Brian Sulewski

Advisor at Edward Jones

Updated today

Location

Whitehouse Station, NJ 08889

Credentials

Series 66

Industry experience

18 years

About

Brian Sulewski is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General estate planning guidance Multi-generational wealth transfer College savings (529s, UTMA, etc.) Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

142 Main Street

Whitehouse Station, NJ 08889

Most active in

New Jersey · Texas

Work history

Edward Jones

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Nitin A

Series 65

Bridgewater, NJ

GA Advisors LLC

Nitin Apte is a financial advisor at GA Advisors LLC in Bridgewater, NJ, with eight years of industry experience. He holds a Series 65 designation and previously worked at Azul Systems Inc and Credit Carbon Inc for seven years each. He serves as Chair of the Investment Committee for the nonprofit organization Marathi Vishwa of New Jersey. GA Advisors LLC provides personalized investment advice and discretionary portfolio management to individual clients, focusing on global equity and fixed income markets. The firm employs an asset-allocation model adjusted for market conditions, utilizing mutual funds, ETFs, and occasionally individual securities, along with options trading, supported by regular research and account monitoring.

Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
user avatar

Bryan Z

CFP®, Series 63, Series 65

Flemington, NJ

Hearthstead Financial, LLC

Bryan Zegar is a CFP® professional with six years of experience in the financial services industry. He is the principal advisor at Hearthstead Financial, LLC, where he has worked since 2025. Prior to this, he spent seven years at Ameriprise and AMERIPRISE FINANCIAL SERVICES, Inc. Outside of finance, he is involved with Allshapes Bonsai Nursery, where he assists with inventory management, customer support, and technology. Hearthstead Financial is a registered investment adviser that provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a mixed-methods investment approach combining fundamental and charting analysis with mutual fund and ETF evaluation, focusing on both passive and active strategies implemented on a non-discretionary basis.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
user avatar

Claudia M

CFP®, Series 63

Millington, NJ

Epona Financial Solutions

Claudia Mott is a CFP® certificant and Series 63 license holder with 13 years of industry experience. She has been the principal advisor at Epona Financial Solutions since 2010. Epona Financial Solutions is an independent, fee-only firm serving individuals and couples with financial planning, investment management, and divorce settlement analysis. The firm applies Modern Portfolio Theory to create diversified portfolios and specializes in divorce financial planning, providing detailed cash-flow and net-worth projections as part of its services.

Divorce financial planning
user avatar

John M

Series 63, Series 65

Annandale, NJ

Macmillan Financial LLC

John Macmillan is the sole advisor at Macmillan Financial LLC in Annandale, NJ, holding Series 63 and Series 65 designations with 20 years of industry experience. He has worked at Macmillan Agencies since 2006. Macmillan Financial provides investment advisory and financial planning services to individuals and institutional clients, including pension plans, businesses, charities, and trusts. The firm follows a fundamental, research-driven approach that emphasizes long-term investing while allowing short-term trades when appropriate, managing client accounts with limited discretionary authority.

General retirement planning General estate planning guidance
user avatar

J. M

CFA®

Far Hills, NJ

Manley Capital Management, LLC

J. Manley is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at Manley Capital Management, LLC since 2013. Manley Capital Management provides discretionary investment advisory services and financial planning to individuals, trusts, endowments, and other institutions. The firm employs a value-driven, economically balanced asset-allocation strategy that incorporates equities, fixed income, commodities, and currencies, with portfolio adjustments based on market valuation and risk-reward considerations.

Active portfolio management Tax-loss harvesting Wealth management
user avatar

Douglas R

Series 63, Series 65

Long Valley, NJ

ABC Wealth Inc

Douglas Robb is a financial advisor at ABC Wealth Inc with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various related entities since 2012, including CUSO Financial Services, LP and multiple iterations of ABC Wealth firms. Robb also operates as a sole proprietor insurance agent. ABC Wealth Inc is an independent investment adviser serving primarily individual clients with discretionary asset management and comprehensive financial planning. The firm sponsors a wrap fee program, manages variable annuity and life contracts, and offers guidance on non-traded REITs, frequently implementing portfolios through sub-advisors and third-party money managers.

Private / alternative investments Retirement income strategy Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")