John Crowe is a financial advisor at Cetera Planning Partners with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Avantax and Headquarters Advisory Group. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment process emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by a range of ancillary services such as tax planning, bookkeeping, and estate-planning solutions.

Michael Mccumiskey is a Series 65 licensed advisor with three years of industry experience, currently with Cetera Planning Partners. He has held roles at several firms, including Avantax Planning Partners and MPM Advisory, LLC, where he provides outsourced accounting support to small and medium-sized businesses. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm incorporates diversified mutual fund and ETF allocations tailored to client objectives, and provides additional services such as tax planning, bookkeeping, and estate planning through affiliated providers.

Jack Desantis Jr. is a financial advisor with Cetera Planning Partners in Parsippany, NJ, holding a Series 66 designation and bringing 26 years of industry experience. His prior experience includes roles at Avantax and 1st Global firms, and he has been operating his own CPA practice since 2011. Outside of financial advising, he serves as treasurer for several political candidate committees. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates specialized offerings such as tax planning, bookkeeping, payroll support, and estate planning strategies within a diversified investment approach aligned to client objectives and risk tolerance.

Della Lounsbery is a financial advisor with Cetera Planning Partners, holding a Series 63 designation and bringing 13 years of industry experience. She has held roles at Cetera Planning Partners, Avantax, and Stephen E. Plain LLC, where she was also involved in tax preparation and accounting. Outside of her advisory work, she is the sole member of a patent holding company related to energy storage, which is managed primarily by her husband. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning and preparation, bookkeeping, payroll support, and estate planning through third-party providers.

Samuel Angelo Jr. is a financial advisor at Cetera Planning Partners with over 43 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Avantax Planning Partners, 1st Global Advisors, and Hunter Financial Services. Outside of his advisory work, he serves as a board member for Central Jersey Federal Credit Union. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm also offers services such as tax planning, bookkeeping, payroll support, and estate planning, using a diversified investment approach tailored to client objectives and risk tolerance.

Jeffrey Callahan is a CFP® with 22 years of experience in the financial services industry. He is currently with Cetera Planning Partners and has held prior roles at Avantax and 1st Global Advisors. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment approach centers on diversified allocations tailored to client objectives, supported by additional services such as tax planning, bookkeeping, and estate planning through a third-party provider.

Emil Rufolo is a financial advisor with Cetera Planning Partners, holding a Series 63 designation and 24 years of industry experience. He has worked at multiple firms including Avantax and 1st Global Advisors, and has operated his own CPA practice since 1989. Rufolo serves on the executive board of the Patriot Path Council of the Boy Scouts of America. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates tax, bookkeeping, and estate-planning services through affiliated providers and utilizes diversified portfolios aligned with clients’ objectives and risk tolerance.

Michele Lee is a financial advisor with Cetera Planning Partners in Parsippany, NJ, holding Series 63 and Series 66 licenses and providing 30 years of industry experience. She has previously worked at several firms, including Avantax and 1st Global Advisors. Outside of her advisory role, Lee serves as the elected mayor of High Bridge Borough, managing the town’s budget and administration. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services such as investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers, utilizing a diversified investment approach tailored to clients’ objectives and risk tolerance.