ADVISOR BIO

Terri Lynn Starliper has been in the financial services industry since September 19, 2007. Terri is a Registered Representative and Investment Advisor Representative with Ameriprise Financial Services, LLC. Terri is licensed to provide financial services in the District of Columbia, Florida, Georgia, Minnesota, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Terri specializes in providing financial planning, asset allocation, and investment management services to individuals, families, trusts/estates, businesses, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Terry Alan Pigeon is an Investment Advisor Representative at Gradient Advisors, LLC. Terry Alan Pigeon has been in the industry since 2020 and has held previous positions at Transamerica Financial Advisors, Inc. Terry Alan Pigeon holds Series 63, Series 65, and Series 6TO licenses. Terry Alan Pigeon is licensed in Florida. Terry Alan Pigeon provides financial planning and portfolio management services to both individuals and businesses.

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ADVISOR BIO

Thomas Wilander is a financial advisor with MML Investors Services, LLC. Thomas is registered with the state of Florida as a registered investment advisor. Thomas is also registered with the state of Florida as a registered representative. Thomas has been in the financial services industry since 2018. Thomas is a Series 66 and Series 63 licensed individual and is licensed to sell securities in Alabama, California, Florida, Georgia, Massachusetts, Oklahoma, Pennsylvania, Virginia, and Wisconsin. Thomas is also a Series 7TO and SIE licensed individual. Thomas holds a bachelor's degree from Methodist University. Thomas is also a licensed insurance agent selling life, disability, long-term care, and fixed annuities. Thomas is the President of No Finish Line LLC and My REA of Sunshine SWFL LLC and a 50% Shareholder of JRTA Real Estate LLC.

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ADVISOR BIO

Thomas Burt is a financial advisor who has been in the industry since May 8, 1983. Thomas is currently registered with UBS Financial Services Inc., where Thomas has been employed since February 2012. Previously, Thomas was with MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, and MORGAN STANLEY DW INC.. Thomas has a total of 41 state registrations and 2 Investment Advisor (IA) registrations. Thomas is licensed to sell securities in Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, and Wisconsin. Thomas is also registered with the Financial Industry Regulatory Authority (FINRA). Thomas has passed the Series 31, Series 7, and SIE exams.

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ADVISOR BIO

Thomas Hallman is an investment advisor representative at Pruco Securities, LLC. He is registered in 11 states and has been in the industry since 1989. Thomas specializes in providing financial planning, investment management and other advisory services to individuals, families and small businesses. He has a wide range of experience and expertise, and is committed to providing his clients with the highest quality of service.

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ADVISOR BIO

Thomas Newell Cash is a financial advisor with over 27 years of experience in the industry. Thomas Cash is currently registered with Stratos Wealth Partners, Ltd. and has held previous roles at UBS Financial Services Inc. and Morgan Stanley. He is registered to provide investment advice in several states, including Florida, Louisiana, and Texas. Thomas Cash offers a range of financial planning and advisory services to individuals, businesses, and institutions, including investment management, retirement planning, and estate planning. He is committed to providing personalized, tailored advice that meets the unique needs of each client.

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ADVISOR BIO

Thomas Mullan has been in the financial industry for over 16 years and is currently registered with Edward Jones. He is a registered representative in Florida. Thomas has a strong background in providing financial advice to individuals, families, and businesses. He is dedicated to helping clients achieve their financial goals. Thomas is committed to providing personalized financial advice and is known for his attention to detail and understanding of client needs.

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ADVISOR BIO

Tim Cherry is a financial advisor with Ameriprise Financial Services, LLC. Tim has been in the industry since August 1995 and is currently registered with FINRA and the states of Florida, Arizona, Colorado, Connecticut, Georgia, Indiana, Michigan, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. Tim has a Series 6, 7, 63, and 66 and a SIE license. Previously, Tim was registered with LPL Financial LLC, Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc., SouthTrust Securities, LLC, and First Union Brokerage Services, Inc. Tim has experience working with individuals, businesses, trusts/estates, charitable organizations, insurance companies, and pension and profit-sharing plans.

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ADVISOR BIO

Timothy James Murphy is a financial advisor registered with J.P. Morgan Securities LLC. Timothy has been in the financial services industry since 1997 and currently works out of the firm's Fort Myers, FL office. Timothy is registered in 28 states and has extensive experience working with high-net-worth individuals, corporations, and pension plans. Timothy also holds the Series 7, Series 63, and Series 65 licenses.

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ADVISOR BIO

Tina Marie Turi-shelley is a financial advisor registered with Morgan Stanley and has been in the industry since March 12, 1999. Tina has a wide range of experience, having worked with various firms including Wells Fargo Advisors, LLC, USAllianz Investor Services, LLC, and Allmerica Investments, Inc. Tina holds several licenses and certifications including Series 3, 6, 7, 10, 31, 63, 66, and SIE.

SPECIALIZATIONS