ADVISOR BIO

Todd McKee is a registered representative with Morgan Stanley. Todd has been in the financial services industry since July 1999. Todd has a Series 7, Series 63, and Series 65 license. Todd's office is located in Beverly Hills, California. He is registered to offer investment advice in the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Virginia, Washington, and Wisconsin. Todd also has several years of experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. In addition to being a financial advisor, Todd is also a partner in a rental property business and an actor.

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ADVISOR BIO

Todd Gomes is a financial advisor who has been in the industry since 2006. He currently works at Fermata Advisors, a firm that specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Todd has a wide range of experience in the financial services industry, having previously worked at Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. Todd has a strong understanding of the investment industry, and is committed to providing his clients with the highest level of service.

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ADVISOR BIO

Todd Nelson Troutner is an investment advisor representative who has been in the financial services industry for over 24 years. Todd has experience in the financial services industry working with a wide range of clients, including individuals, corporations, charitable organizations, and retirement plans. Todd currently works with Integrated Wealth Concepts LLC in Monrovia, California and also has a branch office in San Diego, California. Todd was previously with Laurel Wealth Advisors, Inc. and has also held previous positions with Morgan Stanley and Citigroup Global Markets Inc.

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ADVISOR BIO

Todd Dreyer is a financial advisor with LPL Financial LLC. Todd has been in the financial industry since 1988 and has a broad range of experience. Todd holds the Series 6, 7, 22, 24, 63, and 65 licenses and is also a Certified Financial Planner. Todd provides a variety of financial planning and investment services to individuals, families, and businesses. He is passionate about helping clients achieve their financial goals and is committed to providing personalized service and guidance.

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ADVISOR BIO

Todd J. Evans is a registered representative with J.p. Morgan Securities LLC. Todd J. Evans has been in the industry since April 2012 and is currently registered in California and Texas. The firm provides financial planning, portfolio management, and pension consulting services. The firm manages more than $50 billion in assets. Todd J. Evans is licensed to provide investment advice and services to a wide range of clients, including individuals, high-net-worth individuals, corporations, and other businesses. The firm's client base includes a diverse group of individuals, corporations, and other businesses, including individuals other than high-net-worth, insurance companies, charitable organizations, high-net-worth individuals, and corporations or other businesses.

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ADVISOR BIO

Todd Cline is a financial advisor with over 20 years of experience in the industry. Todd is currently registered with Cetera Investment Advisers LLC in San Diego, California. He is also registered in the state of California as an investment advisor representative (IAR) and as a broker-dealer representative (BDR). Todd has a wide range of experience in the financial services industry, including working with individuals, families, businesses, and institutions. He has held previous positions at First Allied Securities, Inc., Summit Brokerage Services, Inc., Madison Avenue Securities, Inc., Quest Capital Strategies, Inc., and Intersecurities, Inc. Todd holds a Series 6, Series 7, Series 24, Series 63, and Series 65 license. He is also a Certified Financial Planner (CFP®).

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ADVISOR BIO

Todd Lunsford is an investment advisor representative at International Private Wealth Advisors LLC. Todd has over 20 years of experience in the financial services industry. Todd has held previous roles with UBS Financial Services Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Todd holds Series 7, Series 31, and Series 66 licenses. Todd specializes in financial planning, portfolio management, and estate planning. Todd works with individuals, families, businesses, and retirement plans.

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ADVISOR BIO

Todd William Simonson is a financial advisor with Edward Jones. Todd has been in the financial industry for over 30 years. Todd is a Certified Financial Planner. Todd is registered to provide investment advisory services in 32 states. Todd's current office is located in Sonora, California.

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ADVISOR BIO

Todd Grant Vitale is a financial advisor registered with Wells Fargo Clearing Services, LLC. Todd has over 30 years of experience in the industry and has worked with a range of clients, including individuals, families, businesses, and charitable organizations. Todd is licensed to provide investment advice in several states, including California, Texas, Arizona, Georgia, Idaho, Oregon, and Washington.

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ADVISOR BIO

Todd Matthew Bergstrom is a financial advisor at Edward Jones. Todd has been in the financial industry since September 6, 2009. Todd holds a Series 66, Series 7, and SIE license and is registered in 27 states. Todd focuses on providing financial planning services, pension consulting, and portfolio management for individuals and businesses.

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