ADVISOR BIO

Timothy Volker is an investment advisor representative with LPL Financial LLC. Timothy has been in the securities industry since 2017. Timothy has passed the Series 6, Series 7, Series 63, Series 66 and SIE exams. Timothy holds licenses in Arizona, California, Colorado, Florida, Illinois, Missouri, Nevada, New Jersey, New Mexico, New York, Ohio, South Dakota, Texas and Utah. Timothy has previously been employed by Edward Jones and Foresters Financial Services, Inc.

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ADVISOR BIO

Todd Alan Brown is an investment advisor representative associated with Ameriprise Financial Services, LLC. Todd is a registered investment advisor in Arizona and Texas. Todd provides investment advice in multiple states including Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Illinois, Indiana, Iowa, Maine, Maryland, Minnesota, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Texas, Virginia, Washington and Wisconsin. Todd has a combined 10 years of experience in the financial industry. Todd's areas of specialization include asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals and portfolio management for investment companies.

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ADVISOR BIO

Todd Terese is a financial advisor with Stifel, Nicolaus & Company, Inc. Todd is registered to provide investment advisory and brokerage services in Arizona and Texas. Todd previously worked with Northwestern Mutual Investment Services, LLC in Milwaukee, WI. Todd has been active in the financial services industry since August 2020. Todd holds Series 7, Series 63 and Series 65 licenses.

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ADVISOR BIO

Todd Richard Wert is a financial advisor with UBS Financial Services Inc. Todd has been in the financial services industry since February 1988 and has a broad range of experience. Todd is registered with FINRA and the Securities Investor Protection Corporation (SIPC). Todd holds the Series 7, Series 63, and Series 65 licenses. Todd is also registered as an investment advisor representative in several states. Todd specializes in providing financial advice to individuals, businesses, and high-net-worth individuals.

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ADVISOR BIO

Todd Michael Garrett is a financial advisor who has been in the industry since September 24, 2008. Garrett is currently registered with Schwab Wealth Advisory, Inc., in Arizona and Texas. Garrett's previous employers include Fidelity Brokerage Services LLC, and Vanguard Marketing Corporation. Garrett holds the Series 7, Series 63, and Series 65 securities licenses as well as the SIE exam. Garrett is a Certified Financial Planner. Garrett's areas of specialization include Asset Allocation, Retirement Planning, and College Savings.

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ADVISOR BIO

Tom Barnes is an investment advisor representative who has been in the industry since 1976. Tom is currently registered with Morgan Stanley and has previously worked at WELLS FARGO CLEARING SERVICES, LLC, J.J.B HILLIARD, W.L. LYONS, LLC, UBS PAINEWEBBER INC., J.C. BRADFORD & CO., E. F. HUTTON & COMPANY INC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Tom is also a member of the Advisory Board at Southeast Christian Church. Tom holds Series 7, Series 5, Series 63, Series 65, SIE, and PC licenses. Tom is registered in 34 states.

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ADVISOR BIO

Tom Waite is a financial advisor with over 20 years of experience in the industry. Tom is registered with Schwab Wealth Advisory, Inc. Tom's career began in 1996 with Charles Schwab & Co., Inc. and he has been a Certified Financial Planner since 2012. Tom is currently registered with the state of Arizona and Texas. Tom offers financial planning and portfolio management services to individuals and businesses.

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ADVISOR BIO

Tonya Stockton is a financial advisor with Cetera Investment Advisers LLC in Phoenix, Arizona. Tonya has been in the financial services industry since 2006. Tonya has worked at a few firms including AssetMark Brokerage, LLC and GWFS Equities, Inc. Tonya is registered with FINRA and the state of Arizona to offer securities and investment advisory services. Tonya provides financial planning, pension consulting, and portfolio management services for businesses and individuals.

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ADVISOR BIO

Tracie Wendt is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Tracie has been in the securities industry since November 8, 2015. Tracie holds licenses in 47 states and has Series 7, 66 and SIE licenses. Tracie's primary location is Phoenix, AZ.

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ADVISOR BIO

Tracy Riordan is a registered representative and investment advisor representative with J.p. Morgan Securities LLC, a large financial services firm headquartered in New York City. Tracy has been in the financial services industry since 2000 and has held prior positions with Wells Fargo Securities, LLC, Wells Fargo Brokerage Services, L.L.C., Wells Fargo Investments, LLC, and Wells Fargo Securities Inc.

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