ADVISOR BIO

Andrew Carrigan is an active financial advisor with over 29 years of experience in the industry. Andrew currently works as an investment advisor representative at Wells Fargo Advisors Financial Network, LLC and is registered in 10 states. Andrew has a strong background in investment management and has previously worked with firms like Morgan Stanley and Morgan Stanley Smith Barney. Andrew is also a registered Investment Advisor and holds Series 7, 31, and 65 licenses. Andrew specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies.

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ADVISOR BIO

Andrew Preston Peterson is a financial advisor with over 28 years of experience in the industry. Andrew is currently registered with Stifel, Nicolaus & Company, Inc. and has previously worked with firms such as Stone & Youngberg LLC, Capital Brokerage Corporation, McClung Capital Corporation, First Interstate Investments, Inc. and Wells Fargo Securities Inc. Andrew holds several licenses and certifications including the Series 7, 24, 52, 53, 63, and 65 exams, demonstrating a wide range of financial expertise. Andrew specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Andrew is registered in several states, including California, Texas, Arizona, Arkansas, Colorado, Connecticut, Delaware, Florida, Hawaii, Idaho, Illinois, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Tennessee, Utah, Vermont, Virginia and Washington.

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ADVISOR BIO

Andrew Roybal is a financial advisor with LPL Financial LLC, based in San Diego, CA. Andrew has been in the financial services industry since 1995. Andrew holds the Series 7, Series 63 and SIE licenses and is registered in Alabama, Arizona, California, Colorado, Florida, Missouri, Nevada, South Carolina, and Utah. Andrew previously worked for UnionBanc Investment Services, LLC, Rickel & Associates, Inc., and Cruttenden Roth Incorporated. Andrew specializes in working with individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Andrew provides financial planning, portfolio management, and consulting services to clients.

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ADVISOR BIO

Andrew Lane Stern is a financial advisor with Beacon Pointe Advisors, LLC, based in Newport Beach, CA. Andrew has been in the financial services industry since 1999. Andrew holds FINRA Series 7, Series 31, and SIE licenses as well as the Series 63. Andrew is a registered Investment Advisor Representative in New York. Prior to joining Beacon Pointe Advisors, LLC, Andrew worked at Lebenthal & Co., LLC, Purshe Kaplan Sterling Investments and Morgan Stanley. Andrew specializes in providing financial advice to individuals, corporations, high-net-worth individuals, charitable organizations, insurance companies, pooled investment vehicles, and pension and profit-sharing plans.

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ADVISOR BIO

Andrew Duff is a financial advisor who has been in the industry since 1996. Andrew is registered with LPL Financial LLC in both California and Texas. He offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, and consulting. Andrew is also a Certified Financial Planner and a Chartered Financial Consultant. Andrew has a history of working for multiple firms including MonY Securities Corporation, Equitable Advisors, LLC and AXA Advisors, LLC.

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Andrew Rosner is a financial advisor in Carlsbad, California. Andrew has been in the industry since 2013. He is currently registered with Oneamerica Securities, Inc. and has been associated with the firm since January 2024. Andrew previously worked for Woodbury Financial Services, Inc., AXA Advisors, LLC and MML Investors Services, LLC. Andrew is licensed to sell securities in California, Florida, Nevada, South Carolina, and Washington. He is also registered as an Investment Advisor Representative (IAR) in these states. Andrew has a wide range of experience and expertise, and he offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Andrew is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Andrew Orr is a financial advisor with Wells Fargo Clearing Services, LLC, in Beverly Hills, California. Andrew has been in the financial services industry since 1997 and has over 20 years of experience. Andrew is licensed to provide financial advice in several states, including California, Texas, and Florida. Andrew is also registered with the Financial Industry Regulatory Authority (FINRA). Andrew has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized service and tailored investment strategies to meet the unique needs of each client.

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ADVISOR BIO

Andrew Fiscina is a financial advisor with Golden State Wealth Management, LLC in South Coast Metro, CA. Andrew has been in the industry since 2011 and is registered with FINRA and the State of California. Andrew holds Series 6, 7, 63 and 65 licenses as well as the SIE. Golden State Wealth Management, LLC is an independent firm and Andrew also works with LPL Financial. Andrew specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Andrew Smith is a financial professional with over 10 years of experience in the financial services industry. He is currently registered with Flagstar Advisors as an Investment Advisor Representative in both California and New York. Previously, Andrew was a registered representative with HSBC Securities (USA) Inc. in both New York and California. Andrew has a strong background in providing financial advice to individuals, corporations, and institutions. Andrew's areas of expertise include investment management, portfolio management, retirement planning, and wealth management. Andrew holds a Series 6, 7, 9, 10, 63, and 66 licenses and is a Registered Principal with FINRA.

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ADVISOR BIO

Andrew Rizk is a registered representative with Transamerica Retirement Advisors, LLC, located in Poway, CA. Andrew has been in the financial industry since June 15, 2014. Andrew's previous affiliations include GWFS EQUITIES, INC. and AXA ADVISORS, LLC. Andrew holds Series 6, 63 and 65 securities licenses. Andrew holds the SIE securities license as well. Andrew specializes in providing financial advice to individuals, pension plans, and businesses. Andrew and Transamerica Retirement Advisors, LLC provide financial planning, portfolio management, and pension consulting services.

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