ADVISOR BIO

Thomas Holliger is an Investment Advisor Representative with Independent Financial Partners, a registered investment advisor firm. Thomas has been in the securities industry since June 1992 and has a strong background in financial planning and investment management. Thomas is a Certified Financial Planner and is registered with the Securities and Exchange Commission (SEC).

SPECIALIZATIONS

ADVISOR BIO

Timothy George is a registered investment advisor representative with Lincoln Investment and Capital Analysts. Timothy is based in PALM BEACH GARDENS, FL and has been in the financial services industry since January 15, 2021. Timothy holds licenses for Series 63, Series 6TO, and SIE, and is registered in Delaware, Georgia, Kentucky, North Carolina, and Ohio. Timothy's specializations include financial planning, portfolio management, and the selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Timothy Higgins is a financial advisor with Money Concepts Capital Corp. and has been in the industry since 2012. Timothy has both a Series 7 and Series 66 license as well as a SIE license. Timothy is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Personal Financial Specialist. Timothy's clients include high-net-worth individuals, corporations, and individuals other than high-net-worth. Timothy's expertise includes financial planning, portfolio management for individuals and businesses, and general consulting services. Timothy is registered with the Financial Industry Regulatory Authority (FINRA), and is also registered with the securities divisions of 22 states.

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ADVISOR BIO

Timothy J. Lyons is an investment advisor representative at LPL Financial LLC in PALM BEACH GARDENS, FL. Timothy has been in the industry since March 14, 2019, and has passed the Series 7TO, SIE, and Series 66 exams. Timothy is registered to provide investment advice in Arkansas, Connecticut, Florida, Georgia, Massachusetts, New Jersey, North Carolina, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, Texas, and Virginia. Timothy also has a business relationship with Lyons Resources, a DBA for LPL Business.

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ADVISOR BIO

Timothy Vanderloo is a financial advisor with over 20 years of experience in the financial services industry. Timothy holds the Series 7, Series 66 and SIE licenses and is a Certified Financial Planner. Timothy's primary focus is on providing financial planning and investment management services to individuals, families, and small businesses. Timothy currently works with Gladstone Wealth Partners. Prior to that, Timothy was a financial advisor at Wells Fargo Advisors LLC. Timothy is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Timothy Lynch is a financial advisor registered with Wells Fargo Clearing Services, LLC. Timothy has 32 years of experience in the industry and holds licenses in Florida, Texas and 30 other states. Timothy has a broad range of experience in various sectors including financial planning, pension consulting and investment consulting services. Timothy is registered with the firm since July 2019 and is a Series 66, Series 7TO and SIE license holder.

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ADVISOR BIO

Timothy Derrick Shea is a financial advisor at Janney Montgomery Scott LLC. Timothy has been in the financial services industry since 1991 and has a diverse background in financial services. Timothy holds FINRA Series 7, 24, and 63 licenses. Timothy is registered to provide investment advice in 38 states.

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ADVISOR BIO

Timothy Michael Rayburn is a Registered Representative and Investment Advisor Representative. Timothy has been in the securities industry since October 2011. Timothy is currently registered with Money Concepts Capital Corp. in Kentucky and is licensed in 11 states. Timothy has obtained the Series 6, 63, and 65 licenses, and the SIE exam. He is also registered as a Principal with the firm. Timothy has previously been employed with Whitley Gahm & Rayburn CPAs PLLC in Grayson, KY. Timothy provides a wide range of financial advisory services to individuals, families, and businesses.

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ADVISOR BIO

Timothy Dick is a registered investment advisor representative with Dakota Wealth, LLC. Timothy has been in the industry for over 2 years. Timothy has a Series 63, Series 65, and Series 6TO licenses. Timothy's firm, Dakota Wealth, LLC, offers a variety of financial planning services, including portfolio management, investment advisory services, and pension consulting. Dakota Wealth, LLC, manages approximately $6.1 billion in assets.

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ADVISOR BIO

Timothy Marino is a financial advisor at Morgan Stanley. Timothy has been in the securities industry since 2005. Timothy has been registered with Morgan Stanley since 2016, and before that was registered with Citigroup Global Markets Inc. Timothy's area of focus is in providing asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies. Timothy is licensed in many states.

SPECIALIZATIONS