ADVISOR BIO

Patrick Olson is a financial advisor with over 12 years of experience in the financial services industry. Patrick is currently registered with First Trust Advisors LP, located in Wheaton, IL, and is a Registered Investment Advisor. Patrick previously worked with State Farm VP Management Corp., in Bloomington, IL. Patrick has a strong background in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Patrick is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Patrick Aaron Schuchard is a financial advisor with Oppenheimer & Co. Inc. Patrick has been in the financial industry since 2006 and has experience working with various clients, including high-net-worth individuals, corporations, and institutions. Patrick holds several licenses, including the Series 7, 63, 66, and 87 exams. Patrick is also a Chartered Financial Analyst. Patrick is a resident of New York and is registered to provide financial advice in Connecticut and New York.

SPECIALIZATIONS

ADVISOR BIO

Patrick Shepherd is an investment advisor representative with Corient. Patrick has been in the industry since 2015 and holds the Series 65 license. Patrick is registered in Florida and is active in the state of Iowa. Patrick is affiliated with Corient Services LLC and CIPW Service Company, LLC.

SPECIALIZATIONS

ADVISOR BIO

Patrick Barry Flint is a financial advisor at Captrust, with over 5 years of experience in the industry. Patrick is registered with the state of North Carolina and holds Series 6, 7, 63, and 66 licenses. Patrick has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Patrick Brian Cunningham is an Investment Advisor Representative at PNC Capital Advisors LLC. Patrick has been in the financial services industry since 2005 and is registered in Pennsylvania. Prior to joining PNC, Patrick worked at firms such as Russell Investments Implementation Services, LLC, Foreside Fund Services, LLC, and SEI Investments Distribution Co..

SPECIALIZATIONS

ADVISOR BIO

Patrick Sebastian Seuffert is a financial advisor at Stifel, Nicolaus & Company, Inc. located in Palm Beach Gardens, Florida. Patrick has been in the financial industry for over a year and is registered with FINRA and the states of Florida and Texas. Patrick specializes in offering financial planning, pension consulting, and educational seminars to individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Patrick Kevin Arndt is an Investment Advisor Representative at Knights Of Columbus Asset Advisors LLC. Patrick is registered in Michigan. Patrick has been in the securities industry since March of 2012 and holds a Series 65 license. Patrick's background is in insurance, as a Field Agent selling life insurance, long term care, disability income and annuities. Patrick is also an Investment Advisor Representative with Knights of Columbus Asset Advisors LLC.

SPECIALIZATIONS

ADVISOR BIO

Patrick Dingess is a financial advisor with Stifel, Nicolaus & Company, Inc. in the ST. LOUIS, MO branch. Patrick has been in the financial industry since November 2019. Patrick is registered with the state of Missouri to provide investment advisory services.

SPECIALIZATIONS

ADVISOR BIO

Patrick McGrade is an investment advisor representative at MAI Capital Management, LLC. Patrick has been in the financial services industry since 2006. Patrick is registered as an investment advisor in Connecticut, New York, and Pennsylvania. Patrick has also passed the Series 63, 65, and SIE exams. Patrick has a diverse background in the financial services industry and is dedicated to providing quality service to clients. Patrick is a member of the Staten Island Rotary Club and serves as a Managing Principal and Employee Benefit Advisor at Edgewood Partners Insurance Center (EPIC). Patrick is a dedicated professional with a strong commitment to providing clients with the highest level of service.

SPECIALIZATIONS

ADVISOR BIO

Patrick John Sheehan is a registered representative of Goldman Sachs & Co. LLC in New York, NY. Patrick Sheehan is a registered representative in New York. Patrick Sheehan has been in the financial industry since April 2008.

SPECIALIZATIONS