ADVISOR BIO

Nicole Christina Penn is a registered representative with International Assets Advisory, LLC, a firm that specializes in offering portfolio management services to individuals, businesses, and pooled investment vehicles. Nicole is a licensed and experienced professional, holding the Series 6, Series 63, and SIE licenses. Nicole has been in the financial services industry since 2016 and her previous experience includes working for National Securities Corporation and WFG Investments, Inc. Nicole is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

ADVISOR BIO

Nicole Lyn Newland is a Certified Financial Planner® with Mariner Wealth Advisors. Nicole is a registered investment advisor and is currently licensed to provide investment advice in Florida. Nicole has over eight years of experience in the financial services industry. Nicole has worked at several firms including Pinnacle Wealth Planning Services, Lynch Financial Group, and Hamilton Capital Management Inc. Nicole has a strong understanding of financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

ADVISOR BIO

Nicole Marie Garza is a financial advisor with over 8 years of experience in the financial services industry. Nicole is registered with Integrated Advisors Network LLC, a firm based in Dallas, Texas. Nicole has a Series 66, Series 7, and SIE licenses. Previously, Nicole worked with Wells Fargo Clearing Services, LLC and Redefine Wealth Management LLC. Nicole is experienced in providing financial planning, portfolio management, and selection of other advisers.

SPECIALIZATIONS

ADVISOR BIO

Nicole Marie Wolfe is a registered Investment Advisor Representative for OneDigital Investment Advisors with an active license in Ohio. Nicole has been in the industry since 2018 and specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Nicole is also a board member of the JRC, a non-profit organization serving seniors and preschool children. Prior to joining OneDigital, Nicole was an Investment Advisor Representative for The Huntington Investment Company, where she served individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Nicole Bartha Bailey is an investment advisor representative with The Colony Group, LLC. Nicole has been in the industry for over 10 years and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Nicole is registered to provide investment advisory services in Connecticut and Texas.

SPECIALIZATIONS

ADVISOR BIO

Nicole Lee Schultz thomas is a financial advisor at Robert W. Baird & Co. Inc., where Nicole has been employed since February 2013. Nicole has been in the financial services industry since October 2011. Nicole holds the Series 6, 7, 63, and SIE licenses. Nicole is registered to sell securities in Arkansas, Colorado, Connecticut, Illinois, Indiana, Tennessee, Wisconsin, and Wyoming.

SPECIALIZATIONS

ADVISOR BIO

Nicole Kobayashi is an Investment Advisor Representative with IWP Wealth Management LLC, registered with the state of Colorado. Nicole has been in the industry since 2016 and holds the Series 65 license. Nicole specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. IWP Wealth Management LLC has a total of 66 accounts under management, with $3.57 billion in regulatory assets under management.

SPECIALIZATIONS

ADVISOR BIO

Nicole Vijay Agnew is a financial professional with over 20 years of experience in the industry. Nicole is currently registered with Goldman Sachs & Co. LLC. Prior to that, Nicole worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nicole is a licensed Series 7, Series 24, Series 63, Series 79, and SIE licensed representative. Nicole specializes in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Nicole Haseltine is a financial advisor with Fisher Investments. Nicole has been in the financial industry for over 3 years and has a Series 7 and Series 66 license. Nicole holds the Certified Financial Planner designation. She is also registered to provide investment advisory services in Washington. Nicole specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Nicole has experience working with high-net-worth individuals, insurance companies, charitable organizations, and other investment advisors.

SPECIALIZATIONS

ADVISOR BIO

Nicole Marie Dern is a financial advisor registered with RBC Capital Markets, LLC, and has been in the industry since March 28, 2006. Nicole has extensive experience providing financial planning and investment advice to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Nicole holds the Series 7, Series 9, Series 10, and Series 63 licenses. Nicole is licensed to provide financial advice in 49 states and the District of Columbia.

SPECIALIZATIONS