ADVISOR BIO

Thomas Edward Altimont is a financial advisor at Creative Planning, with experience in the financial industry. Thomas has been registered with the Securities and Exchange Commission (SEC) since 2017 and has a Series 6, 63 and 65 license. Thomas also holds a Securities Industry Essentials (SIE) certification. Previously, Thomas was employed by Lockton Investment Securities, LLC and Lockton Financial Advisors, LLC. At Creative Planning, Thomas provides financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

ADVISOR BIO

Thomas Edward Brockley is an active investment advisor and broker, registered in multiple states. Thomas has been in the industry since 1986 and holds a variety of licenses and registrations, including Series 3, 6, 7, 9, 10, 26, 63 and 65. Thomas is currently affiliated with RBC Capital Markets, LLC and has been with the firm since 2010. Prior to that, Thomas was registered with UBS Financial Services Inc. and Prudential Securities Incorporated. Thomas specializes in various investment services including financial planning, pension consulting, portfolio management, and selection of other advisors.

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ADVISOR BIO

Thomas Gustav Mellum is a Registered Investment Advisor associated with Prime Capital Financial. Thomas has been in the financial services industry since 02/2024. Thomas holds the Series 65 - Uniform Investment Adviser Law Examination license and is registered in Nevada. Thomas has experience in various areas including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Thomas's previous employment includes positions with Cornerstone Comprehensive Wealth Management and Costco.

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ADVISOR BIO

Thomas Higgins is a financial professional with over 25 years of experience in the industry. Thomas has been a registered representative with Alliance Global Partners since February 2018, after a long career with several other firms, including AEGIS Capital Corp. and Maxim Group LLC. Thomas is a Series 7, 24, 27, 63 and SIE licensed professional. Thomas’s specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, and Investment Banking. Thomas holds active registrations in Massachusetts and New York.

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ADVISOR BIO

Thomas Lalley is an investment advisor representative associated with MAI Capital Management, LLC. Thomas Lalley has been in the industry since 1993. Thomas is a Certified Financial Planner and a Chartered Financial Analyst and has a wide range of experience in the financial services industry, including working with NFP ADVISOR SERVICES, LLC and PRINCOR FINANCIAL SERVICES CORPORATION. Thomas is registered in Ohio and has been registered since 2019. The firm has its main office in Cleveland, Ohio, with a branch office in Cincinnati, Ohio, where Thomas Lalley works.

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ADVISOR BIO

Thomas More Morton is an Investment Advisor Representative at Aplomado Advisors, LLC. Thomas is a registered investment advisor in Texas. Thomas has a Series 65 license. Thomas has been in the industry since January 2015. Thomas is a board member of Cuda Pharmaceuticals, LLC. Thomas has experience working with pooled investment vehicles.

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ADVISOR BIO

Thomas Gilbert Tenuta is a financial advisor with over 35 years of experience. Thomas currently works with Robert W. Baird & Co. Inc. and has a strong track record of working with high-net-worth individuals, corporations, and institutions. Thomas is a Registered Representative and Investment Advisor Representative in Arizona, California, Colorado, Connecticut, Florida, Hawaii, Illinois, Indiana, Iowa, Michigan, Minnesota, Nevada, New Mexico, North Carolina, Ohio, Oklahoma, Tennessee, Texas, Utah, Vermont, Virginia, and Wisconsin. Thomas holds the Series 6, 7, 22, and SIE securities licenses. Thomas is also a Chartered Financial Consultant.

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ADVISOR BIO

Thomas Ray is a financial professional with over 11 years of experience in the industry. Thomas is currently registered with BOK Financial Securities, Inc. in Texas. Before joining BOK Financial Securities, Inc., Thomas was employed with Waddell & Reed, Inc. in Missouri. Thomas holds the Series 66, SIE, and Series 7 licenses.

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ADVISOR BIO

Thomas Hutchison is a financial professional registered with Goldman Sachs & Co. LLC. Thomas has 2 years of experience in the financial industry. Thomas has passed the Series 79TO and SIE exams. Thomas's specializations include 1, 3, 4, 5, 6, 9 and 10. Thomas was previously employed with MORGAN STANLEY & CO. LLC.

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ADVISOR BIO

Thomas Coy Gallatin is a Registered Representative with BOK Financial Securities, Inc. Thomas is also a General Securities Principal and has been in the industry since February 25, 2013. Thomas has been registered with BOK Financial Securities, Inc. since January 22, 2016. Thomas is licensed in Michigan, Oklahoma and Texas. Thomas has passed the Series 63, Series 24, Series 99TO, SIE, and Series 79 exams. Thomas is also an Investment Advisor Representative with BOK Financial Securities, Inc. Thomas provides portfolio management for individuals, businesses, pooled investment vehicles.

SPECIALIZATIONS