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Adrian G
Series 65
Tualatin, OR
Nexus Strategic Wealth
Adrian Guzman Pena is a financial advisor at Nexus Strategic Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at Financial Advocates Investment Management and Type A Financial. Outside of advisory work, he manages finance for Guzman Landscape Supply, a business he has been involved with since 2019. Nexus Strategic Wealth provides discretionary portfolio management and financial consulting to families, business owners, and various non-individual entities. The firm focuses on asset allocation, retirement and estate planning, and divorce-resolution financial analysis, serving a specialized client base with a two-advisor team.
Stacee L
Series 63, Series 66
Tualatin, OR
Nexus Strategic Wealth
Stacee Love Malcolm is a financial advisor with Nexus Strategic Wealth in Tualatin, OR, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. Her prior roles include positions at Financial Advocates Investment Management and LPL Financial. Nexus Strategic Wealth offers discretionary portfolio management and financial consulting primarily to families, business owners, trusts, estates, charitable organizations, and business entities. The firm integrates quantitative and qualitative analysis with modern portfolio theory and emphasizes services such as divorce-resolution and business planning alongside traditional investment management.
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