ADVISOR BIO

Andrue Jorgensen is an Investment Advisor Representative with Bayntree Wealth Advisors, LLC. Andrue is registered with the state of Arizona and has been in the industry since June 2020. Andrue holds the Series 66, Series 7TO and SIE licenses. Andrue specializes in financial planning, portfolio management for individuals and investment companies, and provides educational seminars. Andrue has previous experience with Securian Financial Services, Inc. and Renaissance Financial.

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Andy Garcia is a financial advisor with over 20 years of experience in the industry. Andy currently works at Vanguard Advisers, Inc. and is registered with FINRA and the states of Arizona and Texas. Andy has a background in financial planning and portfolio management. Andy is also a Certified Financial Planner. Andy is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Andy Garcia is a registered investment advisor representative with Osaic Wealth, Inc. based in Scottsdale, Arizona. Andy has been in the financial services industry since 2019. Andy is a Series 66, Series 7 and SIE licensed professional. Andy has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Andy's previous employers include Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, Pruco Securities, LLC, and AXA Advisors, LLC.

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Angela Knott is a financial advisor with Vanguard Advisers, Inc. based in Scottsdale, Arizona. Angela has been in the financial services industry since 1994. Angela has a strong background in investment management, specializing in a variety of financial products and services for individuals and businesses.

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Angela Irvine is a financial professional with over six years of experience in the financial services industry. Angela is currently registered with United Planners' Financial Services of America A Limited Partner, a firm that provides financial planning, investment management, and retirement planning services to individuals and businesses. Prior to her current role, Angela worked as a financial advisor for several other firms, including Level Four Financial, LLC, and Avantax Investment Services, Inc. Angela is a licensed securities agent and holds the Series 7 and Series 63 licenses, as well as the SIE designation. Angela focuses on providing comprehensive financial planning services to her clients, including retirement planning, investment management, and insurance planning. Angela is committed to helping her clients achieve their financial goals and is dedicated to providing them with personalized service and guidance.

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Angela Jean McDonald is a registered investment advisor with Morgan Stanley. Angela has been in the financial industry since August 14, 2007. Angela is registered in 51 states and the District of Columbia. Angela has a Series 66, Series 7 and SIE license. Angela offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for individuals, businesses and investment companies.

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ADVISOR BIO

Angela Villandre is an investment advisor representative with Vanguard Advisers, Inc.. Angela has been in the industry since 2004 and has experience with various investment strategies. Angela holds the Series 7 and Series 63 licenses and the SIE exam certification. Angela is a Certified Financial Planner. Angela has been with Vanguard Advisers, Inc. since 2014. Prior to that, Angela worked at USAA FINANCIAL ADVISORS, INC., ING FUNDS DISTRIBUTOR, LLC, ESSEX NATIONAL SECURITIES, INC., LIBERTY SECURITIES CORPORATION, JMC FINANCIAL CORPORATION, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Angela is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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Angela Talbot is an investment advisor representative who has been in the industry since 2002. Angela has a Series 11 and Series 65 license and is registered in Arizona, Nevada, New Mexico and Utah. Angela currently works for Global Retirement Partners LLC and has previous experience with AXA Advisors, LLC and MONY Securities Corporation. Angela specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Angela has a demonstrated history of working in the financial services industry with a focus on providing retirement planning services to individuals and families.

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Angela Mansfield is a financial advisor with Park Avenue Securities LLC. Angela has been working in the financial services industry since 2010. She has a broad range of experience, including working for Ameritas Investment Corp, Guardian Investor Services, and Transamerica Investors Securities. Angela specializes in providing financial planning, portfolio management, and selection of other advisors. She is registered to provide investment advice in 17 states and is also registered with the Securities Industry and Financial Markets Association (FINRA). Angela is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Angela Marie Kunze is a financial advisor at Raymond James & Associates, Inc. with over 14 years of experience in the industry. Angela has a strong background in financial planning and investment management. Angela is dedicated to helping clients achieve their financial goals.

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