ADVISOR BIO

Thomas Ray Schloeder is a financial advisor with over 27 years of experience in the financial services industry. Thomas currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. in Chandler, Arizona. Prior to joining Merrill Lynch, Thomas was affiliated with several other firms, including EDWARD JONES and TRANSAMERICA INVESTORS SECURITIES CORPORATION. Thomas has a broad range of experience in the financial services industry and is registered to provide investment advisory services in Arizona, California, and Texas. Thomas is a Series 6, 7, 9, 10, 24, 63 and 65 licensed professional.

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ADVISOR BIO

Thomas Jay Peterson is a financial advisor with over 15 years of experience in the industry. Thomas is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Previously, Thomas worked for Securities America, Inc., Sagepoint Financial, Inc., TD Ameritrade, Inc. and Princor Financial Services Corporation. Thomas is a Series 6, 7, 24 and 63 licensed professional. Thomas is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Thomas specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.

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ADVISOR BIO

Thomas Paul Fink is a financial advisor with over 25 years of experience in the industry. Thomas is currently registered with Osaic Wealth, Inc. in Scottsdale, AZ. Thomas previously worked at several other firms including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., Goldman Sachs Custody Solutions, Ameritas Investment Company, LLC, TD Ameritrade, Inc. and Charles Schwab & Co., Inc. Thomas has a wide range of experience in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.

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ADVISOR BIO

Thomas McGeorge is a financial advisor based in Scottsdale, Arizona. Thomas has been in the financial industry since December 2011. Thomas is a registered representative with Morgan Stanley. Thomas holds the Series 3, 7, 31, 66, and SIE licenses. Thomas has registrations in 46 states and 2 IA states. Thomas is a specialist in asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses, individuals, and investment companies.

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ADVISOR BIO

Thomas Jacob Ocheltree is an experienced financial professional with a proven track record of success. Thomas has been in the industry since 2012, having worked for several prominent firms including Charles Schwab & Co., Inc. and SAGEPOINT FINANCIAL, INC. Currently, Thomas is registered with Osaic Wealth, Inc. Thomas specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Thomas Rowland is a financial professional with over 8 years of experience in the financial services industry. Thomas is registered with MML Investors Services, LLC and holds a Series 63, Series 53, Series 4, Series 24, SIE, Series 52, and Series 7 licenses. Thomas is also a licensed securities agent in 53 states. Thomas offers a variety of services including financial planning, asset allocation programs, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Thomas has a strong commitment to providing clients with personalized and comprehensive financial advice.

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ADVISOR BIO

Thomas Casella is a financial advisor who has been in the industry for over 40 years. Thomas is currently registered with Oneamerica Securities, Inc. and holds Series 63, 65, 7 and SIE licenses. Thomas specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both businesses and individuals. Thomas has previously been associated with several firms including Park Avenue Securities LLC, Guardian Investor Services Corporation, and John Hancock Distributors, Inc.

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ADVISOR BIO

Thomas Michael Jeffrey is a financial professional with over 40 years of experience in the industry. Thomas has a strong background in providing financial planning and portfolio management services to individuals, businesses, and institutions. He is currently a Managing Director at Cetera Investment Advisers LLC, and has previously held positions at Raymond James & Associates, Inc., First Financial Equity Corporation, and UBS Financial Services Inc. Thomas is committed to helping clients achieve their financial goals through personalized advice and customized investment strategies.

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ADVISOR BIO

Thomas Pilling is a financial advisor registered with Fidelity Personal And Workplace Advisors. Thomas is licensed to offer investment advice in Arizona and Texas. Thomas is experienced in providing financial planning, educational seminars, and selection of other advisors. Thomas has over 14 years of experience in the financial services industry.

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ADVISOR BIO

Thomas Levin is an investment advisor representative with Morgan Stanley. Thomas Levin has 37 years of experience in the financial industry and is registered in 24 states. Thomas Levin has passed the Series 3, Series 7, Series 63, and Series 65 exams and holds a SIE designation. Prior to joining Morgan Stanley, Thomas Levin worked at Citigroup Global Markets Inc. and Lehman Brothers Inc. Thomas Levin is a member of Saguaro Partners Holdings LLC. Thomas Levin provides financial planning, pension consulting, and asset allocation advice. Thomas Levin specializes in managing portfolios for individuals, businesses, and investment companies.

SPECIALIZATIONS