ADVISOR BIO

Andrew Fleming is a financial advisor with over 8 years of experience in the industry. Andrew is a Certified Financial Planner™ professional and holds a Series 7, Series 66, and SIE license. Andrew currently works with LPL Financial LLC and has been registered with the firm since July 2021. Prior to that, Andrew was registered with Waddell & Reed from August 2013 to July 2021. Andrew provides a variety of financial services to individuals, families, and businesses.

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ADVISOR BIO

Andrew Papp is a financial advisor with over 30 years of experience in the industry. He holds Series 7, 24, 63 and 66 licenses and is currently registered with Ministry Partners Securities, LLC and 724 Capital, LLC. Andrew has held previous registrations with a number of other firms including Cetera Advisor Networks LLC, Centaurus Financial, Inc. and Brookstreet Securities Corporation. Andrew specializes in working with high-net-worth individuals, charitable organizations, corporations or other businesses and individuals other than high-net-worth. Andrew Papp provides financial planning, referral services, and portfolio management for his clients.

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ADVISOR BIO

Andrew Bonelli is an investment advisor representative at J.P. Morgan Securities LLC. Andrew has been in the industry since 2018 and has a Series 63 and Series 7 license as well as the SIE exam. Andrew is registered in a number of states and has held prior registration with X-Change Financial Access, LLC in Illinois. Andrew offers investment advice services, including financial planning and portfolio management, for a variety of client types, including individuals, corporations, and charitable organizations. Andrew's firm, J.P. Morgan Securities LLC, has a total of over $249 billion in regulatory assets under management.

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ADVISOR BIO

Andrew Massieon is a financial advisor with over 26 years of experience in the industry. Andrew currently works with LPL Financial LLC, a large financial services firm with over $50 billion in assets under management. Previously, Andrew worked with Ameritime, LLC, a registered investment advisor firm, and Securities America, Inc. Andrew has a wide range of licenses and certifications, including Series 6, 7, 63, and 65. Andrew is also a registered investment advisor in Kansas and Texas. Andrew has expertise in a variety of financial planning areas, including retirement planning, college savings, and estate planning.

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ADVISOR BIO

Andrew Currie Anderson is an active financial advisor with over 25 years of experience in the industry. Andrew is currently registered with LPL Financial LLC. Previously, Andrew was registered with Wedbush Securities Inc., First Wall Street Corp. and Salomon Smith Barney Inc. Andrew is licensed in multiple states and holds several industry credentials, including Series 7, Series 63, Series 65, and Series 24. Andrew specializes in providing financial planning and investment management services to individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Andrew Schoenike is a financial advisor with over 14 years of experience in the financial services industry. Andrew is registered with Wells Fargo Clearing Services, LLC in California and a number of other states. Andrew holds the Series 6, 7, and 63 licenses. Andrew is a Certified Financial Planner™ professional. Andrew has previously worked with J.P. Morgan Securities LLC and Chase Investment Services Corp.

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ADVISOR BIO

Andrew Minker has been in the financial industry since January 21, 1998. Andrew is currently registered with Equitable Advisors, LLC and has previously worked for IDS LIFE INSURANCE COMPANY. Andrew is a registered representative with FINRA and has Series 7, 63 and SIE licenses. Andrew is also an Investment Advisor Representative (IAR) and holds a Series 65 license. Andrew specializes in providing financial advice and planning, as well as portfolio management for individuals and businesses. Andrew holds his license in Arizona, California, Florida, Hawaii, Michigan, Missouri, Nevada, Tennessee, Texas, and Washington.

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ADVISOR BIO

Andrew Ficarra is an investment advisor representative associated with Signature Resources Capital Management, LLC and Cadence Wealth Management, LLC. Andrew has experience in the financial industry since 2012. Andrew is registered with the state of California and Arizona. Andrew is a Series 66 and 65 licensed advisor. Andrew specializes in portfolio management, financial planning and pension consulting.

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ADVISOR BIO

Andrew C. Yip is a financial advisor registered with Charles Schwab & CO., Inc. and has been in the industry since 2002. Andrew has worked with clients in Pasadena, CA and other locations throughout his career. He is currently registered in California. Previously, Andrew worked at State Farm VP Management Corp., Ameriprise Financial Services, Inc., IDS Life Insurance Company, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Andrew Skinner is a financial advisor who has been in the industry since 2000. Andrew is currently registered with Treehouse Wealth Advisors, a firm that specializes in providing financial planning and portfolio management services to individuals and businesses. Andrew has a strong background in the financial services industry, having previously worked at SF Sentry Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andrew is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS