Nations Financial Group, Inc.

Christie Mccoy is a Series 66-licensed financial advisor at Nations Financial Group, Inc. with one year of industry experience. Prior to joining Nations Financial Group, she worked at Wells Fargo Advisors and has a background that includes positions at West Chester University, Giant Food Stores, and 21st Century Cyber Charter School. Nations Financial Group, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporate clients. The firm offers a range of portfolio management services and employs a variety of investment strategies using both in-house and third-party managers across different risk profiles.

Elizabeth Pagano is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. She is currently affiliated with Nations Financial Group, Inc. and previously worked at The Vanguard Group and Prudential-related firms. She also has experience running her own financial solutions business. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, and charitable organizations, offering portfolio management and consulting services through a range of in-house and third-party investment strategies.

Mark Geertsma is a CFP® professional and Series 63 registered advisor with 37 years of industry experience. He has served as a financial advisor at Nations Financial Group, Inc. since 2016 and has also held a senior vice president and financial advisor role at BankIowa since 1989. In addition to his advisory roles, he is involved in life and fixed annuity sales through United Life Insurance. Nations Financial Group, Inc. provides advisory services to a wide range of clients, including individuals, pension plans, trusts, and businesses. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and a selection of in-house model portfolios and third-party manager programs using diverse investment strategies.

Jamie McDonald is a CFP® professional with 17 years of experience, currently serving at Nations Financial Group, Inc. since 2016. His prior experience includes roles at Heacock & Jones Financial Services, Eagle Strategies (NY Life), VSR Financial Services, Berthel, Fisher & Company Financial Services, and Strong Capital Management. Outside of his advisory work, McDonald is an adjunct professor at Loras College, where he teaches undergraduate courses. Nations Financial Group, Inc. provides advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with a range of in-house model portfolios and access to third-party managers, employing various investment strategies across multiple asset classes.

Rachel Wehrheim is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been involved with Nations Financial Group and The Wehrheim Group since 2004. Outside of finance, she manages Medicine River Farms, where she serves as head trainer, instructor, and horse show judge in horse and rider training. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios and outside managers tailored to client objectives and risk tolerance.

Rylan Devalois is a financial advisor with Nations Financial Group, Inc. based in Iowa City, IA. He holds a Series 66 designation and has 10 years of industry experience. He has worked at MidAmerica Securities since 2003, where he also serves as an office manager. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and businesses. The firm’s investment approach utilizes proprietary model portfolios and outside managers, allowing advisors to tailor strategies to client objectives and risk tolerance.

Wyatt Kelly is a financial advisor with Nations Financial Group, Inc. based in Dubuque, IA. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked at Core Investments Group, Inc., Duluth Trading Co, Aldi, and Loras College. 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’s investment approach combines proprietary model portfolios with the option to select outside managers, allowing advisors to tailor recommendations based on client objectives, risk tolerance, and liquidity needs.

Gregory Wolfe is a financial advisor with Nations Financial Group, Inc. in Estero, FL, holding Series 63, 65, and 66 licenses and bringing 48 years of industry experience. He has been with Nations Financial Group since 1998. Nations Financial Group 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 offers a range of portfolio management and consulting services, implementing investment strategies through proprietary model portfolios and outside managers tailored to client objectives and risk tolerance.

Robert Russell Jr. is a financial advisor with Nations Financial Group, Inc. in Naples, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Nations Financial Group since 2005 and previously worked at A. G. Edwards & Sons, Inc. from 2003 to 2005. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and access to a range of in-house and third-party investment strategies across varying risk profiles.

Jonathan Valdez is a financial advisor with Nations Financial Group, Inc., holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior work includes roles at Charles Schwab, Morgan Stanley, E*TRADE, Santander, and Wells Fargo. Outside of his advisory work, he is involved in renovating and managing a residential property he owns. Nations Financial Group, Inc. provides advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management options and employs various investment strategies across multiple risk profiles.

Todd Hankins is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Nations Financial Group in 2021, he worked at CETERA Advisor Networks LLC, Summit Financial Group Inc., Summit Brokerage Services Inc., and Wells Fargo Advisors. Nations Financial Group provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm’s investment approach combines proprietary model portfolios and outside manager options, with strategies tailored to client objectives, risk tolerance, and liquidity needs.

Robert Battin is a financial advisor with Nations Financial Group, Inc. in Cartersville, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Summit Financial Group Inc., and Cetera Advisor Networks LLC. Outside of his advisory work, he is an owner of a commercial property business in Silverdale, WA. 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’s investment approach involves proprietary model portfolios combined with outside manager options, allowing advisors to tailor strategies based on client objectives and risk tolerance.

Robert Friedman is a financial advisor at Nations Financial Group, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the owner of Viridity Wealth Management, through which he provides investment and advisory services. Nations Financial Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with a range of in-house model portfolios and access to third-party managers, employing various investment strategies to accommodate different risk profiles.

Matthew Vawter is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 66 licenses and has 32 years of industry experience, including 27 years with Nations Financial Group. Nations Financial Group, Inc. provides advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various portfolio management options and employs a range of investment strategies incorporating both in-house and third-party managers.

Katie Metcalf is a financial advisor with Nations Financial Group, Inc., holding a Series 66 designation and one year of industry experience. She has been involved in various roles outside of traditional finance, including work with Hands In Harmony and the Carlson College of Massage, as well as operating her own business, Katie M Metcalf LLC, since 2015. Nations Financial Group, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of advisory services and investment strategies, combining fundamental, technical, quantitative, and tactical approaches across various asset classes and risk profiles.