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John Z

Series 63, Series 66

Boca Raton, FL

Nfsg Corporation

John Zaffarano is a financial advisor at NFSG Corporation in Boca Raton, FL, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at NewBridge Securities Corporation since 2016. Outside of finance, he manages Digital Star Entertainment LLC, a music production and record label company, and Arqive AI LLC, a social media and entertainment app developer. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and business entities. The firm offers discretionary and non-discretionary asset management, employs internal portfolio managers, and utilizes third-party asset managers with various investment styles.

Wealth management
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Gary B

Series 66

Woonsocket, RI

Nfsg Corporation

Gary Boyt is a financial advisor with NFSG Corporation in Woonsocket, RI, holding a Series 66 designation and 26 years of industry experience. He has worked at Newbridge Financial Services Group and Newbridge Securities Corporation since 2020, and previously spent nine years with Cambridge Investment Research. Outside of his advisory role, he owns and operates a tax preparation business serving individuals and small businesses. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning for individuals, pension plans, trusts, and charitable organizations. The firm tailors portfolios based on client objectives and risk tolerance, using a blend of fundamental, technical, and cyclical analysis alongside both long- and short-term strategies.

Wealth management
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Scott B

Series 63, Series 66

San Clemente, CA

Nfsg Corporation

Scott Brooks is a financial advisor with NFSG Corporation based in San Clemente, CA. He holds Series 63 and Series 66 designations and has 27 years of industry experience. Brooks has been with Newbridge Securities Corporation since 2007. Outside of his advisory role, he is a partner in Gold Coast Financial Group, which provides financial services and acts as a solicitor for fee-based money management options. NFSG Corporation offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs diversified portfolio strategies and uses both internal research and third-party asset managers to support its advisors.

Wealth management
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Michael D

Series 66

Decatur, GA

Nfsg Corporation

Michael Dellaporta III is a financial advisor at NFSG Corporation with 22 years of industry experience. He holds the Series 66 designation and has worked at Newbridge Securities Corporation, BB Graham and Company, and Fusion Analytics Securities, LLC. In addition to his advisory role, he is also active as an insurance agent. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a mix of fundamental, technical, and cyclical analysis with both long- and short-term strategies.

Wealth management
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Penny K

Series 63, Series 66

Roswell, NM

Nfsg Corporation

Penny Kelley is a financial advisor with NFSG Corporation in Roswell, NM, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has worked at Newbridge Securities Corporation since 2019 and LPL Financial from 2012 to 2019. Outside of finance, she is the owner and president of Roswell Osteopathic Medical Corp., a medical clinic, and also owns Kelley Pharmacy, which delivers pharmaceutical products to the public. NFSG Corporation provides discretionary and non-discretionary asset management, financial planning, and third-party manager selection services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a combination of fundamental, technical, and cyclical analysis and utilizing both long- and short-term strategies.

Wealth management
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Malcolm M

Series 63, Series 66

Los Angeles, CA

Nfsg Corporation

Malcolm Maclennan is a financial advisor with NFSG Corporation in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Newbridge Securities Corporation, FSC Securities Corp, and Oppenheimer. He is also involved in insurance sales as an agent. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers customized portfolios using a blend of fundamental, technical, and cyclical analysis, often employing third-party asset managers and delivering services on both a discretionary and non-discretionary basis.

Wealth management
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Janine T

Series 63, Series 65

Boca Raton, FL

Nfsg Corporation

Janine Talley is a financial advisor at NFSG Corporation with Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Newbridge Securities Corporation, FoundCare, Inc., and Children’s Healthcare Associates, PA. Outside of her advisory work, she volunteers annually as an alumni admissions interviewer for Duke University. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios through a combination of fundamental, technical, and cyclical analysis.

Wealth management
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Curtis R

Series 66

Sewickley, PA

Nfsg Corporation

Curtis Randle El is a financial advisor with NFSG Corporation and holds a Series 66 designation. He has 19 years of industry experience, including roles at NewBridge Securities Corporation and International Assets Advisory, LLC. Outside of his advisory work, he serves on the board of the Pittsburgh Historic Landmarks Foundation and the Greater YMCA of Pittsburgh. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of investment strategies and frequently utilizing third-party asset managers.

Wealth management
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Douglas A

Series 63, Series 66

Savannah, GA

Nfsg Corporation

Douglas Albert is a financial advisor with NFSG Corporation, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been associated with Newbridge Securities Corporation for 19 years. In addition to his advisory role, Albert serves as a trustee for a revocable living trust. NFSG Corporation provides investment advisory and financial planning services to a diverse clientele, including individuals, pension plans, trusts, and charitable organizations. The firm employs a range of investment strategies and offers both discretionary and non-discretionary management, supported by internal portfolio management and third-party asset managers.

