ADVISOR BIO

Nickolas Strain is an investment advisor representative at Halbert Hargrove. He is registered in California and Texas. Nickolas is a Certified Financial Planner. Nickolas's previous experience includes working at HALBERT, HARGROVE & CO.. Nickolas has been in the industry since 2005. His primary business focus is working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Nickolas Seifert is a financial advisor with Ameriprise Financial Services, LLC. Nickolas has been in the financial services industry for over five years. Nickolas has a Series 7TO and Series 66 license. Nickolas holds a Certified Financial Planner designation. Nickolas is registered to provide financial advice in Arizona, California, Colorado, Illinois, and Texas. Nickolas has previously worked at The Leaders Group, Inc., M Holdings Securities, Inc., and First Allied Securities, Inc. Nickolas is also a Board Member for Seifert, a non-investment related position. Nickolas specializes in providing financial advice to individuals, corporations, high-net-worth individuals, pension and profit sharing plans, and charitable organizations.

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Nickolas Lorenzo Locicero is an Investment Advisor Representative at Mercer Global Advisors Inc. located in Walnut Creek, CA. Nickolas has been in the industry since March of 2023. Nickolas holds a Series 65 license. Nickolas is a specialist in the following areas: Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for Individuals. Nickolas has a long history of experience in the financial services industry. In addition to Mercer Global Advisors Inc., Nickolas has been employed at Beacon Pointe Advisors, LLC, Doordash, Inc., Instacart, California State University, Fullerton, Bouchon Bakery, Saint Mary's College of California. Nickolas also provides Trust Services, Estate Planning, Tax Return Preparation, and Consultation.

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Nickolas Eubanks is an active advisor at Edward Jones. Nickolas Eubanks has been in the industry since May 13, 2021. Nickolas Eubanks is registered in 19 states and has been approved to conduct business in both Broker-Dealer and Investment Advisor capacities. Nickolas Eubanks holds the Series 66, Series 7TO, and SIE licenses.

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Nickolaus Keith is a registered representative with Charles Schwab & CO., Inc. Nickolaus has been in the industry for more than a year. Nickolaus Keith is registered to provide securities related services in California and is currently employed by Charles Schwab & CO., Inc. in Menlo Park, CA. Nickolaus Keith has a Series 7TO, SIE and Series 66 license. Nickolaus is also licensed to provide investment advisory services in California. Nickolaus Keith's firm Charles Schwab & CO., Inc. has offices in San Francisco, CA. Nickolaus Keith's firm has more than $50 billion in assets under management and has more than 919,128 clients.

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Nicky Yu Chen is a financial advisor registered with J.P. Morgan Securities LLC. Nicky has been in the industry since October 7, 2019. Nicky holds the Series 63, Series 6TO, and SIE licenses. Nicky is registered in California, District of Columbia, New York, and Ohio. Nicky specializes in investment advisory services, portfolio management for individuals and businesses, and financial planning.

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Nico Russo is a financial advisor with Equitable Advisors, LLC, with over 5 years of experience in the industry. Nico is registered to provide investment advice in 24 states and territories. Nico also holds the Series 66 and Series 7 licenses.

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Nicoh Alday is a financial advisor at Morgan Stanley, with over 2 years of experience in the financial services industry. Nicoh is licensed in multiple states to offer investment advice and products and has a strong track record of success in helping clients achieve their financial goals. Nicoh is committed to providing personalized service and working closely with clients to understand their individual needs. Nicoh Alday is also a partner in Oakley Place LLC, which is an adult residential facility.

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Nicohl Lorrelle Bogan is a financial professional with over 6 years of experience in the industry. Nicohl is a registered representative with Charles Schwab & CO., Inc. Nicohl is licensed in California and Colorado. Nicohl holds Series 63, Series 24 and Series 7 licenses. Nicohl is also a licensed Securities Industry Essentials (SIE) exam holder. Nicohl specializes in providing financial planning and investment advice to individuals and businesses.

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Nicola Drury is a financial advisor with LPL Financial LLC. Nicola has been in the financial services industry for over 12 years and is licensed in California. Nicola has expertise in a variety of areas, including financial planning, portfolio management, and retirement planning. Before joining LPL Financial LLC, Nicola worked at INDEPENDENT FINANCIAL GROUP, LLC. Nicola has earned the Series 7, Series 24, Series 66 and Series 99TO licenses. Nicola is dedicated to providing her clients with the highest level of service and helping them achieve their financial goals.

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