Joe Cupoli

Financial Representative
973-265-1289

Education:

Bachelor’s Degree in Financial Planning-William Patterson University
Associate’s Degree in Information Technology- Bergen Community College

Registrations and Licenses:

FINRA Series 7, 66, and Life and Health
 

Joe Cupoli is a financial representative with Allied Wealth Partners, and joined the team in February of 2017.

Inspired to become a financial professional, Joe attended William Patterson University receiving a Bachelor’s degree in Financial Planning. Upon joining AWP, Joseph has learned to excel as part of a team and gain the skills necessary to successfully develop his financial services practice. He has always wanted to help people the way that some have helped him in his life and thought that Allied Wealth Partners was the perfect place for him to give back. Joe plans to give back by making an impact on individuals and families’ lives. He offers his clients his commitment by building a relationship through trust and dedication.  Joe holds his FINRA Series 7 and 66 and also holds his Life and Health Insurance License.

Joe grew up in Bloomfield, NJ. He believes that this detail of his life has taught him a lot and made him the person he is today. He believes the place in which he is from has taught him to appreciate others through diversity, love, and support. Joe enjoys hiking, attending sporting events, traveling, dining, and reading. Joe now resides in Caldwell, New Jersey.

Joe is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. 

 

Gerald Castellano CLU, ChFC

Senior Financial Advisor
973-265-1255

Professional Affiliations: 

Million Dollar Roundtable

Designations:

Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)

In 2014, Allied Wealth Partners welcomed Gerald Castellano to the firm, recognizing his 30 year commitment to the financial services industry.

Prior to joining Allied Wealth Partners, Gerald was an advisor for New England Financial. He is also a past recipient of numerous awards for excellence in production and outstanding customer service such as the Millennium Award, Master Producer, Edward K. Leaton Mentorship Award and Life Member Leaders Association.  

As a Senior Financial Advisor, Gerald understands the importance in his role as a primary financial resource for his clients—formulating comprehensive financial and investment strategies that are individually tailored to help them achieve their personal and business financial goals.

Gerry earned his Bachelor’s Degree from Rutgers University and then went on to receive his MBA in Corporate Finance from Pace University.

Gerry resides in Mahwah, NJ with his wife Angela.

Gerald is a registered representative and investment advisor representative of Securian Financial Services.

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. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.

John P Sullivan CFP®, PFS, CPA (NO LONGER PRACTICING AS A CPA)

Senior Financial Advisor
(973) 299-9222 Ext. 233

John P. Sullivan is a Certified Financial Planner professional who is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc. He is a Personal Financial Specialist (PFS) and an inactive Certified Public Accountant (CPA) who earned a BS degree in Accounting from Fairleigh Dickinson University and a Master of Business Administration (MBA) in Finance from New York University Graduate School of Business. John applies his background to provide financial services and advice for individuals, professionals, small business owners, estates and trusts.

John has been a financial advisor since 1989. Prior to that John was  Treasurer for a Fortune 1000 company and a senior manager at a Big Four CPA firm. In addition, John has been an adjunct professor of Finance and Accounting at Fairleigh Dickinson University as well as an instructor and lecturer at national financial seminars. With John's unique background and perspective to developing financial strategies, he frequently earns a place at the Million Dollar Roundtable*, a national forum of financial professionals as well as the Private Briefing and Premier Resource Groups*, which recognize the leading financial professionals of Securian Financial Services.

John is actively involved in a number of professional associations including The Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), and the Society of Financial Service Professionals (FSP).

John is also committed to the community where he lives and works. He has volunteered at St. Vincent De Paul Parish on the Finance and Pre-Cana committees and served for many years as a Trustee on the Board of the Oratory Preparatory School in Summit, NJ.  In addition to those volunteer activities, John is also involved in youth sports as a coach and instructor.

John grew up in Summit, NJ  and now resides with his wife, Cindy and son, Kevin in Gillette, NJ.

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. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

 

 

John H. Langdon

Chief Executive Officer
(973) 265-1253

Education:

Bachelors in Business Administration
University of Notre Dame

Professional Affiliations:

Million Dollar Roundtable
GAMA International
National Association of Insurance and Financial Advisors

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 Financial Professionals. He was appointed Managing Partner in March 1994 and continues to lead the Firm with President, Marc Del Gaudio. 

Since becoming CEO of Allied Wealth Partners, the firm has won many major financial services industry awards for firm management including, GAMA’s National Management Award and has been consecutively recognized as a Master Firm since 2000. In 2011 and 2014, AWP was honored with GAMA’s First in Class Award. 

