Affliated Firms
Granite Bridge Wealth Management
Brian Diffily, BFA
Brian Hartmann, CFP
Jason Rausch, CFP, CFA
Benefit Concepts, Inc.
Barrett Boychuck-Quigley
109 N. Haddon Avenue Haddonfield, NJ 08033
856-427-0020
Client Focused Advisors
Jason Hill, FFS
2799 NW 2nd Avenue, Suite 105 Boca Raton, FL 33431
212-573-5564 | mliebelt@swl-advisors.com
Brett Sigler, CFP
177 W Putnam Ave, Suite 2694 Greenwich, CT 06830
212-573-5558 | cbjones@swl-advisors.com
William Phillips
24 East Park Ave, 2nd Floor Long Beach, NY 11561
516-280-7177 | jwisniewski@swl-advisors.com
Donato Financial Group, LLC
Nicholas Donato, Jr.
55 Broadway, Suite 53B Park Ridge, NJ 07656
201-505-0500 | ndonatojr@donatofg.com
Matthew LaSala, CLTC
55 Broadway, Suite 53B Park Ridge, NJ 07656
201-505-0500 | mlasala@donatofg.com
Headquaters Financial Group, Inc.
Clarity FP
Anthony Mudd, LUTCF, AIF
3740 Edison Lakes Parkway Mishawaka, IN 46545
574-544-0045 | tmudd@clarity-fp.com
Rex Sallak, LUTCF, FSS
3740 Edison Lakes Parkway
Mishawaka, IN 46545
574-318-4442 | rsallak@clarity-fp.com
Jennifer Keck, MSF, MBA, CFP
3740 Edison Lakes Parkway
Mishawaka, IN 46545
574-544-0456 | jkeck@clarity-fp.com
William Dorsch
3740 Edison Lakes Parkway
Mishawaka, IN 46545
574-544-0454 | wdorsch@clarity-fp.com
Nathan Fischer
3740 Edison Lakes Parkway
Mishawaka, IN 46545
574-544-0045 | nfischer@clarity-fp.com
SWL Advisors
James Wisniewski, MBA, CLU, ChFC
125 N. Executive Drive, Suite 106 Brookfield, WI 53005
262-955-1500 | jwisniewski@swl-advisors.com
Mark Liebelt
10602 N. Port Washington Road, Suite 205 Mequon, WI 53092
262-241-8678 | mliebelt@swl-advisors.com
Chris Jones
125 N. Executive Drive, Suite 106 Brookfield, WI 53005
262-955-1518 | cbjones@swl-advisors.com
Bierals Wealth Management, LLC
Osaic Wealth
Hook Wealth Management
Two River Financial
Douglas Niosi, CFP®, CLU®, ChFC®
34 Shrewsbury Avenue, Suite 1B
Red Bank, NJ 07701
732-509-7567 | douglas@tworiverfinancial.com
Neoni Wealth Strategies
Chris Spencer
290 West Mt Pleasant Ave
Suite 2300
Livingston, NJ 07039
201-755-4991
76 Wealth Advisory
Lou Hery
862-335-0076 | lhery@76wealth.com
Jack Costello
James Costello
520 Speedwell Ave, Suite 113
Morris Plains, NJ 07950
862-335-0076