Nick Garris is a financial advisor at TriaGen Wealth Management LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2008 to 2020 before joining TriaGen in 2020. TriaGen Wealth Management is a registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored, suitability-based investment process and utilizes a range of strategies and instruments, including third-party money managers, model portfolios, and options trading, while integrating operational AI tools for client service and back-office functions.

Kaela Alba is a CFP® with two years of industry experience, currently serving as an advisor at TriaGen Wealth Management LLC since 2022. Prior to joining TriaGen, she worked at KeyBank and held roles at Oregon State University. She is also an independent licensed insurance agent focusing on accident, health, and life insurance in California. TriaGen Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations, offering portfolio management, financial planning, and consulting. The firm employs a diverse range of investment strategies and discloses the use of derivatives, margin transactions, and digital assets, among other approaches, while managing approximately $535 million in client assets.

Bryan Garris is a CFP® designated financial advisor with 18 years of industry experience. He is currently associated with TriaGen Wealth Management LLC and M.S. Howells & Co., having previously spent 12 years at UBS Financial Services Inc. He is also an owner of G5 Endeavors, Inc., which manages his affiliated RIA firm. TriaGen Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a diverse set of investment strategies and tools tailored to client objectives and manages approximately $535 million in client assets.