ADVISOR BIO

Theodore Constantine Liadis is an investment advisor representative with Vanguard Advisers, Inc. Theodore has been in the industry since August 2021. He holds Series 63, 66, 7TO, 24, and SIE licenses. Theodore is registered to provide investment advice in Pennsylvania and Texas. He is also a registered representative with FINRA. Theodore has experience providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. He is also experienced in selecting other advisors for clients.

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ADVISOR BIO

Theodore Robert Moorhead is an active investment advisor representative with RBC Capital Markets, LLC. Theodore Moorhead has been in the financial industry for over 32 years. Theodore Moorhead is registered with the state of California and Texas. Theodore Moorhead's previous employment history includes Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Prudential Securities Incorporated, Smith Barney Inc., and Lehman Brothers Inc. Theodore Moorhead holds Series 31, Series 7 and SIE licenses.

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ADVISOR BIO

Theofanis Kolokotrones is a registered investment advisor representative with Primecap Management Co. Theofanis Kolokotrones has been in the industry since August 1983. Theofanis Kolokotrones is currently registered with Primecap Management Co. in California and is pending approval as a registered investment advisor representative. Theofanis Kolokotrones is a licensed investment advisor representative in California.

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ADVISOR BIO

Theresa Gabriella Sabatini is a registered representative with BOK Financial Securities, Inc. Theresa has been in the financial industry for more than 2 years and currently works in Oklahoma City, OK. Theresa holds the Series 7TO, Series 99TO and Series 63 licenses as well as the SIE.

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ADVISOR BIO

Theresa Marie Flemma is a financial advisor with over 30 years of experience in the industry. She is a registered representative with Robert W. Baird & Co. Inc. Theresa has held several previous positions including with M. GRIFFITH INVESTMENT SERVICES, INC. and ISFA CORPORATION. Theresa holds the Series 7, 63, and 65 licenses as well as the SIE exam and is also a Certified Financial Planner.

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ADVISOR BIO

Theresa Tremel Churchwell is a registered representative at BMO Capital Markets Corp. Theresa has worked in the securities industry for 18 years and has been with BMO Capital Markets Corp. since June 2020. Previously Theresa was with STIFEL, NICOLAUS & COMPANY, INCORPORATED, RYAN BECK & CO. and J.P. MORGAN SECURITIES INC.. Theresa is licensed to sell securities in New York. Theresa holds Series 7, Series 16, Series 86 and Series 87 licenses.

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ADVISOR BIO

Theresa Milana is a registered representative with Stifel, Nicolaus & Company, Inc. Theresa is active in both broker-dealer and investment advisor capacities. Theresa has been working in the securities industry for over 2 years and is licensed to sell securities in 28 states. Theresa holds the Series 7TO, Series 66, and SIE licenses. Theresa has experience working with a variety of clients, including individuals, corporations, and institutions.

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ADVISOR BIO

Theresa Ann Jurgens is a registered representative with Robert W. Baird & Co. Inc. located in Milwaukee, WI. Theresa Jurgens has been in the industry since August 17, 2016. Theresa Jurgens has passed the Securities Industry Essentials Examination and the Operations Professional Examination. Theresa Jurgens is affiliated with Robert W. Baird & Co. Inc.

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ADVISOR BIO

Theresa Marie Bogovich is a financial advisor with Stifel, Nicolaus & Company, Inc. located in JOHNSTOWN, PA. Theresa has been in the industry for over 30 years and has a strong track record of providing financial advice to individual and institutional clients. Theresa has a deep understanding of the investment markets and is committed to helping her clients achieve their financial goals. Prior to joining Stifel, Nicolaus & Company, Inc., Theresa worked for UBS FINANCIAL SERVICES INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Theresa holds a variety of licenses and certifications including Series 63, Series 65, Series 7, Series 8, Series 9, and Series 10.

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ADVISOR BIO

Theresa Guzman is a financial advisor registered with Robert W. Baird & Co. Inc. in Peoria, Illinois. Theresa has been in the financial services industry since May 2001 and has a wide range of experience in the field. Theresa has a strong track record of providing investment advice to a variety of clients, including individuals, families, and businesses.

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