NBC Capital Advisors

Zane Bratt is a financial advisor with NBC Capital Advisors in Beaverton, OR. He holds a Series 65 designation and has been working at NBC Capital Advisors since 2026. Prior to this, he has been involved with JHZ Holdings, LLC since 2023 and worked with the City of Lake Oswego (Swim Park) from 2022 to 2023. NBC Capital Advisors provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individual, high-net-worth, trust, and institutional clients. The firm employs a blended investment approach that includes active and passive management, diversification across asset classes, and a variety of analytical methods, while continuously monitoring and rebalancing portfolios to align with client objectives.

Ashley Colvin is a financial advisor at NBC Capital Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and PURSHE KAPLAN STERLING INVESTMENTS. Colvin has been with NBC Capital Advisors since 2020. NBC Capital Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, pension, and institutional clients. The firm employs a diversified investment approach combining fundamental, cyclical, and technical analysis with active and passive strategies, managing over $710 million across approximately 2,100 accounts.

Jack Holum is a financial advisor at NBC Capital Advisors in Beaverton, OR, holding a Series 65 license with one year of industry experience. Prior to joining NBC Capital Advisors, he worked at Grant Thornton for three years. NBC Capital Advisors offers discretionary investment management, financial planning, and consulting services to individual, high-net-worth, trust, and institutional clients. The firm combines active and passive investment strategies with diversification across asset classes and employs various analytical methods alongside tactical asset allocation and trend-following approaches.

David Nanson is a financial advisor with NBC Capital Advisors in Beaverton, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, True Private Wealth Advisors, and UBS Financial Services. Outside of his advisory work, he is also an insurance agent servicing annuities and co-owns two real estate investment LLCs. NBC Capital Advisors is a four-advisor team providing discretionary investment management, financial planning, ERISA and retirement-plan advisory services, and third-party manager selection. The firm manages approximately $710.5 million across about 2,100 accounts, utilizing a blend of fundamental, cyclical, charting, and technical analysis with both active and passive strategies tailored to individual client profiles.

Jason Bratt is a financial advisor at NBC Capital Advisors in Beaverton, Oregon, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc, TRUE Private Wealth Advisors, LLC, and Purshe Kaplan Sterling Investments. Outside of advisory roles, he is an insurance agent servicing annuities. NBC Capital Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, pension, and institutional clients. The firm manages approximately $710.5 million across about 2,100 accounts, employing a diversified investment approach that combines fundamental, cyclical, and technical analysis with both active and passive strategies.