Nfsg Corporation

John Zaffarano is a financial advisor at NFSG Corporation with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at NewBridge Securities Corporation since 2016, following a brief tenure at Newport Coast Securities. Outside of his advisory role, he manages Digital Star Entertainment LLC, a music production and record label business, and Arqive AI LLC, a social media app and entertainment venture. 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 range of investment strategies and frequently employs third-party asset managers, offering both discretionary and non-discretionary services.

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 in San Clemente, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Newbridge Securities Corporation since 2007. Brooks is a partner in Gold Coast Financial Group, a securities business, and is involved with Deferred Sales Trust strategies as part of an estate planning team. 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 and financial planning, constructing customized portfolios using a variety of investment strategies and often employing third-party asset managers.

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 at NFSG Corporation with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Newbridge Securities Corporation since 2007. Albert is also a licensed insurance agent specializing in life and variable life/annuities and serves as a trustee for a family trust. NFSG Corporation is an SEC-registered investment adviser that provides asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using a blend of fundamental, technical, and cyclical analysis, employing both long- and short-term strategies while offering discretionary and non-discretionary services.

Antonio Valiengo is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining NFSG Corporation in 2025, he worked at CUSO Financial Services, LP for 18 years. 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, charitable organizations, and businesses. The firm customizes portfolios using a mix of fundamental, technical, and cyclical analysis, employing both long- and short-term strategies and frequently utilizing third-party asset managers.

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 Mc Whorter is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Her prior work includes roles at Newbridge Securities Corp, Newbridge Financial Services Group, Edward Jones, and Wells Fargo Advisors. She is also an advisory board member of the Virginia Medical Freedom Alliance, which focuses on medical legislation affecting children and young adults. NFSG Corporation is an SEC-registered investment adviser providing asset management, third-party manager selection, and financial planning to individuals, institutions, and charitable organizations. The firm customizes portfolios based on client objectives and risk tolerance, using a variety of investment strategies and often employing third-party asset managers.

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 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.