ADVISOR BIO

Andrew Grantham is an Investment Advisor Representative associated with Evoke Advisors. Andrew is registered with the state of California and has been in the industry since June 2022. Andrew has passed the Uniform Investment Adviser Law Examination, which is commonly known as the Series 65 exam. The firm has a main office in Los Angeles, California. Evoke Advisors is a firm that specializes in Financial Planning, Pension Consulting, and Educational Seminars. The firm specializes in serving charitable organizations, high-net-worth individuals, and pooled investment vehicles.

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ADVISOR BIO

Andrew William Sherman is a registered investment advisor representative associated with Northern Trust Investments, Inc. Andrew has been in the industry since 2016 and is licensed to provide investment advice in 51 states, plus the District of Columbia. Andrew's expertise is in providing investment advice to a variety of clients, including high net worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. Andrew has experience working with several other firms including Fidelity Investments, CapFinancial Partners, LLC, and Veritude, LLC.

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ADVISOR BIO

Andrew Whaley is a registered representative at Robert W. Baird & Co. Inc. in Milwaukee, WI. Andrew has been in the financial services industry since 2013. Andrew holds the Series 66, Series 99TO, SIE, and Series 7 licenses. Andrew has experience in various areas of financial planning, including portfolio management, investment advisory, and other financial services.

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ADVISOR BIO

Andrew Woodman is a financial advisor with The Investment House LLC. Andrew is registered with the state of California and Nevada, and holds a Series 65 license. Andrew has been in the financial industry since September 2013 and has previous experience with Personal Capital Advisors Corporation and The Investment House LLC. Andrew is also a Certified Financial Planner (CFP) and specializes in investment strategies for individuals, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Andrew Lambrecht is a registered representative associated with Oppenheimer & Co. Inc. Andrew has been in the industry for several years. Andrew is currently registered with Oppenheimer & Co. Inc. in New York. Andrew is a Series 66 holder. Andrew's specializations include investment advisory services, brokerage services, private placements, investment banking services, and financial planning.

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ADVISOR BIO

Andrew Walker Stevenson is an investment advisor representative with Fisher Investments, registered with the state of Washington. Andrew has been working in the industry since 2014 and has a Series 65 license. Andrew specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Andrew is also qualified to provide financial planning and portfolio assessment services.

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ADVISOR BIO

Andrew Hursey is an investment advisor representative with Sentry, LLC based in Memphis, Tennessee. Andrew is a Chartered Financial Analyst and holds a Series 65 and Series 3 licenses. Andrew also serves as a General Partner (GP) for investment funds at 1819 Partners, LLC. Andrew's experience spans over seven years.

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ADVISOR BIO

Andrew Moore is a financial advisor with Vanguard Advisers, Inc. Andrew has been in the financial industry since June 2016. Andrew has a Series 7, Series 63 and SIE. Andrew is registered in Arizona, North Carolina, South Carolina and Texas. Andrew provides financial planning, portfolio management for individuals, businesses and pooled investment vehicles, and selection of other advisors. Andrew is also an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.

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ADVISOR BIO

Andrew Forney is a financial advisor with over 11 years of experience in the financial services industry. Andrew is a registered representative of D.A. Davidson & Co., and is licensed in Colorado, Kansas, and Nebraska. Andrew has a wide range of experience, including providing financial planning services, investment management, and portfolio management for individuals and businesses. Andrew holds the Series 7, 50, 63, and SIE licenses, demonstrating his commitment to professional development.

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ADVISOR BIO

Andrew Joseph Pansa is a registered representative with Robert W. Baird & Co. Inc., holding Series 79, Series 63 and SIE licenses. Andrew has been in the industry since August 2017 and is currently located in Milwaukee, WI.

SPECIALIZATIONS