ADVISOR BIO

Thomas Gabler is a financial advisor with Morgan Stanley in Brea, CA. Thomas has been in the financial services industry since January 30, 2019, and is registered with FINRA and the state of California as a broker-dealer. Thomas is also an Investment Advisor Representative (IAR) registered with the state of California and Texas. Thomas holds the Series 66, Series 7TO and the SIE exams. Thomas is also registered with Morgan Stanley as an investment advisor representative. Morgan Stanley provides investment advice to individuals, corporations, insurance companies, charitable organizations, pension and profit sharing plans, investment companies, high-net-worth individuals, and state or municipal government entities. Morgan Stanley is an investment advisor that offers a variety of financial services including portfolio management, financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Thomas Tobias is an Investment Advisor Representative with Money Compass Advisors, licensed in California. Thomas has been in the industry since 2015. Thomas holds a Series 65 license and has been active in the industry for 8 years. Money Compass Advisors is a small firm, serving 14 clients with a total of $5,831,898 in assets under management. Thomas focuses on providing financial planning and selection of other advisors to clients.

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ADVISOR BIO

Thomas Seltzer is an investment advisor representative with Arrow Wealth Advisors. Thomas has been in the financial services industry since 1991. Prior to joining Arrow Wealth Advisors, Thomas was with LPL Financial LLC. Thomas is registered to offer advisory services in Texas. Thomas is a Series 6, 7, 63, and 66 licensed professional.

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ADVISOR BIO

Thomas Garwood Kleinhen is a financial advisor with Morgan Stanley. Thomas has been a registered representative since June 1989. Thomas is licensed in 30 states and has a Series 3, Series 7, and Series 63 license. Thomas's previous experience includes Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Thomas provides a range of financial services, including financial planning, asset allocation advice, pension consulting, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Thomas Vine is a financial advisor with Global Retirement Partners LLC, a registered investment advisor firm. Thomas has been in the financial services industry since August 2011. He has a wide range of experience in financial planning, retirement planning, and investment management. Thomas is a Series 6, Series 63, Series 65, and SIE licensed financial advisor. He is also registered with the state of Connecticut, Massachusetts, and New Hampshire. Global Retirement Partners LLC, is a fee-based firm that provides financial planning, portfolio management, and other advisory services to a wide range of clients.

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ADVISOR BIO

Thomas David Vanderzwaag is a financial advisor with LPL Financial LLC. Thomas has been in the industry since 2014. Thomas is licensed to sell securities in 27 states and the District of Columbia. Thomas has earned the Series 6, 7, and 66 licenses. Thomas is also a registered representative with the Financial Industry Regulatory Authority (FINRA). Thomas provides financial planning, investment management, and other financial services to individuals and businesses. Thomas is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Thomas Carlson is a financial professional with over 10 years of experience in the financial services industry. Thomas has held positions with various firms including Ameriprise Financial Services, U.S. Bancorp Investments, Inc., and Voya Financial Advisors. Thomas currently works as a Registered Representative and Investment Advisor Representative for Wedbush Securities Inc. Thomas is licensed to provide investment advice in California and Minnesota. Thomas has a strong background in financial planning, portfolio management, and securities trading. Thomas is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Thomas Michael Chavez is a financial professional with over 20 years of experience in the industry. Thomas holds multiple licenses and designations, including Series 7, 63, 24, 27, and 65. Thomas is currently registered with Mariner Independent as a Registered Representative and Investment Advisor Representative. Thomas has previously worked with firms like SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., and NEVWEST SECURITIES CORPORATION. Thomas specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations.

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ADVISOR BIO

Thomas Palecek is an Investment Advisor Representative with Summit Trail Advisors, LLC. He has over 16 years of experience in the financial services industry. Thomas is a Series 3, 7, and 66 licensed representative. He has previously worked at Barclays Capital Inc. and PURSHE KAPLAN STERLING INVESTMENTS. Thomas is registered with the state of California and Nevada. He specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Thomas Metzger is a financial advisor with Citizens Securities, Inc. Thomas has been a registered representative since 2007 and holds a variety of licenses including Series 6, 7, 10, 24, 52TO, 53, 63, 66 and SIE. Thomas specializes in providing financial advice to individuals, corporations, and other businesses. Thomas has been with Citizens Securities, Inc. since 2024 and has previous experience with Wells Fargo Clearing Services, LLC, FIRST REPUBLIC SECURITIES COMPANY, LLC, and J.P. MORGAN SECURITIES LLC.

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