ADVISOR BIO

Andrew Millette is an investment advisor representative with Akre Capital Management, LLC, located in Middleburg, Virginia. Andrew has been in the industry since 2015 and is registered with the state of Virginia. Andrew holds the Series 63, Series 65, Series 79, and SIE exams. Andrew focuses on providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Prior to joining Akre Capital Management, LLC, Andrew worked at Deutsche Bank Securities Inc. in New York. Andrew also has experience working at Clarion Capital Partners, LLC in New York. Andrew holds a degree from Boston College.

SPECIALIZATIONS

ADVISOR BIO

Andrew Ludwig is a registered investment advisor representative with AllianceBernstein LP. Andrew has been in the industry since 2017 and has a Series 7, Series 66 and SIE licenses. Previously, Andrew was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carmel, CA. Andrew is a graduate of Cal State Monterey Bay College.

SPECIALIZATIONS

ADVISOR BIO

Andrew Westhuis is a financial advisor with Oppenheimer & Co. Inc. Andrew has been in the financial industry since December 2006 and has a strong track record of providing comprehensive financial advice to individuals and families. Andrew holds the Series 66, Series 7, Series 9, Series 10, and SIE licenses. Andrew is also a Certified Financial Planner and a Chartered Financial Analyst. Andrew specializes in portfolio management, financial planning, and investment advisory services. Andrew has a strong commitment to providing his clients with the highest level of service and personalized attention.

SPECIALIZATIONS

ADVISOR BIO

Andrew Davis is a financial advisor with over 14 years of experience in the financial services industry. Andrew currently works as a Registered Investment Advisor for OneDigital Investment Advisors. Andrew has prior experience working with PURSHE KAPLAN STERLING INVESTMENTS and PIPER JAFFRAY & CO. Andrew specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Andrew Scott Rosen is an Investment Advisor Representative with Diversified, LLC, in Wilmington, Delaware. Andrew has been a registered representative since 2003 and has experience working with various clients, including high-net-worth individuals, corporations, and pension plans. Andrew has held previous roles with PURSHE KAPLAN STERLING INVESTMENTS, Securities Service Network, LLC, and Signator Investors, Inc.. Andrew earned the Certified Financial Planner designation. He is registered in Delaware, Pennsylvania, and Texas.

SPECIALIZATIONS

ADVISOR BIO

Andrew Cohen is a financial professional with over 1 year of experience in the industry. Andrew is currently registered with RBC Capital Markets, LLC. Andrew Cohen previously worked at DC ADVISORY. Andrew Cohen holds the Series 63, Series 79TO and SIE licenses. Andrew Cohen is licensed in California.

SPECIALIZATIONS

ADVISOR BIO

Andrew Montgomery is a registered investment advisor representative with Zacks Investment Management, Inc. based in Chicago, IL. Andrew is licensed in Illinois. Andrew has been in the industry since June 2013.

SPECIALIZATIONS

ADVISOR BIO

Andrew Zalic is a financial advisor at MAI Capital Management, LLC. Andrew Zalic is registered in Ohio. Andrew Zalic has been a financial advisor since 2014. Andrew Zalic is a Chartered Financial Analyst. The firm provides financial planning and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Andrew Zalic specializes in providing advisory services for high net worth individuals, pooled investment vehicles, charitable organizations, corporations and other businesses, and individuals other than high net worth individuals.

SPECIALIZATIONS

ADVISOR BIO

Andrew Lee Denney is a financial advisor in Springfield, Missouri. Andrew is registered to provide investment advice in Missouri. Andrew has been in the industry since 2004 and has experience with a variety of firms, including LPL Financial LLC, Cambridge Investment Research, Inc., and Ameriprise Financial Services, Inc. Andrew is currently affiliated with Onedigital Investment Advisors, a firm headquartered in Overland Park, Kansas. Onedigital Investment Advisors is a Registered Investment Advisor with over $100 billion in assets under management. The firm provides financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Andrew John Coupe is a financial professional with Northern Trust Securities, Inc. Andrew has been active in the financial industry for over 2 years. Andrew has been registered as an investment professional for over 1 year and holds Series 7TO, Series 63, and SIE licenses. Andrew is registered to offer securities in 51 states. Andrew's previous experience includes Foreside Financial Services, LLC, in Portland, ME. Andrew is a member of the Financial Industry Regulatory Authority (FINRA). Andrew specializes in portfolio management for individuals and businesses. Andrew's clients include high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and partnerships.

SPECIALIZATIONS