ALLIED WEALTH PARTNERS - Key Persons
Job Titles:
- Investment Advisor
- Managing Director
- Representative
Brian Segel is a seasoned financial professional who has had an illustrious career in the financial services industry for over 35 years. He joined Allied Wealth Partners in September of 2022 after holding previous roles as a Chief Performance Officer & Regional Vice President at MassMutual New Jersey-NYC, Senior Partner at New York Life, and Agency Director at MetLife.
In his role as Managing Director for Allied Wealth Partners, Brian is focused on growing the firm's New York Metro footprint through the recruitment and development of financial professionals, those both experienced and inexperienced in the field.
An alum of the State University of NY - Binghamton, Brian is the past recipient of numerous honors and awards including Partner Career Commitment Awards for exemplary performance in recruiting and agent productivity during his tenure at New York Life. In 2017, he was recognized by New York Life as the #1 Partner in the Northeast and the #2 partner in the United States. Additionally, he was awarded the Binghamton University Medal of Distinguished Service for his commitment to the community.
Brian currently resides in Berkeley Heights, New Jersey with his wife Jamie and youngest daughter current Binghamton University student, Jordyn. He also has three grown children, Alexandra, Kimberly, and Ryan.
In his free time Brian enjoys golf, softball, tennis, and spending time with his family. Active in his community, he coached little league baseball, softball, and basketball for over 25 years and was the co-founder and chairman of the Tau Alpha Upsilon Fraternity Alumni Society.
Brian Segel is a registered representative and investment advisor representative of Securian Financial Services, Inc.
Job Titles:
- Registered Representative of Securian Financial Services
Corrado Gugliotta joined Allied Wealth Partners in March 2021 charged with leading the firm's expansion in Bergen County, New Jersey. With over 20 years of combined leadership experience as a Vice President with MassMutual as well as a Managing Sales Director with MetLife, Corrado is a proven leader who brings valuable insight building a successful team.
With a full understanding of the financial services industry Corrado utilizes his experience, extensive knowledge of regulatory requirements and people management skills to lead, motivate and provide developmental guidance to members of his team. His goal is to create an atmosphere where successful representatives can thrive and expand their business and increase their revenue.
Corrado was first introduced into the financial services industry by his father-in-law, a successful businessman whose knowledge and mentorship inspired him to follow a similar path. With his guidance, Corrado became an innovative leader, possessing the in-depth technical expertise and keen analytical skills critical to identifying weaknesses and opportunities. The lessons he learned provided him with the foundation he needed to identify business solutions to enhance efficiency and increase production.
Family is Corrado's passion. He prides himself in helping others prepare for retirement, to achieve financial wellness, and to protect themselves and their families from any unforeseen detriments as he would for his own family. He has received recognition for his service in the industry, having been honored as the Agency Sales Director of the Year and Individual Distribution Sales Manager of the Year* at his previous employers. Additionally, he is the immediate past President of NAIFA-NJ, an organization which looks to enhance the business and professional skills of its members and to promote ethical conduct.
A resident of Fairlawn, NJ, Corrado enjoys vacationing with his family, working out, and cheering on his kids in their athletic endeavors.
Corrado Gugliotta is a registered representative of Securian Financial Services, Inc. Securities and investment advisory services are offered through Securian Financial Services, Inc., member FINRA/SIPC. Allied Wealth Partners is independently owned and operated. 3554364; 4-2021
Job Titles:
- Managing Director
- Registered Representative
Daniel Irizarry joined Allied Wealth Partners in 2018 in the role of Managing Director where he was tasked with championing the growth of Allied Wealth Partner's presence in the New Jersey shore area. In 2022 we are happy to report robust expansion not only in the New Jersey Shore area but also in the Northern New Jersey area.
Daniel has extensive experience in the Financial Services industry and has been the recipient of multiple industry awards and recognitions including qualifying for Leaders Conference from 2008-2012 while at MetLife. As a Managing Sales Director for the firm, Daniel took command of a low volume office and turned it around through successful recruitment, training, and management of his team. In his role, Daniel coached the Team of the Year from 2012-2016.
Daniel was recognized as the 2016 Managing Sales Director of the Year at Creative Financial Strategies, a member of the MassMutual Financial Group. Additionally, he was a Million Dollar Roundtable qualifier for the years 2014 - 2016 and was awarded "Top of the Pyramid" for TransAmerica Variable Annuity sales for 2012 - 2021.
