ADVISOR BIO

Andrew Roy Ferrette is a financial advisor with Creative Planning, a firm with over $175 billion in assets under management. Andrew has been a financial advisor for over 10 years and has experience working with individuals, families, and businesses. He specializes in financial planning, portfolio management, and retirement planning. Andrew is a Certified Financial Planner and holds a Series 7 and Series 63 license.

SPECIALIZATIONS

ADVISOR BIO

Andrew Koltunowicz is a financial advisor with Macquarie Investment Management Business Trust. Andrew has been in the financial services industry for over 10 years and holds several licenses, including the Series 7, Series 66 and Series 65. Andrew is also licensed to provide investment advice in New Jersey and Pennsylvania. Prior to joining Macquarie Investment Management Business Trust, Andrew worked as a financial advisor at Destra Capital Investments LLC and Lord Abbett Distributor LLC. Andrew specializes in working with individuals, businesses and investment companies. Andrew is committed to providing his clients with the highest quality of financial advice and service.

SPECIALIZATIONS

ADVISOR BIO

Andrew Donatellia is an investment advisor representative with Lazard Asset Management LLC. Andrew is a registered investment advisor in Texas. Andrew has been in the securities industry since 2012 and has held previous positions at LPL FINANCIAL LLC and VANGUARD MARKETING CORPORATION. Andrew has passed the Series 63, Series 65, Series 7, Series 31 and SIE exams. Andrew has specializations in Investment advisory, Securities and advisory activities related to managed funds.

SPECIALIZATIONS

ADVISOR BIO

Andrew Stange is a financial advisor who has been in the industry since 2012. Andrew is a Certified Financial Planner and is currently registered with Rovin Capital in Mesa, Arizona. Andrew was previously registered with Fidelity Brokerage Services LLC in Scottsdale, Arizona. Andrew has a wide range of experience in the financial services industry. Andrew is a Series 7, Series 9, Series 10, Series 63, and Series 66 licensed advisor. Andrew specializes in providing financial planning, portfolio management, and selection of other advisors. Andrew has a strong track record of helping clients achieve their financial goals. Andrew is dedicated to providing personalized financial advice to meet the unique needs of each client.

SPECIALIZATIONS

ADVISOR BIO

Andrew Rivelino Alvarez is a registered investment advisor representative with Vanguard Advisers, Inc. based in Scottsdale, AZ. Andrew has been in the industry since August 26, 2021, and is currently registered to provide investment advice in Arizona and Texas.

SPECIALIZATIONS

ADVISOR BIO

Andrew Francesco Michienzi is a financial advisor registered with Oppenheimer & Co. Inc. Andrew holds Series 7TO, Series 66 and SIE licenses and is registered to offer securities and investment advisory services in numerous states. Andrew is a Registered Representative and Investment Adviser Representative at Oppenheimer & Co. Inc. Andrew's past work experience includes positions at College of the Holy Cross, Instacart, Dedham Country Day School, and St Sebastians School.

SPECIALIZATIONS

ADVISOR BIO

Andrew Martin is a registered investment advisor with Oppenheimer & Co. Inc. and has been in the industry since 1996. Andrew has a strong background in securities, having previously worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc. and Prudential Securities Incorporated. Andrew is also a licensed investment advisor representative in the District of Columbia, Maryland, and Texas. Andrew specializes in providing portfolio management for individuals, businesses, and pooled investment vehicles. Andrew also offers financial planning and pension consulting services.

SPECIALIZATIONS

ADVISOR BIO

Andrew Thomas Becket is a financial advisor registered with RBC Capital Markets, LLC. Andrew has been in the industry since January 11, 2018. Andrew is registered to provide investment advice in Georgia and Texas. Andrew holds the Series 7TO, SIE, and Series 65 licenses.

SPECIALIZATIONS

ADVISOR BIO

Andrew Kelly Harbeck is an investment advisor representative associated with Riverbridge in Minneapolis, MN. Andrew has been in the industry since 2018 and is licensed in all 50 states. Andrew has a Series 6, 63, 65, and SIE license. Andrew is also a registered representative for IMST Distributors, LLC. In addition to being an investment advisor representative, Andrew is a client relationship manager for Riverbridge Partners, LLC, focusing on serving the ongoing needs of the firm's clients. Andrew specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Andrew Joseph Abe is an Investment Advisor Representative at Nuveen Asset Management, LLC. Andrew has been in the industry since 2015 and is registered with FINRA as a Registered Representative and is also registered as an Investment Adviser Representative in Illinois. Andrew specializes in portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Andrew also provides other advisory services including selection of other advisors and pension consulting.

SPECIALIZATIONS