship his family experienced through childhood. 

Sam joined the firm in 2022. Before coming to Planning Alliance, Sam worked as a Commercial Loan Officer and Project Manager with DCON Renovation. At DCON Renovation, he founded the Green Initiative Program, which planted trees to replenish the ecosystem with wood resources used on projects. He has also worked within the mental health and special needs communities.  

Sam earned his Bachelor of Science in Business Administration and Management from Yeshiva University in 2021. His commitment to philanthropy began at Yeshiva University where he was Co-President of the Blood Drive Club. Additionally, he assisted on the Covid Task Force and volunteered in Emergency Management Services (EMS). 

Sam loves to travel, multiculturism, helping animals, attending networking events, and spending time with friends and family.

 

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian.

CA Insurance License Number - 4236978.

Howard Udoff

Senior Vice President of Brokerage

973-396-1953

hudoff@planningalliance.com

Howard Udoff is Senior Vice President of Brokerage with Planning Alliance. He oversees the Disability Insurance and Long-Term Care Insurance wings of the firm. Additionally, he works closely with Life Insurance Brokerage Managers and Disability Insurance Specialists within the firm maintaining strategic relationships with the independent broker community and insurance carriers.  

Howard joined the firm in 1997, then Alter & Co., Inc. He started his career as a Brokerage Representative with The Paul Revere Insurance Group in 1979 and was appointed Sales Manager in 1982. His success in this role propelled his appointment to General Manager of the New Jersey Brokerage office in 1986. In 1996, Howard was appointed the General Manager of the combined Brokerage and Group office for New Jersey. 

Howard has been and remains a respected leader in the insurance industry. He was an active member and former President of the Newark Association of Life Underwriters. He has served as Secretary/Program Chair for the Northern New Jersey GAMA Associates (1992-93) and has moderated the LUTC course for decades. He is a Founding Member of the International DI Society. 

Howard graduated from the University of Maryland in 1978 with a Bachelor of Arts in Psychology. Moreover, Howard received his Registered Health Underwriters designation in 1987 and he is also certified by the Corporation for Long Term Care and holds the CLTC designation since 2007. He is a licensed insurance agent and Registered Representative of Park Avenue Securities, LLC in multiple states. Howard has won the Elite Disability Specialist of the year award three out of four years, and he is a member of AHIA, NAHU and MDRT. He has qualified for Leaders Club every year since joining Guardian in 1997.

Howard resides in West Orange, New Jersey with his wife and has three grown sons. He enjoys tennis, biking and the outdoors.

Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0D23460.

2022-148045 Exp. 12/24

Paul Vecchione

Financial Advisor

908-595-6421

pvecchione@planningalliance.com

Paul Vecchione is a Financial Advisor with Planning Alliance. His unwavering commitment to client service has benefited countless individuals, families, executives, and business owners. Whether implementing estate planning approaches that maximize the transfer of generational wealth, designing exit plans that preserve millions of dollars in value and wealth to a business owner’s net worth and legacy, or simplifying complex financial concepts, Paul’s growth and protection philosophy strives to position clients for long-term financial balance. Moreover, his practice is 100% referral-based, further indicative of client satisfaction. 

Paul has been a noteworthy financial services and insurance industry leader for over 30 years. His subject matter experience is reflected in his memberships and appointments including but not limited to NAIFA, Million Dollar Round Table (MDRT®) “Top of the Table”, Chair of AALU’s Qualified Planning Committee, Member of AALU’s Business Insurance and Estate Planning, Founding Member of EisnerAmper Insurance and Financial Services, and President Council with Guardian Life. He would be the first to thank his dedicated Client Services and Sales teams for helping to elevate his practice. 

