Zach Coiner is a financial advisor at Nations Financial Group, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Berst Wealth Management/Coiner Financial Services since 2022. Prior to his financial advisory career, he spent eleven years at Pleasure Pools & Spas. Nations Financial Group, Inc. provides investment advisory services to individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers a variety of portfolio management and consulting services, utilizing proprietary model portfolios and external managers tailored to client objectives and risk tolerance.

Dave Rao is a financial advisor with Nations Financial Group, Inc., holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at Nations Financial Group since 2021 and previously held positions at Cetera Advisor Networks LLC and Summit Financial Services. Rao is also involved in running his investment advisory operations under the entities Rao Wealth Partners and Rao Capital. Nations Financial Group provides advisory services to a diverse range of clients, including individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with a variety of in-house model portfolios and access to third-party managers, employing multiple investment strategies across a broad risk spectrum.

Thomas Gasbarre is a financial advisor with Nations Financial Group, Inc., holding Series 63, Series 65, and Series 66 licenses and bringing 36 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 10 years before joining Nations Financial Group in 2021. Gasbarre is also the owner of Liberty Investment Management, an independent investment advisory business. Nations Financial Group, Inc. provides investment advisory services to a wide range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a network of investment adviser representatives who utilize proprietary model portfolios alongside outside managers, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

Robert Wilbanks is a financial advisor with Nations Financial Group, Inc., holding a Series 63 designation and 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he is involved as an owner and co-trustee in investment-related businesses. Nations Financial Group, Inc. provides advisory services to individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management services and employs diverse investment strategies including fundamental, technical, and tactical methods, with access to both proprietary model portfolios and third-party managers.

Erik Bjorseth is a financial advisor at Nations Financial Group, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Nations Financial Group since 2002. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach utilizes proprietary model portfolios and outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Kyle Griffin is a CFP® with 15 years of industry experience. He is currently with Nations Financial Group, Inc., where he has worked since 2022. Prior to that, he was with Wells Fargo Advisors and Wells Fargo Clearing for a combined total of 11 years. He is also the owner of Lightbridge Wealth Management, through which he serves as a trustee. Nations Financial Group, Inc. provides advisory services to a broad client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management options, pension consulting, and model portfolios utilizing fundamental, technical, quantitative, and tactical strategies.

Ryan Tomkinson is a CFP® and ChFC® with 18 years of industry experience, currently serving as a financial advisor at Nations Financial Group, Inc. since 2019. Prior to this, he worked at Wells Fargo Advisors Financial Network LLC for nine years. Outside of his advisory role, he is involved with the Merion Fire Company as a board member and finance chair. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside managers to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Andrew Sadler is a financial advisor with Nations Financial Group, Inc. based in Seaside, Oregon, holding a Series 66 designation and one year of industry experience. Prior to his current advisory role, he served 20 years in the United States Coast Guard. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management and a range of advisory services. The firm employs in-house model portfolios across various risk profiles and allows advisors to utilize a mix of investment strategies and third-party managers.

Thomas Brennan is a financial advisor with Nations Financial Group, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Nations Financial Group in 2020, he spent 11 years with Wells Fargo Advisors Financial Network LLC. Outside of advisory work, he owns and manages office space through GECKO LLC. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside managers to tailor strategies according to client objectives and risk tolerance.

Tyler Coiner is a financial advisor with Nations Financial Group, Inc. He holds a Series 66 designation and has six years of industry experience. He has worked at Berst & Company since 2013 and serves as Vice President of Operations at Berst Wealth Management/Coiner Financial Services. Nations Financial Group provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside manager options tailored to client objectives and risk tolerance.

Gary Carlson is a financial advisor at Nations Financial Group, Inc. with 41 years of industry experience. He holds a Series 63 designation and has been with Nations Financial Group since 2007. Carlson is also an independent insurance agent, selling fixed, life, and long-term care insurance products. Nations Financial Group serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of advisory services such as portfolio management, pension consulting, and model portfolios that use a variety of investment strategies across different risk profiles.

