ADVISOR BIO

Andrew Carter is a registered investment advisor representative with Columbia Management Investment Advisers, LLC. Andrew has been in the industry since August 2023 and has experience in the financial services industry.

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ADVISOR BIO

Andrew Alexander Provitola is an investment advisor representative at Blackrock Investment Management, LLC. Andrew is registered with FINRA and has been in the securities industry since September 2023. Andrew holds Series 7TO and Series 66 licenses. Andrew is a licensed investment advisor representative in 53 states. Andrew specializes in providing investment advice to individuals, families, and businesses.

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ADVISOR BIO

Andrew Curtis Tegeler is a financial advisor at Goldman Sachs & Co. LLC, with over 20 years of experience in the industry. Andrew has previously worked with Royal Alliance Associates, Inc. and BMO Capital Markets Corp., where he gained valuable experience in the financial services industry. Andrew is dedicated to providing comprehensive financial advice and helping clients reach their financial goals. He is licensed to provide financial services in all 50 states and holds several industry certifications, including Series 3, SIE, and Series 7. Andrew is committed to building lasting relationships with clients and providing them with the support and guidance they need to make informed financial decisions.

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ADVISOR BIO

Andrew Gordon Yorgey is an investment advisor representative associated with Vanguard Advisers, Inc.. Andrew is licensed to provide investment advice in Texas and Pennsylvania and is also registered as a broker-dealer in 53 states. Andrew has been in the financial services industry since October 6, 1992. Andrew is a Certified Financial Planner and has a history of working for Vanguard Marketing Corporation. Andrew is currently based in Malvern, PA and is available to help you with your financial planning needs.

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ADVISOR BIO

Andrew Axmaker is an Investment Advisor Representative at Fisher Investments. Andrew is registered with the state of Texas and Washington. Andrew holds the Series 65 license and has been in the industry since September 2018. Andrew has experience working at Fisher Investments, Corban University and Chemeketa Community College. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments has over $298 billion in assets under management. The firm's clients include high-net-worth individuals, corporations, insurance companies, charitable organizations, and pooled investment vehicles. Fisher Investments is a firm that is dedicated to providing its clients with the highest level of service and expertise.

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ADVISOR BIO

Andrew Matthews is a financial advisor with Fisher Investments, specializing in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Andrew has been providing financial advice since 2023 and has a Series 65 and SIE license. Andrew holds a degree from the University of Oklahoma.

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ADVISOR BIO

Andrew Dirks is a chartered financial analyst and investment advisor representative with K Fund Capital Management, LLC. Andrew has worked in the financial industry since 2014 and holds a current registration as an Investment Advisor Representative with the state of California. The firm has several clients and manages over $265 million in assets. K Fund Capital Management is based in Los Angeles, California.

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ADVISOR BIO

Andrew David D'souza is an active investment advisor registered with FINRA and the state of New Jersey. Andrew has been in the industry since April 10, 2000. Andrew is currently employed by Lord, Abbett & Co. LLC. Andrew has passed both the Series 63 and Series 65 exams. Andrew also holds the Series 3, 6, 7, 24, and SIE exams. Andrew has been registered in the state of California for both Broker-Dealer and Investment Advisor, since 2004. Andrew is also registered in the state of New Jersey for both Broker-Dealer and Investment Advisor. Andrew is registered in all 50 states for Broker-Dealer and 2 states for Investment Advisor.

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ADVISOR BIO

Andrew Bauer is a financial advisor with over 16 years of experience in the industry. Andrew is a Chartered Financial Analyst and has a strong background in investment management. Andrew is currently registered as a Registered Representative (RA) with Brandywine Global Investment Management, LLC. Previously, Andrew was employed by Foreside Fund Services, LLC and Legg Mason Investor Services, LLC. Andrew holds several licenses including the Series 3, Series 6, Series 7 and SIE. Andrew is also registered in 53 states and the District of Columbia. Andrew specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Andrew Greenstein is an Investment Advisor Representative at Ridge Investment Solutions LLC. Andrew has been in the industry since 2017 and has a Series 65 license. Andrew's firm, Ridge Investment Solutions LLC, provides portfolio management services to individuals, businesses, and pooled investment vehicles. The firm also offers financial planning services. Andrew is a graduate of Rutgers University School of Law.

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