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Margaret Nickens
Margaret Nickens, CFP®, is an experienced financial planner and investment advisor with a proven record of building values-aligned portfolios and guid... View More
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Certifications
- Certified Financial Planner®
- National Social Security Advisor Certificate Holder
- Series 65
Stephen Church
Portfolio Manager bringing 12+ years of experience in capital market, credit analysis and portfolio strategy. Skillful managing exposure, maintaining ... View More
Top Skills
Certifications
- Series 65 – Registered Investment Advisor Representative – CRD #6878939
Jhonnatan Morales A.
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend busin... View More
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Daryl Northrop
Director, Regional Manager responsible for delivering timely capital markets insights, investment solutions and practice management strategies to top ... View More
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Sue Richardson
Dedicated professional with strong history of exceeding company objectives utilizing analytical, creative and organized practices. Skilled in working ... View More
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Frank J. Lazzaro
As a multi-skilled leader with product expertise in fixed income and target date retirement products, can leverage my vast knowledge in product manage... View More
Top Skills
Certifications
- Current member of Investments & Wealth Institute (IWI)
- CIMA (Chartered Investment Management Analyst)
- FINRA - Series 7 Licensed
Braden Durham
Driven economics student with a minor in financial planning, graduating from Texas A&M University in December 2025.Graduating a semester early while t... View More
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Mouna Bouhajra
An exceptionally detailed Investment Specialist with a strong background in Financial Planning, Risk Assessment, Sales Proficiency, Marketing and Weal... View More
Top Skills
Certifications
- 08/2018, FINRA Series 6
- 08/2019, FINRA Series 26
- 07/2019, International Claim Association Associate, Life and Health Claims (ALHC)
Jonathan Ament
Accomplished Investment Director and Portfolio Manager with progressive Financial Services and Wealth Management industry background with 16+ years ex... View More
Top Skills
Certifications
- Level III Candidate in the CFA Program
Stephanie Szabo, CFP
25+ years' experience as a Trusted Financial Advisor with a history of success for engaging consultative relationships, articulating strategic investm... View More