Our Succession Team

Bob’s commitment to his clients and the longevity of his practice led him to assemble a hand-picked succession team, carefully chosen to maintain the same level of high-quality service in the event of unforeseen circumstances. Each member of the team possesses a wealth of experience and expertise, ensuring a seamless transition and continuity of operations. Bob’s meticulous selection process considered not only their professional capabilities but also their dedication to upholding his values and client-centric approach. Through their shared vision and commitment, this succession team stands ready to safeguard Bob’s practice, providing clients with the reassurance that their needs will be met with unwavering excellence. 

Joseph J. Oakes IV, AIF®

President & CEO

Joe began his career at Acorn Financial Services in 1994 as a financial representative building his clientele and achieving top producer status at the firm, John Hancock Financial Network, and in the industry. In 2003 Joe was named Associate Managing Partner, honing his management skills and continuing the growth momentum of Acorn Financial Services. In 2005 he was named Managing Partner, and just one year later, led the firm to JHFN’s top honor of receiving the President’s Trophy, an honor which the firm repeated in 2008, 2010, 2011 and 2015. Under Joe’s leadership, the firm has also received the GAMA First in Class Award every year since 2006.

Joe attended St. Joseph’s University, Philadelphia, PA and received his Bachelor of Science degree in Finance. He is an Accredited Investment Fiduciary (AIF® designation) and is a member of many industry organizations such as AALU, LAMP, NALU and the New York Round Table. He was inducted into JHFN’s Hall of Fame in 2012.

Joe and his wife, Allison, reside in Bernardsville, NJ with their children Eva, Lily and Joseph, V.

Daniel Polizzotti, CFP®, ChFC, CLU, LUTCF
Financial Advisor

Dan has focused on the implementation and management of investments, insurance, retirement planning and tax reduction strategies for over 34 years.

A graduate of Gettysburg College, Dan holds the professional designations of CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Consultant, Chartered Life Underwriter, Accredited Investment Fiduciary and a holds a General Securities license with Osaic Wealth, Inc. He has served as both Treasurer and as a member of the Board of Directors of the Society of Financial Service Professionals and is affiliated with the Greater North Jersey Planning Council.

As a Financial Adviser, Dan concentrates on providing high-level customer service while developing strategies to help you manage personal and corporate finances. Dan’s philosophy is based on the concept of comprehensive financial planning and investment management. He focuses on the achievement and realization of your stated objectives and concentrates on providing high-level customer service while developing strategies to help you manage personal and corporate finances.

Dan, his wife Lisa, their son, Dan Jr., and two daughters Katie & Lynne reside in Bergen County, New Jersey where they enjoy numerous outdoor activities including skiing, hiking, and swimming. Dan was instrumental in the formation of the Ramsey Junior Lacrosse Association and served as President for many years. Additionally, he served on the advisory Council for Gettysburg College Athletic Programs.

James Magaziner, ChFC®, CFP®
Financial Advisor


James R. Magaziner is a Certified Financial Planner Practitioner (CFP®) and Chartered Financial Consultant (ChFC®). With a primary focus on Comprehensive Financial Planning, Estate Planning Strategies and Wealth Management, Jim has been providing holistic investment advice, service and solution to clients in the New York Metro area and nationally for over 40 years. Jim focuses on individuals, families, businesses and trusts to build, preserve and manage wealth by driving income and growth strategies for his investors as he anticipates market trends and opportunities with which he counsels his private client group.

Jim is a graduate of Fairleigh Dickenson University where he received his CFP® and the American College for the Chartered Financial Consultant (ChFC®). He holds a Bachelor of Science degree from East Stroudsburg University. Jim is a member of the Certified Financial Planner Board of Standards, Financial Planning Association (FPA) and National Association of Insurance and Financial Advisors (NAIFA). He holds numerous investment and insurance licenses including his Investment Advisor Representative (IAR). He is a recognized leader in estate and wealth management with extensive corporate management background. He was inducted into JHFN’s Hall of Fame in 2016.

As Principal of Acorn Financial Services in Rumson, New Jersey and Essex, Connecticut Jim has worked hard to further the firm’s commitment to client loyalty and community service.

Jim and his wife Susan reside in Colts Neck, New Jersey and are the parents to three grown sons, their beloved Lagotto, Hink, and have just been blessed with their first grandchild. Jim holds a private pilot license and has captained his own yachts for over thirty years with family as his crew.

William Conklin, CFP®
Financial Consultant

Bill has over 20 years in the financial services industry. He has the CFP®designation and has been recognized by NJ Best Magazine as one of the top financial advisors in NJ. He has qualified for John Hancock’s ACE award which is given to the top 250 Reps in the John Hancock Network.

Bill works with individuals and small businesses with wealth management, insurance, and tax efficiency planning. He tailor-makes financial plans to fit the individual’s needs and risk tolerance.

Bill lives with his wife Amy in Ringwood NJ along with their two children Connor and Madison. He is very active in the community coaching Basketball, Soccer as well as President of the Ringwood Rover Soccer Club. He also sits on the Open Space Committee in Ringwood.

Kevin Lanahan
Financial Advisor

Kevin Lanahan is a Financial Advisor with over 20 years of experience in providing individual investors and small to medium businesses the means to build and protect their wealth with customized financial services, strategic planning and analysis.

Kevin began his career in 1986 working for Mutual of New York (MONY) focusing on life insurance. In 1987, along with his father Tom Lanahan, Kevin founded Headquarters Financial Group Inc., and served as Associate General Manager.

In 2007 Kevin merged his agency with Acorn Financial Services to broaden the array of services and products he provides to his clients.

Kevin Lanahan holds a Bachelor of Science degree in Marketing from the University of Scranton. As a licensed professional, Kevin has earned his Series 7, 63, 65, 24, & 51 securities licenses; his Chartered Life Underwrtier (CLU) designation, certificates in LTC planning and numerous industry awards.

Kevin and his wife, Megan have four children and reside in Mendham, New Jersey. Over the years Kevin has been involved various civic organizations. In addition to serving as past President of the University of Scranton Alumni Society, he has served as President of the Northwest Jersey Association of the Insurance and Financial Advisors, and on the Board of Directors of the Northern New Jersey chapter of the General Agents and Managers Association (GAMA).

Dominique Vitalis
Financial Advisor
(973) 949-1701

My focus is to help clients and their families achieve their financial goals. I take the time to know clients as individuals and investors and to explore their financial goals. I value the relationships we develop and believe in providing education for clients to help them make better decisions about their financial affairs. Clients get clarity of their financial lives, visualize the possibilities of their lifestyle choices, and understand the potential risks that may offset them.

Skills: Retirement Planning · 401k Rollovers · Financial Analysis · Retirement Income Strategies · Asset Management · Risk Assessment
Licenses & certifications
Residential Mortgage Lender
US Mortgage Corporation
Issued Jan 2022
Series 66
Merrill Lynch
Issued Apr 2019
Series 7
Merrill Lynch
Issued Feb 2019
FINRA Securities Industry Essentials
Merrill Lynch
Issued Jan 2019


or call us at
(973) 949-1700