ADVISOR BIO

Amy Morgan is an investment advisor representative with LPL Financial LLC. Amy has been in the financial services industry since April 20, 2015. Amy holds Series 63, 65, 7 and SIE licenses. Amy is registered to provide investment advice in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, New York, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington.

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ADVISOR BIO

Andrea Lynn MacK is a financial advisor who has been working in the industry since 1998. Andrea is currently registered with Osaic Wealth, Inc. in Birmingham, Alabama. Andrea has a wide range of experience and holds several industry licenses and certifications, including Series 6, 7, 24, 26, and 63. Andrea specializes in helping individuals, families, and businesses achieve their financial goals.

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ADVISOR BIO

Andrea Brown is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a large broker-dealer with offices across the United States. Andrea has been in the industry since 2007 and has a strong track record of providing investment advice to clients. Andrea is registered to provide investment advice in Alabama, New Jersey, and Texas. Andrea has passed the Series 7, Series 31, and Series 66 exams. Andrea is a licensed agent, investment advisor representative, and registered representative. Andrea has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Andrea is committed to providing her clients with personalized financial advice and investment management services.

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ADVISOR BIO

Andrew White is a financial advisor at Fidelity Personal And Workplace Advisors. Andrew has been a registered representative since 2010, and has worked in the financial industry since 2011. Andrew is a Certified Financial Planner™ professional and has worked for various firms including Vanguard Marketing Corporation and Park Avenue Securities LLC. Andrew is licensed to provide financial advice in multiple states and holds a Series 7, Series 66, and SIE licenses.

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ADVISOR BIO

Andrew Mason is a financial advisor with Stonex Advisors Inc., with over 17 years of experience in the industry. Andrew has a broad background in the industry, having previously worked at Quest Capital Strategies, Inc., National Planning Corporation and A. G. Edwards & Sons, Inc. Andrew holds the Series 66, Series 7 and SIE licenses. Andrew is currently registered in Arizona, California, Florida, Illinois, Indiana, Michigan, New Jersey, Pennsylvania, Tennessee and Texas. Andrew's specializations include Financial Consulting Services, Financial Planning, Pension Consulting, Educational Seminars and Portfolio Management for Businesses and Individuals.

SPECIALIZATIONS

ADVISOR BIO

Andrew Donald Rice is a financial advisor who has been registered with the Securities and Exchange Commission (SEC) since 2006. Andrew is currently registered with Money Management Services Inc. Andrew specializes in portfolio management for individuals and businesses, as well as financial planning and investment consulting. Andrew is a dedicated professional with a wealth of experience in the financial industry. Andrew has a proven track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Andrew Kyle Foshee is a financial advisor with Osaic Wealth, Inc., providing financial advice and investment management services. Andrew has been in the financial industry since May 2020. Andrew has Series 7, 63, and 65 licenses and has been registered with the state of Alabama since March 2024. Andrew works with a wide range of clients including individuals, high net worth individuals, charitable organizations, corporations, and pension plans. Andrew specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Andrew Lamar has been in the financial services industry since 1993 and is a registered investment advisor. Andrew is currently with Raymond James Financial Services Advisors, Inc. Andrew is licensed to offer investment advice in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Andrew has a Series 6, 7, 9, 10, 63, and 65 securities license. Andrew has previously worked for EDWARD JONES and PRUDENTIAL SECURITIES INCORPORATED and PRUCO SECURITIES CORPORATION.

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ADVISOR BIO

Andrew Cavnar is a financial advisor with Stifel, Nicolaus & Company, Inc. Andrew has over 22 years of experience in the financial services industry. Andrew is a Series 63, SIE, Series 50 and Series 52 licensed advisor. Andrew is registered in Alabama, Florida, Indiana, Kansas, Louisiana, Mississippi and Missouri. Andrew's previous experience includes working with Merchant Capital, L.L.C. in Montgomery, Alabama.

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ADVISOR BIO

Andrew D'amico is an investment advisor representative at Savant Wealth Management. Andrew D'amico has been in the industry for over 20 years and is a Certified Financial Planner. Andrew D'amico has been registered with the state of Alabama since 2023. Andrew D'amico has been working for Savant Wealth Management since 2023. Before that, Andrew D'amico worked for Bridgeworth Wealth Management in Huntsville, Alabama.

SPECIALIZATIONS