Wealth management
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Philip A

Series 63, Series 65

Boca Raton, FL

Nfsg Corporation

Philip Antia is a financial advisor with Nfsg Corporation in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Nfsg Corporation and NewBridge Securities Corporation since 2004. Outside of his advisory role, he is licensed as an insurance agent, focusing on fixed insurance and fixed indexed annuities. Nfsg Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm constructs customized portfolios using a variety of investment strategies and frequently employs third-party asset managers, providing tailored services to meet clients’ objectives and risk tolerance.

Wealth management
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Thomas A

Series 63, Series 66

Boca Raton, FL

Nfsg Corporation

Thomas Avery is a financial advisor with NFSG Corporation in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior work includes positions at Newbridge Securities Corporation, Ally Invest Securities LLC, and Axa Advisors, LLC. Outside of his advisory role, he has worked as a driver for various transportation and delivery services during non-trading hours. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, financial planning, and third-party manager selection, tailoring portfolios using a combination of fundamental, technical, and cyclical analysis alongside both long- and short-term strategies.

Wealth management
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Pamela M

Series 63, Series 65

Smithfield, VA

Nfsg Corporation

Pamela Mcwhorter is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 designations and over 42 years of industry experience. Her prior roles include positions at Newbridge Securities Corp, Edward Jones, and Wells Fargo Advisors. She serves on the advisory board of the Virginia Medical Freedom Alliance, which focuses on medical legislation affecting children and young adults. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary asset management, utilizing a variety of investment instruments and employing internal portfolio management alongside third-party asset manager arrangements.

Wealth management
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Kenneth M

Series 63, Series 65

Winter Garden, FL

Nfsg Corporation

Kenneth Mahoney is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Aurora Capital LLC and Newbridge Financial Services Group. He is also the author of the book "10 Things to Do Before You Retire." NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, and charitable organizations. The firm provides customized portfolio management using a variety of investment strategies and frequently employs third-party asset managers to meet clients' objectives and risk tolerances.

Wealth management
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John D

Series 63, Series 65

Elizabeth, NJ

Nfsg Corporation

John Donoso is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Newbridge Financial Services Group Inc., NewBridge Securities Corporation, and Cetera Advisors LLC. Outside of advisory work, he is involved in consulting to facilitate buyer-side commercial and industrial real estate transactions. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm constructs customized portfolios using a variety of investment strategies and often employs third-party managers, offering both discretionary and non-discretionary account services.

Wealth management
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Rose K

Series 63, Series 66

Boca Raton, FL

Nfsg Corporation

Rose Kilkenny is a financial advisor at NFSG Corporation with 10 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at NewBridge Securities Corporation and Priebe Investment Plans. NFSG Corporation is an SEC-registered investment adviser that provides asset management, third-party manager selection, and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a range of investment strategies and ongoing account monitoring.

Wealth management
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Gabriel A

Series 63, Series 65

Little Silver, NJ

Nfsg Corporation

Gabriel Antuna is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Newbridge Securities Corporation since 2017 and previously at Andrew Garrett, Inc. for 10 years. Outside of his advisory role, he has experience as a voice-over actor and provides Spanish translation services. NFSG Corporation is an SEC-registered investment adviser offering asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a variety of investment strategies and frequently employs third-party managers, providing services on both discretionary and non-discretionary bases.

Wealth management
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William L

Series 66, Series 63

Livingston, NJ

Nfsg Corporation

William Lefkowitz is a financial advisor at NFSG Corporation with 40 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including National Securities Corp., B. Riley Wealth Management, and Aegis Capital Corp. NFSG Corporation provides investment advisory and financial planning services to a broad range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers diversified portfolio construction with equities, ETFs, mutual funds, and fixed income, supported by internal portfolio management and third-party asset managers employing various investment styles.

Wealth management
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Christopher M

Series 65, Series 66

Little Rock, AR

Nfsg Corporation

Christopher Mccrillis is a financial advisor at NFSG Corporation with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Newbridge Financial Services Group Inc., Newbridge Securities Corporation, Ameriprise Financial Services Inc., and SII. In addition to his advisory role, he operates as a licensed insurance agent in Little Rock, AR, offering life, health, disability, and long-term care policies. NFSG Corporation is an SEC-registered investment adviser that provides asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and employs both discretionary and non-discretionary strategies.

Wealth management
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Timothy J

Series 63, Series 65

Coatesville, PA

Nfsg Corporation

Timothy June is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Hancellor Financial Group WB LP since 2015 and Newbridge Securities since 2011. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and employs both long- and short-term strategies, often utilizing third-party asset managers and providing ongoing monitoring and rebalancing.

Wealth management
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Ivan G

Series 63, Series 65

Boca Raton, FL

Nfsg Corporation

Ivan Gefen is a financial advisor with Nfsg Corporation, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been associated with NewBridge Securities Corporation since 2016. Gefen serves as a board member for multiple nonprofit organizations affiliated with the South Palm Beach Jewish Federation, where he reviews financials and advises senior staff. Nfsg Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party asset managers to meet client objectives.

Wealth management
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