Timothy Chisholm is a financial advisor at NewSquare Capital, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Efficient Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Brinker Capital Inc. He is also involved in cross-marketing strategic relationships sourced via Efficient referrals. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals and various types of retirement plans. The firm emphasizes diversified, strategic asset allocation implemented primarily through ETFs, equities, and fixed income, and employs tax-aware and options strategies alongside sub-advisory capabilities.

Lee Grout is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has worked at NewSquare Capital since 2019 and previously was employed at Chartwell Partners and Killen Group Inc. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and endowments. The firm emphasizes diversified, strategic asset allocation using ETFs, individual equities, and fixed income, supported by macro and relative-strength analysis and utilizes sub-advisors for specialized investment strategies.

Tyler Pugliese is a financial advisor at NewSquare Capital, LLC with a Series 65 designation and several years of industry experience, including roles at Creative Financial Group and West Chester University. He has been associated with NewSquare Capital since 2019. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients. The firm employs diversified, strategic asset allocation and partners with sub-advisors for specialized investment strategies while managing approximately $1.93 billion in client assets.

Robert Kuberski Jr. is an advisor at NewSquare Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Mass Mutual Investors Services, Cohen & Steers, Eaton Vance Management, and Ridgeworth Capital Management. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to a range of individual and institutional clients. The firm focuses on diversified, strategic asset allocation using ETFs, equities, and fixed income, and employs sub-advisors and tax-aware investment strategies within its client portfolios.

Miguel Biamon is a financial advisor at NewSquare Capital, LLC with 23 years of industry experience. He has held roles at NewSquare Capital since 2018 and previously worked at Blue Bell Private Wealth Management from 2016 to 2018. He holds Series 63 and Series 65 credentials. NewSquare Capital provides discretionary portfolio management, financial planning, and sub-advisory services to individual and institutional clients, including high-net-worth individuals and various types of pension and trust plans. The firm emphasizes diversified, strategic asset allocation using exchange-traded funds, equities, and fixed income, supplemented by sub-advisory partnerships and tax-aware investment strategies.