ADVISOR BIO

Timothy Vizzi is a financial advisor with Independent Financial Group, LLC, a firm with over $1 billion in assets under management. Timothy has been in the industry since October 2019. Timothy holds the Series 7TO and SIE licenses and specializes in portfolio management for individuals and businesses. Independent Financial Group, LLC offers financial planning, portfolio management, and other financial services to individuals, businesses, and pension plans.

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ADVISOR BIO

Timothy L. Talbott is a financial advisor with Wealthspire Advisors. Timothy has been in the industry since May 2011 and is a Certified Financial Planner. Timothy is registered in California and has a specialization in various areas. Timothy's office is located in San Rafael, CA, but Timothy may also provide advisory services to clients in other states.

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ADVISOR BIO

Timothy Cecchin is a financial advisor with RBC Capital Markets, LLC. Timothy is based in SAN FRANCISCO, CA and has been in the financial services industry since 1998. Timothy is registered with the following states: Alabama, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Louisiana, Maryland, Massachusetts, Minnesota, Nevada, New Jersey, New York, Oregon, South Carolina, Texas, Virginia, and Washington. Timothy is also registered with FINRA. Timothy has passed the Series 63, 65, 66, 7, 31 and SIE exams. Timothy has previously been employed with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC.

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ADVISOR BIO

Timothy West is a financial advisor with over 13 years of experience in the financial services industry. Timothy has been a registered representative with Edward Jones since August 2019 and previously worked at J.P. Morgan Securities LLC and Wells Fargo Investments, LLC. Timothy has a Series 7, Series 79, Series 63, and Series 66 license. Timothy specializes in providing financial advice to individuals, businesses, high-net-worth individuals, charitable organizations, and retirement plans. Timothy is also a member of the Edward Jones firm.

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ADVISOR BIO

Timothy McInnis is a financial advisor with over 15 years of experience in the industry. Timothy has held a variety of roles at different firms, including Commonwealth Financial Network, where Timothy is currently registered. Timothy holds a Series 7, Series 66, and SIE licenses, and is registered to provide financial advice in several states. Timothy is committed to helping clients reach their financial goals, offering a range of services including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Timothy Cole is a financial advisor with over 20 years of experience. Timothy is a Certified Financial Planner and currently works at Silicon Valley Retirement Services, LLC. Timothy has experience working with a variety of clients, including pension and profit sharing plans.

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ADVISOR BIO

Timothy Kwong is a financial advisor with over 20 years of experience in the industry. Timothy is currently registered with J.P. Morgan Securities LLC in California and Texas. Timothy has held prior roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., Wells Fargo Clearing Services, LLC, Charles Schwab & Co., Inc., and Pruco Securities Corporation. Timothy has a Series 6, 7, and 63 license and has a Series 66 license. Timothy specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and businesses.

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ADVISOR BIO

Timothy Shiu-fong Yong is a registered representative with LPL Financial LLC. Timothy has been in the financial industry since 2021 and is licensed in California. Timothy holds the Series 66, Series 7TO, and SIE licenses. Timothy has been with LPL Financial since October of 2020 and has previous experience with Advanced Micro Communications and Costco Wholesale.

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ADVISOR BIO

Timothy Swier is a financial professional with over 28 years of experience in the industry. Timothy is currently registered with Planmember Securities Corp. Timothy has held previous registrations with ING Financial Advisers, LLC, ING Financial Partners, Inc., Intervest International Equities Corporation, and Programmed Equities Corporation. Timothy specializes in portfolio management for individuals and businesses. Timothy is also a registered representative and investment advisor representative in the state of California.

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ADVISOR BIO

Timothy Johnson is an investment professional with over 25 years of experience in the financial services industry. Timothy is a Registered Representative and Investment Advisor Representative, holding Series 63, 65, 7, and SIE licenses. Timothy is currently employed by Wells Fargo Clearing Services, LLC and is registered with the states of Alabama, Alaska, Arkansas, California, Colorado, Delaware, Georgia, Hawaii, Idaho, Illinois, Iowa, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Nebraska, Nevada, New York, North Carolina, Oregon, South Carolina, Texas, Utah, Virginia, and Washington. Timothy also holds a Power of Attorney for his mother and is a Trustee of the Johnson Family Trust.

SPECIALIZATIONS