Andrew P. Willis CFP®,CPWA® Senior Vice President; Wealth Management Advisor Senior Portfolio AdvisorAndrew is a seasoned financial planner with over 23 years of experience. Holding the prestigious titles of CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc, The CPWA® designation, offered by the Investments & Wealth Institute™, The CPFA®-Certified Plan Fiduciary Advisor® designation.Throughout his career, Andrew has built a reputation for providing insightful, tailored financial advice to a diverse clientele. His expertise spans investment management, retirement planning, estate planning, and risk management. Andrew's holistic approach ensures that his clients' financial strategies align with their long term goals and values.Andrew's exceptional skills and dedication have been recognized on multiple occasions. He has been named to Forbes' Best-In-State Wealth Advisors list for three consecutive years: 2022, 2023, 2024, and 2025. This accolade underscores his commitment to delivering unparalleled service and his ability to navigate the complexities of wealth management effectively.Beyond his professional business, Andrew is passionate about his pursuit of golf, gardening, and love of travel with his family and friends.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. *Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of the CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors. Named to the Forbes "Best-in-State Wealth Advisors" list in 2025, 2024, 2023 & 2022 (Published annually Jan - April. Rankings based on data as of June 30 of prior year)

Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.