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Life changes, but your relationship with a C & A coach doesn’t. You’ve entered a long-term relationship dedicated to helping you manage your financial health through every phase of your life. He or she will draw-up an initial game plan for you based on your long-term goals, but that’s only the beginning. Time and events may change your ambitions and possibilities. And your coach will be with you through life’s transitions to help you adapt to new realities and grasp new opportunities.

And each C&A coach is backed by the resources of a larger team poised to provide the best advice to you throughout your lifetime

Interested in Joining our team?

Our success is predicated on coaching and advising individuals, families and businesses to help them identify their strengths, protect them from exposures, and act to achieve their dreams.

Your success can change the lives of your clients, and ensuring the best outcome for our clients is what we’re all about. If you would like to find out more, please call us at (732) 528-4800 or send an email.



Senior Leadership Team

Frank Congilose

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Financial Representative of Guardian and Registered Representative of PAS

Jim Schepis

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Financial Representative of Guardian and Registered Representative of PAS


C&A Advisors

Andrea Ashley

Financial Representative of Guardian

Peter Congilose

Financial Representative of Guardian and Registered Representative of PAS

Brian Cunniff

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Financial Representative of Guardian and Registered Representative of PAS

Jim Cunniff

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Financial Representative of Guardian

Phillip P. D'Ambrisi

Phillip D'Ambrisi

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Financial Representative of Guardian and Registered Representative of PAS


Thomas Dogas

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Financial Representative of Guardian


Daniel Goldstein

Health Benefit Specialist

Gary Gottlob

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Financial Representative of Guardian


Timothy Grable

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Financial Representative of Guardian and Registered Representative of PAS


Patrick Kenny

Financial Representative of Guardian and Registered Representative of PAS

Barry Nash

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Financial Representative of Guardian and Registered Representative of PAS

Richard Pasick

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Financial Representative of Guardian and Registered Representative of PAS

Rob Pendergist

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Financial Representative of Guardian and Registered Representative of PAS

Eric Rios

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Financial Representative of Guardian and Registered Representative of PAS

Sam Soprano

Samuel Soprano

(732) 528-4800
http://www.samsoprano.com
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Financial Representative of Guardian and Registered Representative of PAS

John Spottke

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Financial Representative of Guardian and Registered Representative of PAS

David Suckey

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Financial Representative of Guardian and Registered Representative of PAS

John Suckey

Financial Representative of Guardian and Registered Representative of PAS

Alexander Tragnitz

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Financial Representative of Guardian and Registered Representative of PAS

John Vitolo

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Financial Representative of Guardian


Emily Zeigler

Financial Representative of Guardian and Registered Representative of PAS

Frank Zahn

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Financial Representative of Guardian




Affiliated Firms

DeYoung Financial Group

Christopher DeYoung

(856) 673-4092
Website: http://deyoungfinancial.com/

Financial Representative of Guardian and Registered Representative of PAS

The Inspired Network Financial Group

Timothy Ayers

(732) 796-1500
Website: http://theinspirednetwork.com

Financial Representative of Guardian and Registered Representative of PAS

Millstone Financial Group

Michael Russo

(732) 385-8544
Website: http://www.millstonefinancialgroup.com/
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Financial Representative of Guardian and Registered Representative of PAS

Donald Albach

(732) 385-8544
Website: http://www.millstonefinancialgroup.com/
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Financial Representative of Guardian and Registered Representative of PAS

Shore Point Advisors

Jason Lamb

(732) 876-3777
http://shorepointadvisors.com

Financial Representative of Guardian and Registered Representative of PAS

James Fay

(732) 876-3777
http://shorepointadvisors.com/

Financial Representative of Guardian and Registered Representative of PAS


Jake Rue

(732) 876-3777
http://shorepointadvisors.com/
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Financial Representative of Guardian and Registered Representative of PAS


John Scalabrini

(732) 876-3777
http://shorepointadvisors.com/
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Financial Professional



Sonstein Financial Group

Amy Sonstein, CPA/PFS

(856) 673-4150
Website: http://www.sonsteinfinancial.com
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Financial Representative of Guardian and Registered Representative of PAS

Jason Sonstein, J.D.

(856) 673-4150
Website: http://www.sonsteinfinancial.com
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Financial Representative of Guardian

Eric Mauz

(856) 673-4150
Website: http://www.sonsteinfinancial.com
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Financial Representative of Guardian

Allison Burkett-Cook

(856) 673-4150
Website: http://www.sonsteinfinancial.com

Financial Representative of Guardian and Registered Representative of PAS

Max Stevens

(856) 673-4150
Website: http://www.sonsteinfinancial.com
Financial Representative of Guardian

Tomoro

David Mozeika

(732) 528-2231
Website: http://www.tomoronow.com/
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Financial Representative of Guardian and Registered Representative of PAS

Jeremy Suarez

(732) 528-2231
Website: http://www.tomoronow.com/
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Financial Representative of Guardian and Registered Representative of PAS

Jason Doviak

(732) 528-2231
Website: http://www.tomoronow.com/
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Financial Representative of Guardian and Registered Representative of PAS

Michael Canarick

(732) 528-2231
Website: http://www.tomoronow.com/
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Financial Representative of Guardian and Registered Representative of PAS

Seth Arndt

(732) 528-2231
Website: http://www.tomoronow.com/
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Financial Representative of Guardian and Registered Representative of PAS

Robert Farrell

(732) 528-2231
Website: http://www.tomoronow.com/

Financial Representative of Guardian and Registered Representative of PAS

Esterlaure Marsella

(732) 528-2231
Website: http://www.tomoronow.com/
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Financial Representative of Guardian

John Pescatore

(732) 528-2231
Website: http://www.tomoronow.com/

Financial Representative of Guardian

Trinity Financial

Peter Grandich

(732) 642-3992
http://www.trinityfsem.com/
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Financial Professional

Staff Members

Maryann Archesi

Executive Assistant

Maureen Baletti

Executive Assistant

Kate Congilose

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Talent Aquisition

Frank Congilose II

Chief Financial Officer/ Director of Information Technology


Christine Dix

Michele Martinez-Singer

Carla Howlett

Keri Vetere

Talent Aquisition

Marjie Stallings

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