ADVISOR BIO

Nicholas Bonfe is an investment advisor representative with Osaic Wealth, Inc. Nicholas has been in the industry since 2016. Nicholas is registered with the state of Minnesota as an investment advisor representative. Nicholas is also registered with the state of Minnesota, and FINRA.

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ADVISOR BIO

Nicholas Cheng is a financial advisor with Fidelity Personal And Workplace Advisors, based in Gilbert, Arizona. Nicholas has been in the financial services industry since 2010, with experience at State Farm VP Management Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America. Nicholas holds the Series 6, 7, 9, 10, 63, and 66 securities licenses and is registered in 52 states. Nicholas specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

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ADVISOR BIO

Nicholas Gordon Swanson is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ. Nicholas has been in the financial services industry since May 2019 and holds the Series 7TO and SIE licenses. Nicholas is registered with FINRA. Nicholas specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Nicholas Kaiser is a financial advisor with Simplicity Wealth. Nicholas has been working in the financial services industry since 2007, and has been registered with Simplicity Wealth since 2023. He holds Series 6, 7, 63, and 66 licenses, and the SIE designation. Nicholas is also a Certified Financial Planner (CFP). He has previously worked at Edward Jones, Country Capital Management Company, and Northwestern Mutual Investment Services, LLC. Simplicity Wealth provides financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals.

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ADVISOR BIO

Nicholas Silberschlag is a financial advisor with over 25 years of experience in the financial industry. He currently works at Raymond James Financial Services Advisors, Inc., a firm with a strong reputation for providing comprehensive financial advice and services. Nicholas specializes in a variety of areas including financial planning, portfolio management, and pension consulting. His commitment to providing personalized attention and a deep understanding of his clients' needs makes him a valuable resource for individuals and families seeking comprehensive financial guidance.

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ADVISOR BIO

Nicholas Lucarelli is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry for over 12 years. Nicholas is licensed to provide investment advice in several states including Arizona, California, Illinois and Texas. Nicholas is a Series 7 and Series 63 licensed representative. Nicholas has also passed the Series 9, Series 10, and Series 65 exams. Nicholas has a broad range of experience and specializes in serving clients of all types, including individuals, families, businesses, corporations and institutions.

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ADVISOR BIO

Nicholas Castillo is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Nicholas has been in the financial services industry since January 30, 2020. Nicholas holds a Series 66, Series 7TO, and SIE licenses. Nicholas is registered in Arizona, California, and Texas. Nicholas specializes in providing financial advice to individuals, businesses, and pension plans. Nicholas is also a licensed insurance agent. Nicholas is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Nicholas Covert is a financial advisor registered with Morgan Stanley in Gilbert, AZ. Nicholas has been in the financial industry for over 2 years, and holds the following licenses: Series 66, Series 7TO, and the SIE. Nicholas's experience and licenses allow him to provide investment advice and services to individual, corporate, and institutional clients across the United States. Nicholas is registered with the Securities and Exchange Commission (SEC) and FINRA.

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ADVISOR BIO

Nicholas Robinson is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Nicholas has been in the industry since 2023 and has a Series 63 and 66, as well as Series 7TO and the SIE. Nicholas has prior experience with Charles Schwab & Co., Inc. in Phoenix, Arizona. Nicholas is registered in 53 states and has a focus on high-net-worth individuals, corporations, and pension plans.

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ADVISOR BIO

Nicholas Hasselkus is a financial advisor currently registered with Morgan Stanley. Nicholas has been in the industry for over 20 years, beginning his career in 1999. Nicholas is registered to provide investment advice in several states. Nicholas is also a licensed agent with the state of Texas. Nicholas is affiliated with the Scottsdale, AZ office of Morgan Stanley. Prior to joining Morgan Stanley, Nicholas worked for Chase Investment Services Corp., The Huntington Investment Company, BANC One Securities Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, ING Funds Distributor, Inc. and U.S. Bancorp Piper Jaffray Inc. Nicholas has a broad range of experience in the financial services industry and is committed to providing his clients with personalized service and sound investment advice.

SPECIALIZATIONS