MEET THE TEAM

MEET THE TEAM

Meet The Team

Backed by a team of credentialed and tenured professionals with decades of combined industry experience, we work collaboratively from coordinating and consulting to the delivery and implementation of your financial plans.

Nold Bryant Planning and Investments
Nold Bryant group photo

Our Team

Austin L Nold, CFP®

CEO/Senior Wealth Planner

Christian Bryant, CFA

President/Chief Investment Officer

Hunter Rich

Associate Wealth Planner

Zach Dudley

Paraplanner

Kelly Petersen

Client Services Manager

Hillary Worley

Client Experience Lead

Our Partners

Matt Ackermann

Chief Content Officer

Rich Austin

Executive Director

Bill Beaudoin

Vice President of Case Design

Rob Brown

Chief Investment Officer

Derek Chesley

Case Design

Caitlyn Frament

Director of Compliance

Greg Freeman

Advanced Planning Specialist

Will Hackler

Director of Retirement Plans

Erin Haskell

Compliance Operations Manager

Peter Kaplan

Vice President, Insurance Solutions

Stephen Kolano

Managing Director, Investments

Ray Lucas

Senior Vice President of Financial Planning & Training

Andree Mohr

Chief Implementation Officer

John Pastore

Senior Vice President

Ann Swartz

Chief Operations Officer

Becca Zophin

Chief Marketing Officer, InTouch Innovations

We are excited to share that our registered investment advisor (RIA), Integrated Partners, has been listed in Barron's list of Top 100 RIA Firms for 2024.

Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.

Data provided by SHOOK® Research, LLC. Data as of 3/31/25. Forbes America’s Top Next-Gen Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. SHOOK considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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