ADVISOR BIO

Tara Swats is a financial advisor with Lincoln Investment. Tara has been in the industry since September 2016 and has both Series 63, 7 and SIE licenses. Tara works out of the Fort Washington, Pennsylvania office. Tara specializes in working with individuals, high net worth individuals, corporations, charitable organizations, and pension plans. Tara offers a range of services including financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Tara Kovach is an investment advisor representative at Commonwealth Financial Network. Tara Kovach specializes in providing financial planning, pension consulting and educational seminars to individuals, businesses, and charitable organizations. Tara Kovach is licensed in Pennsylvania. Tara Kovach has been in the industry since 2020.

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ADVISOR BIO

Tara Amber Stevens is a licensed representative of Allegheny Investments, Ltd. Tara has been in the financial services industry for over 15 years and holds the Series 11 license. Tara's specializations include portfolio management for businesses and individuals, as well as financial planning. Allegheny Investments, Ltd. is based in Pittsburgh, PA and is a registered investment advisor firm that provides financial planning and portfolio management services to a diverse client base, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Tara Teberian is an investment advisor representative at Vanguard Advisers, Inc. Tara has been in the financial industry for over 10 years. She has a Series 6, 7, and 66 license and holds a SIE certification. Tara's areas of specialization include financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. She also has experience in selecting other advisors for clients. Tara is registered to provide investment advice in 53 states and the District of Columbia. She is also registered to provide investment advice in Texas and Pennsylvania under the Investment Advisers Act of 1940.

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ADVISOR BIO

Tari Kim Trowbridge is a financial advisor who has been in the industry since September 1992. Tari is registered with Commonwealth Financial Network and has been with them since November 2014. Before that, Tari worked at LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC. and THE O.N. EQUITY SALES COMPANY. Tari holds Series 6, 7, 26, 63 and 65 licenses and is also a Certified Financial Planner.

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ADVISOR BIO

Tarif Jamal Carson is a financial advisor with 2nd Story Wealth Planners. Tarif has been in the industry since February 2006. Currently licensed in Maryland, Pennsylvania and Texas, Tarif specializes in financial planning and portfolio management for individuals. Tarif also offers educational seminars.

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ADVISOR BIO

Tarik Hamilton El-bassiouni is an investment advisor representative with Morgan Stanley. Tarik has been in the securities industry since 2005. Tarik is registered with the state of Pennsylvania and the Financial Industry Regulatory Authority (FINRA). Tarik is also registered with the state of Texas. Before joining Morgan Stanley, Tarik was employed by Nationwide Securities, LLC and 1717 Capital Management Company. Tarik specializes in providing asset allocation advice, financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Tarjani Mehta is an investment advisor representative currently working for Vanguard Advisers, Inc.. Tarjani has been in the industry for over 1 year and has a Series 7TO, Series 66, and SIE license. Tarjani has an active registration as an investment advisor representative in Pennsylvania and Texas. Tarjani's firm, Vanguard Advisers, Inc., is a large firm with over 150,000 clients. They provide a variety of advisory services, including financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Tarlan Mirzazada is a financial professional with J.P. Morgan Securities LLC. Tarlan holds Series 63, Series 6TO and SIE licenses. They is registered with FINRA and the state of Delaware, New Jersey and Pennsylvania. Tarlan has been in the industry since January 17, 2022.

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ADVISOR BIO

Tasha M Shadle is an investment advisor representative with Crossover Capital, a firm based in Yardley, Pennsylvania. Tasha has been in the industry since 2004. Tasha specializes in financial planning, pension consulting and portfolio management for individuals and businesses. Previously, Tasha worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tasha is registered in Pennsylvania.

SPECIALIZATIONS