Daniel's client focus is directed towards special needs families and helping them to develop valuable financial strategies relevant to their unique needs. Additionally, Daniel is on the Board of Directors for the New Jersey Senior Olympics. Daniel has served the New Jersey Senior Community in this capacity for over 20 years.
Daniel is extremely involved in The National Association of Insurance and Financial Advisors (NAIFA), both locally and statewide. NAIFA's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of their members. In 2022 and 2023 Daniel was and will be, President of the NAIFA- NJ chapter which represents all of New Jersey. Daniel also served as the Vice President of Government Relations for the State NAIFA Chapter in 2020 & 2021. He helps to advocate that the right information is given to help educate our representatives in state government. Daniel attends virtual and live meetings with both congressmen & their legislative staff members; and is passionate about our industry getting it right as he proudly serves in this capacity for the great state of New Jersey!
Outside of work, Daniel enjoys boating and golfing and is a passionate Pittsburgh Steelers fan. He resides in Brick, NJ with son, John, and daughter, Ava.
Daniel is licensed to sell Life, Accident & Health, Property & Casualty insurance in New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, and Florida.
Dan Irizarry is a registered representative of Securian Financial Services, Inc.
Danielle Viscuso is the Compliance Director at Allied Wealth Partners where she has been a member of the team since 2011. With an educational background in Finance and having multiple financial registrations and licenses, she brings great value to the firm.
Danielle's responsibilities include managing firm-wide, annual requirements, which consist of the handling of all branch office audits, client file reviews and Firm Element CE courses. Acting as the Field Principal, she also reviews, approves and signs off on all advertising and marketing material for the firm, advisors outside business activities as well as any new business and other respective paperwork for the firm. Additionally, Danielle also assists select advisors with investment advisory business/accounts and their annual client account reviews.
A graduate of University of Massachusetts, Danielle enjoys spending time with her family, friends, and her Australian Cattle Dog, Kaia. She is a volunteer at her local animal shelter and enjoys participating in endurance event races such as Tough Mudder. Danielle resides in Andover, New Jersey.
Dave Hull joined Allied Wealth Partners in January of 2023 and brings with him 35 years of industry experience to help expand the firm's reach on Long Island.
Job Titles:
- Registered Representative and Investment Advisor
- Vice President of Investments
In 2014, Gary Lynch joined Allied Wealth Partners as Vice President of Investments, playing a vital role in all aspects of investments and annuities for the firm.
Having 19 years of success in the financial services industry, Gary provides unique insight on both practice management and advisor development. Gary offers portfolio analysis not only to his own clients but to many of the advisors in a variety of areas from overall retirement strategies to options strategies and qualified plans.
Gary is also heavily involved in the training and mentorship programs here at Allied Wealth Partners.
Gary joined Allied Wealth Partners in January of 2014 after having worked as an investment specialist at New England Financial for over 14 years. During that time, Gary built up a wealth of knowledge having worked as a registered representative, the agency's Compliance Director, and since 2007, the firm's Investment Specialist. Gary holds his series 7, 63, 66, 24, and 4 registrations.
He is a registered principal of the firm and the firm's only registered options principal.
When Gary's not working he enjoys spending time with his family and playing sports with his son. Gary and his wife, Vanessa, have been married for 16 years and they have an 11 year old son, Nick.
Gary is a registered representative and investment advisor representative of Securian Financial Services.
Job Titles:
- Financial Advisor
- Investment Advisor
- Representative
- Financial Advisor With
Jade Clark became a financial advisor with Allied Wealth Partners in October of 2021 after spending a year as a support team member within the firm's Guilford, CT office. Apart from already having experience within the firm, Jade brings industry experience from her time as a financial professional with Equitable Advisors.
In 2019, Jade graduated Summa Cum Laude from the University of South Florida with a Bachelor's degree in Finance. Her coursework provided her with a solid foundation of advanced topics within the financial services industry. Her strong work ethic, combined with her real-world experience provides Jade with the ability to better help her clients with all aspects of their financial well-being.
