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Thomas D

Series 66, Series 63

Branchville, NJ

Edward Jones

Thomas Drongoski is a financial advisor at Edward Jones with 17 years of industry experience. He previously worked for Prudential Investment Management Services LLC and PGIM Investments, LLC from 2013 to 2023. Outside of his advisory work, he is a residential rental property owner in Clifton, NJ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm operates with a large nationwide network of advisors and branch offices and provides affiliated mutual funds, trust services, and a securities-based lending option.

Liquidity event planning Business exit / sale strategy Retirement income strategy Inheritance planning Multi-generational wealth transfer Executive
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Timothy D

Series 63, Series 65, Series 66

Branchville, NJ

Edward Jones

Timothy Dalton is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and maintains a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Justin A

CFP®, Series 66

Branchville, NJ

Edward Jones

Justin Aisoff is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, he held positions at Rummel Construction, MISOM Technologies, and served in the Arizona Army National Guard. He is also the CFO of MyStockTeacher LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Wealth management Business exit / sale strategy Military & Veterans Founder/Business Owner
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