ADVISOR BIO

Thomas Hess is a financial advisor with over 25 years of experience in the industry. Thomas is currently registered with IP Financial Advisory Services LLC. Thomas has been with IP Financial Advisory Services LLC since May 2024. Previously, Thomas was registered with Parsonex Securities, Inc. Thomas has a Series 7, Series 31, Series 63, Series 65 and a SIE license. Thomas is also a registered Investment Advisor in California. Thomas specializes in providing financial planning, consulting services, and portfolio management services to individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Thomas Bartlett is a financial advisor at Osaic Wealth, Inc. Thomas has over 25 years of experience in the financial services industry. Thomas is registered with FINRA and has licenses in 13 states. Thomas specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Thomas is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Thomas Robert Harlan is a financial advisor with Raymond James Financial Services Advisors, Inc., in Encino, California. Thomas is an experienced financial advisor with over 20 years in the financial services industry. He has a broad range of experience in investments, financial planning and retirement planning. Thomas is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Thomas Chang is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Thomas has been in the financial services industry since March 2006 and has worked for both Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Thomas is currently registered with both FINRA and the states of California and Texas. Thomas is also a licensed Investment Advisor Representative in Texas. Thomas is registered to offer securities and investment advisory services.

SPECIALIZATIONS

ADVISOR BIO

Thomas Nicholas Forcella is a financial advisor registered with LPL Financial LLC. Thomas has been in the financial services industry since 1992. Thomas is based out of the Redding, CA branch of LPL Financial LLC. Thomas has been associated with LPL Financial LLC since 2009. Thomas also previously worked at VALIC FINANCIAL ADVISORS, INC. and THE VARIABLE ANNUITY MARKETING COMPANY.

SPECIALIZATIONS

ADVISOR BIO

Thomas Sallady is a financial advisor who has been working in the industry since 1999. Thomas is currently registered with LPL Financial LLC and has offices in Fairfield, California and Turlock, California. Thomas has a Series 7, Series 63, and Series 66 license. In addition to Thomas's registration with LPL Financial LLC, Thomas has also been previously registered with National Planning Corporation and Interfirst Capital Corporation. Thomas Sallady is a financial advisor who has a wide range of experience in the industry.

SPECIALIZATIONS

ADVISOR BIO

Thomas Robertson is an investment advisor representative with Oak Asset Management, LLC in Westlake Village, California. Thomas has been in the industry since 1996 and has a strong background in both securities and investment advisory services. His career spans multiple firms, including Wells Fargo Advisors Financial Network, LLC and UBS Financial Services Inc. Thomas is registered with the state of California and Texas. He holds the Series 63, 65, 7, and SIE exams. Thomas also holds an insurance agent license. In addition to his work with Oak Asset Management, LLC, Thomas also provides investment related insurance services.

SPECIALIZATIONS

ADVISOR BIO

Thomas Anthony Ochinero is a registered representative with UBS Financial Services Inc. in Merced, California. Thomas Anthony Ochinero has been in the industry since March 10, 2020. Thomas Anthony Ochinero holds Series 66, 7TO, and SIE licenses and is registered in California.

SPECIALIZATIONS

ADVISOR BIO

Thomas McDonald is a financial advisor with Principal Securities, Inc. Thomas has been in the industry for over 20 years. Thomas has a Series 6 and Series 63 license. Thomas is registered in California, Nevada, and North Carolina. Thomas is located at 1207 W Magnolia Blvd, Ste B in Burbank, CA. Thomas specializes in financial planning, pension consulting, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Thomas Carlson is a financial professional with over 10 years of experience in the financial services industry. Thomas has held positions with various firms including Ameriprise Financial Services, U.S. Bancorp Investments, Inc., and Voya Financial Advisors. Thomas currently works as a Registered Representative and Investment Advisor Representative for Wedbush Securities Inc. Thomas is licensed to provide investment advice in California and Minnesota. Thomas has a strong background in financial planning, portfolio management, and securities trading. Thomas is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS