ADVISOR BIO

Timothy D. Leonard is a financial advisor with over 20 years of experience in the industry. Leonard is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. as a Registered Representative (Series 7 and Series 63), and as an Investment Adviser Representative (Series 65). Prior to joining Merrill Lynch, Leonard was employed by Morgan Stanley and Citigroup Global Markets Inc. Leonard holds a broad range of licenses and registrations, including Series 7, 63, and 65. Leonard has a specialization in the areas of portfolio management for individuals and businesses, pension consulting, and providing educational seminars.

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ADVISOR BIO

Timothy Patrick Kenney is a financial advisor at Seawise Financial, Inc. with over 20 years of experience in the financial industry. Timothy has experience with a variety of firms including UBS Financial Services Inc., TD Waterhouse Investor Services, Inc. and Wells Fargo Investments, LLC. Timothy holds the Series 7, Series 63, Series 65, and SIE licenses. Timothy is a Certified Financial Planner and specializes in portfolio management, financial planning and pension consulting.

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ADVISOR BIO

Timothy Ryan Hannigan is a financial advisor with over 14 years of experience in the financial services industry. Timothy currently holds registrations with Wells Fargo Clearing Services, LLC and previously held a registration with UBS Financial Services Inc. Timothy is a licensed Series 66, Series 10, Series 9, Series 99TO, SIE, and Series 7. Timothy specializes in providing investment advisory and consulting services to individuals, families, and businesses.

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ADVISOR BIO

Timothy Mac pherson Walker is an active investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Timothy Mac pherson Walker has been in the industry since 2006. Timothy Mac pherson Walker is currently registered in 53 states and is also registered with FINRA. Timothy Mac pherson Walker has passed Series 66, Series 7 and SIE exams. Timothy Mac pherson Walker previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Timothy Mac pherson Walker offers various services, including portfolio management for businesses and individuals, financial planning and pension consulting.

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ADVISOR BIO

Timothy Chon is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since January 15, 2018. Timothy holds the Series 66, SIE, and Series 7 licenses. Timothy is registered in 30 states and the District of Columbia. Timothy provides a range of financial services including portfolio management, financial planning, and investment research. Timothy is committed to providing clients with personalized financial advice and strategies that meet their individual needs.

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ADVISOR BIO

Timothy Byers is an Investment Advisor Representative, licensed in California, with Integrated Wealth Concepts LLC. Timothy has worked in the financial industry since October 2008, with experience at Byers Accountancy Corporation and Integrated Wealth Concepts LLC. Timothy Byers is also a CPA and holds a President position with Byers Accountancy Corporation.

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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 James Karman has been in the financial services industry since 2001. Timothy is currently registered with RBC Capital Markets, LLC and has been with the firm since 2008. Prior to that, Timothy was a registered representative with RBC CAPITAL MARKETS CORPORATION. Timothy has passed a number of professional exams including the Series 7, Series 63, Series 79TO and the SIE exam. Timothy currently holds a Series 63 license in California and is registered with FINRA as well.

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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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