ADVISOR BIO

Keith Joseph Patrignani is an investment advisor representative with Vanguard Advisers, Inc. Keith is registered to provide investment advice in 53 states and the District of Columbia. Keith has been in the securities industry since 2000. Keith has passed the Series 6, 7, 63, and 66 exams. Keith also passed the Securities Industry Essentials Examination (SIE). Previous employers include Wachovia Securities, LLC and First Union Brokerage Services, Inc.

SPECIALIZATIONS

ADVISOR BIO

Keith Albertina is a financial advisor currently working with Nuveen Asset Management, LLC. He has worked in the financial industry since 1999, and is a registered Investment Adviser Representative in Illinois and New Jersey. Keith is registered to offer investment advice in Illinois, New Jersey and New York. Keith has passed the following exams: Series 6, Series 7, Series 63, Series 65, Series 79TO, and SIE. Keith also has experience with Credit Suisse Asset Management Securities, Inc. Prior to joining Nuveen Asset Management, LLC, Keith was with Nuveen Securities, LLC.

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ADVISOR BIO

Keith Hanson is a financial advisor with Winthrop Capital Management, a registered investment advisor headquartered in Carmel, IN. Keith has over 12 years of experience in the financial services industry. He is a Chartered Financial Analyst (CFA) and holds Series 65 licenses. Keith has a strong track record of providing financial advice to individuals and families, and has a deep understanding of investment strategies. He is passionate about helping his clients achieve their financial goals. Keith's areas of expertise include financial planning, investment management, and retirement planning.

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ADVISOR BIO

Keith Ferguson is a financial advisor with over a decade of experience in the industry. Keith has a strong background in providing financial planning and portfolio management services to individuals, families, and businesses. Keith is also a Certified Financial Planner™ and holds the Series 7, Series 66, and SIE licenses. Prior to joining Beacon Pointe Advisors, LLC, Keith was a financial advisor at Innovation Partners LLC and Raymond James Financial Services. Keith is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Keith Craig Crandall is a registered investment advisor representative with Aclaime Asset Management, LLC, based in Sandy, Utah. Keith has been in the financial services industry since June 2010 and has a Series 65 license. Keith Crandall is also Vice President of the Aclaime Group, LLC, parent company of Aclaime Asset Management, LLC. Aclaime Asset Management, LLC specializes in portfolio management for pooled investment vehicles. They manage approximately $42,419,595 in assets for 2 clients. Aclaime Asset Management, LLC charges fees based on a percentage of assets and performance-based fees.

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ADVISOR BIO

Keith Malooley is a Certified Financial Planner and Chartered Financial Analyst registered as an Investment Advisor Representative in Illinois, Florida, Indiana and Nevada. Keith has been in the financial industry since March 2015 and is currently employed with CIBC Private Wealth Advisors, Inc. Keith's practice specializes in financial planning, portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Kellcy Anderson is a financial advisor who has been in the industry since 2016. Kellcy is currently registered with Robert W. Baird & Co. Inc. and has experience in the financial services industry with Wells Fargo Funds Distributor, LLC. Kellcy has a broad range of experience and holds multiple licenses and designations, including Series 4, 7, 9, 10, 24, 63 and 65.

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ADVISOR BIO

Kellen Lee Cooney is an Investment Advisor Representative at Ground Swell Capital, LLC, a firm based in Folly Beach, SC. Kellen has been with Ground Swell Capital, LLC since June 2010. Prior to joining Ground Swell Capital, LLC, Kellen worked at Automated Trading Desk Financial Services, LLC and Automated Trading Desk Brokerage Services, LLC, both based in Mount Pleasant, SC. Kellen holds a Series 63, Series 65 and Series 7 license.

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ADVISOR BIO

Kellen Robbins is a financial advisor with Robert W. Baird & Co. Inc., based in Salt Lake City, UT. Kellen has been working in the financial industry since 2018. Prior to joining Baird, Kellen was employed with Morgan Stanley. Kellen specializes in retirement planning, investment management, and financial planning for individuals, families, and businesses.

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ADVISOR BIO

Kellen McClain is a financial advisor with Vanguard Advisers, Inc., registered with the Securities and Exchange Commission (SEC) and is licensed to provide investment advice in North Carolina, South Carolina, and Texas. Kellen McClain has been in the industry since July 2016 and holds the Series 63, Series 66, Series 7, and SIE licenses. Kellen McClain is also an employee of The Vanguard Group, Inc. (parent company of Vanguard Marketing Corporation).

SPECIALIZATIONS