ADVISOR BIO

Mystica Bermudez is a registered representative at J.P. Morgan Securities LLC. Mystica is a licensed agent in Arizona and has been in the industry since February 2022. Mystica's specializations include investment company products, variable contracts, and securities. Mystica is currently located at the Phoenix branch of J.P. Morgan Securities LLC, located at 7022 N. 7TH STREET, PHOENIX, AZ 85020.

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ADVISOR BIO

Nancy Smith is a financial advisor with Pruco Securities, LLC, based in Phoenix, AZ. Nancy has been a registered representative since 1993, and has held several licenses and registrations. Her expertise lies in providing financial advice to individuals, corporations, and other businesses. She is particularly skilled in investment company products, variable contracts, and has a strong understanding of the securities industry. Nancy is committed to helping clients reach their financial goals through personalized and comprehensive financial planning.

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ADVISOR BIO

Natalie Ann Rivosecchi is a financial advisor registered with Schwab Wealth Advisory, Inc. Natalie is a CERTIFIED FINANCIAL PLANNER™ professional. Natalie has been in the financial services industry since August 24, 2010. Natalie holds the Series 66, Series 7, Series 9 and Series 10 securities licenses as well as the SIE exam. Natalie is licensed in 53 states and the District of Columbia. Natalie is also an investment advisor representative in Arizona and Texas. Natalie previously worked with USAA FINANCIAL ADVISORS, INC. and is an owner of HF Management LLC.

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ADVISOR BIO

Natasha Allen is a financial advisor with Edward Jones, a firm with over $824 billion in assets under management. Natasha has been a financial advisor for over 10 years and has experience working in various industries. Natasha is registered with both the state of Arizona and Missouri. Natasha works with a wide range of clients, including individuals, families, and businesses. She is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Nathalie Marie Therese Potvin is a registered representative with Wells Fargo Clearing Services, LLC. Nathalie is licensed in Arizona and Texas. Nathalie has been in the securities industry since 2010 and has held previous roles with Edward Jones and Wells Fargo Advisors. Nathalie is a Series 66, Series 7, and SIE licensed individual, who also holds other certifications. She specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations. Nathalie is dedicated to helping her clients achieve their financial goals.

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ADVISOR BIO

Nathan Warwick is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Nathan has been in the industry since May 2018 and has a total of 50 state licenses. Nathan has passed the Series 66, Series 7 and SIE exams. The advisor has a strong focus on working with high-net-worth individuals, corporations, and charitable organizations. The advisor can provide portfolio management services, pension consulting, and financial planning services.

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ADVISOR BIO

Nathan Willardson is an investment advisor representative with J.P. Morgan Securities LLC and has been in the industry since 2017. Nathan Willardson has successfully passed the Series 63, Series 7, and Series 65 exams, as well as the SIE. Nathan Willardson holds active licenses in 53 states and the District of Columbia. Nathan Willardson is an experienced advisor who specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans.

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ADVISOR BIO

Nathan Martin is a financial advisor with Cambridge Investment Research Advisors, Inc. He has been in the industry since 2023. Nathan is registered in Arizona and has passed the Series 7TO, SIE, and Series 66 exams. He is also an independent insurance agent for various independent insurance agencies. Nathan has a strong background in education and financial planning, and is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Nathan McCrillis is a financial advisor with over 15 years of experience in the industry. Nathan is registered with Schwab Wealth Advisory, Inc. and has Series 7, Series 9, Series 10, and Series 66 licenses. Nathan is also a registered investment advisor in several states.

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ADVISOR BIO

Nathan Raso is an Investment Advisor Representative at Knights of Columbus Asset Advisors LLC. Nathan has been in the industry since January 2009 and holds the Series 65 license. Nathan is registered in Arizona and Utah. Nathan is active in Knights of Columbus Insurance as a Field Agent and General Agent. Nathan specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

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