The Firm has consistently been recognized by its affiliates. Since joining Securian Financial Services in 2004, AWP has finished based on firm production in the Top 5 of all Securian Firms nationwide. Under John’s leadership, the Firm has won the Terrance M. Sullivan Build on People Award five times for New Financial Professionals Development and was Securian’s Top New Firm in 2005. Every year for the past 11 years AWP has been recognized as a Chairman’s Club Firm, an award given by Securian Financial Services for firm production. In 2014, AWP was Securian’s Gold Firm of the Year, and was the silver firm of the year in 2015 to 2018.

John was elected by his peers to Securian Financial Group’s National Advisory Board (NAB) from 2005 through 2009. In 2009 he served as its chairman. He was re-elected in 2012 to the NAB and was the 2015 Chairman. He was reelected to the NAB in 2018 and currently is serving on his third elected term. He also was a member of Securian Financial Services Advisory Board from 2006 to 2009, also serving on its chair in 2009. 

John is active within his community and charitable organizations. He is a Trustee of the St. Joseph High School Endowment and is the chairman of the Board of Directors of St. Josephs High School. He currently serves on the Rutgers University Athletics Leadership Council. 

He and his wife Mary Janine, live in Martinsville, New Jersey with their three children, Katelyn, Molly and John. 


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. 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. 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. 

Paul Ciavarella CLTC

Financial Advisor
973-917-2903

Education:

William Paterson University
Bachelor’s degree in Finance
Minor in Economics

Registrations and Licenses:

FINRA Series 7, 65 and 66

Paul Ciavarella joined Allied Wealth Partners in 2017 after over eight years of success assisting clients with their finances.

Prior to his career as a financial advisor, Paul was a business owner. His 25 years of experience as a business owner enables him to provide a wealth of information to his clients. Paul focuses on helping small and medium size business owners attain their goals. His association with other experienced financial professionals allows him to offer a full range of services to meet the needs of businesses and individuals alike.

Through his experience and association with other specialists in the financial services industry, Paul has high standards when it comes to assisting clients. Paul’s goal as a financial advisor is to help bring a level of financial protection and independence to his clients that they had thought previously unattainable. This is accomplished through various conservative strategies of protection and long term financial growth.

Paul utilizes a macroeconomic approach to help clients balance the primary financial domains of Protection, Assets, Liabilities and Cash Flow. This approach recognizes the interdependence of these domains and tests all financial strategies across them in an effort to maximize the protection and performance of assets and cash flow. This unique approach can help provide clients with enhanced benefits in areas such as tax savings, risk management, and control of personal wealth.

Paul is very active in his community. He is a member of Wayne Lions Club, Chilton Hospital Professional Advisory Board, Morris County Chamber of Commerce, North Jersey Chamber of Commerce, and Pequannock Regional Chamber of Commerce. Paul has attained several designations over the years. These include his FINRA Series 7, 65 and 66. He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, inc., Life and Health Licensed and holds the CLTC (Certified in Long-Term Care) designation.

Paul is a William Patterson alumnus where he received his Bachelor’s Degree in Finance and a Minor in Economics. Paul is a resident of Pompton Plains, NJ. Golfing, mountain biking, and spending time with his wife Eileen and children Maggie, John, Rachel, and Chris are some things that Paul enjoys.

 

Michael Boudway CFP®

Financial Advisor
(973) 265-1291

Education:

Clarkson University
Bachelor of Science - Engineering & Management

Professional Registrations and Licenses:

FINRA Series 7 & 66 Registrations
Life, Health, and Accident Insurance Licenses(multiple states)
Registered Certified Financial Planner (CFP®

Michael Boudway joined Allied Wealth Partners in 2010, after having worked as a financial advisor  for Smith Barney (Morgan Stanley). The firm recognizes his exceptional talent and appreciates his  unique professional background, including five years in wealth management and 15 years in the  capital equipment industry. This combined expertise gives Michael a distinctive edge and perspective  towards asset management for individuals and businesses alike.

As a Financial Advisor, Michael Boudway goes beyond the expected client-advisor approach by  consistently fostering new ideas in the way people view their financial well-being. From the very first  consultation to developing a financial strategy, Michael’s primary focus is to instill client confidence, provide a sense of awareness and help to protect one’s legacy. Individuals are provided investment  management, insurance protection strategies, estate planning, and custom pre and post retirement solutions. Corporate clients are accustomed to in depth analysis and counsel on succession planning, pension strategies, investment management and executive and employee benefits.

Michael Boudway graduated from Clarkson University earning a Bachelor of Science in the Interdisciplinary Study of Engineering & Management. He currently resides in Boonton, NJ with his lovely wife Yasmin. He is also a member of the Denville Rotary Club, Tri-City Chamber of Commerce, Morris County Ski Club and Enzian Ski Club.

