CFS Investment Advisory Services LLC

Anthony Ghetian is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at CFS Investment Advisory Services, LLC since 2019 and previously spent nine years at EF Legacy Securities. CFS Investment Advisory Services, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes client portfolios using mutual funds, ETFs, individual securities, and Independent Managers, offering both advisory and insurance-related services.

Robert Jaffe is a financial advisor at CFS Investment Advisory Services LLC with 24 years of industry experience. He has held positions at CFS Investment Advisory Services since 1999, with a break between 2005 and 2017 during which he worked at Cambridge Investment Research, Inc. He holds Series 63 and Series 66 licenses. CFS Investment Advisory Services provides financial planning, consulting, investment management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes client portfolios using mutual funds, ETFs, individual securities, and independent managers.

Harris Nydick is a CFP® professional with 41 years of industry experience, currently serving at CFS Investment Advisory Services LLC since 1997. He previously worked at Cambridge Investment Research, Inc. from 2005 to 2017. Nydick is a board member of the Jewish Community Foundation of Metrowest NJ and serves on the External Review Committee for FI360. He also teaches at the Adult School of Montclair and is involved with the American Liver Foundation. CFS Investment Advisory Services, LLC provides financial planning, investment management, and retirement plan consulting for individuals, trusts, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes portfolios using mutual funds, ETFs, securities, and independent managers.

John Swikart is a CFP® with seven years of industry experience, currently serving with CFS Investment Advisory Services LLC. His prior work includes roles at Wealthspire Capital, Wealthspire Advisors, and Charles Schwab. He also maintains an ongoing business, Jack Swikart, since 2017. CFS Investment Advisory Services, LLC provides financial planning, investment management, and retirement plan consulting for individuals, including high-net-worth clients, as well as institutional entities such as pension plans and trusts. The firm manages approximately $2.73 billion in assets, tailoring client portfolios with a range of investment products and employing independent managers alongside personalized service.

Alexander Paszkiewicz is a financial advisor with CFS Investment Advisory Services LLC, holding a Series 65 credential and five years of industry experience. Before joining CFS in 2020, he worked in various roles including at Professional Title Associates, Inc. and engaged in tennis instruction. He serves on the board of Ability School, a private education organization for children ages 3-13. CFS Investment Advisory Services provides financial planning, investment management, and retirement plan consulting for individuals, trusts, charitable organizations, and business entities, managing approximately $2.73 billion in assets as of year-end 2025. The firm tailors portfolios using mutual funds, ETFs, individual securities, and Independent Managers, and offers both discretionary and non-discretionary account management.

Philip Nydick is a financial advisor at CFS Investment Advisory Services LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Ernst and Young LLP for three years. Outside of his advisory role, he serves as a student mentor at the TAMID Group. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting for individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm manages approximately $2.73 billion in assets and employs a tailored approach using mutual funds, ETFs, individual securities, and allocations to independent managers.

Alexandra Makowski is a CFP® professional with 10 years of experience in financial advisory services. She has been with CFS Investment Advisory Services LLC since 2017 and previously worked at Cambridge Investment Research, Inc. Alexandra is also involved with Our Lady of Pompeii Church as a song leader. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and tailors portfolios using mutual funds, ETFs, individual securities, and Independent Managers.

Edward Swikart III is a CFP® with 43 years of industry experience and is currently with CFS Investment Advisory Services LLC. He has worked at CFS since 1995, with additional experience at Edelman Financial Services and EF Legacy Securities. He serves as an officer for Friends of Penn Sailing, a volunteer organization that raises funds to support the University of Pennsylvania sailing team. CFS Investment Advisory Services provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and tailors portfolios using a range of investment vehicles, including mutual funds, ETFs, and independent managers, while offering both discretionary and non-discretionary services.

John Bartlett is a CFP® with 13 years of industry experience, currently serving at CFS Investment Advisory Services LLC since 2012. He previously worked at Cambridge Investment Research, Inc. Bartlett volunteers as a coach at Animal CrossFit in Lyndhurst, NJ, and owns Harrisons Bagel Shop in Harrison, NJ. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and employs a tailored investment approach using mutual funds, ETFs, individual securities, and Independent Managers.

Gregory Makowski is a CFP®-certified financial advisor with 43 years of industry experience, currently serving at CFS Investment Advisory Services LLC since 1997. He previously worked at Cambridge Investment Research, Inc. from 2005 to 2017. Outside of his advisory role, he acts as trustee for a family trust and serves on the advisory and advancement board at William Paterson University’s Cotsakos College of Business. CFS Investment Advisory Services, LLC provides financial planning and investment management to individuals, including high-net-worth clients, as well as organizations such as pension plans, trusts, and charitable entities. The firm employs a tailored approach using mutual funds, ETFs, individual securities, and Independent Managers, with approximately $2.73 billion in assets under management as of year-end 2025.