ADVISOR BIO

Nathan Burks is a financial advisor who works for Quility Financial Advisors. Nathan has been working in the financial industry since 2014 and has a Series 65 license. Nathan is registered to provide investment advisory services in Tennessee. Nathan also owns and operates Empowered to Retire, where he sells life insurance and annuities.

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ADVISOR BIO

Nathan Luke Bowman is a registered investment advisor representative and insurance agent with Osaic Wealth, Inc. Nathan has been in the financial industry since March 13, 2024, and has a Series 7TO, SIE and Series 66 licenses. Nathan is based in Chattanooga, TN. Nathan offers financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Nathan also works as an insurance agent, selling and servicing disability insurance, fixed annuities, indexed annuities, long-term care insurance, and traditional life insurance.

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ADVISOR BIO

Nathan Travis is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Nathan has been in the financial services industry since June 3, 1999 and holds both Series 7 and Series 66 licenses. Nathan has been registered with Wells Fargo Clearing Services, LLC since July 27, 2016. Prior to that, Nathan was registered with RAYMOND JAMES & ASSOCIATES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Nathan's specializations include, among others, portfolio management for individuals and businesses, as well as financial planning.

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ADVISOR BIO

Nathaniel Napier is a registered representative with Silver Oak Securities, Inc., based in Knoxville, Tennessee. Nathaniel has been in the industry for over 17 years and specializes in providing financial planning and portfolio management services to individuals and businesses. Nathaniel holds a Series 66 license and is a registered investment advisor. Nathaniel is passionate about helping clients achieve their financial goals and provides personalized service to each client.

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ADVISOR BIO

Nathaniel Manley is an investment advisor representative with Edward Jones. He has been in the industry since September 21, 1988. Nathaniel is registered in 21 states and has passed both the Series 63 and Series 66 exams. He is also registered in Texas as an Investment Advisor Representative. Nathaniel Manley’s branch office is located in Cookeville, Tennessee.

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ADVISOR BIO

Nathaniel Gray is a financial advisor with J.p. Morgan Securities LLC, a leading financial services firm. Nathaniel has a diverse background in the financial services industry and is dedicated to helping clients achieve their financial goals. Nathaniel holds the Series 6, Series 63 and SIE licenses. Nathaniel has been in the industry since 2021. Nathaniel is registered to provide investment advice and services in Maine, Massachusetts, New Hampshire, Rhode Island, and Tennessee.

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ADVISOR BIO

Nathaniel Becker is a Registered Representative at Synovus Securities, Inc. in Nashville, TN. Nathaniel has been in the industry since 2024 and has a Series 79TO, Series 63, and SIE. Nathaniel offers a variety of services, including financial planning, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Nathaniel specializes in securities, mutual funds, variable annuities, and investment advisory services.

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ADVISOR BIO

Nathaniel Kane Tsimikas is a financial professional who has been active in the industry since December 9, 2018. Nathaniel is currently registered with Raymond James & Associates, Inc., a firm that has been serving clients since 1962. Prior to this, Nathaniel worked at COWEN AND COMPANY and CIBC WORLD MARKETS CORP. Nathaniel has a Series 63, SIE, and Series 79. Nathaniel is registered in New York and specializes in insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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ADVISOR BIO

Nathaniel Fredricks is a financial advisor with J.p. Morgan Securities LLC. Nathaniel has been in the financial industry since 2019. Prior to working with J.p. Morgan Securities LLC, Nathaniel worked with MORGAN STANLEY and PRUCO SECURITIES, LLC.. Nathaniel is registered with FINRA and holds the Series 7, Series 66 and SIE licenses.

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ADVISOR BIO

Nathaniel Frigge is a financial advisor at Fielder Capital Group LLC. Nathaniel has been working in the financial services industry since 2013 and is a Certified Financial Planner. He has a Series 65 license and has been registered with the state of Tennessee since 2022. Nathaniel specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, and pension and profit-sharing plans.

SPECIALIZATIONS