ADVISOR BIO

Nicholas Santana is a financial advisor with Creative Planning, a firm headquartered in Overland Park, Kansas. Nicholas has been with Creative Planning since 2015 and has a background in the financial services industry dating back to 2014. Nicholas is a Certified Financial Planner and a Chartered Financial Analyst and holds Series 65 registration. Nicholas provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Nicholas is registered with the state of Florida and Texas.

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ADVISOR BIO

Nicholas Mehlhorn is a financial advisor with Ballentine Partners. Nicholas is a registered representative with FINRA and the state of Massachusetts. He specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles. Nicholas holds a Series 66, Series 7TO, and Series 6TO license. Nicholas is a passionate advocate for his clients' financial well-being and works tirelessly to ensure their success.

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ADVISOR BIO

Nicholas Cerami is a financial advisor who is registered with Goldman Sachs & Co. LLC. Nicholas has been working in the financial services industry since May 2016. Nicholas holds Series 7, SIE and Series 66 licenses. Nicholas is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming. Nicholas specializes in financial planning, portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles. Nicholas has experience with the following types of clients: individuals, corporations, high net worth individuals, insurance companies, charitable organizations, investment companies, pooled investment vehicles, banking or thrift institutions, pension and profit sharing plans, state or municipal government entities, sovereign wealth funds and foreign official institutions.

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ADVISOR BIO

Nicholas Eaton is a financial professional with over 20 years of experience in the industry. Nicholas is currently registered with Goldman Sachs & Co. LLC and has been with the firm since October 2001. Previously, Nicholas was with J.P. MORGAN SECURITIES INC. Nicholas holds FINRA Series 3, 7, 57TO, 63, and 66 licenses. Nicholas specializes in a variety of investment strategies, including portfolio management, financial planning, and educational seminars.

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ADVISOR BIO

Nicholas Crosta is a registered representative with RBC Capital Markets, LLC. Nicholas has been in the industry since 2011, and is licensed in Washington and Texas. Nicholas has previously worked at Robert W. Baird & Co. Incorporated and MCAdams Wright Ragen, Inc.. Nicholas is a Series 7 and Series 66 licensed individual and specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Nicholas also provides financial planning, pension consulting, and educational seminars to clients.

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ADVISOR BIO

Nicholas Tedesco is a financial professional with over 28 years of experience in the financial services industry. Nicholas has been with HSBC Securities (USA) Inc. since 2013. Prior to joining HSBC Securities (USA) Inc., Nicholas worked at HSBC Brokerage (USA) Inc. Nicholas holds a number of licenses and registrations, including Series 7, 63, 65, 9, 10, 26, and SIE. Nicholas provides investment advice to a range of clients, including high net worth individuals, corporations, and pooled investment vehicles.

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ADVISOR BIO

Nicholas Blumsky-gibbs is a Registered Representative with Goldman Sachs & Co. LLC, located in San Francisco, CA. Nicholas has been in the financial services industry since 2018 and is licensed to sell a variety of securities products, including investment banking products. Nicholas has passed both the Securities Industry Essentials (SIE) exam and the Investment Banking Registered Representative Examination (Series 79). Nicholas is a specialist in the following areas: Investment Advisory, Portfolio Management, Financial Planning, Securities Trading, Insurance and Annuities, Fixed Income, Mutual Funds, and Options Trading.

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ADVISOR BIO

Nicholas French is an investment advisor representative at SVB Asset Management. Nicholas has been in the industry since 2011 and is registered with the state of California. Nicholas is a Series 63, Series 65 and Series 7 licensed professional, who has passed the SIE exam. Nicholas has previously worked at SVB Securities, a non-bank affiliate of Silicon Valley Bank. Nicholas specializes in portfolio management for pooled investment vehicles, portfolio management for businesses, and publication of periodicals.

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ADVISOR BIO

Nicholas Thillman is a registered representative with Robert W. Baird & Co. Inc. located in Milwaukee, Wisconsin. Nicholas has been in the financial services industry since October 17, 2019. Nicholas is licensed in Wisconsin and holds the following securities licenses: Series 63, Series 86, Series 87, Series 7TO, and SIE.

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ADVISOR BIO

Nicholas Mulyar is an Investment Advisor Representative at Fisher Investments, registered in Texas and Washington. Nicholas has been in the industry for several years, having previously worked for State Farm Mutual Company in Vancouver, WA. Nicholas currently provides investment advisory services, including financial planning and portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS