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Mark H

Series 63

Schulenburg, TX

Nfsg Corporation

Mark Hudec is a financial advisor with NFSG Corporation and holds a Series 63 designation. He has 38 years of industry experience, including previous roles at United Planners' Financial Services, Trilogy Wealth Management, and Trilogy Wealth Partners. Outside of his advisory work, he is also an independent insurance agent specializing in life and health insurance. 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 mix of fundamental, technical, and cyclical analysis, and frequently uses third-party managers to deliver discretionary and non-discretionary investment solutions.

Wealth management
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Todd W

Series 65, Series 66

Boca Raton, FL

Nfsg Corporation

Todd Weatherwax is a financial advisor with NFSG Corporation in Boca Raton, FL, holding Series 65 and Series 66 licenses and nine years of industry experience. He has previously worked at Newbridge Securities Corporation, Valic Financial Advisors, and Primerica Financial Services. Outside of advisory roles, he is also active as an insurance agent. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to a range of clients, including individuals, pension plans, 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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Marc B

Series 63, Series 65

Fresno, CA

Nfsg Corporation

Marc Barton is a financial advisor at NFSG Corporation with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Cetera Advisors LLC, and Newbridge Financial Services Group Inc. Outside of advisory roles, he is a licensed realtor in Maryland and is involved in real estate activities including mortgage services and residential and commercial property sales. 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, constructs diversified portfolios, and supports its advisors with internal research and third-party asset manager partnerships.

Wealth management
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Marc B

Series 63, Series 65

Boca Raton, FL

Nfsg Corporation

Marc Brown is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott for 18 years. Outside of his advisory role, Brown engages in coaching and speaking at universities and organizations on the advantages of investing. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios and frequently utilizes third-party asset managers through discretionary and non-discretionary arrangements.

Wealth management
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Richard M

Series 63, Series 66

Boca Raton, FL

Nfsg Corporation

Richard Miller is a financial advisor with NFSG Corporation, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Newbridge Securities Corporation since 2007. Outside of advising, Miller is involved in real estate sales and operates a sole proprietorship as an insurance agent specializing in fixed and indexed annuities and life insurance. NFSG Corporation is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, and customized portfolio construction using a variety of investment strategies and third-party managers.

Wealth management
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Gregory M

Series 63, Series 66

Boca Raton, FL

Nfsg Corporation

Gregory Mcleod is a financial advisor with NFSG Corporation in Boca Raton, FL, holding Series 63 and Series 66 designations and 29 years of industry experience. He has worked at NewBridge Securities Corporation and NFSG Corporation since 2002. NFSG Corporation is an SEC-registered investment adviser providing 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, employing long- and short-term strategies and frequently utilizing third-party asset managers.

Wealth management
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Neil B

Series 63

Boca Raton, FL

Nfsg Corporation

Neil Bradie is a financial advisor at NFSG Corporation with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including National Securities Corp, B. Riley Wealth Management, and Kestra Advisory Services LLC. Neil is based in Coral Springs, FL. 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, third-party manager selection, and financial planning, customizing portfolios using a variety of investment strategies and asset types.

Wealth management
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Timothy C

ChFC®, Series 63

Corinth, MS

Nfsg Corporation

Timothy Campbell is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Newbridge Securities Corporation, Newbridge Financial Services Group, MML Investors Services, and Mass Mutual Life Insurance Company. He is also a sales agent with Campbell & Associates, focusing on life and health insurance. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies.

Wealth management
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Gregory R

Series 63, Series 65

Chicago, IL

Nfsg Corporation

Gregory Romanczuk is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Newbridge Securities since 2010. Outside of his advisory role, he is also an insurance representative selling variable and fixed annuities. 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 utilizes a mix of fundamental, technical, and cyclical analysis to tailor portfolios to client objectives and risk tolerance.

Wealth management
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Christopher S

Series 63, Series 66, Series 65

Belmont, NC

Nfsg Corporation

Christopher Shaw is a financial advisor with NFSG Corporation, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Newbridge Financial Services Group, Pruco Securities LLC, and Kalos Capital Inc. Outside of his advisory work, he serves as treasurer and bookkeeper for Resurgence PPG, a nonprofit providing powered paragliding therapy to disabled veterans, and he is the head varsity soccer coach at South Point High School. 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 discretionary and non-discretionary asset management and employs an internal portfolio manager to support its advisors, utilizing a variety of investment styles and third-party asset managers.

Wealth management
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Jeffrey D

Series 66

Boca Raton, FL

Nfsg Corporation

Jeffrey Daut is a financial advisor with NFSG Corporation in Boca Raton, FL, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Newbridge Financial Services Group Inc, Newbridge Securities Corporation, and Wells Fargo Clearing. In addition to his advisory work, he is involved in insurance sales, focusing on accident, health, life, and variable annuity products. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers customized portfolio construction and financial planning, employing a mix of fundamental, technical, and cyclical analysis with both long- and short-term strategies, and frequently utilizes third-party asset managers.

Wealth management
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Giovanni B

Series 63, Series 65

Morristown, NJ

Nfsg Corporation

Giovanni Buzzetta is a financial advisor at NFSG Corporation with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Newbridge Securities since 2017 and National Securities Corp from 2013 to 2017. Outside of advising, he serves as a CCD instructor for a Catholic church program in Helmetta, NJ. 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 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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Richard S

Series 63, Series 65, Series 66

Boca Raton, FL

Nfsg Corporation

Richard Slavik is a financial advisor with NFSG Corporation in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at NewBridge Securities Corporation, Kovack Securities, LLC, and Investacorp, Inc. Outside of advisory services, he has involvement in fixed insurance product sales. NFSG Corporation provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs diversified portfolio construction and offers access to both internal portfolio management and third-party asset managers through discretionary and non-discretionary arrangements.

Wealth management
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Elieth S

Series 65

Boca Raton, FL

Nfsg Corporation

Elieth Strunk is a financial advisor with NFSG Corporation in Boca Raton, FL, holding a Series 65 credential and eight years of industry experience. Prior to joining NFSG in 2026, Strunk worked at NewBridge Securities Corporation, Equitable Advisors, AXA Advisors, Lincoln Investment Planning, Morgan Stanley, and Bank of America. NFSG Corporation provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager selection, utilizing a range of investment instruments and multiple portfolio management approaches.

Wealth management
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Robert B

Series 63, Series 66

Monument, CO

Nfsg Corporation

Robert Bragg is a financial advisor with NFSG Corporation in Monument, CO, holding Series 63 and Series 66 designations and having 22 years of industry experience. He has worked at NewBridge Securities Corporation for 10 years and is president of Falcon Financial Services, Inc., a financial services firm. 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 discretionary and non-discretionary asset management, financial planning, and third-party asset manager selection, utilizing diversified portfolios and internal research resources.

Wealth management
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