ADVISOR BIO

Andrew Lyon is a financial advisor with RBC Capital Markets, LLC. Andrew has been in the industry since 2012. Andrew is registered in multiple states including Florida and Texas, where Andrew is a resident. Andrew has a Series 7, Series 31, and Series 66 licenses. Previously, Andrew was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Andrew is also active in the community as a baseball coach.

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ADVISOR BIO

Andrew Seitz is an Investment Advisor Representative registered with Creative Planning in Overland Park, Kansas. Andrew has been in the financial services industry since July 2023 and has a Series 65 license. Andrew is a Certified Financial Planner and is also registered as an Investment Advisor Representative in Kansas. Andrew has a diverse background, having previously worked at Deloitte Consulting, Active Motif, the University of Kansas and Hayden Catholic High School.

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ADVISOR BIO

Andrew Jonathan Shermoen is a financial advisor with RBC Capital Markets, LLC. Andrew has been in the industry since August 8, 2002. Andrew has a Series 7, Series 31, and Series 66 license. Andrew is registered in 42 states and is a registered investment advisor in Minnesota and Texas. Andrew is also a board member for Grand Itasca Foundation and Grand Itasca Hospital & Clinic. Andrew is an owner of Edgework Hockey, LLC. Andrew's specializations include investments, financial planning, retirement planning, estate planning, and insurance.

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ADVISOR BIO

Andrew John Schliepp is an investment advisor representative with Robert W. Baird & Co. Inc. and has been in the industry since September 2005. Andrew Schliepp is registered with the state of Florida and is also registered with the state of Texas for investment advisory services. Andrew Schliepp is also licensed with the state of Wisconsin. Andrew Schliepp has previously been employed with UBS Financial Services Inc. and Piper Jaffray & Co..

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ADVISOR BIO

Andrew Wood is a registered investment advisor representative with Beacon Pointe Advisors, LLC. Andrew has been in the industry for 10 years and is registered with the state of Arizona. Andrew has been with Beacon Pointe Advisors, LLC since March 2022. Previously Andrew was with CHARLES SCHWAB & CO., INC. in Phoenix, Arizona.

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ADVISOR BIO

Andrew Sarre is a registered representative with Lord, Abbett & Co. LLC. Andrew has been in the financial services industry since December 2019. Andrew has a Series 7TO, Series 66 and a SIE license. Andrew is currently registered in 11 states. Andrew has experience with a variety of clients, including individuals, high-net-worth individuals, investment companies, pension and profit-sharing plans, corporations, insurance companies, pooled investment vehicles, charitable organizations, and state or municipal government entities. Andrew specializes in portfolio management and investment advisory services.

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ADVISOR BIO

Andrew Douglas Crawford is an Investment Advisor Representative at Vanguard Advisers, Inc., located in Malvern, PA. Andrew has been in the financial services industry since June 2016. Andrew holds the Series 6, 7TO, 26, 63 and 65 licenses and has specialized knowledge in the areas of Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, and Selection of Other Advisors. Andrew also specializes in Financial Planning.

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ADVISOR BIO

Andrew Hovey Slimmon is an investment advisor representative with Morgan Stanley Investment Management Inc. in Chicago, IL. Andrew has been in the securities industry since 1991. Andrew has passed the Series 3, 7, 63, and 65 exams. Andrew is registered to provide securities and investment advisory services in 38 states. Prior to joining Morgan Stanley Investment Management Inc., Andrew was employed by Morgan Stanley and Morgan Stanley & Co. Incorporated.

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ADVISOR BIO

Andrew Robert Adams is a financial advisor currently registered with Mairs & Power in St. Paul, Minnesota. Andrew Adams has been in the industry since 1994. Andrew Adams has a Series 7 license and a Series 63 license. Andrew Adams is a Chartered Financial Analyst and a Chartered Investment Counselor. Mairs & Power is an investment advisor with offices in St. Paul, Minnesota. Mairs & Power provides investment advice to individuals, high net worth individuals, corporations, and other entities. Mairs & Power has been in business since 1989.

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ADVISOR BIO

Andrew Joseph Means is a financial advisor with Stifel, Nicolaus & Company, Inc. who has been in the industry since May 1996. Andrew Means is registered in 31 states and has Series 63, 65, 7 and SIE licenses. Andrew Means is also a partner in Canandaigua CrossFit and owns Means Enterprises LLC. Andrew Joseph Means provides advisory services for a wide range of clients including individuals, businesses, investment companies, charitable organizations, and insurance companies.

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