ADVISOR BIO

Tierney Leigh McClenahan is a registered Investment Advisor Representative with Saratoga Research & Investment Management in Saratoga, CA. Tierney has been in the industry since 2018. Tierney holds the Series 65 license. Tierney specializes in portfolio management for individuals, investment companies and pooled investment vehicles.

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ADVISOR BIO

Tiffani Underwood is a financial advisor currently registered with Morgan Stanley in Woodland Hills, CA. Tiffani Underwood has been in the industry since 2014. She is a Series 7 and Series 66 licensed representative with Morgan Stanley.

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ADVISOR BIO

Tiffany Nicole Tobias is a financial advisor with over 18 years of experience. Tiffany began her career at Wells Fargo Advisors, LLC in Los Angeles, California and later worked at Blackrock Investments, LLC in San Francisco, California. She holds a Series 7, Series 63, and Series 65 license, and is currently a Registered Investment Advisor Representative with TCW Investment Management Co. LLC in Los Angeles, California. Tiffany has expertise in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Tiffany Danielle Hammer is a registered representative with Morgan Stanley. Tiffany has been in the securities industry since May 2005. Tiffany is licensed to provide securities advice in California, Minnesota, and Texas. Tiffany also offers investment advisory services in California, Minnesota, and Texas. Tiffany is affiliated with Morgan Stanley's branch office located in Santa Cruz, California.

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Tilson A. Rodriguez is a financial advisor with Morgan Stanley. Tilson has been in the financial industry since February 17, 2016. Tilson has a strong background in financial services, having previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and RBC Capital Markets, LLC. Tilson is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and holds the Series 7 and Series 66 licenses.

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Timothy Reitz is a financial advisor with Assetmark, Inc. Timothy has been in the industry since 2021. Timothy holds Series 63, 65 and Series 6TO licenses as well as the SIE exam. Timothy is registered to provide investment advisory services in 27 states, primarily in the West and Midwest. Timothy is associated with the firm's branch office in Concord, CA. In addition to being an advisor for Assetmark, Inc. Timothy is also an Advisor Success Consultant for Assetmark, Inc., an affiliate of Assetmark Brokerage, LLC.

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ADVISOR BIO

Timothy Robert Schmoll is an investment advisor representative with MAI Capital Management, LLC. Timothy is registered with the state of California and New York. Timothy obtained the Series 65 license in January 2020 and the SIE license in January 2021. Timothy has been in the industry since 2016 and has experience with Procapita Partners, LLC, Dover Athletic Football Club, Aldershot Town FC, New York Red Bulls, Intersect Capital LLC, and MAI Capital Management, LLC. Timothy specializes in providing investment advisory services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles. Timothy is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

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Timothy Emanuels is a financial advisor with over 30 years of experience in the industry. He has been registered with the Securities and Exchange Commission (SEC) since 1988 and holds several licenses and certifications, including the Series 3, 7, 63, and 65. Timothy is currently a registered representative at Morgan Stanley and is licensed to provide investment advice in several states, including California, Nevada, and Texas. He previously worked at Morgan Stanley & Co. Incorporated and has extensive experience in providing investment advice to a variety of clients, including individuals, high net worth individuals, corporations, and institutions. Timothy has a broad range of specializations and services available for clients. He is committed to providing personalized advice and strategies to help clients achieve their financial goals.

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ADVISOR BIO

Timothy McDonald is an experienced financial advisor with over 40 years in the industry. Timothy is currently registered with Morgan Stanley in Sacramento, CA. Timothy specializes in providing investment advice and financial planning to individuals and businesses. Timothy has experience working with a variety of client types, including high-net-worth individuals, corporations, and retirement plans.

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ADVISOR BIO

Timothy Fiacco is a financial advisor with over 18 years of experience in the industry. Timothy has been registered with Morgan Stanley since October 2016. Prior to joining Morgan Stanley, Timothy worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Timothy holds a Series 7 and Series 66 license and has a Certified Financial Planner designation. Timothy focuses on providing financial advice to a wide range of clients, including individuals, families, and businesses. Timothy is passionate about helping clients achieve their financial goals.

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