ADVISOR BIO

Andrew Walker is a registered representative with Vanguard Advisers, Inc. Andrew has been in the financial services industry since 2007. Andrew specializes in providing financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Andrew is a registered investment advisor in North Carolina, Pennsylvania, and Texas.

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ADVISOR BIO

Andrew Mitchell is an investment advisor representative at Captrust, based in Brentwood, TN. Andrew has been in the financial industry for several years, working with Carr, Riggs & Ingram and FMC CPAs in Nashville and TrustCore Financial Services in Brentwood, before joining Captrust in December 2022. Andrew is a Certified Financial Planner and specializes in retirement planning, investment management, and estate planning.

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ADVISOR BIO

Andrew Glaser is a financial advisor with Orion Portfolio Solutions, LLC. Andrew has been working in the industry since August 2011 and has experience working with individuals, corporations, and charitable organizations. Andrew is registered with the state of Nebraska as an investment advisor representative and has passed both the Series 65 and Series 63 exams. Andrew has previously worked at J.P. Morgan Securities LLC.

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ADVISOR BIO

Andrew Malvisi is a financial advisor with Goldman Sachs & Co. LLC, and has been in the industry since September 10, 2004. Andrew is registered with FINRA as well as the state of New York. Andrew holds several industry licenses including the Series 7, Series 63, SIE and Series 57TO exams. Andrew has extensive experience in providing financial advice to a range of clients, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Andrew Mallardi is a financial advisor who has been registered with the Securities and Exchange Commission (SEC) since 2005. Andrew is currently registered with Fisher Investments and is licensed in New Jersey and Texas. Andrew has previously worked at several other firms, including TD Ameritrade, Oppenheimer & Co. Inc., Spencer Trask Ventures, Inc. and Neuberger Berman, LLC. Andrew is a Series 66, Series 24, Series 7 and SIE licensed advisor. Andrew's areas of specialization include portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

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ADVISOR BIO

Andrew Thomas Olson is a financial professional with over 20 years of experience in the industry. Olson is currently registered as a registered representative with RBC Capital Markets, LLC. Prior to this, Olson was employed by RBC Capital Markets Corporation and RBC Dain Rauscher Inc. Olson holds a Series 63, 65, 7, 24, 57TO and 79TO licenses and provides financial planning services and portfolio management for individuals, businesses and pooled investment vehicles.

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ADVISOR BIO

Andrew Spaventa is an investment advisor representative with TSG Alpha Partners, LLC. Andrew has been in the industry since March 24, 2017. Andrew is registered with the state of New York and is a Series 65, Series 63, Series 7, Series 24, and SIE license holder. Andrew specializes in providing financial planning, retirement planning, and portfolio management services to individual and institutional clients. Andrew is also the chairman of TSG Alpha Partners, LLC.

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ADVISOR BIO

Andrew Lanam is a financial advisor with Stifel, Nicolaus & Company, Inc., located in Columbus, Indiana. Andrew has over 6 years of experience in the financial services industry. Andrew holds Series 63, SIE, Series 52, and Series 50 licenses.

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ADVISOR BIO

Andrew Gotfried is an investment advisor representative with Aristotle Capital Management, LLC. Andrew has been in the industry since 1997. Andrew has a wide range of experience in the financial industry. Andrew is also a registered principal with Aristotle Capital Management, LLC and has held various positions with other financial institutions. Andrew holds multiple securities licenses including Series 4, 7, 12, 24, 53, and 66.

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ADVISOR BIO

Andrew Rosenthal is an investment advisor representative at Medina Value Partners, LLC in Los Angeles, CA. Andrew has been in the industry since 2013. Andrew is a Chartered Financial Analyst and has a Series 65 license. Andrew is registered with the state of California.

SPECIALIZATIONS