ADVISOR BIO

Timothy Robert Stratz is a financial advisor with over 20 years of experience in the financial services industry. Timothy is currently registered with Cambridge Investment Research Advisors, Inc. in California. Timothy is also a registered investment advisor representative with the firm and holds the Series 66, Series 7, and SIE licenses. Timothy has a diverse background, having previously worked with Lincoln Financial Securities Corporation and Raymond James Financial Services, Inc. Timothy is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Timothy Scudder is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Timothy has been in the industry since March 1993 and has held registrations in multiple states. Timothy currently holds FINRA Series 7, 63, and 65 licenses, as well as the Securities Industry Essentials Examination. Timothy has experience providing a variety of financial services to individuals, businesses, corporations, investment companies, and charitable organizations. Timothy is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in the following states: Alabama, Arizona, California, Colorado, Florida, Hawaii, Illinois, Indiana, Massachusetts, Missouri, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Utah, and Washington.

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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 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 Francis Whitehurst is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Timothy has over 18 years of experience in the financial services industry. Timothy has a Series 63, 66 and 7 licenses, and has worked at Barclays Capital Inc. and Thomas Weisel Partners LLC in the past. Timothy is registered with the state of Texas as an Investment Advisor Representative.

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ADVISOR BIO

Timothy Peyton is a financial advisor with Morgan Stanley. Timothy Peyton is registered with FINRA and holds Series 66, Series 7, and SIE licenses. Timothy Peyton has been in the financial services industry since 2012 and has an active Securities Broker/Dealer registration and an active Investment Adviser registration. Timothy Peyton works at the San Francisco, CA branch office of Morgan Stanley.

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Timothy Metcalf is a financial advisor with over 30 years of experience in the industry. Timothy is currently registered with Stifel, Nicolaus & Company, Inc. in California and Texas. Before joining Stifel, Nicolaus & Company, Inc., Timothy was a financial advisor at WELLS FARGO ADVISORS, LLC. Timothy has held a variety of roles in the financial services industry, including roles at A. G. EDWARDS & SONS, INC., PRUDENTIAL-BACHE SECURITIES INC., DREXEL BURNHAM LAMBERT INCORPORATED, and DEAN WITTER REYNOLDS INC. Timothy is a registered representative with FINRA and is licensed in several states. Timothy holds the Series 3, 7, 8, 9, 10, 63 and 65 licenses. Timothy is also a member of the MCBETH FOUNDATION.

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Timothy Walsh is a registered representative of MML Investors Services, LLC, a firm based in Springfield, MA. Timothy is licensed to conduct business in Arizona, California, Hawaii, Illinois, Montana, New York, Oregon, Pennsylvania, Utah, and Wisconsin. Timothy is a registered investment advisor in California. Timothy has been in the industry since August 6, 2020. He currently holds the Series 63, Series 65 and Series 6TO licenses and the SIE exam certification. Timothy has experience working with a variety of clients, including individuals, businesses, corporations, trusts, foundations, insurance companies, pension and profit-sharing plans, charitable organizations and high-net-worth individuals. Timothy provides a range of services to clients, including financial planning, asset allocation programs, portfolio management for individuals and businesses, selection of other advisors, and educational seminars.

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ADVISOR BIO

Timothy Hines is a financial professional with over 20 years of experience in the industry. Timothy is currently registered with Stifel, Nicolaus & Company, Inc. in Irvine, California. Prior to joining Stifel, Nicolaus & Company, Inc., Timothy has held positions at several firms including FINANCE 500, INC., R.W. SMITH & ASSOCIATES, LLC, GREAT PACIFIC SECURITIES, TAHOE FIXED INCOME, LLC, MUTUAL SECURITIES, INC., CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC., MISCHLER FINANCIAL GROUP, INC., VINING-SPARKS IBG, LIMITED PARTNERSHIP, GILFORD SECURITIES INCORPORATED, and BARABAN SECURITIES, INC. Timothy holds the Series 7, Series 52TO, Series 63, Series 72, and SIE licenses. Timothy specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Timothy Pham Taraba is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Timothy has been in the financial services industry for over 10 years, and has experience with a variety of investment products and services. Timothy's professional experience includes roles at Wells Fargo Advisors, LLC, Unionbanc Investment Services, LLC, and Mercer Allied Company, L.P.. Timothy holds Series 6, 7, 63 and 66 licenses. Timothy is currently registered in 30 states and is a member of FINRA. Timothy is also a general partner/managing member of PTI Holdings LLC, a limited partner in Taracore Enterprises LLC, and an employee of Union Bank. Timothy is dedicated to providing clients with personalized financial advice and guidance, and is committed to helping clients reach their financial goals.

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