ADVISOR BIO

Andrew S. Lucas is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry since August 4, 2009 and is registered to provide investment advice in 50 states and the District of Columbia. Andrew has a broad range of experience and holds several professional certifications.

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ADVISOR BIO

Andrew Malikowski is an investment advisor representative at Morgan Stanley. Andrew has been in the financial services industry since 2019 and has experience with both brokerage and investment advisory services. Andrew holds licenses in Series 66, Series 7TO, and SIE. Andrew is currently registered in 53 states and is active in both broker-dealer and investment advisory capacities. Andrew works with a wide variety of clients including individuals, high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Andrew is committed to providing his clients with personalized financial advice that meets their individual needs. Andrew is based in Chicago, IL.

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ADVISOR BIO

Andrew Eugene Nelson is an investment advisor representative who has been in the industry since August 1993. Andrew Eugene Nelson currently works for PT Asset Management, LLC and is licensed in Illinois. Andrew Eugene Nelson has experience with the following product types: Investment Company Products/Variable Contracts, General Securities Representative and Securities Industry Essentials. Andrew Eugene Nelson has previously worked at Destra Capital Investments LLC, Deutsche AM Distributors, Inc., Pioneer Funds Distributor, Inc. and Putnam Retail Management Limited Partnership.

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ADVISOR BIO

Andrew E. Thompson is an investment advisor representative with William Blair and has been in the industry for over 20 years. Andrew Thompson is licensed in various states, including Georgia and Illinois. Andrew Thompson specializes in portfolio management for individuals, businesses and pooled investment vehicles.

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ADVISOR BIO

Andrew Morse is a financial advisor with over 30 years of experience in the industry. Andrew has worked at several prominent financial institutions, including Salomon Smith Barney, Lehman Brothers, and UBS Financial Services. Andrew is currently a registered representative of Hightower Advisors, LLC. Andrew's areas of expertise include portfolio management for both businesses and individuals, financial planning, and pension consulting. Andrew holds Series 7, Series 63, Series 65, and Series 24 licenses. Andrew is a member of Hightower Advisors, LLC, which is a registered investment advisor with the Securities and Exchange Commission (SEC). Hightower Advisors, LLC offers a wide range of advisory services, including portfolio management, financial planning, and pension consulting. Hightower Advisors, LLC has over 178,000 client accounts and manages approximately $130 billion in assets.

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ADVISOR BIO

Andrew Dominic Griffo is a registered representative with Morgan Stanley. Andrew has been in the financial services industry since July 23, 1985. Previously, Andrew was registered with CITIGROUP GLOBAL MARKETS INC. and Lehman Brothers Inc. Andrew is licensed in multiple states and is currently working out of the Chicago, IL branch office of Morgan Stanley.

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ADVISOR BIO

Andrew B. Combs is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. Andrew has been in the securities industry for over 2 years, working in various roles before joining Stifel. Andrew holds the Series 66, Series 7, and SIE exams and is registered to provide investment advice in all states.

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ADVISOR BIO

Andrew Pataky is a financial advisor at Mesirow Financial Investment Management, Inc. and Mesirow Institutional Investment Management, Inc. Andrew has been in the financial industry since 2002. Andrew holds the Series 7, Series 66, and SIE licenses. Andrew specializes in working with high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, and state or municipal government entities.

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ADVISOR BIO

Andrew Martin Hudson is an investment advisor representative with Morningstar Investment Management LLC in Chicago, Illinois. Andrew has been in the industry since 2011 and is registered with the state of Ohio. Andrew has worked with Charles Schwab & Co., Inc. and Charles Schwab Bank in the past. Andrew holds the Series 66, Series 7 and SIE licenses. Andrew's specializations include retirement planning, investment management for individuals, businesses, investment companies, and pooled investment vehicles, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Andrew Rojas is a financial professional licensed in Illinois and has been working in the industry since 2021. Andrew Rojas is currently registered with Bankers Life Advisory Services, Inc. in Illinois and has passed the Series 66, Series 7TO and SIE exams. Andrew Rojas has 1 approved state registration in Illinois. Andrew Rojas's current employer is Bankers Life Advisory Services, Inc. Andrew Rojas has experience in the insurance industry, having been a Unit Field Trainer at Bankers Life & Casualty, Inc. since 2020. Andrew Rojas is also a registered representative for Bankers Life Securities, Inc. Andrew Rojas provides financial planning services and specializes in insurance, retirement, and estate planning. Andrew Rojas also offers educational seminars for individuals and families.

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