ADVISOR BIO

Nathan Francis Erickson is an investment advisor representative currently registered with Captrust in Phoenix, AZ. Nathan has been in the industry since 2008 and holds Series 7, 63 and 65 licenses. In addition to holding the Chartered Financial Analyst designation, Nathan also has extensive experience providing financial planning, pension consulting, and portfolio management services. Nathan is a highly qualified investment advisor with over 15 years of experience in the financial services industry. Prior to joining Captrust, Nathan worked at CHARLES SCHWAB & CO., INC. in PHOENIX, AZ. Nathan's professional experience, combined with his commitment to client service, makes him a valuable resource for individuals and families seeking financial guidance.

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ADVISOR BIO

Nathan W. Buth is an investment advisor representative at CIBC Private Wealth Advisors, Inc. Nathan has been in the financial services industry since November 10, 2009. Nathan has passed the Series 6, 7, 63 and 65 exams. Nathan has held previous roles at GNV ADVISORS, LLC, J.P. MORGAN SECURITIES LLC, and CHASE INVESTMENT SERVICES CORP.

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ADVISOR BIO

Nathan Vaughn Harrell is an investment advisor representative registered with Wave8 Wealth Management LLC. Nathan has been in the financial industry since 2014, providing investment advisory services to individuals and pooled investment vehicles. Nathan has passed the Uniform Investment Adviser Law Examination and is registered with the state of Colorado.

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ADVISOR BIO

Nathan Nichols is a financial advisor with over 4 years of experience in the industry. Nathan is registered with Stifel, Nicolaus & Company, Inc. and has previously worked at WELLS FARGO CLEARING SERVICES, LLC. Nathan is a licensed securities professional and holds Series 3, 4, 7, 63, and 66 securities licenses. Nathan offers financial planning, portfolio management for businesses and individuals, and pension consulting.

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ADVISOR BIO

Nathan Baga is a registered representative with Sanford C. Bernstein & CO., LLC in the Washington, D.C. office. Nathan has been in the industry since November 4, 2021 and holds Series 63, 7TO and SIE licenses. Nathan specializes in investments and is registered in the District of Columbia and Virginia. Sanford C. Bernstein & CO., LLC manages more than $3.7 billion in assets and provides investment management services for pooled investment vehicles.

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ADVISOR BIO

Nathan Marcus is an Investment Advisor Representative at Sequoia Financial Group, LLC, located in Akron, Ohio. Nathan has been in the financial services industry since 2019, with previous experience at Robert W Baird in Miamisburg, Ohio. Nathan's expertise includes providing financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Nathan holds the Series 65 license and has passed the Uniform Investment Adviser Law Examination.

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ADVISOR BIO

Nathan William Guy is an Investment Advisor Representative with Pathstone, a firm that provides financial advisory services to individuals, families, and institutions. Nathan specializes in a variety of investment strategies and has extensive experience in wealth management. He is licensed to provide advisory services in Maryland. Nathan is committed to helping clients achieve their financial goals and is committed to providing personalized service.

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ADVISOR BIO

Nathan Wiley is a financial advisor at D.a. Davidson & Co., based in Irvine, CA. Nathan has been in the financial industry since October 2011. Nathan is registered with the state of California. Nathan has passed the Series 6, Series 7, and Series 66 exams. Nathan's previous employment was with Northwestern Mutual Investment Services, LLC.

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ADVISOR BIO

Nathan Klinker is a financial advisor with over 10 years of experience in the industry. He is currently registered with First Trust Advisors LP and has been with the firm since 2015. Nathan holds Series 6, 7, 63, and 66 licenses and the SIE exam. Nathan previously worked for CHASE INVESTMENT SERVICES CORP. Nathan is an active advisor in Illinois and specializes in providing portfolio management services for individuals, businesses, pooled investment vehicles, and investment companies.

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ADVISOR BIO

Nathan Elijah De la cruz is a registered Investment Advisor Representative (IAR) with Summit Global Investments, LLC. Nathan is also a Registered Representative with the firm. He is licensed in Arizona, California, Idaho, and Utah. He specializes in providing investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Nathan has been in the financial services industry since 2013.

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