ADVISOR BIO

Thomas Loran Austin is a financial advisor with Hirtle, Callaghan & CO., LLC, a firm located in West Conshohocken, PA. Thomas has been in the financial industry since 2012 and has a strong track record of success. Thomas has been registered with the state of Pennsylvania as an investment advisor representative since 2019. He has worked with clients of all types, including individuals, families, businesses, and institutions. Thomas holds several professional designations, including the Chartered Financial Analyst (CFA) designation.

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ADVISOR BIO

Thomas Charles Ovendale is a registered investment advisor representative with Coldstream Wealth Management. Thomas has been in the industry since August 1992 and is registered to provide investment advice in Washington. Thomas specializes in providing 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 has a Series 65 license, having passed the Uniform Investment Adviser Law Examination on February 23, 2007.

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ADVISOR BIO

Thomas Dignard is a registered investment advisor representative with Next Century Growth Investors LLC. Thomas has been in the industry since January 2013 and has been registered with the state of Minnesota since January 27, 2014. Next Century Growth Investors LLC, provides portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. The firm's main office is located in Plymouth, Minnesota.

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ADVISOR BIO

Thomas Brian Sernett is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Thomas has been in the financial industry since July 26, 2000. Thomas is registered with the Securities and Exchange Commission and is a registered representative of Stifel, Nicolaus & Company, Inc. Thomas has a Series 7 and Series 63 license, as well as a Series 65 license. Thomas offers financial planning, portfolio management, and pension consulting services.

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ADVISOR BIO

Thomas Farrell is a financial advisor with O'Shaughnessy Asset Management, LLC. Thomas has been in the industry for 6 years and has a Series 65 license. Thomas is registered with the state of Connecticut and specializes in working with investment companies, corporations and other businesses, high-net-worth individuals, charitable organizations, state or municipal government entities, and pooled investment vehicles.

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ADVISOR BIO

Thomas Gene Barnhart is an investment advisor representative registered with Fisher Investments. Thomas Gene Barnhart has been in the industry since January 2015. Thomas Gene Barnhart has a Series 65 license. Thomas Gene Barnhart is registered in Oregon, Texas, and Washington.

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ADVISOR BIO

Thomas Patrick Morr is a registered Investment Advisor Representative with Simon Quick Advisors, LLC based in Morristown, NJ. Thomas is a Certified Financial Planner and has over 10 years of experience in the financial services industry. Thomas specializes in providing financial planning, investment management, and portfolio management services to individuals, families, businesses, and charitable organizations. He has a proven track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Thomas Lowe is an investment advisor representative with Ascensus Investment Advisors, LLC. Thomas has been in the industry since 1999 and is registered with the state of Massachusetts. Thomas specializes in portfolio management for pooled investment vehicles, including 529 college savings plans and state-sponsored retirement plans. Thomas is also employed by Ascensus Group, LLC. Thomas is a trustee for two family trusts and manages investments in the trusts. Thomas has been involved in rent collection and administrative paperwork since 2000.

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ADVISOR BIO

Thomas Eastman is a financial advisor with Creative Planning. Thomas has been in the industry since 2006. Thomas currently holds registrations with Missouri. Thomas has previous experience working with Edward Jones and Princor Financial Services Corporation.

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ADVISOR BIO

Thomas Michael Linn has been in the financial industry since December 25, 1986. Thomas is currently a registered representative with Robert W. Baird & Co. Inc. Thomas is licensed in Florida, Texas and Wisconsin. Thomas has worked in the Milwaukee, WI office of Robert W. Baird & Co. Inc. since July 1986.

SPECIALIZATIONS