Paul is an Advisory Board Member of the Rutgers University Catholic Campus Ministry and an active member of his local church; his faith informs his dedication to client and community service. He is a Board Member of DoughMain, a Not-for-Profit Children’s Financial Literacy Foundation, Treasurer for the Montgomery Youth Lacrosse Club and a Youth Sports Coach. Lastly yet most importantly, Paul is a devoted husband and father to his three children.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS) 1040 Broad Street Ste 202, Shrewsbury, NJ 07702. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. IPA is a general Agency of Guardian.
CA Insurance License #0G84427. PAS is a member of FINRA, SIPC.

Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 

Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee.

Jeffrey I. Ward

Financial Advisor

203-270-9191

jeffrey_ward@planningalliance.com

Jeffrey Ward is a Financial Advisor with Planning Alliance. He is committed to helping his clients minimize risks and maximize opportunities within their asset portfolios.

Jeffrey has worked in the financial services industry for 33 years. He joined Planning Alliance in 2001. Jeffrey has qualified for Leaders Club, Million Dollar Round Table (MDRT®), and Court of the Table.

Jeffrey received his Bachelor of Science and Master of Science in Finance from Fairfield University. He has obtained his Series 6, 7, 26, 63, 65, Life and Health licenses.

When he is not working with clients,  Jeffrey enjoys weightlifting, racing cars, and flying his Cessna 172 plane. He currently resides in Westport, Ct.


Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 50 Tice Boulevard, Suite 280, Woodcliff Lake, NJ 07677. (973) 244-4420. Securities, products/services and advisory services offered through PAS, a registered investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. Planning Alliance is a General Agency of Guardian. Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee. 

Melanie Werling

2nd Vice President, Agency Control Officer

973-396-1933

melanie_werling@planningalliance.com

Melanie Werling is 2nd Vice President and Agency Control Officer with Planning Alliance. She oversees the compliance requirements of the firm as mandated by FINRA and the SEC and is a Registered Principal. 

Melanie joined the firm in 2008 beginning as the Equity New Business Desk Manager pivoting to Agency Control Officer in 2011.  

Melanie enjoys spending time at the beach with her husband, two sons, and their dogs.


Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Planning Alliance is not an affiliate or subsidiary of PAS.

Nochum Wilner, CPA, MST

Investment Advisory Representative

973-396-1970

nwilner@wilnerwealthstrategists.com

Nochum Wilner is an Investment Advisory Representative with Planning Alliance and Member Manager of Wilner Wealth Strategists, LLC., a member firm of the Planning Alliance network.  He assists families and small businesses in minimizing their overall tax burden by recommending appropriate income, tax and estate planning techniques that will save and preserve capital for future generations. He guides families and businesses through tax-efficient approaches for the transfer of family assets and businesses. Also, he helps families promote their philanthropic objectives through planned giving, charitable trusts, and family foundations. 

Nochum joined the firm in 2010 and founded Wilner Wealth Strategists, LLC. in 2015. Prior to Planning Alliance, he worked as a Senior Tax Manager at a midsize accounting firm in New York City. 

Nochum has been a member of the Million Dollar Round Table (MDRT®) and has participated in advanced retirement planning webinars designed to advance knowledge amongst his peers.  

Nochum received his Bachelor of Science in Public Accounting from Mercy College in 1999 and his Master’s degree in Taxation with a Concentration in Trusts and Estates from Fairleigh Dickinson University in 2011. He is a Registered Investment Advisor (RIA) and holds his Series 7, 66, and Life and Health licenses in multiple states. 

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd, Suite 280, Woodcliff Lake, NJ 07677-7654. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.  CA Insurance License Number - 0H42673

.Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee

Stephen L. Wood

Comptroller

973-396-1945

swood@planningalliance.com

Stephen Wood is the Comptroller of Planning Alliance. He oversees the accounting department, consults with senior leadership on financials, streamlines accounting processes, and supports the sales force. 

Stephen joined the firm in 2006. Prior to Planning Alliance, he worked within the accounting and finance departments of Schroders and The Bank of New York. 

Stephen earned a Bachelor of Science in Accounting from the State University of New York at Plattsburgh.