ADVISOR BIO

Nathan Mumford is a registered Investment Advisor Representative in Washington with Tschetter Group. Nathan has been in the industry since 2019. Nathan has passed the Series 65 and Series 66 exams. Nathan has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. The firm has over $1.8 Billion in assets under management.

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ADVISOR BIO

Nathan Joseph Schwab is a financial advisor registered with Prime Capital Financial, an investment advisor firm based in Overland Park, Kansas. Nathan is a registered representative and investment advisor representative and has held this position since November 2023. Previously, Nathan was employed by Raymond James Financial Services, Inc. for over six years. Nathan has a Series 66, Series 7, and SIE license and is a member of the Sioux Falls Area Running Club Board of Directors. Nathan's areas of specialization include qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Nathan Michael Dingler is a financial advisor with Diversifi Capital LLC. Nathan has been in the industry since 2011 and has a Series 66, Series 7, and SIE license. Nathan is a Certified Financial Planner and has a specialization in financial planning, portfolio management for individuals and pooled investment vehicles. Nathan has experience working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Nathan is also a real estate agent.

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ADVISOR BIO

Nathan Behan is an investment advisor representative registered with the state of Colorado. Nathan is a Chartered Financial Analyst and has been in the industry since April 2012. Nathan is currently employed by Cbiz Investment Advisory Services, LLC and has been with the firm since February 2022. Nathan specializes in a wide range of financial planning services, including portfolio management for individuals and businesses, pension consulting and performance reporting. Nathan's firm, Cbiz Investment Advisory Services, LLC, is a registered investment advisor with over 8.8 billion dollars in assets under management.

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ADVISOR BIO

Nathan Eldon Tanner Driggs is an investment advisor representative with Summit Global Investments, LLC. Nathan has been in the industry since December 2016 and holds a Series 66 and Series 63 license, along with Series 9, Series 10, SIE and Series 7 licenses. Nathan has experience in various financial services roles, including Support Team Lead at Summit Global Investments, LLC, and insurance producer at Nathan Driggs. Nathan has a diverse clientele including high net worth individuals, businesses, and investment companies.

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ADVISOR BIO

Nathan Mitchell Hussong is a financial professional with over 5 years of experience in the financial services industry. Nathan has a strong background in securities and investments, having held previous roles at CHARLES SCHWAB & CO., INC. and now at Goldman Sachs & Co. LLC. Nathan holds a Series 3, Series 4, Series 7, Series 9, Series 10, and Series 66 licenses. Nathan specializes in providing investment advice and portfolio management services to individuals, corporations, and other entities. Nathan is dedicated to helping clients achieve their financial goals and provides personalized investment solutions.

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ADVISOR BIO

Nathan Hardie Jones is a financial advisor with Stifel, Nicolaus & Company, Inc. He is a registered representative and has been in the industry since August 2007. His expertise includes providing financial planning, portfolio management, and pension consulting services to a diverse clientele. Nathan is located in Denver, CO.

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ADVISOR BIO

Nathan Rumely is an investment advisor representative with Robert W. Baird & Co. Inc., registered to offer securities in the state of Indiana. Nathan has been in the industry since November 2000. Prior to joining Robert W. Baird & Co. Inc. Nathan worked at Morgan Stanley for eight years and Citigroup Global Markets Inc. for almost nine years. Nathan has a Series 63, Series 65, Series 7, and Series 31 licenses.

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ADVISOR BIO

Nathan Nelson is a financial professional with experience in the industry since February 2021. Nathan is registered with Goldman Sachs & Co. LLC and holds Series 99TO and SIE licenses. Nathan is located in Salt Lake City, UT and is available to assist clients with various financial needs, including but not limited to financial planning, portfolio management for individuals and pooled investment vehicles, educational seminars, and publication of periodicals. Nathan is licensed to provide financial services in the State of Utah.

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ADVISOR BIO

Nathan Bopp is a financial advisor with Captrust. Nathan has been in the financial services industry for over 20 years. Nathan is registered with the state of Ohio and holds the Series 66, Series 7, and Series 31 securities licenses. Nathan is also a Certified Financial Planner. Before joining Captrust, Nathan was a financial advisor at Cornerstone Capital Advisors in Uniontown, OH. Nathan has experience working with a variety of clients, including individuals, families, businesses, and institutions.

SPECIALIZATIONS