ADVISOR BIO

Thomas Qvistgaard is a financial advisor with UBS Financial Services Inc. with over 30 years of experience in the industry. Thomas has experience working with high-net-worth individuals, corporations and institutions. His expertise includes financial planning, retirement planning, investment management, and estate planning. He holds the Series 7, 9, 10, 24, and 63 licenses. Thomas is also registered in numerous states. His clients include a range of individuals, businesses, institutions and non-profits.

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ADVISOR BIO

Thomas Andrew Zgliniec is a financial advisor with over 20 years of experience in the industry. Thomas is registered with LPL Financial LLC, with an active license in California, where Thomas specializes in providing financial advice for individuals, businesses, and institutional clients. Thomas holds a Series 7, Series 24, Series 66, and SIE licenses, and has extensive knowledge of various investment strategies. Thomas is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Thomas Schoettle is an investment advisor representative with Cetera Investment Advisers LLC. Thomas has been in the securities industry for over 2 years. Thomas is registered with the state of California and has passed the Series 66, Series 7TO, and SIE exams. Thomas is currently registered with Cetera Investment Advisers LLC and is located in San Diego, California. Thomas has a diverse background, having worked in a variety of industries including aerospace, technology, and education.

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ADVISOR BIO

Thomas Dodd is a financial advisor at Osaic Wealth, Inc. Thomas has been in the financial industry for over 20 years and has experience in various financial roles, including investment advisory, insurance sales, and financial planning. Thomas's areas of expertise include retirement planning, college savings, investment management, and insurance. Thomas has a Series 7, 6, 63 and 66 license. Thomas is registered with the state of California to offer financial advice to individuals, families, and businesses.

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ADVISOR BIO

Thomas Richard Mury Jr. is a financial advisor at J.P. Morgan Securities LLC. He is based in Denver, Colorado, and has been working in the industry since 2012. He is registered with the Financial Industry Regulatory Authority (FINRA) and has his Series 6, 7, 63, and 65 licenses. Mury is also licensed to provide investment advice in several states across the country.

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ADVISOR BIO

Thomas Davis is a financial advisor with LPL Financial LLC. Thomas has been in the financial services industry since 2003 and is registered with the state of California to provide both securities and investment advisory services. Thomas has earned both Series 7 and Series 63 licenses, and the Series 65 license. Thomas is located in Novato, California, and provides a range of financial services to individuals, families, businesses, and organizations, including financial planning, investment management, and retirement planning.

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ADVISOR BIO

Thomas Murray Kelly is an Investment Advisor Representative with Edward Jones. Thomas has been in the financial industry for 31 years and has been registered with the Securities and Exchange Commission (SEC) since 1991. Thomas specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Thomas is registered in 19 states and has been with Edward Jones since 2021.

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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.

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ADVISOR BIO

Thomas Flynn is a registered investment advisor representative with G.W. Sherwold Associates, Inc. Thomas has been in the financial services industry for over 20 years. Thomas is registered with the state of California as both a broker-dealer and an investment adviser. His experience includes providing financial planning and portfolio management services to individuals and businesses. He also has expertise in pension consulting and portfolio management for businesses. Thomas has a strong commitment to providing personalized financial advice and helping clients reach their financial goals.

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ADVISOR BIO

Thomas Gabler is a financial advisor with Morgan Stanley in Brea, CA. Thomas has been in the financial services industry since January 30, 2019, and is registered with FINRA and the state of California as a broker-dealer. Thomas is also an Investment Advisor Representative (IAR) registered with the state of California and Texas. Thomas holds the Series 66, Series 7TO and the SIE exams. Thomas is also registered with Morgan Stanley as an investment advisor representative. Morgan Stanley provides investment advice to individuals, corporations, insurance companies, charitable organizations, pension and profit sharing plans, investment companies, high-net-worth individuals, and state or municipal government entities. Morgan Stanley is an investment advisor that offers a variety of financial services including portfolio management, financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS