ADVISOR BIO

Thomas O'Neill is an investment advisor representative for Osaic FA, Inc., located in San Ramon, CA. O'Neill is a licensed insurance agent and also provides retirement plan consulting services. O'Neill holds a Series 66 license and has been in the industry since 2011.

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ADVISOR BIO

Thomas McCormick is a financial advisor in San Ramon, California. He is registered with American Investors Co. and has been in the industry since 1975. Thomas has a wide range of experience, having worked with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. His specialties include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Thomas is also an attorney and tax preparer and devotes about 80 hours per month to this separate business.

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Thomas Christensen is a financial advisor with over 25 years of experience in the industry. He is registered with Osaic Wealth, Inc. and specializes in a variety of services including financial planning, pension consulting, and portfolio management. Thomas is a Certified Financial Planner and holds several licenses including Series 6, 7, and 63. Thomas is also a licensed insurance agent with Sagemark Consulting. Thomas is passionate about helping clients achieve their financial goals. He is committed to providing personalized advice and guidance to help clients reach their financial goals. He has a proven track record of success and is dedicated to building long-term relationships with clients.

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Thomas Powers is a financial advisor with California Financial Advisors in SAN RAMON, CA. Thomas has been in the industry since 11/3/1989 and is registered with both the state of California and Texas. Thomas has a wide range of experience, including working with high-net-worth individuals, corporations, and charitable organizations. Thomas is committed to providing clients with personalized financial advice and helping them reach their financial goals.

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Thomas Leslie is a financial advisor with over 38 years of experience. Thomas has been with LPL Financial LLC since November 2017. Prior to that, Thomas worked at NATIONAL PLANNING CORPORATION for 12 years, AIG FINANCIAL ADVISORS, INC. for 6 months, SUNAMERICA SECURITIES, INC. for 5 years, ROYAL ALLIANCE ASSOCIATES, INC. for 10 years and INTEGRATED RESOURCES EQUITY CORPORATION for 4 years. Thomas is licensed to offer financial advice in 14 states and has passed numerous industry exams, including the Series 66, Series 63, Series 7, Series 1 and SIE.

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ADVISOR BIO

Timothy Moreno is a financial professional with over 9 years of experience in the financial industry. Timothy is currently registered with MWA Financial Services Inc. and specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Timothy holds the Series 6, Series 63, and Series 26 licenses. Timothy is located at 2010 Crow Canyon Place, Suite 100 in San Ramon, CA.

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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 Justin Raftis is a financial advisor with over 25 years of experience. Timothy is a Registered Representative and Investment Advisor Representative, and has worked in various roles throughout his career, including at Merrill Lynch, Legg Mason Investor Services, LLC, and Citigroup Global Markets Inc. Timothy's professional licenses and certifications include Series 3, 7, 8, 24, 63, and 65. Timothy holds the Certified Financial Planner designation. Timothy is currently affiliated with Insight Wealth Strategies, LLC, where he provides financial planning and portfolio management services. Timothy specializes in advising high-net-worth individuals, families, and businesses.

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Timothy Allen Smith is an investment advisor representative with Fairway Asset Management, Inc. Timothy has been in the financial industry since 1997 and holds the Series 7 and Series 66 registrations. Timothy is licensed to provide investment advisory services in California and Texas. Timothy provides financial planning, pension consulting, educational seminars and portfolio management for individuals. Timothy has been with Fairway Asset Management, Inc. since 2007.

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ADVISOR BIO

Tony Sonsini is a financial advisor with Prosperity Wealth Management, Inc. Tony has been working in the financial services industry since 1996. Tony has a Series 6, Series 63, and Series 65 licenses and has experience working for a number of firms including Foresters Equity Services, Inc. and Securities America, Inc. Tony provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Tony also provides selection of other advisors services.

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