ADVISOR BIO

Nicholas McDonald is an Investment Advisor Representative with One Capital Management, LLC. He has been with the firm since January 2012. Nicholas is registered with the state of California. He holds the Series 65 license. Nicholas specializes in providing investment advice to individuals, high net worth individuals, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Nicholas Pulli is a financial advisor with Morgan Stanley. Nicholas has over 3 years of experience in the financial services industry. Nicholas is registered with both FINRA and the Securities and Exchange Commission. Nicholas holds the Series 7, 66, and SIE securities licenses. Nicholas offers a wide range of financial services including portfolio management, financial planning, and investment advisory services.

SPECIALIZATIONS

ADVISOR BIO

Nicholas Westendorf is a financial advisor at Morgan Stanley. Nicholas is a registered representative of Morgan Stanley and offers a range of services to individuals and families. Nicholas has been in the industry since 2014. They specialize in investment advice, financial planning and portfolio management. Nicholas is a licensed investment advisor in California and Texas.

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ADVISOR BIO

Nicholas Costas is a registered Investment Advisor Representative associated with ONE Capital Management, LLC. Nicholas's primary focus is on providing financial planning and investment advisory services to individuals and families, investment companies, and corporations. Nicholas has been in the financial services industry since 2014. Nicholas earned the Series 65 license in November of 2022 and is registered with the State of California.

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ADVISOR BIO

Nicholas Poppe is an investment advisor representative with Assetmark, Inc. Nicholas has been in the industry since 2020, holding a Series 7TO, Series 66, and SIE licenses. Nicholas specializes in financial planning, retirement planning, investment management for individuals and investment companies. Nicholas is registered with the state of Arkansas.

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ADVISOR BIO

Nicholas Mynderse is an investment advisor representative with State Farm Investment Management Corp. Nicholas Mynderse is licensed in Arizona, California, and Nevada. Nicholas Mynderse has been in the securities industry since March 13, 2016. Nicholas Mynderse has held previous positions with State Farm VP Management Corp. and Ralph Bettencourt Insurance Agency.

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ADVISOR BIO

Nicholas Schrepfer is a registered investment advisor representative with Morgan Stanley. Nicholas has been in the securities industry since November 4, 2021 and is registered to provide investment advice in 50 states. Nicholas has passed the Series 7TO, Series 66, and SIE exams. Nicholas's current employment is with Morgan Stanley in Long Beach, California. Nicholas has a background in retail and customer service. Nicholas also has a diverse list of specializations.

SPECIALIZATIONS

ADVISOR BIO

Nicholas Doddo is an Investment Advisor Representative at Lido, a firm located in Los Angeles, California. Nicholas has been in the financial industry since 2012 and has a Series 65 license. Lido provides a range of financial advisory services, including financial planning, portfolio management for individuals and businesses, and educational seminars. The firm manages over $19 billion in assets for a diverse client base, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Nicholas Dolle is a registered representative and investment advisor representative with Morgan Stanley in Newport Beach, CA. Nicholas has been in the financial services industry since December 2005. Prior to joining Morgan Stanley, Nicholas was employed by CITIGROUP GLOBAL MARKETS INC. Nicholas holds Series 31, Series 7, and Series 63 securities licenses as well as Series 65 investment advisory licenses.

SPECIALIZATIONS

ADVISOR BIO

Nicholas Bzovi is a financial advisor with Morgan Stanley in Newport Beach, California. Nicholas has been in the industry since March 2003, working previously at Great Point Capital LLC in Chicago, Illinois. Nicholas holds the Series 7, Series 55, Series 63, Series 57TO and Series 66 licenses. Nicholas specializes in a variety of financial services including portfolio management, financial planning, and pension consulting.

SPECIALIZATIONS