ADVISOR BIO

Andrew McGrade is a financial advisor with TD Private Client Wealth LLC. Andrew has been in the financial services industry since 2011 and has a wide range of experience in providing financial advice and portfolio management services. Andrew McGrade has a strong track record of success in helping clients achieve their financial goals. Andrew holds the Series 7, Series 63, and Series 66 securities licenses and is also a Chartered Financial Analyst.

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ADVISOR BIO

Andrew Lazar is a financial professional with over 30 years of experience in the securities industry. Andrew is currently registered with Buckler Securities LLC in Greenwich, CT. Previously, Andrew was associated with BMO Capital Markets Corp., Automated Equity Finance Markets, Inc., Quadriserv Securities, Inc., UBS Securities LLC, SBC Warburg Dillon Read Inc., SBC Warburg, Inc., Smith Barney Inc. and Kidder, Peabody & Co. Incorporated. Andrew is a Series 7, Series 24, Series 63, Series 99TO and SIE licensed professional and holds active registrations in Arizona, California, Connecticut, Delaware, Florida, Illinois, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas and Wisconsin.

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ADVISOR BIO

Andrew Anthony Heredia is a registered representative with Northwestern Mutual Investment Services, LLC. Andrew holds Series 63, Series 6TO, and SIE licenses. Andrew has been in the industry since March 3, 2023. Andrew is registered to offer securities in Arizona, California, Connecticut, Florida, Georgia, New Hampshire, New Jersey, New York, North Carolina, Rhode Island, and Virginia. Andrew's firm has been in business since March 2023.

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ADVISOR BIO

Andrew O'Connell is an investment advisor representative who has been working in the financial industry since 2011. Andrew is currently registered with Cresset Asset Management, LLC, a firm that specializes in providing investment advisory services to high-net-worth individuals, families, foundations, and endowments. Previously, Andrew worked at First Republic Securities Company, LLC and Constellation Wealth Advisors LLC. Andrew holds Series 7, 63, and 66 securities licenses. Andrew has experience in providing financial planning, investment management, and other related services.

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ADVISOR BIO

Andrew Wigzell has been in the financial services industry since 2000. Andrew is currently registered with MML Investors Services, LLC and has been registered with them since 2017. Andrew previously worked with MSI Financial Services, Inc. Andrew's registration history reflects that he has a broad background in the industry. Andrew is a Chartered Financial Consultant. Andrew provides a variety of financial services to individuals, businesses, corporations, trusts and other clients. Andrew has 52 state licenses and 3 Investment Advisor licenses. Andrew is actively registered in Connecticut, Florida and Texas. Andrew is approved to provide Broker Check services in 52 states, and Investment Advisor services in 3 states.

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ADVISOR BIO

Andrew Madlener is a Certified Financial Planner™ and Investment Advisor Representative with Open Circle Wealth Partners. Andrew has been in the industry since June 2012. Andrew is licensed in Connecticut, where he has been registered as an Investment Advisor Representative since October 2015. Andrew has a Series 65 license and has completed the Uniform Investment Adviser Law Examination. Andrew provides a range of services including financial consulting, pension consulting and portfolio management for individuals. Open Circle Wealth Partners is a firm based in North Haven, CT. Open Circle Wealth Partners manages assets for 16 clients and has a total of $23,933,403 in regulatory assets under management.

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ADVISOR BIO

Andrew Baldassarre is an investment advisor representative for Rossmore Private Capital, LLC. Andrew is licensed in Connecticut. Andrew has a background in financial services, having worked in various roles at UBS Financial Services Inc., UST Securities Corp., and UST Financial Services Corp. Andrew holds Series 7, Series 63, and Series 65 licenses. Andrew is also a member of the Village for Families and Children board of directors. Andrew is dedicated to providing personalized financial advice to individuals, families, and businesses. Rossmore Private Capital, LLC provides financial planning, portfolio management, and trustee services.

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ADVISOR BIO

Andrew Anthony Marchionni is a financial advisor at Fidelity Personal and Workplace Advisors. Andrew has over 6 years of experience in the financial services industry. Andrew is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Prior to joining Fidelity, Andrew was a financial advisor at Oppenheimer & Co. Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and AXA Advisors, LLC. Andrew helps individuals and families with financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Andrew Maurer is an Investment Advisor Representative registered with Scott Capital Partners. He is a licensed Investment Advisor Representative in Connecticut and Wyoming. Andrew has been in the industry since December 2012. Andrew is registered with the state of Connecticut. Andrew is Series 65 licensed. His prior experience includes working at G. Scott Capital Partners, LLC in Darien, Connecticut.

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ADVISOR BIO

Andrew Lebowitz is a financial advisor at Osaic Institutions, Inc. with over 35 years of experience in the industry. Andrew has held various roles at several financial institutions, including Washington Square Securities, Inc., Lincoln Financial Advisors Corporation, and Great American Advisors, Inc. Andrew currently holds Series 6, 26, and 63 licenses. In addition to providing financial planning and portfolio management services, Andrew also assists clients with their investment company products and variable contracts needs.

SPECIALIZATIONS