ADVISOR BIO

Todd Kleinert is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry since 2006 and has experience with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Todd holds the Series 7 and Series 66 licenses. He is also registered with the state of California, as well as other states. His experience includes previous roles with Sorrento Pacific Financial, LLC, J.P. Morgan Securities LLC, and VALIC Financial Advisors, Inc.

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ADVISOR BIO

Todd Dekellis is a financial advisor in Roseville, California with over 15 years of experience in the financial services industry. Todd is a registered representative with Raymond James Financial Services Advisors, Inc. Todd has a strong background in providing financial advice to individuals, families, and businesses. Todd's specializations include retirement planning, college savings, investment management, and insurance. Todd is committed to providing personalized service and helping clients achieve their financial goals.

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ADVISOR BIO

Todd Freeman is a financial professional with over 40 years of experience in the industry. Todd is a Certified Financial Planner and a Chartered Financial Consultant. Todd is currently registered with Cambridge Investment Research Advisors, Inc. in California. Todd has previously been registered with AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, Freeman Financial Services Corporation, and Investors Brokerage Services, Inc. Todd has a wide range of experience in financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Todd Brian Newell is a financial advisor with over 9 years of experience in the industry. Todd is currently registered with Wells Fargo Clearing Services, LLC in California and Texas. Prior to joining Wells Fargo, Todd was employed at MORGAN STANLEY in California.

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ADVISOR BIO

Todd Gemmer is an investment advisor representative with Morgan Stanley. Todd has been in the industry since 2002 and has held registrations in multiple states. He specializes in providing investment advice and portfolio management services to a range of clients, including individuals, high net worth individuals, corporations, and institutions. Todd's experience and expertise make him a valuable resource for investors seeking guidance in managing their wealth.

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ADVISOR BIO

Todd Sandberg is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., registered in California and Texas. Todd has been in the securities industry since January 2011. Todd is licensed in 21 states and holds Series 7, Series 66, and SIE licenses. He is also a non-public arbitrator for FINRA.

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ADVISOR BIO

Todd Bolen is an investment advisor representative at Osaic Wealth, Inc. with over 29 years of experience in the financial services industry. Todd has a wide range of experience including investment advisory, securities brokerage, and insurance sales. Todd is licensed in California and Michigan.

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ADVISOR BIO

Todd Jared Carbone is a financial advisor with Capital CS Group, LLC. Todd is a registered investment advisor in California, Connecticut, and Georgia. Todd has been in the industry since 2003 and has experience working with UBS Financial Services Inc., Morgan Stanley, Morgan Stanley & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, MetLife Investors Distribution Company, Great Pacific Securities, and Wachovia Securities, LLC. Todd specializes in working with corporations, individuals, and pension and profit sharing plans. Todd's firm, Capital CS Group, LLC, provides portfolio management, financial planning, and pension consulting services.

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ADVISOR BIO

Todd Lerner is a financial advisor with over 15 years of experience in the industry. Todd has been registered with the Securities and Exchange Commission (SEC) since 2007 and holds several licenses, including Series 7, Series 31, and Series 66. Todd is currently affiliated with PFG Advisors and has previously worked for several other financial institutions, including Securities America, Inc., Morgan Stanley and ProEquities, Inc. Todd's main focus is on providing financial advice to individuals and families. Todd is also licensed as a California Life and Health Agent.

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ADVISOR BIO

Todd Everett Timmerman is a financial advisor with over 30 years of experience in the financial services industry. Todd has held various roles at several firms, including Princor Financial Services Corporation and LPL Financial LLC. Todd is currently affiliated with Global Retirement Partners LLC and RPA Financial, LLC. Todd provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans.

SPECIALIZATIONS