ADVISOR BIO

Andrew Kohl is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Andrew Kohl has been in the industry since 2022. Andrew Kohl is registered with the following states: Alabama, Connecticut, Florida, Georgia, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Texas. Andrew Kohl also holds the following licenses: Series 66, Series 7TO, SIE. The firm offers various financial services including financial planning, investment management, portfolio management, selection of other advisers, pension consulting and educational seminars.

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ADVISOR BIO

Andrew Vahab is a financial advisor with over 20 years of experience in the financial services industry. Andrew is currently registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC in Florida and Texas. Andrew has a broad range of experience, including providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 63, and Series 65 licenses. Andrew is also a board member of the AW Dreyfoos School of Arts Foundation.

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ADVISOR BIO

Andrew Caldwell is a financial advisor with over 25 years of experience in the industry. Andrew is currently registered with Wells Fargo Clearing Services, LLC. Andrew has held previous positions at Colonial Brokerage, Inc., FISERV INVESTOR SERVICES, INC., SunTrust Securities, Inc., New England Securities and Edward D. Jones & Co., L.P. Andrew specializes in portfolio management for individuals and businesses. Andrew Caldwell holds Series 7 and Series 66 licenses and a SIE designation.

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Andrew Fuhrman is a financial advisor with over 20 years of experience in the industry. Andrew is registered with Wells Fargo Clearing Services, LLC and has been with them since 2009. Andrew offers a range of services including financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients. Andrew is licensed to provide investment advice in multiple states and is a Registered Representative with FINRA.

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ADVISOR BIO

Andrew Philip Arigo is an Investment Advisor Representative with Newport Group Consulting, LLC. Andrew has been working in the financial services industry since 2001. Andrew has experience working with clients in Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Andrew is a registered Investment Advisor Representative with Newport Group Consulting, LLC in Florida. Andrew offers investment performance analytics for retirement plans, foundations, and endowments. Andrew also offers managed account services for plan participants. Andrew is also a Registered Representative and Investment Advisor Representative with Newport Group Securities, Inc.

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ADVISOR BIO

Andrew James Mahaven is a financial advisor who has been in the industry since 2008. He is currently registered with Cetera Investment Advisers LLC and is located in Jacksonville, FL. Andrew has previously worked with Securian Financial Services, Inc., BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. He has a variety of licenses and certifications, including Series 6, Series 7, Series 63 and Series 65. Andrew specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and investment companies.

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ADVISOR BIO

Andrew Nelson Cappello is a financial advisor registered in the state of Florida. Andrew is also registered with the state of North Carolina. Andrew has been in the financial services industry since August 2014 and has a Series 63, Series 65, Series 7 and SIE license. Andrew is currently employed at Merrill Lynch, Pierce, Fenner & Smith Inc. and was previously employed at J.P. Morgan Securities LLC. Andrew’s office is located in Tampa, Florida. Andrew can be reached by phone at 800-637-7455.

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ADVISOR BIO

Andrew Walther is an investment advisor representative with over 15 years of experience in the financial services industry. Andrew has worked with several firms including BB&T Securities, LLC, Wells Fargo Advisors, LLC, Truist Investment Services, Inc., and Raymond James & Associates, Inc. Andrew is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses. Andrew specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Andrew David Britton has been a registered investment advisor since 1995. Andrew has worked for Wells Fargo Clearing Services, LLC since 2016 and for Wells Fargo Advisors LLC since 2009. Andrew has a Series 7, Series 10, Series 9, Series 31, Series 63 and Series 65 license and is registered in 27 states. Andrew specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Andrew Hobbs is a financial advisor with over 7 years of experience in the industry. Andrew is registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. in Florida. Andrew provides financial planning services to individuals, businesses, corporations, pension plans, and insurance companies. Andrew is a Certified Financial Planner and has passed several industry exams, including the Series 3, 4, 7, 9, 10, 24, 52TO, 66 and 82TO exams.

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