ADVISOR BIO

Nancy Angela Stebner is a financial advisor who has been in the industry since March 14, 2007. Nancy is currently registered with Stifel, Nicolaus & Company, Inc. in New York. Previously, Nancy was also registered with RYAN BECK & CO. in New York. Nancy holds several licenses and registrations including Series 63, Series 65, Series 7 and the SIE. Nancy specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

Nancy Freeman is a financial advisor with over 15 years of experience in the financial services industry. Currently, Nancy is registered with Robert W. Baird & Co. Inc. and is located in the Charlotte, NC branch office. Prior to joining Robert W. Baird & Co. Inc., Nancy was employed at BANC OF AMERICA SECURITIES LLC. Nancy holds the Series 7, Series 63, and SIE licenses.

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ADVISOR BIO

Nancy Zehr is a financial advisor with over 27 years of experience in the industry. Nancy is currently registered with Mesirow Financial Investment Management, Inc. and has been with the firm since August 2024. Before joining Mesirow, Nancy was a financial advisor at American Global Wealth Management, Inc. and IMPRINT WEALTH LLC DBA PRICE WEALTH MANAGEMENT. Nancy holds a Series 7, Series 63, Series 24 and Series 65 licenses. Nancy has experience working with various client types including individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, investment companies, and insurance companies.

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ADVISOR BIO

Nancy Ann Minkkinen is a financial advisor registered with RBC Capital Markets, LLC. Nancy has over 23 years of experience in the financial industry. Nancy is a registered investment advisor in Minnesota and Texas. Nancy has also held previous registrations with Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, and Wells Fargo Brokerage Services, L.L.C., among others. Nancy holds Series 6, 7, 63, and 65 licenses as well as the SIE designation. Nancy's specialties include working with high-net-worth individuals, corporations, and family trusts.

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ADVISOR BIO

Nancy Lynn Gunter is a financial advisor with over 20 years of experience in the industry. Nancy has been registered with the Securities and Exchange Commission (SEC) since 2000. Currently, Nancy is registered with Robert W. Baird & Co. Inc. and holds both Series 7 and Series 66 licenses. Nancy provides financial planning and investment management services to individual and institutional clients. Nancy focuses on financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Nancy Nuernberger Thomsen is a financial advisor with Creative Planning. Nancy holds both Series 6 and Series 65 securities licenses, and she is a Certified Financial Planner. Nancy has been a financial advisor since 1986 and has experience in both the investment company products and variable contracts, and investment advisory fields. In addition to experience at Creative Planning, Nancy has also worked at Vantage Investment Partners, John Hancock Funds, Inc., and Transamerica Fund Distributors, Inc. Nancy is registered in Kansas and Texas.

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ADVISOR BIO

Nancy Odonnell Vincey is an experienced financial advisor, having been in the industry since 1986. Nancy is currently a registered representative with RBC Capital Markets, LLC, which is a FINRA registered broker-dealer and an SEC registered investment advisor. Nancy is licensed in multiple states across the country. Nancy is a specialist in a range of areas and products including fixed income, mutual funds, stocks, options, variable annuities, and retirement planning. Prior to RBC Capital Markets, LLC, Nancy was associated with several other firms including Tucker Anthony Incorporated, Branch, Cabell & Co., Inc., Wachovia Brokerage Services, Crestar Securities Corporation, NationsSecurities, NationsBanc Securities, Inc., NationsBanc Capital Markets, Inc., Sovran Investment Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Shearson Lehman Brothers Inc.

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ADVISOR BIO

Nancy Ann Lake is a financial advisor at RBC Capital Markets, LLC. Nancy has been in the securities industry since February 6, 1989, and has extensive experience working with a variety of clients, including individuals, corporations, pension and profit sharing plans, and charitable organizations. Nancy's expertise includes financial planning, portfolio management, and pension consulting. Nancy has held Series 7, Series 63, and SIE licenses. She is also registered in 24 states. Prior to joining RBC Capital Markets, LLC, Nancy was employed by DAIN RAUSCHER INCORPORATED and EVEREN SECURITIES, INC.

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ADVISOR BIO

Nancye Louise Yoest is a registered representative with Oppenheimer & Co. Inc. Nancye has been in the securities industry since December 26, 1990. Nancye has been registered with Oppenheimer & Co. Inc. since January 14, 2008. Prior to that, Nancye was registered with CIBC WORLD MARKETS CORP. and CS FIRST BOSTON CORPORATION.

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ADVISOR BIO

Nandini Kwiez is a registered representative with Goldman Sachs & Co. LLC. Nandini has been in the industry since May 2016 and specializes in a variety of areas including investment management, financial planning, and educational seminars. Nandini has passed both the Securities Industry Essentials Examination and the Operations Professional Examination.

SPECIALIZATIONS