ADVISOR BIO

Oliver Bernhardt is a financial advisor at Vanguard Advisers, Inc.. Oliver is registered with FINRA and the state of North Carolina as a Registered Representative and Investment Advisor Representative. Oliver has been a financial advisor for over 10 years and has experience in providing financial planning, portfolio management, and selection of other advisers. Oliver specializes in helping individuals, high-net-worth individuals, corporations, and pooled investment vehicles. Oliver also has experience working with charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Oliver Fratzscher is a registered Investment Advisor Representative with EM Leaders, LLC. Oliver has been in the industry since October 2012 and holds the Series 65 license. Oliver is located in Bethesda, Maryland. Oliver specializes in providing financial planning services, selecting other advisors, and managing portfolios for individuals, investment companies, and pooled investment vehicles. Oliver has 1-5 employees.

SPECIALIZATIONS

ADVISOR BIO

Oliver John james Smith is an experienced financial professional, licensed in all 50 states and Puerto Rico. Oliver has been with Northern Trust Securities, Inc. since 2018, bringing over 6 years of industry experience. Oliver specializes in providing investment advice and portfolio management services for individuals, businesses, and pooled investment vehicles. Oliver is a Registered Options Principal and holds the Series 7TO, Series 63, Series 4, Series 57, and SIE licenses. Oliver is a valuable asset to Northern Trust Securities, Inc., with a proven track record of success in the financial services industry.

SPECIALIZATIONS

ADVISOR BIO

Olivia Wood is a registered representative with RBC Capital Markets, LLC. Olivia has been in the financial industry since 2023. Olivia is currently registered to provide securities and investment advisory services in Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Kansas, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, and Washington. Olivia is a Series 7TO and Series 66 license holder.

SPECIALIZATIONS

ADVISOR BIO

Olivia Marie Fredrick is a registered representative with Putnam Investment Management, LLC. Olivia has been in the industry since August 2021. Olivia is registered with the state of Massachusetts and holds the Series 7TO, SIE and Series 66 licenses. Olivia has been employed with Putnam Retail Management Limited Partnership. Prior to that Olivia has been self-employed and a full-time student at several colleges. Olivia specializes in Investment Companies, Business Development Companies, and Pooled Investment Vehicles.

SPECIALIZATIONS

ADVISOR BIO

Olivia Kennedy is a registered investment advisor representative with Davenport & Co. LLC. Olivia has been in the industry for 10 years and is licensed to provide investment advice in Colorado, Kansas, Kentucky, Texas and Virginia. She is also registered with FINRA as a general securities representative. Olivia holds the Series 7, Series 66 and SIE licenses. Prior to joining Davenport & Co. LLC, Olivia worked as a financial advisor for WELLS FARGO CLEARING SERVICES, LLC.

SPECIALIZATIONS

ADVISOR BIO

Olivia Zaiya is a financial advisor with Lido, a firm based in Los Angeles, California. Olivia has been working in the financial services industry since 2014. Olivia is a Certified Financial Planner™ professional. Olivia holds a Series 63, 24, 7 and SIE license. Olivia provides financial planning, selection of other advisors, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Olivia Russell is an Investment Advisor Representative at Fisher Investments. Olivia is registered with the state of Texas and has been in the industry since 2018. Olivia earned the Series 65 license on March 10, 2023.

SPECIALIZATIONS

ADVISOR BIO

Olivia Noel Lamagna is a financial advisor with Dimensional Fund Advisors LP. Olivia is a registered representative and investment advisor representative in Texas. Olivia has been in the industry since October 2015. Olivia has a Series 7, Series 66 and SIE license. Olivia is registered in all 50 states. Olivia has been working with Dimensional Fund Advisors LP since August 2015. Olivia specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Olivia Lawler is an active advisor with over 20 years of experience in the industry. Olivia is currently registered with RBC Capital Markets, LLC and has also been previously registered with WELLS FARGO CLEARING SERVICES, LLC and PNC INVESTMENTS. Olivia has been registered in various states, including Pennsylvania and Texas. Olivia has passed the Series 7TO, Series 6, and Series 63 examinations and is a specialist in various financial services areas, including investments and financial planning.

SPECIALIZATIONS