Overwhelmed by options?
Answer a few questions to see advisors matched to you.
430 advisors near
07821
within the area shown on the map
Out of 400,000+ nationwide
Shiv R
Series 63, Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Shiv Raizada is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Goldman Sachs Ayco and Advantage xPO onsite Ayco, as well as a prior business, Raizada Fuel. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources with a range of tailored offerings, leveraging integrated capabilities across affiliated entities.
Alexandra T
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Alexandra Tasev is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs, Shenkman Capital Management, and Pace University Elisabeth Haub School of Law. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions and operates within a large integrated financial group offering a broad range of financial products and services.
Michael A
Series 63
Morristown, NJ
Goldman Sachs Wealth Services
Michael Aguado is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 25 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 22 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Max S
Series 66, Series 63
Morristown, NJ
Goldman Sachs Wealth Services
Max Stupak is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He has held positions at Goldman Sachs & Co. LLC since 2023 and previously worked at Kesef Accounting Services. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with access to specialized programs and alternative investments, leveraging integrated resources across the broader Goldman Sachs ecosystem.
Lourdes P
Series 65
Sparta, NJ
NEwEdge Advisors
Lourdes Pring is a Series 65 licensed advisor at NewEdge Advisors with 14 years of industry experience. She has worked at Alpine Growth Capital Advisors LLC since 2011 and joined NewEdge Advisors in 2025. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.
Pierce E
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Pierce Enxuto is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he was affiliated with Seton Hall University for multiple periods between 2020 and 2025. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs with a tailored approach supported by strategic allocation models, manager selections, and a range of fee structures, leveraging capabilities across the broader Goldman Sachs ecosystem.
Jane D
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Jane Desmond is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds a Series 66 designation and has worked previously at United Capital Financial Advisers, LLC and The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial group affiliates to offer tailored wealth management solutions.
Rohan J
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Rohan Jacob is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Accenture Operations Services and American International Group. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers customized financial planning and portfolio management supported by strategic allocation models and specialized programs such as Private Family Office services and Financial Wellness offerings.
Carlos D
Series 66, Series 63
Sparta, NJ
Empower Advisory Group
Carlos Davidson is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Capital Truth Advisors, Valeo, and Late Stage Management, as well as positions outside finance at Alpine Meats and Deli, Straus News, and White Deer BBQ. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Ryan C
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Ryan Coughlin is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. His work history includes multiple roles at Goldman Sachs and Boston College. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of platforms supported by proprietary analytics and integration with the broader Goldman Sachs ecosystem.
Nicolas V
Series 66
Sparta, NJ
J. W. Cole Advisors, Inc.
Nicolas Vlacich is a Series 66 licensed advisor with J. W. Cole Advisors, Inc. He joined the firm in 2026 and has prior experience at Fidelity Bank and Wilkes University. Outside of advising, he is involved with Triple V Property LLC. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers a range of portfolio management and financial planning services to individuals, high-net-worth clients, and institutional accounts.
Ethan D
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Ethan Dawson is a Series 66-licensed advisor with Goldman Sachs Wealth Services, based in Morristown, NJ, and has three years of industry experience. Prior to joining Goldman Sachs, he held roles with 13th Street Bikes, Uncle Oogies Pizzeria, and Fairleigh Dickinson University. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies supported by proprietary research, a range of fee arrangements, and access to affiliated Goldman Sachs capabilities.
Aron L
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Aron Lukacs is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of tailored offerings, delivering services through both direct and partner programs within a large integrated financial group.
Philip P
Series 63, Series 66
Morristown, NJ
Benjamin F. Edwards & Company, Inc.
Philip Pascarella is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies overseen by an Investment Strategy Committee.
Salvatore D
Series 63, Series 66
Sparta, NJ
NEwEdge Advisors
Salvatore Dispenziere III is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at LPL Financial, Sagepoint Financial, and Elite Retirement Consultants. Outside of his advisory work, he is involved in a family business related to video game development. NewEdge Advisors serves a diverse range of clients, including individuals, trusts, pension plans, and corporations, offering discretionary and non-discretionary portfolio management through a wrap fee program. The firm employs asset allocation across mutual funds, ETFs, and individual securities, with regular portfolio reviews and rebalancing.
Evan G
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Evan Gallipoli is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following eight years at The AYCO Company, L.P./Mercer Allied. Gallipoli serves as a board member of Servant's Heart Ministry Corporation, a nonprofit organization based in Paterson, NJ. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored wealth management solutions integrated within a large financial group.
Theodore B
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Theodore Butynes is a financial advisor at Goldman Sachs Wealth Services, holding a Series 66 designation with one year of industry experience. His prior work includes roles within Goldman Sachs & Co. LLC and Risk Placement Services, Inc. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering services such as financial planning, portfolio management, and specialized executive wealth programs. The firm employs tailored allocation models and a range of fee arrangements, leveraging capabilities across the broader Goldman Sachs ecosystem.
Zachary D
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Zachary Dunning is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied, Dana Distributors, Northwestern Mutual, Southern New Hampshire University, and MB&L Parking Solutions. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm integrates centralized investment resources and a range of affiliated services to deliver tailored wealth management solutions.
Christopher B
Series 65, Series 63
Morristown, NJ
Mercer Global Advisors Inc.
Christopher Buldo is a financial advisor at Mercer Global Advisors Inc. in Morristown, NJ, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Mercer, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2023 to 2026. Outside of finance, his work history includes roles at Uber Eats and Urban Chicken. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other vehicles.
Ryan M
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Ryan Mc Kenna is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. He previously worked at BlackRock and completed his education at Washington and Lee University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, leveraging centralized investment resources and a broad range of affiliated services.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
430 advisors near
07821
within the area shown on the map
Out of 400,000+ nationwide