ADVISOR BIO

Andrea Lees Roschke is an investment advisor representative at Ameriprise Financial Services, LLC in Agoura Hills, California. Andrea has been in the securities industry since August 7, 2011. Andrea holds a Series 66 and Series 7 license. Andrea has been with Ameriprise Financial Services, LLC since March 2020. Andrea also works with SingerLewak LLP in Woodland Hills, California.

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ADVISOR BIO

Andrea Mosich is a financial advisor registered with LPL Financial LLC. Andrea has been in the industry since July 30, 2023. Andrea holds the Series 99TO and SIE licenses. Andrea works at the San Diego, CA branch of LPL Financial LLC.

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ADVISOR BIO

Andrea Monique Camahort is a financial advisor who has been in the industry for over 10 years. Andrea is registered with Morgan Stanley and has offices in both California and Texas. Andrea is a well-rounded advisor with a broad range of financial services, including investment management for individuals, businesses, and investment companies. Andrea is also a registered investment advisor and holds licenses in all 50 states. In addition to Andrea's financial services, Andrea is also involved in other business endeavors, including home staging.

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ADVISOR BIO

Andrea Collins is a registered investment advisor representative with Charles Schwab & CO., Inc. located in Newport Beach, California. Andrea has been working in the securities industry since May 17, 2007. Previously, Andrea has worked at CNR SECURITIES, LLC, MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, and MORGAN STANLEY DW INC. Andrea has a Series 7, Series 31, and Series 66 licenses. Andrea is licensed to offer investment advice in Arizona, California, Florida, Georgia, Idaho, Michigan, Nevada, New York, North Carolina, Oregon, Tennessee, Texas, Utah, Washington, and Wisconsin.

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ADVISOR BIO

Andrea Vedder is a financial advisor with Ballast Point Financial Planning, LLC. Andrea is a Certified Financial Planner and holds the Series 65 license. Andrea has been in the financial services industry for over 10 years. Andrea's areas of specialization include financial planning, portfolio management for individuals, selection of other advisors and educational seminars.

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ADVISOR BIO

Andrea Bishara is a registered representative with Citigroup Global Markets Inc. Andrea has been in the securities industry since August 12, 2012. Andrea has passed the Series 6, Series 7, Series 63, Series 66 and SIE exams. Andrea's current firm is Citigroup Global Markets Inc., which has offices in La Jolla, CA and Fountain Valley, CA. Prior to joining Citigroup Global Markets Inc., Andrea was registered with J.P. Morgan Securities LLC. Andrea is registered in Arizona, California, Massachusetts, Nevada, and Washington. Andrea specializes in providing portfolio management for individuals, portfolio management for businesses, financial planning, asset allocation advice, and selection of other advisers.

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ADVISOR BIO

Andrea Wright is a financial advisor with Morgan Stanley and has been in the financial services industry for over 17 years. Andrea has a broad range of experience and is licensed to provide investment advice in 48 states and the District of Columbia. Andrea is a registered representative with FINRA and a registered investment advisor representative with the state of California. Andrea is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Andrea Nolan is an investment advisor representative at Savvy. Andrea has been in the financial industry for over 20 years and holds Series 7 and Series 66 licenses. Andrea has worked at several firms throughout her career, including Ancora Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Concert Wealth Management, Fieldstone Financial, and FourStar Wealth Advisors, LLC. Andrea is registered to provide investment advice in Nevada and Texas. Savvy is an investment advisor firm with offices in New York and Reno, Nevada. The firm specializes in providing financial planning, portfolio management for individuals, and educational seminars.

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ADVISOR BIO

Andrea Chillak is a Registered Investment Advisor and is currently registered in California and Texas with Integrated Wealth Concepts LLC. Andrea has been in the industry for over 30 years and has worked with a variety of firms including Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc. and E.F. Hutton & Company Inc. Andrea's current firm, Integrated Wealth Concepts LLC, provides advisory services such as financial planning, pension consulting and portfolio management for both individuals and businesses. The firm also offers selection of other advisors.

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ADVISOR BIO

Andrea Marie Trudeau is a financial advisor who has been in the industry since 1988. Andrea is currently registered with Osaic Wealth, Inc. in California and has been with the firm since June 2024. Prior to that, Andrea was with Securities America, Inc. and Foothill Securities, Inc. Andrea holds the Series 7 and SIE licenses. Andrea is a Chartered Financial Consultant. Andrea has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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