ADVISOR BIO

Tamela Brant has been in the financial services industry since 1996. She has a wide range of experience, having worked with firms like Morgan Stanley, Citigroup Global Markets Inc., and UBS Financial Services Inc. Currently, Tamela Brant is registered with RBC Capital Markets, LLC. She is licensed in multiple states and holds the Series 7, Series 63, and SIE licenses. Tamela Brant specializes in various areas including investment companies, investment advisory, insurance, and financial planning.

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ADVISOR BIO

Tammy Marie Vargo is an investment advisor representative with Bill FEW Associates, Inc. in Pittsburgh, Pennsylvania. Tammy has been in the industry since April 2000 and has a broad range of experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Tammy Christine Baumgarten is a registered representative with Stifel, Nicolaus & Company, Inc. Tammy has been in the industry since June 14, 2024, and is actively registered in Pennsylvania. Tammy specializes in a wide range of financial services including investment advice, financial planning and portfolio management. Tammy's firm, Stifel, Nicolaus & Company, Inc., has a long history of providing investment advice and financial planning services to individuals, families, and businesses. Stifel is an industry leader with approximately $1 trillion in client assets under management.

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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 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

Taylor Pohl is a financial advisor with UBS Financial Services Inc., with a focus on providing comprehensive financial planning and investment management services. Taylor has been in the financial industry since 2020 and has a strong understanding of investment strategies and market dynamics. Taylor is committed to helping clients achieve their financial goals through personalized advice and tailored investment solutions.

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ADVISOR BIO

Taylor Kathryn Glock is an Investment Advisor Representative with D.b. Root & Company, LLC. Taylor has been in the financial services industry for over 10 years. Taylor holds the Series 65 Uniform Investment Adviser Law Examination and the SIE Securities Industry Essentials Examination. Taylor is registered in Pennsylvania and Texas. D.b. Root & Company, LLC is a firm that provides a wide range of financial services to individuals, corporations, and charitable organizations.

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Taylor Dunkin is a registered representative with Wells Fargo Clearing Services, LLC. Taylor has been in the financial industry since June 2023 and is licensed to provide securities and investment advisory services in 40 states. Taylor holds Series 63, Series 7TO, and SIE licenses and specializes in providing financial planning, investment consulting, and portfolio management services to individuals and businesses.

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ADVISOR BIO

Tea Tam Lundell is a registered investment advisor representative with Eagle Strategies LLC. Tea Tam Lundell has been in the financial industry for 8 years. Tea Tam Lundell is registered in 7 states, and is licensed in both Pennsylvania and Texas. Tea Tam Lundell has passed the Series 6, Series 7, Series 63, and Series 65 exams. Tea Tam Lundell specializes in providing financial planning, pension consulting, and portfolio management services. Tea Tam Lundell also provides educational seminars and publications. Eagle Strategies LLC has been in business for many years and is a registered investment advisor with the SEC. Eagle Strategies LLC has 1534 licensed agents, 1878 investment advisor representatives, 1998 registered representatives, and 1982 investment advisory functions. Eagle Strategies LLC serves high-net-worth individuals, corporations, charitable organizations, and individuals. Eagle Strategies LLC's assets under management are over $20 billion.

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ADVISOR BIO

Terrence McAllister is a Registered Representative and Investment Advisor Representative with MML Investors Services, LLC. Terrence is registered to provide financial advice in 17 states. Terrence's registrations are currently active. Terrence has worked in the financial industry since February 21, 2011. Terrence is also licensed to sell life and health insurance, including fixed annuities. Terrence holds the Series 6, Series 7TO, Series 63 and Series 65 licenses. Terrence has been licensed to sell life and health insurance, including fixed annuities since 2012.

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