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.

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.

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.

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.

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.

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.

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.

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.

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.

Richard Benedetti is a financial advisor at NFSG Corporation with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at NewBridge Securities Corporation since 2007. 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 businesses. The firm offers diversified portfolio construction and monitoring, discretionary and non-discretionary asset management, and utilizes both in-house and third-party asset managers with various investment styles.

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.

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.

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.

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.

John Donoso 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 firms including Newbridge Financial Services Group, Cetera Advisors, and Chase Investment Services. Outside of advising, he is involved in consulting on commercial industrial real estate transactions, focusing on sourcing deals for buyers. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of portfolio management and financial planning services supported by internal research and multiple third-party asset manager arrangements.