Andrik Cordero is a CFA® and holds a Series 66 designation with nine years of industry experience. He has been with Grow With Me, LLC since 2018 and previously worked at Centaurus Financial Inc. for two years. Grow With Me serves individual and high-net-worth clients, charitable organizations, and corporate plan sponsors by offering tailored portfolio management, financial planning, and employee benefit plan advisory services. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis, and integrates tax and estate considerations into its planning.

John Witten is a financial advisor at Grow With Me with eight years of industry experience. He holds a Series 65 designation and previously worked at W10 Investment Advisers, LLC. Outside of his advisory role, he is a member of TPIS, LLC. Grow With Me is a state-registered advisory firm managing approximately $57.1 million for about 135 clients, including individuals, high-net-worth clients, charitable organizations, and businesses. The firm primarily uses passive investment management with index funds and ETFs, while also incorporating various analytical methods and outside managers, and offers additional services such as employee benefit plan advisory, tax preparation, and insurance.

Alexander Kasper is a financial advisor with Grow With Me, holding a Series 63 license and bringing 28 years of industry experience. He has been with Grow With Me since 2023 and has been working under his own name since 1996. Grow With Me serves individual and high-net-worth clients, charitable organizations, and corporate plan sponsors by providing tailored portfolio management, financial planning, and employee benefit plan advisory services. The firm employs a primarily passive investment approach with periodic reviews and integrates tax and estate considerations into its planning.