Our Team

A Team of Trusted Advisors & Dedicated Service Professionals

Clarity Point Financial Partners is comprised of experienced financial services professionals with a diverse set of strengths and specialties. Our team is founded upon principles of hard work, honesty and a commitment to building enduring client relationships.

Jim Ewing, CFP®, AIF®, CRPS®, CRPC®

Managing Director, Partner

Michael J. Cona, CFP®, CIMA®, CRPC®

Managing Director, Partner

Brian W. Buchanan, CFP®, CPFA®, CRPS®, NQPA™

Vice President-Corporate Services

Jennifer Navarro

Wealth Management Associate

Jamie Mergliano

Operations Associate

Aileen Wesley

Registered Operations Associate

Christina Miller

Wealth Management Associate

Derrick Schemmel, CFA^®

Investment Analyst and Trader

Learn More About Clarity Point Financial Partners

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Five Greentree Centre
525 Route 73 North, Suite 306
Marlton, NJ 08053
(856) 291-9300

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org