Nilsine Partners, LLC

Tanner Sterk is a CFP® professional with six years of industry experience. He is currently with Nilsine Partners, LLC, a firm where he has worked since 2026. His prior experience includes roles at Capital Investment Advisors, Wela Strategies, Inc., and Northwestern Mutual, among others. Nilsine Partners provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other institutional clients. The firm offers customized portfolio management and acts as an adviser to pooled investment vehicles and private funds, combining household wealth management with adviser-level roles in private fund operations.

Daniel Weeks is a CFP® with 18 years of experience in the financial services industry. He has worked at Nilsine Partners, LLC since 2022 and previously held roles at UMB Family Wealth and UMB Bank. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers access to third-party managers and private investment platforms, actively manages model portfolios, and serves as an investment adviser to feeder and master funds.

Madeline Testwuide is a CFP® with 11 years of industry experience. She currently works at Nilsine Partners, LLC and previously held positions at Bessemer Trust and Eaton Vance Management. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients by providing discretionary portfolio management, financial planning, and access to third-party managers. The firm also operates a private investments platform and actively manages model portfolios using both internal allocations and external managers.

Samuel Stacey is a financial advisor at Nilsine Partners, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at Pepsico and Becoming Your Best Global Leadership. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, providing discretionary portfolio management, financial planning, and access to third-party managers. The firm also manages private investment vehicles and operates a private investments platform, actively overseeing model portfolios through a combination of internal management and selected external managers.

Devin Pope is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Nilsine Partners, LLC since 2023. He previously worked at Albion Financial Group for 17 years. Outside of advising, he manages R&N Ventures, LLC, which owns vending machines. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, providing discretionary portfolio management, financial planning, and access to third-party managers. The firm offers a private investments platform and actively manages model portfolios through both internal allocations and selected external managers.

Teresa Friess is a financial advisor at Nilsine Partners, LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch during her career. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, and access to third-party managers. The firm also manages private investment vehicles and operates a private investments platform, utilizing model portfolios that combine internal allocations and selected external managers.

Elizabeth Landsinger is a CFP® certificant with five years of industry experience, currently serving at Nilsine Partners, LLC since 2025. Prior to joining Nilsine, she worked at Alliance Bernstein for four years and held positions at several other firms including Boston Hill Advisors and Academy of Art University. Nilsine Partners provides investment advisory and financial planning services to individuals, trusts, retirement plans, and institutional clients, combining household wealth management with adviser roles in private funds and pooled vehicles. The firm constructs tailored portfolios using a variety of investment vehicles and conducts due diligence and ongoing monitoring of underlying managers.

Carter Hall is a financial advisor at Nilsine Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously held roles at Brigham Young University - Hawaii, Rich Day Group, and Motiv Health, among others. Nilsine Partners advises individuals, trusts, pooled investment vehicles, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party managers. The firm also operates a private investments platform and serves as an investment adviser to feeder and master funds, actively managing model portfolios and sourcing investments for institutional and accredited investors.

Christine Wang is a CFP® professional with 13 years of industry experience. She currently serves as an advisor at Nilsine Partners, LLC and previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc. prior to joining Nilsine Partners. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients with discretionary portfolio management, financial planning, and access to third-party managers. The firm is noted for its role as an investment adviser to feeder and master funds, actively managing model portfolios and providing access to alternative investment platforms.

Brett Bills is a financial advisor at Nilsine Partners, LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch. Nilsine Partners serves individuals, trusts, pension plans, and corporate clients by providing discretionary portfolio management, financial planning, and access to third-party managers. The firm also advises private investment vehicles and operates a platform offering feeder and master fund opportunities to qualified investors.

Aaron Seeman is a financial advisor at Nilsine Partners, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Bank of America, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is also an agent involved in the sales of fixed and traditional insurance products. Nilsine Partners advises individuals—including high-net-worth clients—trusts, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, and access to third-party managers. The firm manages model portfolios using a combination of internal allocations and external platforms, and it serves as an investment adviser to feeder and master funds, providing services to institutional investors and family offices.

Edward Simon is a financial advisor at Nilsine Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Fidelity Investments and JFG Wealth Management. Nilsine Partners provides investment advisory and financial planning services to individuals, trusts, retirement plans, and institutional clients, and manages portfolios using a range of securities and private investments. The firm combines household wealth management with adviser-level roles in private funds and pooled vehicles, offering services to a variety of client types including high-net-worth individuals.

Jennifer Boyle is a Series 65-licensed financial advisor at Nilsine Partners, LLC with two years of industry experience. She previously worked at UMB Family Wealth, LLC and UMB Bank from 2013 to 2022. Nilsine Partners advises individuals, trusts, pooled investment vehicles, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, and access to third-party managers. The firm is notable for its role as an investment adviser to feeder and master funds, actively managing model portfolios and providing a private investments platform to approved investors.

R Scott Bills is a CFP® professional with 20 years of industry experience. He has worked at Nilsine Partners, LLC since 2021 and previously held roles at Bank of America, N.A. and Merrill. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, and access to third-party managers. The firm also manages private investment vehicles and operates a private investments platform that provides feeder and master fund opportunities to approved investors.

Joshua Deloach is a CFP®-designated financial advisor with 11 years of industry experience. He has worked at Nilsine Partners, LLC since 2021 and previously spent seven years at Bank of America N.A. and Merrill. Nilsine Partners advises individuals, trusts, pooled investment vehicles, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, and access to third-party managers. The firm is notable for its role as an investment adviser to feeder and master funds, actively managing model portfolios and providing access to private investment platforms.