ADVISOR BIO

Nicholas Bressi is a financial advisor with Blackrock Investment Management, LLC, providing investment advisory services in Princeton, NJ and New York, NY. Nicholas has been working in the financial industry since 2016. Previously, Nicholas was an advisor with Allianz Global Investors Distributors, LLC, LPL Financial LLC, and Wells Fargo Clearing Services, LLC. Nicholas is registered with FINRA and holds the Series 66, Series 7, and SIE exams. Nicholas is licensed to provide investment advisory services in 55 jurisdictions.

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ADVISOR BIO

Nicholas Callahan is a registered representative with Oppenheimer & Co. Inc. who has been in the financial industry since July 11, 2022. Nicholas has passed the Series 63, Series 79TO, and SIE exams. Nicholas is licensed in Florida and New York. Nicholas specializes in Financial Planning, Pension Consulting, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.

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ADVISOR BIO

Nicholas Walding is a financial advisor with Captrust. He has been working in the industry since October 2010 and has offices in Chesterton, Indiana. Nicholas specializes in providing financial planning and investment management services. He has a Series 66, Series 7 and SIE license and is a Chartered Financial Analyst. Nicholas is also a board member for the Town of Chesterton Economic Development and the Chesterton Police Commission.

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ADVISOR BIO

Nicholas Mccole Bernardy is a registered Investment Advisor Representative with Fisher Investments. Nicholas joined Fisher Investments in September 2024 and is based in the Camas, WA office. Nicholas has been working in the financial industry since February 2016. Prior to joining Fisher Investments, Nicholas held positions at TD Ameritrade and Charles Schwab. Nicholas is licensed to provide investment advice in Texas and Washington.

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ADVISOR BIO

Nicholas Pursley is a Certified Financial Planner and a Chartered Financial Analyst. Nicholas is currently registered with Brighton Jones LLC in Seattle, Washington. Nicholas has been working in the financial services industry since 2014. Previously, Nicholas worked for Verus in El Segundo, California and Seattle, Washington. Nicholas's specializations include portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning, pension consulting, and educational seminars. Nicholas is registered in Texas and Washington.

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ADVISOR BIO

Nicholas Evans is an investment advisor representative with CM Wealth Advisors LLC. Nicholas has been in the industry since March 2018 and is registered with the state of Ohio. Nicholas has passed the Series 66, Series 7 and SIE exams. Nicholas has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nicholas has previous experience working for Ohio State University, BakerHostetler and Golden Reserve, LLC. Nicholas specializes in providing financial planning, portfolio management and consulting to individuals, businesses, high net worth individuals, charitable organizations, and pooled investment vehicles.

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ADVISOR BIO

Nicholas Paul De longis is a financial advisor at Stifel, Nicolaus & Company, Inc. with over 14 years of experience in the financial services industry. Nicholas is licensed to offer investment advisory services in Pennsylvania and Texas, as well as brokerage services in multiple states. He holds the Series 7, Series 66, and SIE exams and is dedicated to providing personalized financial guidance to his clients. Nicholas has a wide range of expertise and specializes in financial planning, portfolio management, and pension consulting. He also offers educational seminars to help clients better understand their financial options. Nicholas is committed to helping his clients achieve their financial goals through a comprehensive and tailored approach.

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ADVISOR BIO

Nicholas Dillon Atkinson is a registered representative with Vanguard Advisers, Inc. Nicholas Atkinson is also an investment advisor representative with Vanguard Advisers, Inc. Nicholas Atkinson has been in the securities industry since April 2017. Nicholas Atkinson is licensed in North Carolina and Texas. Nicholas Atkinson is a Series 63, Series 66, Series 7, and SIE exam holder.

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ADVISOR BIO

Nicholas Srmag is a financial advisor with over 18 years of experience in the financial services industry. Nicholas is a Chartered Financial Analyst and currently registered with MAI Capital Management, LLC. Prior to joining MAI Capital Management, LLC, Nicholas was employed with NatCity Investments, Inc. and Morgan Stanley DW Inc. Nicholas has a Series 7, Series 31 and Series 66 license. Nicholas specializes in working with high-net-worth individuals, corporations and other businesses, investment companies, charitable organizations, pension and profit sharing plans, pooled investment vehicles and other investment advisors.

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ADVISOR BIO

Nicholas Rubino is a financial advisor with Charles Schwab Investment Management, Inc. in Jersey City, New Jersey. Nicholas has been in the industry since 2016 and has experience with TD Ameritrade, Inc. and Equinox Group Distributors, LLC. Nicholas holds a Series 65 license and has passed the SIE and Series 7 exams. Nicholas specializes in investment company, individual, pension and profit-sharing plan, and pooled investment vehicle portfolio management.

SPECIALIZATIONS