ADVISOR BIO

Nathan David White is a financial advisor who has been in the industry since 2001. He currently works for Onedigital Investment Advisors in Walnut Creek, California. Nathan holds a Series 6, Series 63, Series 65 and SIE licenses. Previously, Nathan worked for Triad Advisors, LPL Financial, M Holdings Securities, and GWFS Equities. Nathan provides financial planning, pension consulting and portfolio management services to individuals, businesses and pooled investment vehicles.

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ADVISOR BIO

Nathan Logan is a financial advisor with over 14 years of experience in the industry. Nathan is currently registered with Morgan Stanley as a Registered Representative. Prior to joining Morgan Stanley, Nathan was a financial advisor at Citigroup Global Markets Inc. for approximately a year. Nathan has passed the Series 7, Series 66 and SIE exams. Nathan has been registered in 40 states and has a broad range of experience advising a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, investment companies, and pension and profit-sharing plans.

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ADVISOR BIO

Nathan Alexander Morgan is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. in Irvine, CA. Nathan has been active in the financial services industry since April 2017. Nathan has a diverse background in financial services, having held previous roles with Bank of America, N.A. in both Lancaster and Irvine, CA. With a focus on providing comprehensive financial advice, Nathan is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Nathan Windawi is a financial advisor registered with LPL Financial LLC and based in Tustin, California. Nathan has over 10 years of experience in the financial services industry and holds the Series 7, 66, and SIE licenses. Nathan specializes in providing financial planning, portfolio management, and consulting services to individuals and businesses. Nathan's firm, LPL Financial, is a leading provider of financial advice and investment management services, with over $50 billion in assets under management.

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ADVISOR BIO

Nathan Michael Forrest is an investment advisor representative at Edward Jones. Nathan has been in the financial industry since November 2007 and holds the Series 7, Series 66 and SIE securities licenses. Nathan is registered with the state of California and Texas. Nathan has been with Edward Jones since September 2007. Edward Jones provides financial planning, portfolio management for individuals, pension consulting and selection of other advisors. Edward Jones has been in the financial industry for over 100 years and has over 19,000 financial advisors.

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ADVISOR BIO

Nathan David Cloutier is a financial advisor with LPL Financial LLC. Nathan is licensed in Texas and Vermont and specializes in financial planning and investment management. He is also licensed to provide investment advice to individuals, businesses, and retirement plans. Nathan has extensive experience in the financial services industry, having previously worked as an Executive Director - Business Development for Vermont Expos, Inc. DBA Vermont Lake Monsters, and as a financial advisor for SilverLake Wealth Management, LLC. Nathan is dedicated to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Nathan Cultice is a financial advisor at Castle Wealth Planning. Nathan has over 25 years of experience in the financial services industry. Nathan is a Certified Financial Planner and holds Series 7 and Series 63 licenses. He is registered to provide investment advice in California and Texas. Castle Wealth Planning, is a registered investment advisor, specializing in financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

Nathan Bennett is a financial advisor with over 23 years of experience in the financial services industry. Nathan is a Certified Financial Planner and Chartered Financial Consultant. Nathan is registered to offer securities and investment advisory services in 45 states, including California and Texas. Nathan is also a 50% owner and managing partner of Summit Financial Group, LLC. Nathan's firm, Raymond James Financial Services Advisors, Inc., offers a wide range of financial services, including financial planning, investment management, and retirement planning. The firm has over 6,500 clients and manages over $344 billion in assets.

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ADVISOR BIO

Nathan D. Singh is a financial advisor with LPL Financial LLC in Modesto, CA. Nathan has been in the financial services industry since October 2016. Nathan is a registered representative with FINRA and is licensed in California. Nathan specializes in providing financial advice to individuals, businesses, and retirement plans. Nathan holds the Series 6 and Series 63 licenses, as well as the SIE exam. Prior to joining LPL Financial, Nathan was a financial advisor with J.P. Morgan Securities LLC.

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ADVISOR BIO

Nathan Pujanes is a registered representative with J.p. Morgan Securities LLC and has been in the financial services industry since August 2013. Nathan holds the Series 6, Series 63 and SIE licenses. Nathan is located in Corona, California and is registered to do business in California and Minnesota. Nathan specializes in investments, securities, mutual funds, variable annuities, and retirement planning.

SPECIALIZATIONS