Thomas Nickell is a financial advisor at J. Mark Nickell & Co. with two years of industry experience. He holds the Series 65 designation and has been with the firm since 2015. J. Mark Nickell & Co. provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, corporations, and trusts. The firm primarily manages discretionary accounts using model portfolios tailored to client risk profiles and investor characteristics, incorporating ETFs, mutual funds, and occasionally alternative investments such as municipal bonds and private equity.

Margaret Dover is a CFP®-certified financial advisor with 18 years of industry experience. She currently works at J. Mark Nickell & Co. and previously held roles at BlackRock Investments and Jackson National Life Distributors. J. Mark Nickell & Co. provides integrated financial planning and investment supervisory services mainly to individual and high-net-worth clients, using model-based portfolios focused on ETFs and mutual funds. The firm emphasizes tailored asset allocation, tax-aware strategies, and conducts formal portfolio reviews at least quarterly.

Joseph Nickell is a CFA® and PFS™ credentialed advisor with 22 years of industry experience. He has been with J. Mark Nickell & Co. since 1994. The firm provides investment supervisory services, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, corporations, and trusts. J. Mark Nickell & Co. manages primarily discretionary accounts using model portfolios tailored to client risk profiles, incorporating ETFs, mutual funds, and in select cases, municipal bonds, interval funds, and private equity.