ADVISOR BIO

Thomas Michener is a financial advisor at Wells Fargo Clearing Services, LLC. Thomas has been in the financial industry since August 2017 and is registered with the state of California. Thomas has a Series 7, 63 and 66 license and is active in both the broker-dealer and investment advisor space. Thomas's firm, Wells Fargo Clearing Services, LLC manages over $500 billion in assets.

SPECIALIZATIONS

ADVISOR BIO

Thomas Castillo is a financial advisor at LPL Financial LLC. Thomas is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds Series 63 and 66 licenses. Thomas has been in the industry since 1995. Thomas has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Thomas provides a range of financial services, including financial planning, investment management, and retirement planning. Thomas is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Thomas Tournat is an active investment advisor representative and registered representative, with more than 25 years of experience in the financial services industry. Thomas is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Thomas has held previous registrations with J.P. Morgan Securities Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Thomas is licensed in 52 states. Thomas is a specialist in providing a range of financial services to a broad clientele including individuals, businesses, investment companies, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Thomas Holbrook is a financial advisor with over 30 years of experience in the industry. Thomas is currently registered with LPL Financial LLC in San Luis Obispo, California. Prior to joining LPL, Thomas worked for Wachovia Securities, LLC, Great Western Financial Securities Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

ADVISOR BIO

Thomas Austin Blakeley is a financial advisor registered with Wells Fargo Clearing Services, LLC. Thomas has been in the financial services industry for over 14 years. Thomas is also registered in Texas. Thomas holds Series 6, 7, 63 and 65 licenses. In addition to their current role, Thomas previously worked at Farmers Financial Solutions, LLC, Edward Jones, Citigroup Global Markets Inc. and CUE.

SPECIALIZATIONS

ADVISOR BIO

Thomas Oliveira has over 25 years of experience in the financial services industry. Thomas Oliveira is a Registered Representative and Investment Advisor Representative, licensed in 17 states, who specializes in financial planning, investment management, retirement planning, and estate planning. Thomas Oliveira is the owner of Oliveira Wealth, an independent registered investment advisor (RIA) firm located in Modesto, CA, which has been in business since 2021. Prior to founding Oliveira Wealth, Thomas Oliveira worked at LPL Financial LLC and Northwestern Mutual Investment Services, LLC. Thomas Oliveira holds a Series 6, Series 63, Series 65, and Series 26 license. Thomas Oliveira also has the professional designation of Chartered Financial Consultant.

SPECIALIZATIONS

ADVISOR BIO

Thomas Catanese is a financial advisor with over 14 years of experience in the industry. He has been registered with the state of California since 2005 and has also been registered with the state of Texas as a resident advisor since 2017. Thomas has passed the Series 63, Series 7, and Series 65 exams. He is currently employed with Merrill Lynch, Pierce, Fenner & Smith Inc. He has prior experience with J.P. Morgan Securities LLC and J.P. Morgan Institutional Investments Inc. Thomas's specializations include portfolio management for businesses and individuals, as well as pension consulting, educational seminars, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Thomas Frederick Howard is a financial advisor with over 30 years of experience in the financial services industry. Thomas has held various positions at several firms, including Merrill Lynch, UBS Financial Services Inc., Piper Jaffray Inc., Smith Barney Inc., Hambrecht & Quist Incorporated, Sherwood Capital, Inc., and First Jersey Securities, Inc. He is currently registered with LPL Financial LLC, a national financial services firm. Thomas holds the Series 63, SIE, and Series 7 licenses, and is registered with the states of California, Utah, and Washington. He specializes in providing financial planning, portfolio management, and consulting services for individuals, businesses, and retirement plans.

SPECIALIZATIONS

ADVISOR BIO

Thomas Hoang Chau is a financial advisor with Western International Securities, Inc., based in Pasadena, CA. Thomas Chau has been working in the industry since 1993. He specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses and charitable organizations. Chau & Associates Asset Management, Inc. is the DBA for his securities business. Thomas Chau holds both Series 63 and 65 registrations in addition to the Series 7.

SPECIALIZATIONS

ADVISOR BIO

Thomas Dudley Frost is a financial advisor registered with LPL Financial LLC. Thomas has been in the financial industry since 1997 and has held licenses in various states. His current registrations include Series 7 and Series 63 in California, along with other licenses in several states. Thomas has worked for Prudential Securities Incorporated and LPL Financial LLC, where he provides financial planning and other services. His previous experience at Prudential Securities Incorporated includes an inactive Broker-Dealer scope and inactive Investment Adviser scope. Thomas has a history of working with a diverse clientele including high-net-worth individuals, charitable organizations, corporations, and pension plans.

SPECIALIZATIONS