With many tools and products available to her, Jade is able to focus on helping individuals and their families with life insurance needs, investment opportunities, college funding, and retirement solutions. While she is available to help clients from all walks of life; she specializes in working with young families going through some of life's most significant moments, such as marriage, having children, and starting new careers. Jade is passionate about helping to ensure her client's financial well-being every step of the way, particularly as they transition through the many stages in their lives.
Jade resides in East Haven, CT, with her husband Aaron and her son Steven. In her free time, she enjoys exercise, particularly running, and is currently training for her first triathlon. She also enjoys singing and playing the piano and volunteers as the children's chorus music director at her church.
Jade Clark is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services are offered through Securian Financial Services, Inc., member FINRA/SIPC. Allied Wealth Partners is independently owned and operated.
Job Titles:
- Chief Executive Officer
- Investment Advisor
- Representative
John Langdon graduated from the University of Notre Dame in 1984 earning a Bachelor's degree in Business Administration with a Marketing concentration. John was a member and competed on Notre Dame's Varsity Track and Field Team.
While still attending college, John joined Langdon Ford Financial, now Allied Wealth Partners, as a Case Planner. In the summer of 1983 he became a broker for the Firm and a full time Advisor in November of 1984. John was later appointed Sales Manager in 1988. For six years John recruited, trained, and helped develop new advisors. He was appointed Managing Partner in March 1994 and continues to lead the Firm with President, Marc Del Gaudio.
John Langdon is a registered representative and investment advisor representative of Securian Financial Services, Inc. Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Finseca is a membership organization for which individuals must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision role in the financial services industry. Awards are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Securian awards and club memberships are based primarily on commissions, premiums, or fees generated from investment and insurance products other criteria relative to leadership, achievement, and recruiting. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
Job Titles:
- CFP®, PFS, CPA ( NO LONGER PRACTICING AS a
Job Titles:
- Compliance & Research Manager
Job Titles:
- Field Director / Financial Advisor
Job Titles:
- Investment Advisor
- Representative
- Vice President of New York Metro
- Vice President of the New York Metro Division
Keith is a graduate of Carnegie Mellon University with a Bachelor's of Science in Business Administration and is an active member in his alumni association.
Keith holds his Series 7, 63, and 24 security registrations and is licensed to offer investment and insurance products.
Keith D. Hanenberg is a registered representative and investment advisor representative of Securian Financial Services, Inc. GAMA International is a membership organization for which individuals must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision role in the financial services industry. Awards are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.
Job Titles:
- Client Relationship Manager
Job Titles:
- President
- Member of the Board of Elders
As President, Marc shares in the supervisory responsibility of firm administration while continuing to work closely with his clients. Marc is also an active mentor to the firm's financial professionals. In such role, Marc shares his philosophy on wealth accumulation and preservation strategies that help clients achieve their definition of financial success.
Marc is an active member of the Board of Elders, Zeta Psi fraternity; Yale University and is a contributing member of the Yale alumni association. Marc lives in Martinsville with his wife, Candace and his twins Max and Chiara. In his spare time, he enjoys spending time with family and friends at the beach.
Job Titles:
- Co - Founder
- Senior Partner
Michael Bonaccorso is Co-Founder and Senior Partner of Wealth Management Group, LLC. He began his personal financial services career over a decade ago with Langdon Ford Financial now Allied Wealth Partners. Prior to entering the personal financial services field, Mike held positions with United Counties Trust Bank, New Jersey Gaming Commission, Garutto,Carr & Co. Certified Public Accountants and as Chief Financial Officer of Airport Limousine.
Michael is the Co-Host of Your Financial Future, a weekly financial radio show on WMTR Radio AM 1170 and 1250. The show is live each Saturday morning from 8:30 until 9:00. Michael conducts his securities and investment advisory business through Securian Financial Services, Inc. He is also a Registered Representative and investment advisor representative with Securian Financial Services. He currently has Series 6, 63 and 7 and registrations. In addition, he is a licensed broker of life, health, accident and long term care insurance.
Michael is very active in his community serving on the Board of Education and coaching youth sports in his town.
Job Titles:
- Financial Advisor
- Investment Advisor
- Representative
Michael Daniels is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and Investment Advisory Services are offered through Securian Financial Services, Inc., member FINRA/SIPC. Financial Focus Group is independently owned and operated.
