ADVISOR BIO

Thomas Keith Eby is a registered representative with Haverford Financial Services, Inc., with a total of 20 years of experience in the industry. Thomas Keith Eby is registered in Pennsylvania for both investment advisory and broker-dealer services. Thomas Keith Eby has previously worked at PNC Capital Markets LLC, PNC Brokerage Corp, Dreyfus Investment Services Corporation, Independent Financial Securities, Inc., and Dean Witter Reynolds Inc.

SPECIALIZATIONS

ADVISOR BIO

Thomas J. Bourg is an investment advisor representative registered with Sage Advisory Services Ltd. Co. Thomas has been active in the securities industry for over 18 years. Thomas has passed the Series 6, 7, 63 and 66 exams. Thomas also holds the SIE designation. Thomas specializes in Portfolio Management for Individuals, Pension Consulting and Portfolio Management for Investment Companies. Thomas is also registered in Pennsylvania and Texas.

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ADVISOR BIO

Thomas Kish is a financial advisor with Morgan Stanley. Thomas has been in the financial services industry since 1998. Thomas is registered to provide investment advice in Pennsylvania and Texas. Thomas's specializations include portfolio management for individuals, businesses, and investment companies. Thomas also provides financial planning and pension consulting services.

SPECIALIZATIONS

ADVISOR BIO

Thomas Wentling is a financial advisor with Morgan Stanley. Thomas has been in the financial industry since 1977 and has a wide range of experience. Thomas holds Series 7, 5, 15, 63, 65 and SIE licenses, as well as a Certified Financial Planner designation. Thomas has also been a board member for several non-profit organizations. Prior to joining Morgan Stanley, Thomas worked at UBS Financial Services Inc. and Blyth Eastman Dillon & Co. Incorporated.

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ADVISOR BIO

Tim Calio is an investment advisor representative currently registered with Morgan Stanley. Tim has been working in the financial industry since 2017. Tim has a Series 7, Series 63, and Series 66 license. Tim is registered in 36 states, including Pennsylvania and Texas. Tim specializes in providing financial planning, asset allocation advice, and portfolio management services to individuals, businesses, investment companies, and charitable organizations. Tim previously worked at J.P. MORGAN SECURITIES LLC.

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ADVISOR BIO

Timothy Hunkele is a financial advisor with over 14 years of experience in the industry. Timothy is currently registered with Robert W. Baird & Co. Inc. and has previously worked with Hefren-Tillotson, Inc., PNC INVESTMENTS, PNC CAPITAL MARKETS LLC, Federated Securities Corp., and NYLIFE SECURITIES INC. Timothy is licensed to offer securities and investment advice in multiple states and is committed to providing comprehensive financial solutions to a wide range of clients.

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ADVISOR BIO

Timothy Martin Donoghue is a financial advisor with Robert W. Baird & Co. Inc. with over 2 years of experience in the industry. Timothy is registered as a Registered Representative and Investment Advisor Representative in Florida, Pennsylvania, and Texas. Prior to joining Robert W. Baird & Co. Inc., Timothy was employed by Hefren-Tillotson, Inc., a firm in Wexford, Pennsylvania, for almost 2 years.

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ADVISOR BIO

Timothy Gregory is a Registered Investment Advisor, associated with SEI Investments Management Corp. in the state of Pennsylvania, where Timothy has been active in the industry since May 2010. Timothy has been registered as a Registered Investment Advisor in Pennsylvania since September 2011. Timothy has passed the Uniform Investment Adviser Law Examination. Timothy specializes in providing financial planning, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Timothy Peiffer is a registered investment advisor representative with State Farm Investment Management Corp. Timothy has been in the financial services industry since 1988. Timothy is currently registered in Florida, North Carolina, and Pennsylvania. Timothy has passed several exams including Series 6, 7, 24, 26, 53, 63 and 65. Prior to joining State Farm, Timothy was with ALLSTATE FINANCIAL SERVICES, LLC, PRIMEVEST FINANCIAL SERVICES, INC., and PRUCO SECURITIES CORPORATION.

SPECIALIZATIONS

ADVISOR BIO

Timothy Rose is a financial advisor with Morgan Stanley, a firm with approximately $10 billion - $50 billion in assets under management. Timothy has been in the industry since 1994 and holds both Series 63 and 65 licenses, in addition to Series 7 and SIE. Timothy is registered with 28 state regulatory authorities and is approved to advise clients in both the United States and Texas. Timothy has experience in a variety of investment areas including asset allocation, financial planning, pension consulting, and educational seminars. Timothy is a highly experienced and knowledgeable financial advisor.

SPECIALIZATIONS