ADVISOR BIO

Andrew Jay Garton is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc.. Andrew has been in the industry since 2022 and is currently registered in California and Texas. Andrew provides financial advice to individual clients, corporations, charitable organizations and other businesses. Andrew is a Series 7, 66, and SIE licensed advisor and is currently registered in 30 states.

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ADVISOR BIO

Andrew Vawter is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Andrew has been in the securities industry since September 2019. Andrew is registered with FINRA and is licensed in 46 states. Andrew is also registered with the Securities and Exchange Commission (SEC).

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ADVISOR BIO

Andrew Grantham is an Investment Advisor Representative associated with Evoke Advisors. Andrew is registered with the state of California and has been in the industry since June 2022. Andrew has passed the Uniform Investment Adviser Law Examination, which is commonly known as the Series 65 exam. The firm has a main office in Los Angeles, California. Evoke Advisors is a firm that specializes in Financial Planning, Pension Consulting, and Educational Seminars. The firm specializes in serving charitable organizations, high-net-worth individuals, and pooled investment vehicles.

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ADVISOR BIO

Andrew Odish is a financial advisor with LPL Financial LLC. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 2011. Andrew is registered with the state of California and has experience working at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, U.S. Bancorp Investments, Inc., and Wells Fargo Clearing Services, LLC.

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ADVISOR BIO

Andrew Cooper is a financial advisor with Global Retirement Partners LLC. Andrew has been in the industry since June 2002, with previous experience at Dunbar, Bender & Zapf, Inc., GWFS Equities, Inc., and LPL Financial, LLC. Andrew is licensed to provide investment advisory services in Pennsylvania and is a Registered Representative in Pennsylvania. Andrew specializes in providing financial planning, pension consulting, and selection of other advisors services.

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ADVISOR BIO

Andrew C Lai is a registered representative with J.P. Morgan Securities LLC. Andrew holds Series 63, Series 6TO, and SIE licenses. Andrew is registered in California. J.P. Morgan Securities LLC is a broker-dealer that offers a wide range of financial services to individual and institutional investors. The firm has over 10000 employees and manages over $249 billion in assets.

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ADVISOR BIO

Andrew Francis Klase is a financial advisor associated with Fidelity Personal And Workplace Advisors in BERKELEY, CA. Andrew Klase has been in the industry since December 20, 2015. Andrew Klase is registered with both the state of California and Texas. Andrew Klase is registered with FINRA as a Registered Representative, with Series 7, 63, and SIE licenses. Andrew Klase is also registered with the state of California as an Investment Advisor Representative. Andrew Klase is a licensed agent in 34 states, in addition to their investment advisor representative status in California and Texas. Andrew Klase's previous experience includes work at CHARLES SCHWAB & CO., INC.

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ADVISOR BIO

Andrew Marinos is an investment advisor representative with over 20 years of experience in the industry. Andrew is currently registered with Charles Schwab & CO., Inc. as an Investment Advisor Representative and is licensed in California and Texas. Before joining Charles Schwab & CO., Inc., Andrew worked for FIDELITY BROKERAGE SERVICES LLC. Andrew has a wide range of experience and is dedicated to providing quality financial advice to his clients.

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ADVISOR BIO

Andrew Lewis is a financial advisor with Cuso Financial Services, LP. Andrew has been in the industry since February 17, 2014 and has a combined total of 9 approved state registrations and 2 approved IA state registrations. Andrew has held previous roles at TD Ameritrade, Inc., ScotTrade, Inc., J.P. Morgan Securities LLC, and Amerivest Investment Management, LLC. Andrew currently holds Series 7, 9, 10, 63 and 66 licenses. Andrew has a focus on investment management for individuals and businesses, as well as financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Andrew Yoontae Kim is an Investment Advisor Representative with Corient. Andrew has been in the financial industry for over 10 years. Andrew has a Series 65 license and is registered in California and New York. Prior to joining Corient, Andrew worked at Prudent Investor Advisors, LLC, Stevens First Principles, and Dowling & Yahnke, LLC. Andrew specializes in portfolio management for individuals and pooled investment vehicles. Andrew's areas of expertise include financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, and portfolio management for businesses. Andrew is a highly experienced and qualified Investment Advisor Representative with a proven track record of success.

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