Kyle Corgan is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at NewBridge Securities Corporation since 2018 and Fidelity Investments from 2011 to 2017. Outside of his advisory role, he is a licensed insurance agent and is involved with HomeVestors, marketing 1031 exchanges and DST investments. He also operates an insurance sales business under Goosehead Insurance Agency, LLC. NFSG Corporation provides investment advisory and financial planning services to a wide range of clients, including individuals, institutional participants, and charitable organizations. The firm offers diversified portfolio management and employs internal and third-party asset management resources to support its advisors.

Stephen Spence is a CFP® with 30 years of industry experience, currently serving as a financial advisor at NFSG Corporation. His prior experience includes 18 years at U.S. Bancorp Investments, Inc. Outside of his financial career, Spence is active in religious leadership, serving as a pastor and president of the board at New Life Community Church, Inc. and previously at MillCity Assembly of God Church in Neenah, WI. 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 portfolio management with a range of investment instruments and utilizes internal portfolio management as well as third-party asset managers employing various investment styles.

Connor Mahoney is a financial advisor at NFSG Corporation with five years of industry experience. He holds the Series 66 designation and has previously worked at Newbridge Securities Corporation and Greycliff Wealth Management. Outside his advisory role, he is involved with Mahoney Asset Management, a limited liability company focused on lead generation and sales. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager selection, utilizing diversified portfolios constructed from equities, ETFs, mutual funds, fixed income, and other instruments.

Sherrie Stalzer is a financial advisor at NFSG Corporation with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Newbridge Securities Corporation, Cortera Corp, JP Morgan Securities LLC, and JP Morgan Chasebank. In addition to her advisory role, she is active as an insurance agent and in insurance sales. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolios and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis, and frequently employs third-party asset managers to tailor investment strategies to client objectives and risk tolerance.

Russell Pierce is a financial advisor with NFSG Corporation in Warner Robins, GA, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Griggers Wealth Management and LPL Financial. Pierce serves as a director of Ironmen Ministries, a local men's prayer breakfast group that meets weekly and organizes an annual retreat. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management and financial planning to a diverse client base, including high-net-worth individuals and institutions. The firm customizes portfolios using a variety of investment strategies and frequently employs third-party managers to meet client objectives and risk tolerances.

Eric Fields is a financial advisor with Nfsg Corporation and holds the Series 63 and Series 65 designations. He has 32 years of industry experience, including prior roles at NewBridge Securities Corporation, Chicago Investment Group, Ameriprise Advisor Services, and Choreo, LLC. Outside of finance, he is involved with H&B Fields Inc., a company engaged in product distribution and delivery. Nfsg Corporation serves a diverse client base that includes individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, financial planning, and access to third-party asset managers, utilizing a range of investment instruments and internal research support.

Nicholas Giallourakis is a financial advisor at NFSG Corporation with 24 years of industry experience. He holds the Series 66 designation and has worked at NewBridge Securities Corporation since 2016. NFSG Corporation provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using a variety of instruments and offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager selection.

Matthew Eglow is a financial advisor at NFSG Corporation with a Series 65 credential and one year of industry experience. His prior roles include positions at NewBridge Securities Corporation and Northwestern Mutual. He also worked at the University of Florida and North Broward Preparatory School before entering the financial industry. NFSG Corporation provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios and offers both discretionary and non-discretionary asset management, supported by internal portfolio management and third-party asset managers.

Guy Amico is a financial advisor at NFSG Corporation with 37 years of industry experience. He holds a Series 63 designation and has worked at Newbridge Securities Corporation since 2000. Outside of his advisory role, he is president and partner of Intelligent Holdings, Inc., a company involved in internet marketing and advertising. 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 variety of analytical approaches and strategies while frequently utilizing third-party asset managers.

Wesley Litwin is a financial advisor at NFSG Corporation with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Newbridge Securities Corporation since 2024. Outside of finance, he owns and manages artist appointments for IN-VISION ART LLC, operating as Magik 5 Tattoo in Oakland Park, FL. NFSG Corporation 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 variety of investment strategies and frequently employs third-party asset managers, offering services on both a discretionary and non-discretionary basis.

Dennis Zator is a financial advisor at NFSG Corporation with 51 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Newbridge Securities Corporation since 2010. NFSG Corporation provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and businesses. The firm constructs diversified portfolios using a range of instruments and employs an internal portfolio manager to support its advisors, while also using third-party asset managers with various investment styles.

Justin Cornelison is a financial advisor at NFSG Corporation with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Newbridge Financial Services Group, Newbridge Securities Corporation, Foresters Advisory Services LLC, and Foresters Financial Services. In addition to his advisory role, he is an independent life insurance agent specializing in life, variable life, variable annuities, and travel accident insurance. 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 variety of analytical approaches and investment strategies, and frequently utilizes third-party asset managers with ongoing monitoring and rebalancing.

Stephen Tracy is a financial advisor with NFSG Corporation in Robinson, IL, holding Series 63 and Series 66 designations and 22 years of industry experience. His prior work includes roles at NewBridge Securities Corporation, Cabot Lodge Securities LLC, IFS Securities, and Edward Jones. He is also licensed as an insurance agent. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, and customized portfolios using a variety of investment strategies and third-party managers.

Jeffrey Huff is a financial advisor with NFSG Corporation in Tacoma, WA, holding a Series 63 designation and bringing 41 years of industry experience. His career includes roles at LPL Financial, National Planning Corporation, and Kestra Investment Services, among others. Outside of his advisory work, he is involved in marketing through Jeff Huff & Associates LLC and has experience as an insurance agent with Western United Life Insurance Company. 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 businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party asset managers in its investment approach.

Robert Whitaker is a financial advisor at NFSG Corporation with three years of industry experience. He holds a Series 66 designation and has worked at Newbridge Securities Corporation since 2017. Prior to his advisory career, he was employed at Macy’s and also worked as an independent insurance agent. Whitaker is involved in insurance sales through his business activities with Whitaker Wealth Financial Services LLC. 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 using a variety of investment strategies and often employs third-party asset managers to serve its clients.

Michael Whitaker is a Chartered Financial Consultant (ChFC®) with 22 years of industry experience. He is affiliated with Nfsg Corporation and has worked at Newbridge Securities since 2009. Outside of his financial services career, he is involved in a horse trading and training business based in Ocala, Florida. 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, institutions, and charitable organizations. The firm constructs customized portfolios using a variety of investment strategies and frequently employs third-party asset managers to tailor portfolios to clients’ objectives and risk tolerance.

Chad Champion is a financial advisor at NFSG Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Newbridge Financial Services Group, National Asset Management, and Wunderlich Securities. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a combination of fundamental, technical, and cyclical analysis.

Michael Zappier is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Newbridge Securities since 2008. 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 using fundamental, technical, and cyclical analysis across a range of securities.

Richard Dorfman is a financial advisor with Nfsg Corporation in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes roles at Money Concepts Capital Corp, Kovack Advisors, Fidelity Investments, and CETERA Advisor Networks. Nfsg Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm constructs diversified portfolios using various instruments and employs internal portfolio management and third-party asset managers to support its advisors.

Joseph Mellusi II is a financial advisor with Nfsg Corporation in New York, NY, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Newbridge Securities since 2011. Outside of his advisory role, he serves as CEO of First Colonial Group. 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 range of investment strategies and frequently employs third-party managers, offering services on both discretionary and non-discretionary bases.