In his leisure, Michael enjoys hiking, motorcycling, hockey, and travel. Michael has earned his FINRA Series 7 & 66 registrations and holds his Life, Health, and Accident Insurance licenses in multiple states. Michael Boudway is a Financial Advisor with Allied Wealth Partners and a Registered Representative and Investment Advisor Representative of  Securian Financial Services, Inc. He has earned his FINRA Series 7 & 66 registrations and holds his Life, Health, and Accident Insurance licenses in multiple states.

 

Anthony M. Bonanno CFP®, RHU, REBC

Senior Financial Advisor
(973) 299-9222 Ext. 266

Education:

Bachelor of Science in Finance, University of Scranton

Professional Affiliations :

Premier Resource Group (PRG)

Anthony Bonanno joined Allied Wealth Partners in 1999 after attaining his Bachelor of Science in Finance from the University of Scranton. Anthony holds the professional designations of Certified Financial Planner, (CFP®), Registered Health Underwriter (RHU), Registered Employee Benefits Consultant (REBC), and Certified Plan Fiduciary Advisor (CPFA) . He is also a member of Premier Resource Group (PRG), an organization that is comprised of accomplished financial services professionals within Securian Financial Services who leverage their expertise and experience to bring innovative ideas to benefit their clients.

Anthony has built a strong reputation with individuals for developing strategies that support the accumulation, protection, distribution and transfer of wealth. He specializes in offering financial services to families with special needs children. He is also the Co-Founder and Partner of Benefits Source, LLC, an employee and executive benefits provider servicing small and middle market businesses ranging from 10 - 1,000 employees.

He has a passion for educating others on the importance of Finance to help empower them with the knowledge and confidence needed to guide them towards financial security.  Since 2013, Anthony has been teaching comprehensive retirement education courses at universities and educational venues throughout New York and New Jersey including Caldwell University, Union County College, Suffolk County Community College, and West Morris Central High School. These financial workshops provide education for pre-retirees on issues they will encounter before, during, and after retirement commences and strategies to manage these risks.   Additionally, he has presented financial wellness classes to employees at two Fortune 500 companies.

Anthony currently serves as the Vice President and Treasurer on the P.G. Chambers School Board of Trustees; a school dedicated to helping children with disabilities reach their full potential. He is a committed volunteer for the Catastrophic Illness in Children Relief Fund of New Jersey, an organization which assists families that incur significant financial loss in caring for their special needs child.
 

Founded in 1966, Allied Wealth Partner’s mission is to be an elite Independent Wealth Management Firm within the New York/New Jersey Metropolitan and Connecticut areas. As of December 2019, we assist clients with over $4.2 billion of assets and have over $5.4 billion of Life, Disability and Long-Term Care Insurance coverage in force for our clients. We offer comprehensive financial services covering: Investment and Insurance Products & Services, Employee Benefits, Financial Planning, Executive Compensation, Business Succession and Estate Planning.

*Formerly Langdon Ford Financial                                                  

Anthony is a registered representative and investment advisor representative of Securian Financial Services.

Vincent Commoreto

Financial Professional
973-265-1230

Education:

Metropolitan Technical Institute
Electronics Engineering Technology

Registrations and Licenses:

Series 6, 7, and 63 registrations
Life and Health Insurance license

Vincent Commoreto joined Allied Wealth Partners in 2016, bringing with him 5 years of experience in the Financial Services industry. Vincent currently holds his series 6, 7, and 63 registrations along with his Life and Health license. Previously working for David Lerner Associates and MetLife, as an investment counselor, Vincent gained the ideal foundation he needed for his work as a Financial Representative. During his time at MetLife he has the honor of being invited to the Leaders Conference multiple times. 

Vincent prides himself on always being available to his clients, he lives by the motto “services, service, service – I will always be available to my clients.  He has gained strong industry experience, serving the investment and protection of individuals and their families since 1999.  As your financial Professional, Vincent will make sure that you receive financial services and solutions that meet your individual needs. He is effectively supported by Allied Wealth Partners whose teamwork and professionalism have helped him build long-term relationships with his growing client base, and provide excellent customer service.

Vincent’s practice focuses on protecting client income assets and securing one’s retirement. Vincent specializes in investing and designing personal strategies to help his clients to have access to resources and information to help them meet their financial goals. Working primarily with individuals nearing and in retirement, Vincent is also achieving success by working with younger family members of his clients, while keeping protection and legacy in minds. 

Vincent is happily married to his wife Heather and has two lovely children, Cassee and Vincent Jr. Away from the business, he enjoys spending time with his beautiful family, watching the New York Yankees, tackling home improvement projects, and landscaping. Vincent also enjoys coaching his son’s soccer team and daughter’s softball team.