Andrew Mccloskey is a financial advisor with Nations Financial Group, Inc., holding a Series 66 designation and 19 years of industry experience. Prior to joining Nations Financial Group in 2019, he worked for Wells Fargo Advisors Financial Network LLC for 10 years. Outside of his advisory role, Mccloskey serves as president of the Ambassadors Fund for Catholic Education, a charitable family foundation, and holds board positions with the Martin DePorres Foundation and the James A Finnegan Foundation. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, tailoring recommendations based on client objectives, risk tolerance, and liquidity needs.

Joseph Bernardi is a CFP® with 41 years of experience in the financial services industry. He has been with Nations Financial Group, Inc. since 2019 and previously worked at Wunderlich Securities, Inc. from 2015 to 2019. Bernardi serves as President of Bernardi Group, LLC, where he acts as an investment advisor. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a range of proprietary model portfolios and outside managers to tailor investment strategies based on client objectives, risk tolerance, and liquidity needs.

Jennifer Basinger is a financial advisor at Nations Financial Group, Inc. in Phoenix, AZ, holding a Series 66 designation with 16 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 11 years before joining Nations Financial Group in 2020. Basinger is also the owner of Basinger Investment Group, LLC, through which she offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach utilizes proprietary model portfolios alongside outside managers, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

Matthew Milito is a financial advisor at Nations Financial Group, Inc. with nine years of industry experience. He holds a Series 66 credential and previously worked at Wells Fargo Advisors and Miragen Therapeutics. Outside of his advisory role, he owns and manages a business selling antiques and collectibles. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management services with multiple in-house model portfolios and employs various investment strategies across different risk profiles.

David Basinger is a CFP® professional with 26 years of industry experience, currently serving at Nations Financial Group, Inc. since 2020. He previously worked for 11 years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is the chairman of Arizona Community Church, where he leads community outreach and ministers to the congregation. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs proprietary model portfolios and offers a range of strategies tailored to client objectives, supported by a combination of in-house and third-party managers.

Eugene Wehrheim is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with Nations Financial Group since 1998. Outside of his advisory role, Wehrheim is involved in farming and operates Medicine River Farms, where he raises, trains, and sells horses. Nations Financial Group serves a diverse clientele including individuals, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, pension consulting, and a range of model portfolios managed across varying risk profiles. The firm combines fundamental, technical, and quantitative investment strategies and provides both fee-based and commission-based services through its dual registration.

Robert Lee Jr. is a CFP® professional with 33 years of industry experience, currently serving at Nations Financial Group, Inc. since 2019. Prior to this, he worked at Wunderlich Securities, Inc. from 2015 to 2019. Outside of his advisory role, he is president and broker of a real estate brokerage firm and owns an accounting and tax services company, as well as an attorney office specializing in real estate closings, probate, and estate planning. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs a range of proprietary and third-party investment strategies tailored to client objectives, supported by dual registration as an SEC-registered adviser and FINRA-registered broker/dealer.

Ross Hanson is a financial advisor at Nations Financial Group, Inc. with six years of industry experience. He holds a Series 66 designation and has been with Nations Financial Group since 2020. Outside of his advisory role, Hanson is an owner and operator of Hanson’s Schwartz Farms and serves as a volunteer firefighter with the Vinton Volunteer Fire Department. Nations Financial Group provides advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of investment solutions including discretionary and non-discretionary portfolio management, pension consulting, and access to in-house and third-party managed portfolios across varying risk profiles.

David Coiner is a ChFC® credentialed financial advisor with 35 years of industry experience. He has been with Nations Financial Group, Inc. since 2005. Coiner also serves as president of Coiner Financial Services, Inc., an investment advisory firm. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and businesses. The firm employs a network of investment adviser representatives who utilize proprietary model portfolios alongside outside managers to tailor strategies based on client objectives and risk tolerance.