Steven Castrello

Before Steve became an advisor 12 years ago his career was on the institutional side of the business.  

As a derivatives trader on the American Stock Exchange floor, it was his responsibility as lead market maker to provide liquidity for his own account & keep fair and orderly options markets in stocks that included: Merrill Lynch, Proctor & Gamble and Amgen.

Steve also had the same duties in the ETF markets as well. He left the floor and took on the role as Sales Trader where he executed client order flow for many of the top quant, risk arbitrage, distressed debt and long/short equity hedge funds in the industry. Steven uses this institutional experience and knowledge to give high level of investment advice and client service.

Steven is married with 3 children ages 16, 14 & 10 and resides in Nyack NY. He is involved with his local parish and volunteers his time for many different philanthropic causes. On some days he loves playing golf. He loves to read, hike, tennis , travel and baseball where he received an athletic scholarship to George Mason University.

Oscar Osores, Jr.

Oscar is a graduate of William Paterson University with a BA in Economics and a BS in Biology. He joined Acorn Financial in the summer of 2022. Oscar's primary role is to assist Dan in all financial planning needs for the clients, utilizing eMoney and Morningstar reports. 

In his free time, Oscar coaches a little league baseball team in Haledon, enjoys traveling - particularly to his home country, the Dominican Republic - and is an active member of the Calvary Temple International church.

Jessica A. Joslin- FPQP™

Jessica joined Acorn Financial in 2006 to work with Daniel Polizzotti as an administrative assistant. 

In 2018, Jessica became a Financial Paraplanner Qualified Professional.  Her role is all about supporting and resolving issues to help clients reach their financial goals.  In addition, she oversees the account paperwork processing, money movements, appointment, account questions and other day to day functions of the business.

Jessica lives in Ridgewood, NJ with her 2 sons and fiancé. She also enjoys traveling and cooking creative meals for her family.


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Company Info

Main Office
290 West Mount Pleasant Avenue
Suite 2300, Livingston, NJ 07039
Phone: 973-994-0100
Toll Free: 800-933-7344
Fax: 973-994-2986

Office Locations