ADVISOR BIO

Toben Julian Torres is an Investment Advisor Representative registered in California and a member of Fidelity Personal And Workplace Advisors. Toben has been active in the financial services industry since January 2023. Toben specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses. Toben is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Tobias Colson Leonardos is a financial advisor with Morgan Stanley. Tobias is registered to provide investment advice in 40 states and the District of Columbia. Tobias has been working in the securities industry since August 7, 2019. Tobias specializes in providing financial advice to individuals, families, and businesses. Tobias also has experience providing asset allocation advice, financial planning, and pension consulting.

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ADVISOR BIO

Tobin Wills is an Investment Advisor Representative with Optima Capital LLC. Tobin has been in the industry since 1995 and is currently registered in California. Tobin is also a Certified Financial Planner. The firm offers advisory services including financial planning, portfolio management for individuals, and selection of other advisors.

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ADVISOR BIO

Toby Spach is a registered representative of Planmember Securities Corp. in Carpinteria, California. Toby has been in the securities industry for more than 3 years. Toby's current registrations are with the state of California.

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ADVISOR BIO

Toby Duane Ferner is a registered representative with Wells Fargo Clearing Services, LLC. Toby has been in the securities industry since April 18, 2001. Toby is licensed in Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Maine, Maryland, Massachusetts, Missouri, Nevada, New Jersey, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. Toby has also previously held registrations with UBS Financial Services Inc. and Morgan Stanley DW Inc..

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ADVISOR BIO

Toby Koehler is an Investment Advisor Representative at Sterling Advisory Services, LLC. Toby has been in the financial services industry since 2000. Toby is registered in California. Toby holds a Series 65 license. Toby is a licensed tax preparer. Toby also provides financial planning and investment advisory services. Toby has over 20 years of experience in the financial services industry.

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ADVISOR BIO

Toby Burrin is a financial professional with over five years of experience in the financial services industry. Toby is currently a registered representative at Oppenheimer & Co. Inc. where Toby focuses on helping clients build and manage their portfolios. Prior to joining Oppenheimer, Toby worked at Centerview Partners LLC and Needham & Company, LLC. Toby holds the Series 7, Series 79, and Series 63 securities licenses, as well as the SIE exam.

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ADVISOR BIO

Tod Spring is an Investment Advisor Representative with Spring Capital Management. Tod is registered with the state of California and is actively involved in the Investment Advisor industry. Tod has been in the financial industry since 1989, and has been with Spring Capital Management since 2008. Spring Capital Management provides advisory services for individuals and select other advisors.

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ADVISOR BIO

Tod Lenhoff is a financial advisor with over 20 years of experience in the industry. Tod currently works at Wealth Compass Financial, Inc., a firm based in Carlsbad, California. He is a registered Investment Advisor (IA) in California and holds a Series 6, 7, 63, and 66 licenses. Tod is also a Certified Public Accountant (CPA). Prior to joining Wealth Compass Financial, Inc., Tod worked at Madison Avenue Securities, LLC., GF Investment Services, LLC., Capital Synergy Partners, Financial West Group, and Securities America, Inc. Tod specializes in working with high-net-worth individuals and families, and provides financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Todd Venturini is an investment advisor representative with LPL Financial LLC. Todd has been in the financial services industry since 1998. Todd is registered with the state of California as an Investment Advisor Representative. Todd specializes in Financial Planning, Pension Consulting, Portfolio Management for individuals, and Portfolio Management for Businesses.

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