ADVISOR BIO

Timothy Eugene Gardner is a financial advisor with Ameriprise Financial Services, LLC. He has been in the industry since June 17, 1994. Timothy Gardner is registered to provide investment advice in 22 states. Timothy Gardner is also registered as a broker-dealer in 20 states. He is a Series 63 and 65 licensed professional. Timothy Gardner has specialized in providing advice to individuals, corporations, charitable organizations, and trusts. He is also experienced in offering financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Timothy Neil Criss is an active investment advisor representative in California. Timothy has been in the industry since February 2010, working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Timothy currently works at Ameritas Advisory Services, LLC, located in Roseville, CA. Previously, Timothy worked at Edward Jones.

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ADVISOR BIO

Timothy Patrick Kenney is a financial advisor at Seawise Financial, Inc. with over 20 years of experience in the financial industry. Timothy has experience with a variety of firms including UBS Financial Services Inc., TD Waterhouse Investor Services, Inc. and Wells Fargo Investments, LLC. Timothy holds the Series 7, Series 63, Series 65, and SIE licenses. Timothy is a Certified Financial Planner and specializes in portfolio management, financial planning and pension consulting.

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ADVISOR BIO

Timothy Pester is an investment advisor representative with Cuso Financial Services, LP. Timothy has been in the financial services industry since 1996. Timothy holds FINRA Series 7, 24, 31 and 63 securities licenses, as well as the Series 65 investment advisor license. Timothy is registered to offer investment advisory services in Colorado, Florida, Ohio, Oklahoma and Pennsylvania. Cuso Financial Services, LP is a financial services firm that offers financial planning, pension consulting, and educational seminars. The firm provides portfolio management services for individuals and businesses.

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ADVISOR BIO

Timothy Jay Humphries is a financial advisor who has been in the industry since 2021. Humphries is currently registered with The Ayco Company, LP and holds Series 3, Series 63, Series 7TO and SIE licenses. Humphries has experience in financial planning, portfolio management and educational seminars.

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ADVISOR BIO

Timothy Joseph Russell is a financial advisor at LPL Financial LLC. Timothy has been in the financial industry since 1985. He currently holds his Series 7, 6, 24 and 66 licenses. Timothy has been a registered representative with LPL Financial LLC since May 2002. He previously worked at SIGNATOR INVESTORS, INC. and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY.

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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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ADVISOR BIO

Timothy Gee liang Tsoi is a financial advisor at Transamerica Financial Advisors, Inc., which is a firm that manages assets between $1 billion and $10 billion. Timothy Tsoi has been in the financial industry since 2021 and is registered with FINRA and the state of California. Timothy Tsoi is also licensed to sell variable contracts and insurance products. Timothy Tsoi is also registered with the state of Arizona.

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ADVISOR BIO

Timothy Lourenco is a registered investment advisor representative with The Foundation Wealth Management, LLC. Timothy has been in the industry since October 2013 and has experience working with both individuals and businesses. Timothy is also an independent insurance agent and offers a range of insurance products to clients. Timothy is committed to providing his clients with personalized financial advice and guidance. Timothy is a Series 66, Series 7, and SIE license holder.

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ADVISOR BIO

Timothy Cole is a financial advisor with over 20 years of experience. Timothy is a Certified Financial Planner and currently works at Silicon Valley Retirement Services, LLC. Timothy has experience working with a variety of clients, including pension and profit sharing plans.

SPECIALIZATIONS