ADVISOR BIO

Thomas Patrick Casey is a financial advisor with Edward Jones, a firm that manages over $800 billion in assets. Thomas Patrick Casey is a registered representative with the firm and holds Series 63, 66, 7, and 55 licenses. Thomas Patrick Casey has been in the financial services industry since 1998 and specializes in offering financial planning, portfolio management, and pension consulting to a range of clients, including individuals, businesses, and retirement plans. Thomas Patrick Casey has held prior positions at BMO Capital Markets Corp., RBC Capital Markets Corporation, Morgan Stanley & Co., Incorporated, and Dean Witter Reynolds Inc.

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ADVISOR BIO

Thomas Wagner is a financial professional with over 16 years of experience in the industry. Thomas is currently registered with VP Distributors LLC and holds Series 6, 7, 24, and 26 licenses. Thomas has previously been employed by Prudential Investment Management Services LLC and Hartford Investment Financial Services, LLC.

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ADVISOR BIO

Thomas Kelly is a financial advisor with Pruco Securities, LLC. Thomas has been in the industry since May 12, 2008, and has a broad range of experience working with individuals, families, and businesses. Thomas is registered to offer investment advice and sell securities in multiple states, including Connecticut, Florida, Massachusetts, New York, and Rhode Island. Thomas holds several industry licenses and designations, including the Series 6, Series 26, Series 63, and Series 65. Thomas is committed to providing clients with personalized financial advice that helps them reach their financial goals.

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ADVISOR BIO

Thomas J. Madigan is an investment advisor representative with UBS Financial Services Inc. based in NEW HAVEN, CT. Thomas J. Madigan has been in the securities industry since February 15, 2000. Thomas J. Madigan has passed the Series 63, Series 65, Series 7, and SIE exams. Thomas J. Madigan was previously registered with WACHOVIA SECURITIES, LLC, PRUDENTIAL SECURITIES INCORPORATED, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Thomas J. Madigan is currently registered with UBS Financial Services Inc. in Connecticut and Texas. Thomas J. Madigan specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and publication of periodicals. Thomas J. Madigan also provides educational seminars to clients.

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ADVISOR BIO

Thornton Fay is a registered investment advisor representative with Tiaa-cref Individual & Institutional Services, LLC. Thornton has been in the financial services industry since 1997. Thornton has passed several industry exams, including the Series 63, Series 65, Series 66, Series 7, Series 9, and Series 10. Thornton currently holds registrations in Connecticut, Massachusetts, New York, and Rhode Island.

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ADVISOR BIO

Tia Bakshi is a registered representative of AMG Distributors, Inc., with a Series 7TO, Series 63, and SIE. Tia has been active in the securities industry since August 11, 2024, and has branch office locations in STAMFORD, CT. Tia is licensed to sell securities in 53 states and the District of Columbia.

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ADVISOR BIO

Tia Mahaffy is a financial advisor with J.P. Morgan Securities LLC, with a focus on financial planning, pension consulting, and selection of other advisors. Tia also manages portfolios for businesses and individuals. Tia is registered with FINRA and the Securities Investor Protection Corporation (SIPC).

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ADVISOR BIO

Tianyan Goellner is a financial advisor with over 10 years of experience in the industry. Tianyan currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. Tianyan has also worked at firms such as SIDOTI & COMPANY, LLC, CANTOR FITZGERALD & CO. and WTS PROPRIETARY TRADING GROUP LLC. Tianyan holds several securities licenses, including Series 7, 63, 66, 86, 87 and SIE. Tianyan offers a wide range of financial services, including portfolio management for individuals and businesses, selection of other advisors, and educational seminars.

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ADVISOR BIO

Tiffany Wells is a financial advisor with over 13 years of experience in the industry. Tiffany is currently registered with AQR Investments, LLC and is located in Greenwich, Connecticut. Prior to joining AQR Investments, LLC, Tiffany worked at ALPS Distributors, INC. and Barclays Capital Inc. Tiffany holds several licenses and certifications, including Series 3, 7, 24, and 66. Tiffany also has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Tiffany Nguyen is a registered representative with State Farm VP Management Corp., who has been in the financial industry since September 2010. Tiffany holds the Series 6, Series 63, and SIE licenses. Tiffany is registered in Connecticut.

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