Richard Moran Jr. joined Allied Wealth Partners in October 2019 previously being the president of MDZ Wealth Management, LLC. Rich's position with MDZ Financial Group gave him valuable insight into the financial issues of those owning closely held businesses.
He concentrates much of his client work in the areas of business continuation, protection, compensation and wealth accumulation strategies.
He joined the financial services industry in 1991 after receiving an MBA from the College of William and Mary. Rich also received a BA from the University or Richmond in 1986 where he was inducted into Omicron Kappa Delta Leadership Society. Prior to returning to school for his master's degree, he had worked in a managerial capacity for several closely held corporations.
Rich carries series 7, 24, and 65 FINRA registrations as well as a Connecticut Life and Health Insurance license. He also holds the Chartered Life Underwriter (CLU) designation.
Job Titles:
- Client Relationship Manager
Job Titles:
- Investment Advisor
- Representative
Sal Longo is a registered representative and investment advisor representative of Securian Financial Services, and also holds his life, accident, health and long-term care insurance licenses in multiple states. In addition, he is a licensed broker of property and casualty in the state of New Jersey and member of the Referral Associates of New Jersey.
Sal currently resides in Branchburg, New Jersey with his wife Gerri and their two children, Payton and Sal. He also serves on the Finance Council at the Church of St. Bernard of Clairvaux, in Bridgewater. In his leisure, Sal is an avid golfer and enjoys movies, reading, coin collecting and traveling. Sal also coaches his son and daughter's recreational soccer and basketball teams.
Job Titles:
- Managing Director
- Senior Financial Advisor
Job Titles:
- Managing Director
- Registered Representative and Investment Advisor Representative
Tara Stewart joined Allied Wealth Partners in December of 2022 bringing with her over 15 years of experience in the Financial Services industry. With prior leadership roles with Morgan Stanley and Prudential Financial, an advisory role with TIAA, and an MBA from Rutgers University, Tara brings a wealth of knowledge to both the firm and her clients.
As a Managing Director, Tara leads a team of like-minded financial practitioners. Tara's passion for coaching and professional development is evident in her ability to amplify outcomes for advisors and clients alike. Tara has a proven track record of developing advisors and taking their practice to the next level.
As a Financial Advisor, Tara delivers high quality advice to clients who have a desire to leave the world a better place than they found it. She enjoys working with those who have complex challenges and are philanthropically inclined. She believes in value-based financial planning, where goals will change, but values do not.
Tara specializes in holistic financial planning, portfolio management, tax and liability mitigation, small business planning, and business development consultation. She also has experience in working with not-for-profits, including the small farm where she lives with her dogs and apiary.
Prior to finance, Tara was a competitive equestrian and involved in the arts. She has sat on the board of several institutions including The Curtis Institute, as a patron of Brandywine Polo, and Philadelphia's "Work to Ride" program. After caring for her mother with Alzheimer's in her home for several years, Tara ultimately joined the Board at The Tender an Alzheimer's respite program where she currently serves as finance chair.
Tara Stewart is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Job Titles:
- Senior Director of Recruiting
Tina Pecca joined the Allied Wealth Partners team in February of 2016 as the Director of Recruiting. With several years of recruiting in addition to a background in retail management and sales, Tina has the interpersonal skill set and determination to collaborate well with others in efforts to continue to recruit and build a team of both experienced and inexperienced financial advisors at AWP.
Tina was born and raised in Vernon, New Jersey. With a bachelor's degree in Psychology, she graduated from Ramapo College of New Jersey. When Tina is not recruiting, she enjoys spending time with her 18 year old son, family and her mini dachshund. Tina also enjoys anything outdoors, such as golfing with her son, playing softball, watching football and traveling.
Job Titles:
- Vice President of Finance
Tina Pollaro joined Allied Wealth Partners in January 2003 and has been an essential member of the team over the years. During her tenure, Tina has been involved in many aspects of the business.
As VP of Finance, Tina manages the day to day accounting, payroll and benefits and tax return preparation for the firm. In addition, as a CPA, she prepares the tax returns for clients who are referred to her by their advisor. She also leads the contracting and onboarding process for new advisors joining AWP and is part of the AWP technology team.
Tina resides in Denville, New Jersey with her husband Nick. She has two grown daughters. Tina and her husband have a passion for buying homes and making them great again!