ADVISOR BIO

Andrew R Oconnor is a registered representative with Mutual of Omaha Investor Services, Inc. and has been in the industry since February 20, 2014. Andrew R Oconnor is currently licensed in Florida and Maryland. Andrew R Oconnor holds the Series 6 and SIE exams. Andrew R Oconnor specializes in the following: Insurance, Fixed Annuities, Variable Annuities.

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ADVISOR BIO

Andrew Brett Poulos is a financial advisor with RBC Capital Markets, LLC and has been in the financial industry since March 27, 1994. Andrew is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 31, and Series 63 license. Andrew also holds a Series 65 license, which allows him to provide investment advisory services. Andrew previously worked at Ferris, Baker Watts, LLC, Johnston, Lemon & Co. Incorporated, and Olde Discount Corporation. Andrew's specialties include providing financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, and other institutions. Andrew also offers educational seminars.

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ADVISOR BIO

Andrew Sullivan is a financial advisor with over 17 years of experience in the financial services industry. Andrew is currently registered with Harbor Investment Advisory, LLC in Lutherville, MD. Andrew has a broad range of experience, having previously worked at Tullett Prebon Financial Services LLC and Newedge USA, LLC in New York, NY. Andrew is a Series 7 and Series 66 licensed representative and has a wide array of knowledge and expertise in the financial services industry. Andrew works with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Andrew specializes in financial planning, portfolio management, and selection of other advisors. Andrew is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Andrew Michael Kelen is a financial advisor with Equity Services, Inc. Andrew has been in the industry since February 19, 2012 and holds a Series 66, Series 7 and SIE licenses. Andrew specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Andrew is also a Certified Financial Planner and a Chartered Financial Analyst.

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ADVISOR BIO

Andrew Steckel is a financial professional registered with Morgan Stanley & Co. LLC. Andrew has been in the financial services industry for over 2 years and is currently located in Baltimore, MD. Andrew has passed the Securities Industry Essentials Examination and the Operations Professional Examination, allowing him to offer a variety of financial services.

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ADVISOR BIO

Andrew Mergler is a financial advisor with over five years of experience in the industry. Andrew has a Series 7, Series 66, and SIE license. Andrew is registered to provide securities and investment advisory services in 28 states. Andrew is currently employed with Merrill Lynch, Pierce, Fenner & Smith Inc. and is associated with the firm's Annapolis, MD branch office. Prior to joining Merrill Lynch, Andrew held positions at NewDay USA, Seventy2 Capital Wealth Management, United Rentals, Northwestern Mutual, and Bank of America. Andrew holds a designation from the College for Financial Planning.

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ADVISOR BIO

Andrew Rutherford is a financial advisor in Hunt Valley, Maryland, and has been in the industry for 2 years. Andrew Rutherford is registered with Raymond James & Associates, Inc. and has a Series 66 license, as well as Series 57TO, Series 7TO and SIE licenses. Andrew Rutherford specializes in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.

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ADVISOR BIO

Andrew Gebhard Schwartz is a financial advisor at Stifel, Nicolaus & Company, Inc., with over 14 years of experience in the industry. Andrew holds several licenses, including Series 7, 24, 63, 79TO, and SIE, demonstrating a breadth of knowledge and expertise in the financial services industry. Andrew is registered to provide investment advice in all 50 states and specializes in working with a variety of client types including individuals, businesses, investment companies, and pooled investment vehicles. Prior to joining Stifel, Nicolaus & Company, Inc., Andrew worked at Headwaters BD, LLC in Denver, CO.

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ADVISOR BIO

Andrew Phillips is a financial advisor at Ameriprise Financial Services, LLC. Andrew has been in the financial industry since April 2017. Andrew is licensed to provide financial services in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maryland, Nevada, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Vermont, Virginia, and West Virginia. Andrew holds licenses including Series 6, Series 7TO, and Series 63. Andrew is also licensed as an Investment Advisor Representative in Maryland and Texas.

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ADVISOR BIO

Andrew Kadala is an investment advisor representative with Cetera Investment Advisers LLC, a firm that provides financial services. Andrew has been in the financial industry since 1993 and has experience working with Morgan Stanley, Wells Fargo Clearing Services, LLC, and other firms. Andrew is registered with the state of Maryland and is currently offering investment advice and securities, insurance, and annuities. Andrew has a wide range of experience and is committed to providing personalized service to help clients reach their financial goals.

SPECIALIZATIONS