 

Vincent Commoreto is a registered representative of Securian Financial Services, Inc. 

Roberto Joseph

Financial Advisor
(973) 556-7317

Roberto Joseph joined the Allied Wealth Partners team in May of 2019. 

Currently residing int East Orange, New Jersey, Roberto earned a Bachelor of Administration in Finance from the Fox School of Business and Management at Temple University in 2012. Prior to joining the firm, Roberto was employed by ABM Industries for 6 years, most recently in an Analyst role.  In this position he had responsibility for revenue and expense analysis, budgeting, and liability allocations.

Using the experiences he gained in his previous financial roles, Roberto prides himself in providing his clients with a wholistic approach in helping them to meet their financial objectives. 

Using the motto “You can take the path less traveled, but why not build your own road” as the foundation of his practice. Roberto strives to offer his clients with solutions to meet their unique financial needs.  This includes assisting them in strengthening their individual financial household, building wealth, and protecting their assets.  
 
He is Series 7 and 66 registered, and has his Life and Health licenses, Roberto benefits from access to a team of diverse financial experts, with access to quality internal and external resources. 

In his spare time Roberto enjoys spending time with his wife and daughter, as well biking, hiking and participating in intramural sports.

Education:
Temple University – Bachelor of Arts, Finance  

Registrations and Licenses: 
FINRA, Series 7, 66  
Life & Health

 

Roberto is a registered representative and investment advisor representative of Securian Financial Services.

Lloyd Winkler LUTCF

Senior Financial Advisor
(973) 265-1231

Professional Experience: 

Senior Financial Advisor
Business Entrepreneur

Professional Affiliations:

Million Dollar Round Table
National Association of Insurance and Financial Advisors

Lloyd has been with Allied Wealth Partners, (formerly Langdon Ford Financial) since 2001.  His Financial Advisory practice is devoted to assisting individuals and small businesses achieve their financial goals, with in their scope of risk.  

Lloyd provides a customized approach that is client-centric and service oriented to each individual’s specific needs in the areas of investment management, insurance protection strategies, estate planning and custom pre and post retirement solutions. Having started his Financial Services practice at Langdon Ford Financial, Lloyd understands the fundamental importance in offering clients a complete approach to their comprehensive financial picture. 

Lloyd has earned the Life Underwriting Training Fellow (LUTCF) designation and uses the skills learned from the designation to mentor the other financial professionals at AWP. LUTCF® is a Designation Program developed for NAIFA which is the National Association of Financial Representatives.   He also plays a major role in Allied Wealth Partner’s mentoring program for new and upcoming professionals. Lloyd is consistently nominated for “The Million Dollar Round Table”. This is an independent organization that compromises the world’s life insurance and financial professionals. This organization is driven by standards of ethics, knowledge, service, and productivity. He attains the level of “Top of the Table”, regularly attends financial services planning seminars, and also attends conferences to keep current on the changing landscape of the financial and investment world.   In addition, he is also an instructor in “The Financial Educator’s Network”, where he teaches classes on pre-retirement planning, throughout the year.  Lloyd is insurance licensed in many states beyond the NY metropolitan area.
Lloyd resides in Englewood NJ with his wife Donna. Together they have three adult children and three grandchildren.


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. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. Lloyd Winkler LUTCF is a registered representative and investment advisor representative of Securian Financial Services, Inc.

 

John Farquhar CLTC

Senior Financial Advisor
973-265-1267

Registrations & Licenses:

FINRA Series 7, 6, 65 & 66 Registrations Life/Health and Variable Insurance Licenses in all states

Memberships:

NAIFA
MDRT

Education: 

Monmouth College (University)
Bachelors of Arts History & Political Science

John Farquhar joined *Allied Wealth Partners in February 2015 after 39 years and a successful career with Northwestern Mutual Life.

By joining Allied Wealth Partners, John has been able to grow his business and continue to serve excellence in service to his clients. As such an experienced and successful advisor, John frequently aids new financial professionals, supporting them with his knowledge so that they may too help their clientele to the best of their ability.

At Allied Wealth Partners, John is a member of the Million Dollar Round Table.

John is a member of the National Association of Insurance and Financial Advisors (NAIFA). John is also a former trustee of the 200 Club of Morris County, and Rotarian of the year in 1980.

In his free time John enjoys skiing, sailing and fishing. He is a lifelong resident of Morristown, NJ with his wife Nadine and daughter Gabrielle. 

John F. Farquhar is a Financial Advisor with Allied Wealth Partners. He has earned his FINRA Series 7, 6, 65 & 63 registrations and holds his Life, Health, and Long Term Care Licenses in multiple states

John is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. 

*formerly Langdon Ford Financial

 

Million Dollar Round Table: 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. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own  valuation.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. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.