ADVISOR BIO

Myles Brandon is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the financial industry since 2018. Myles Brandon holds licenses for both Series 7 and Series 66 exams. He is registered to offer investment advisory services in 53 states, as well as the District of Columbia. He is also registered with the Financial Industry Regulatory Authority (FINRA). Myles Brandon offers a variety of investment advisory services to clients, including portfolio management, financial planning, and educational seminars.

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Natasha Mihaylov is a financial advisor with Wells Fargo Clearing Services, LLC. Natasha has been in the financial services industry since December 2007. Natasha is registered with FINRA and holds Series 6, 7, 63, and 66 licenses. Natasha is also registered as an Investment Advisor Representative (IAR) in Nevada and Texas. Natasha has experience working with clients in a variety of capacities, including providing financial planning, portfolio management, and investment consulting services. Natasha is committed to helping her clients achieve their financial goals.

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Nathan Rockwell is an Investment Advisor Representative with Everspire. Nathan has been a registered investment advisor since November 2021 and is currently registered in Nevada and Utah. Nathan has a Series 65 license and offers financial planning services. Nathan is also a licensed Certified Public Accountant and has over 10 years experience providing tax and valuation services to dental practices.

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Neil Edward Saiz is an investment advisor representative at Edward Jones. Neil has been in the financial services industry since 2011. Neil is registered with the state of Nevada and is active in both the brokerage and investment advisory industries. Neil is licensed to provide financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, businesses, and retirement plans. Neil also has experience with investment clubs and limited liability companies.

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Nicholas Charles Frank is a financial advisor with Morgan Stanley. Nicholas is registered to provide investment advice in 22 states and the District of Columbia, and is also a registered representative in 21 states. Nicholas has been in the securities industry since October 22, 1997. His firm has a long history of providing investment advice to a wide range of clients including high net worth individuals, institutions, and corporations. Morgan Stanley offers a wide range of investment products and services, including financial planning, portfolio management, and asset allocation. The firm is committed to providing its clients with personalized service and comprehensive financial solutions.

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Nicholas Schab is a registered representative with Edward Jones. Nicholas is also a registered Investment Advisor in Nevada. Nicholas has been in the securities industry since June 4, 2024. Nicholas is based in Reno, NV and works at the Edward Jones branch office in Reno. Nicholas has Series 66, 7TO and SIE licenses. Nicholas specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Nicholas also manages rental properties in Reno, NV and Blairsden Graeagle, CA.

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ADVISOR BIO

Nicholas Cohee is a financial advisor with LPL Financial LLC in RENO, Nevada. Nicholas has been in the industry since 2021. Nicholas has a Series 66, a Series 7 and a SIE license. Nicholas is registered with the state of Nevada as a Registered Representative and Investment Advisor Representative, and also is registered in California and Idaho as a Registered Representative.

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Nicholas Robert Barden is a financial advisor with Ameriprise Financial Services, LLC. Nicholas is located in Reno, Nevada, and has been in the industry since 2013. Nicholas offers financial planning, asset allocation services, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Nicolas Conroy is a financial advisor with Morgan Stanley. Nicolas has been in the financial services industry since July 2019. Nicolas is registered to offer investment advisory services in Nevada and Texas. Nicolas has passed the Series 66 and Series 7TO exams, as well as the SIE exam. Nicolas has a background in customer service, which has prepared him well for his work as a financial advisor. Nicolas specializes in providing a range of financial services to individuals, families, and businesses. These include investment management, financial planning, and retirement planning. Nicolas is committed to providing his clients with personalized service and a high level of professionalism.

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ADVISOR BIO

Norman Richard Sarafian is a financial professional with over 40 years of experience in the industry. Norman has a broad background in the securities business, with experience in both broker-dealer and investment advisor roles. Norman is currently registered as a Registered Representative and Investment Advisor Representative with RBC Capital Markets, LLC. Norman is also registered with FINRA and has a Series 7TO, Series 66, Series 63, SIE, and Series 1 licenses. Norman has been with RBC Capital Markets, LLC since 2009 and has experience working with a variety of client types, including high-net-worth individuals, corporations, and charitable organizations.

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