ADVISOR BIO

Amy Winstead is a financial advisor who has been in the industry since 2000. Amy is currently registered with Stifel, Nicolaus & Company, Inc. Amy has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Amy is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Amy Minella is a registered investment advisor representative, currently affiliated with Cardinal Capital Management, LLC, in Greenwich, CT. Amy Minella has been in the industry since September 21, 1983. Amy Minella has passed the Uniform Investment Adviser Law Examination. Amy Minella's previous registration was with Deltec Asset Management Corporation in New York, NY. Amy Minella holds a Series 7, 24 and 65 license.

SPECIALIZATIONS

ADVISOR BIO

Amy Lawin is a financial advisor registered with RBC Capital Markets, LLC. Amy has been in the financial industry for 5 years. Amy is registered in 32 states and holds the Series 66, Series 7, and SIE exams. Amy has experience providing financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Amy previously worked at Thrivent Investment Management Inc.

SPECIALIZATIONS

ADVISOR BIO

Amy Clark is a financial advisor with Clarity Capital Partners in Bellevue, Washington. Amy has over 7 years of experience in the financial services industry. She has a strong understanding of financial markets and investment strategies. She is passionate about helping clients achieve their financial goals and is committed to providing personalized advice. Amy is a Series 6, 7, 63, and 66 licensed advisor.

SPECIALIZATIONS

ADVISOR BIO

Amy Lofgren is a financial advisor with Robert W. Baird & Co. Inc. in Eau Claire, WI. Amy has been in the financial industry since 2012. Amy is a registered representative of Baird and has a Series 7, Series 66 and SIE licenses. She has been registered with Baird since 2018. Amy was previously employed by RBC CAPITAL MARKETS, LLC. Amy has a wide range of specializations, including investments in stocks, bonds, mutual funds, and ETFs. She is committed to providing her clients with personalized financial advice and investment management. Amy is licensed to provide financial services in a number of states, including Wisconsin, Alabama, Arizona, California, Colorado, Florida, Georgia, Kentucky, Michigan, Minnesota, Mississippi, Missouri, Nevada, North Carolina, Ohio, South Dakota, Tennessee, Texas, Washington, and Wisconsin.

SPECIALIZATIONS

ADVISOR BIO

Amy Zelman Resnic is an investment advisor representative at Captrust. Amy has been in the financial services industry since 1993, and has a strong track record of success. Amy is committed to providing personalized financial advice and guidance to her clients. Amy specializes in providing financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Amy holds a Series 6, Series 7, Series 63, and Series 65 license. Amy is also registered with the state of Massachusetts.

SPECIALIZATIONS

ADVISOR BIO

Amy Lynn Martin is a financial advisor with Stifel, Nicolaus & Company, Inc. Amy Martin has been in the industry for over 10 years and is registered in 50 states. Amy Lynn Martin holds a Series 7, Series 63, and SIE licenses. Amy Lynn Martin specializes in helping individuals, businesses, investment clubs, and charitable organizations with their financial planning needs. Amy Lynn Martin is a trusted advisor with a strong track record of success.

SPECIALIZATIONS

ADVISOR BIO

Amy Lynn Buikema is a financial advisor at PMA Asset Management, LLC. Amy has been in the financial industry since 2001 and holds licenses for both securities and investment advising. Amy is registered with FINRA as a registered representative and with the state of Illinois as an investment advisor representative. Amy has experience working with a variety of clients, including high-net-worth individuals, insurance companies, charitable organizations, and state or municipal government entities. Amy specializes in financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Amy Crenshaw is a financial professional with over 17 years of experience in the industry. Amy has a strong background in providing financial advice and investment management services to a variety of clients, including individuals, families, businesses, and institutions. Amy currently works at RBC Capital Markets, LLC, which is a leading investment bank and financial services company. Amy holds a Series 7, Series 9, Series 24, and Series 66 license. Amy has also passed the Securities Industry Essentials Examination (SIE). Prior to joining RBC Capital Markets, LLC, Amy worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.

SPECIALIZATIONS

ADVISOR BIO

Amy Seagroatt is a financial advisor at Shade Tree Advisors LLC. Amy has been in the financial industry since 1997. Amy has a Series 7, Series 63 and a SIE license and is registered with FINRA and the state of New York. Amy also holds the Chartered Financial Analyst (CFA) designation. Amy specializes in wealth management, family office, and asset allocation. Amy has been with Shade Tree Advisors LLC since 2017, previously working at Mercer Allied Company, L.P. and William Blair & Company L.L.C..

SPECIALIZATIONS