Meet Our Team | WealthBridge Financial Group
Our People

Where Collaboration
Builds Excellence

WealthBridge brings together a team of specialists, strategists, and advisors united by a single mission—delivering institutional-grade financial planning to clients and professionals nationwide.

Firm Leadership

Richard Donado
Richard Donado
Chief Executive Officer / General Agent
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Paul Barone
Paul Barone
Managing Director / Growth Development Director
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Kyle Siegel
Kyle Siegel
VP Distribution & Growth
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Shary Fernandez
Shary Fernandez
Senior Managing Director / Strategic Markets Director
in

National Team

Tim Niemann
Tim Niemann
Regional Vice President
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Michael Penn
Michael Penn
Managing Director
in
Alan Krier
Alan Krier
Managing Director
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Ginny Monk-Clem
Ginny Monk-Clem
Managing Director
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Specialists & Key Support

Advanced Planning
Todd Bass
JD | AEP | CM&AA | CFMVA | CEPA | AExP
Todd Bass
In-House Advanced Estate Planning Director
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Nick Muscio
Nick Muscio
Planning & Design Department
Michael D'Aguas
Michael D'Aguas
Advanced Tax Strategies
Brokerage & Insurance
Ken Carlson
Ken Carlson
DI Specialist
in
Mike Chiarella
Mike Chiarella
Investment Specialist
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Vince Colatriano
Vince Colatriano
Life & Client Engagement Specialist
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Zach Fuld
Zach Fuld
Planning & Design Department
in
Cash Flow & Business Strategy
John C. Brooke
CPA (Ret.)
John C. Brooke
Founder/President, Cash Flow Mastered
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Bonnie Humphrey
MBA
Bonnie Humphrey
Cash Flow / Business Finance Specialist
in
Specialty Planning
James Lee
James Lee
Financial Wellness
Chris Curran
Chris Curran
College Planning
Don Brown
ChFC | ChSNC | CASL
Don Brown
Special Needs Planning
Intermediaries
Jason Mandel
Jason Mandel
Skye Gem Solutions
Marketing & Digital
David Kurzrock
David Kurzrock
Marketing Specialist
in
Gianna Klein
Gianna Klein
Marketing Specialist

Building Your Financial Future with Confidence.
Tailored strategies for high-net-worth individuals,
business owners, and financial professionals.

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA / SIPC. 675 Third Avenue, Suite 900, New York, NY 10017, 212-661-1600.

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WealthBridge Financial Group and all other entities and individuals are independent of Equity Services, Inc. and the National Life Group of companies unless otherwise noted. TC 7478248(1224)3