Jina Penn Tracy is a Series 66 credentialed financial advisor with 22 years of industry experience. She has been with Vanderbilt Advisory Services since 2017, following seven years at Financial West Group. In addition to her advisory role, she is involved in electrical grid integration technology as a business strategy advisor and board member for Renew Power Systems Inc and serves on the board of Fresh Energy. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental, technical, and charting analysis tailored to client objectives, supported by a formal integration with retirement-plan and benefits firms that provides advisory, pension consulting, and plan administration services.

Anya Gage is a Series 65-licensed financial advisor with seven years of industry experience, currently with Vanderbilt Advisory Services in Minneapolis, MN. She has worked at Vanderbilt Advisory Services since 2019 and was previously with Nightingale from 2012 to 2018. Outside of her advisory role, she is a licensed agent assisting with fixed insurance needs and applications and also provides public notary services. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of investment management and financial planning services, emphasizing strategic asset allocation and combining fundamental, technical, and charting analysis to meet varying client objectives.