ADVISOR BIO

Andrew Deleeuw is a financial advisor with over 8 years of experience in the industry. Andrew is currently registered with Nuveen Asset Management, LLC and holds Series 63, Series 65, Series 7 and SIE licenses. Andrew has previously worked with NORTHERN TRUST SECURITIES, INC. and J.P. MORGAN SECURITIES LLC. Andrew has experience in providing financial advice and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and investment companies.

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ADVISOR BIO

Andrew Wick is a registered investment advisor representative with T. Rowe Price Associates, Inc. Andrew has been working in the securities industry since July 2008. Prior to joining T. Rowe Price Associates, Inc. Andrew worked at UBS Financial Services Inc. and Stillpoint Capital, LLC. Andrew has earned his Series 66, 65, 7, 79 and SIE licenses. Andrew has a variety of specializations, including portfolio management for individuals, investment companies, pooled investment vehicles, and businesses. Andrew also provides selection of other advisors services. Andrew is currently registered with the state of Colorado.

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ADVISOR BIO

Andrew Insley is a financial advisor with TLG Advisors, Inc. Andrew has been in the financial services industry for over 10 years and is a Certified Financial Planner™. Andrew specializes in financial planning, portfolio management, and pension consulting. Andrew is registered with the state of Delaware as a Registered Investment Advisor and the Financial Industry Regulatory Authority (FINRA) as a Registered Representative.

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ADVISOR BIO

Andrew Thomas Bishop is a financial professional with over 10 years of experience in the industry. Andrew is currently registered with Sanford C. Bernstein & Co., LLC, and has been with the firm since September 2011. Andrew holds the Series 7 and SIE licenses. The individual specializes in portfolio management for pooled investment vehicles. Sanford C. Bernstein & Co., LLC is a registered investment advisor headquartered in Nashville, Tennessee. The firm manages approximately $3.7 billion in assets.

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ADVISOR BIO

Andrew Wulf is an investment advisor representative at Robert W. Baird & Co. Inc. with over 2 years of experience in the industry. Andrew has been registered with the state of Illinois since November 2021 and Wisconsin since August 2023. Andrew specializes in providing investment advisory services to a wide range of clients, including individuals, businesses, and institutions.

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ADVISOR BIO

Andrew Montehermoso is an Investment Advisor Representative at Fisher Investments, with over 5 years of experience in the financial services industry. Andrew is registered with the state of Washington. Andrew holds a Series 65 license. Andrew specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Andrew Trevor Haas is a financial advisor with Vanguard Advisers, Inc. Andrew Haas has been in the industry since July 12, 2012. Andrew Haas is registered with the state of Pennsylvania as an Investment Advisor Representative and a Broker-Dealer. He is also registered as an Investment Advisor Representative in Texas. Andrew Haas has passed the Series 63, Series 65, Series 7, and SIE exams. Andrew Haas has specializations in various investment services, including portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, and selection of other advisors. Andrew Haas is also employed by The Vanguard Group, Inc.

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ADVISOR BIO

Andrew Richard-john Dieter is a financial advisor with Columbia Management Investment Advisers, LLC. Andrew has been in the financial industry since 2006. Andrew is licensed to provide advisory services in Ohio, Pennsylvania, and West Virginia. Andrew holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation.

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ADVISOR BIO

Andrew Ian Thompson is a registered representative with T. Rowe Price Associates, Inc. Andrew has been in the securities industry since April 24, 2007 and is currently registered with the state of Maryland. Andrew holds the Series 6, 7, 63 and 66 licenses as well as the SIE. Andrew is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

SPECIALIZATIONS

ADVISOR BIO

Andrew Katchen has over 24 years of experience in the financial services industry. Andrew joined RBC Capital Markets, LLC in October 2023. Prior to that, Andrew was a Financial Advisor at Morgan Stanley for 6 years and prior to that, Andrew was a Financial Advisor at Merrill Lynch for 18 years. Andrew holds Series 7, 63, and 65 securities licenses and the SIE exam. Andrew is registered to provide investment advice and brokerage services in many states.

SPECIALIZATIONS