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Meet the Team

Our experienced professionals love people! Our team is known for its extensive experience. We are highly trained and qualified to advise clients on almost any financial planning and wealth management issue. We provide clear, easily understood and timely explanations of financial products and services. 

President | BCG Securities

Adam Paglione

President | BCG Securities

(856) 393-1919

(856) 824-1475

apaglione@bcgsecurities.com

Adam Paglione is the President of BCG Securities, Inc., a full service broker/dealer and registered investment advisory firm specializing in retirement plans and wealth management services for businesses and individuals.

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National Sales Director

Jeffrey Garlatti

National Sales Director

(856) 393 1928

(856) 824 1475

jgarlatti@bcgsecurities.com

After more than a decade of industry experience, Jeff joined BCG Securities in 2018. As national sales director, Jeff’s primary focus is on developing strategic initiatives and support of key accounts.

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Financial Consultants Team

Christopher M. Baumann

Financial Consultant

215-718-4742

cbaumann@bcgsecurities.com

After a successful run in Tesla’s Solar and Battery Division as a Regional Channel Manager and stockpiling valuable experience in service-based, client relationships, Chris pivoted his career and became a financial advisor. Chris...

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James O'Donoghue

Chartered Retirement Plan Specialist ®

(856) 824 4166

(856) 824 1475

jodonoghue@bcgsecurities.com

James is a Financial Advisor and Chartered Retirement Plan Specialist at BCG Securities. James has been the lead advisor for the Employers Association of New Jerseys Retirement Advantage program.

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Lynn C. Kulzak

Financial Consultant

(310) 540 6303

(856) 824 1475

lkulzak@bcgsecurities.com

Lynn has over 25 years of retirement plan and investment experience. During her tenure in the retirement planning industry, Lynn has specialized in 401(k) plan design, plan administrator training, fiduciary support, and employee education.

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Mark Meseroll

Financial Consultant

856.393.1944

(856) 824-1475

mmeseroll@bcgsecurities.com

Mark's focus is to help individuals, families and business owners in the accumulation and protection of wealth. His goal is to understand each individual client’s specific situation and guide them.

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Sean Riley

Financial Consultant

(856) 393 1929

(856) 824 1475

sriley@bcgsecurities.com

Sean Riley is a graduate of St Joseph’s University with a double major in Finance and Pharmaceuticals. At BCG Securities, Sean focuses on retirement planning for both businesses and individuals.

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Steven Tumminello

Financial Consultant

(856) 393 0925

(856) 824 1475

stumminello@bcgsecurities.com

Steve’s interest in data analytics and interpersonal relationships led him into the world of financial planning. His interest in moving closer to his family brought him all the way from Pittsburgh to BCG.

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Thomas Monahan

Financial Consultant

(856) 649 3637

(856) 824 1475

tmonahan@bcgsecurities.com

Thomas's goal was (and remains), to build retirement plan assets through the "value theory" of investing. In his career, he has achieved awards of President's Council (10x) and the Directors Club (2x). 

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