ADVISOR BIO

Theresa Ann Sims is a financial advisor with Eagle Strategies LLC. She has been in the financial services industry since 1985 and holds a Series 6, Series 22 and Series 63 license. She is also a Chartered Financial Consultant (ChFC). Theresa provides a wide range of financial advisory services, including financial planning, portfolio management for individuals, and selection of other advisers. She is also licensed as an Investment Advisor Representative in Pennsylvania.

SPECIALIZATIONS

ADVISOR BIO

Theresa Mary Goelz is a registered investment advisor with Janney Montgomery Scott LLC. Theresa has been in the securities industry since July 14, 1997. Theresa is licensed to provide investment advice in Arkansas, Delaware, Florida, Illinois, Maryland, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, and Virginia. Theresa is also registered as a registered representative in Pennsylvania.

SPECIALIZATIONS

ADVISOR BIO

Therese Sayers is a financial professional with over 30 years of experience in the industry. Therese is currently registered with Lincoln Investment and has been with them since 1992. Therese holds a Series 6 and Series 63 license and has achieved the SIE certification. Therese has a strong background in providing financial planning and investment advice to individuals, businesses, and corporations.

SPECIALIZATIONS

ADVISOR BIO

Therese Michelle O'Connell is a financial advisor with Great Valley Advisor Group, Inc., based in Newtown, PA. Therese has been active in the financial services industry since 2005 and has a wide range of experience. Therese is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Thiago Gaspar sales is a financial advisor registered with LPL Enterprise, LLC. Thiago has been in the financial services industry since 2021 and has a Series 7, Series 66, and SIE. Thiago has experience with Wells Fargo Clearing Services, LLC, and Warrington Pizza Restaurant Inc. Thiago's firm, LPL Enterprise, LLC, provides financial planning, portfolio management for individuals and businesses, educational seminars, consulting and other non-discretionary advisory services. Thiago's specialties include investment advisory services, financial planning services, and insurance.

SPECIALIZATIONS

ADVISOR BIO

Thomas Flynn is a financial advisor with over 5 years of experience in the industry. Thomas is registered with Girard Advisory Services, LLC and holds the Series 63, 65, 7 and SIE licenses. Thomas has a background in finance and has worked with individuals, families, and businesses to develop personalized financial plans.

SPECIALIZATIONS

ADVISOR BIO

Thomas Foglia is a financial advisor with JFS Wealth Advisors, LLC. Thomas has been in the financial services industry since 1997 and is registered with the state of Pennsylvania. Thomas has experience providing financial planning, portfolio management and pension consulting services to a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Thomas Joseph Cramer is a financial advisor at Janney Montgomery Scott LLC, located in Philadelphia, PA. Thomas holds a Series 99TO and a Series SIE license. He is registered with FINRA and has been in the industry since 2019.

SPECIALIZATIONS

ADVISOR BIO

Thomas Bernard White is an Investment Advisor Representative and a Registered Representative at Vanguard Advisers, Inc. located in Malvern, PA. Thomas has been active in the financial industry for over 5 years and has held several positions at firms such as Fordham University, Malvern Preparatory School, Allied Millennial Partners, Members Settlement Services, LLC, Torma Management, LLC, and The Vanguard Group, Inc. Thomas has successfully passed Series 7TO, Series 63, Series 66 and the SIE Exams and is licensed in Pennsylvania and Texas.

SPECIALIZATIONS

ADVISOR BIO

Thomas Coughlin is an investment advisor representative with Oppenheimer & Co. Inc. and has been in the industry since 1976. Thomas is registered in 15 states and holds several securities licenses, including Series 7, Series 8, Series 9, Series 10, Series 63, and SIE. Thomas specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS