ADVISOR BIO

Nina Rose Deschene is an investment advisor representative with Creative Planning, LLC. Nina has been in the industry since 2015 and has experience with Ameriprise Financial Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and LPL Financial LLC. Nina has passed the Series 7, Series 63, and Series 66 exams. Nina's current registration is in New Hampshire, where she works out of the Bedford branch of Creative Planning, LLC.

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ADVISOR BIO

Nina Helene Dante is a registered representative and investment advisor representative with Oppenheimer & Co. Inc. with over 20 years of experience in the financial services industry. Nina has held a variety of positions in the industry, including roles at CIBC World Markets Corp. and Prudential Securities Incorporated. Nina is a Series 7, 10, 24, 63 and SIE licensed professional. Nina specializes in providing investment advice to individuals, businesses, retirement plans, pension plans and pooled investment vehicles.

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ADVISOR BIO

Nina Severini is a financial advisor with over 16 years of experience in the financial industry. She is currently registered with RBC Capital Markets, LLC and has previously worked for Morgan Stanley. Nina holds a Series 7, Series 31, and Series 66 license and is registered in 23 states and the District of Columbia. Nina specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.

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ADVISOR BIO

Nina Esch is a financial advisor with Captrust, a firm with offices in Raleigh, NC and Minnetonka, MN. Nina Esch is a Certified Financial Planner with over 10 years of experience in the financial services industry. Nina Esch has worked with clients in a variety of roles, including at Denver Public Schools and the University of Colorado - Anschutz Medical Campus.

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Nina Ramo Mitchell is an investment advisor representative at The Colony Group, LLC, with over 20 years of experience in the financial services industry. Nina is registered with the state of Maryland and Texas. Nina holds a Series 65 license. Nina specializes in providing financial planning, portfolio management, and investment advisory services to individuals and families.

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Niranjan Tejasvi Srinivas is an Investment Advisor Representative registered with Fisher Investments in California and Texas. Niranjan has been in the industry since November 2006. Niranjan is also licensed as an Investment Advisor in California and Texas. The advisor specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Niranjan has experience providing financial planning services to individuals and businesses.

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ADVISOR BIO

Nirav Shah is a financial professional with experience in the securities industry. Nirav has been active in the industry since 2018. Nirav is currently registered with RBC Capital Markets, LLC and is based in Jersey City, NJ. Previously, Nirav worked at Citigroup Global Markets Inc. in New York, NY. Nirav has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99). Nirav specializes in various financial services, including public and private employee benefit plans, endowment funds, foundations, family trusts, various capital/operating funds, financial planning, pension consulting, and educational seminars.

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Nirbhan Pathmanabhan is a financial advisor with over 20 years of experience in the financial services industry. Nirbhan is currently registered with Goldman Sachs & Co. LLC in New York, NY. Nirbhan has a strong track record of providing investment advice to individuals, families, and businesses. Nirbhan is committed to providing personalized service and helping clients achieve their financial goals.

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ADVISOR BIO

Nirvon Mahdavi is an investment advisor representative currently registered with Alta Capital Management LLC in Utah. Nirvon has been in the industry since 2016. Nirvon Mahdavi has a designation as a Chartered Financial Analyst. Nirvon Mahdavi has been with Alta Capital Management since June 2016. Nirvon Mahdavi provides investment advice to individuals, high-net-worth individuals, corporations, and other businesses, trusts, investment companies, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.

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ADVISOR BIO

Nisha Sharma is an Investment Advisor Representative associated with Vanguard Advisers, Inc. Nisha is registered with the state of Pennsylvania, Texas and Virginia, and is a Series 7, Series 66 and SIE licensed professional. Nisha has been in the financial services industry since 2021. Nisha specializes in providing financial planning, selection of other advisors, portfolio management for individuals and businesses and portfolio management for pooled investment vehicles. Nisha works with clients ranging from individuals, high net worth individuals, corporations, and other businesses, charitable organizations and retirement and pension plans. Nisha has experience with investment companies, other investment advisors and pooled investment vehicles.

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