NEXT Financial Group | Home Page


Norm Grant Norman Grant
Norman Grant is a Board of Director with NEXT Financial Holdings, Inc. He has had 34 years of experience in the investment business as a personal producer and OSJ Branch Manager. He earned his CFP™ degree in 1990. Norman serves on NEXT’s Acquisitions & Development committee, the VAM committee, the RIA committee, the Budget committee, the Risk Assessment committee and chairs the Compliance Advisory Board. He is an original founder of NEXT and has served on the Board since inception.


Cary Cowan Cary Cowan
Cary has over 40 years in the financial services field as a personal producer and as an OSJ Branch Manager. Cary holds the CLU, CHFC, CFP® and CWS® designations. He serves on the Acquisitions & Development committee, the VAM committee, the RIA Committee, the Insurance committee and the Acquisition Due Diligence committee. Cary joined NEXT in June 2003 and has been a member of the board since March 2006.
Dave Holtz David Holtz
Dave has 34 years in financial services with 25 of those years as a Division Manager. A 1971 Penn State graduate with a B.S. in Marketing, he acquired the Certified Financial Planner™ designation in 1986 from the College for Financial Planning and maintains a largely fee-based practice.. Dave serves on NEXT's Compliance Advisory Board, IT Advisory Board, Acquisitions & Development committee, Information Technology committee and Compliance committee. He is an original founder of NEXT and has served on the Board since inception.
Jeff Saline Jeffrey Saline
Jeffrey is chairman of NEXT Financial Holdings, Inc. This appointment is in recognition of his instrumental contribution to shaping and expanding the collective companies. In addition to helping NEXT become a seven-time Broker/Dealer of the Year, he has been consistently recognized amongst the top five financial advisors within his broker dealer NEXT Financial Group based upon production over the past five years.

*Based on a poll of registered representatives conducted by Investment Advisor magazine.Broker/Dealers rated highest by their representatives are awarded "Broker/Dealer(B/D) of the Year.
John Untereker John Untereker
John Untereker joined NEXT Financial Holdings in 2016. He has an extensive business background which spans across decades of experience in executive positions where he developed expertise in financial reporting, public company governance, debt and equity financing, mergers and acquisitions and financial systems. John began his impressive career in the New York office of PricewaterhouseCoopers (PwC). John has also held key financial roles, including Chief Financial Officer (CFO). He currently serves as Executive Vice President and COO/CFO of Preventice Solutions, Inc. and was President and COO/CFO at eCardio Diagnostics, LLC from October 2009 to September 2014.
Tom Sboto Tom Sboto
Tom Sboto became a NEXT Financial Holdings, Inc. board of directors member in 2017. He has cultivated an incredible career with more than 35 years of experience in the financial arena. Tom has helped lead the growth and marketing efforts at companies like Securities Settlement Corp, Round Hill Securities and First Allied Securities. His experience in acquisitions, marketing, and business strategy make him an excellent asset to the NEXT leadership team.