ADVISOR BIO

Thomas McCarthy is an active investment advisor representative registered in Connecticut. He is also a registered investment advisor. Thomas McCarthy has been in the industry for 40 years, starting his career at Smith Barney, Harris Upham & Co., Incorporated in 1982. His current employment is at Oppenheimer & Co. Inc. where he holds multiple licenses and registrations across various states. Thomas McCarthy specializes in a range of investment advisory services, including portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Thomas Michael Glynn is a registered representative of Oppenheimer & Co. Inc. in RED BANK, NJ and has been in the securities industry since November 18, 1985. Thomas Michael Glynn has been with Oppenheimer & Co. Inc. since March 6, 2009. Prior to this, Thomas Michael Glynn was employed at CITIGROUP GLOBAL MARKETS INC., Lehman Brothers Inc., The Dreyfus Service Corporation, KIDDER, PEABODY & CO. INCORPORATED, FIRST INVESTORS CORPORATION, and NORBAY SECURITIES INC. Thomas Michael Glynn holds Series 6, 7, 63, and 65 licenses and the SIE exam. Thomas Michael Glynn also holds a designation of Planning Board Member (Alternate) for the Borough of Allenhurst, NJ.

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ADVISOR BIO

Thomas Howard Tate is an active financial advisor registered with Oppenheimer & Co. Inc. in Boston, Massachusetts, with additional registration in Texas. Thomas has been in the financial industry since March 12, 1983, and has been with Oppenheimer & Co. Inc. since November 2005. Previously, Thomas was with ADVEST, INC., SMITH BARNEY INC., LEHMAN BROTHERS INC., PRUDENTIAL SECURITIES INCORPORATED, and PRUDENTIAL-BACHE SECURITIES (PAN AMERICA) INC. Thomas holds Series 7, Series 63, and Series 65 licenses. Thomas is also a committee member for Rosie's Place, a non-profit women's shelter in Boston.

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ADVISOR BIO

Thomas Haug is a financial advisor who has been in the industry since 2013. He holds the Series 7 and Series 65 licenses and is a Certified Financial Planner. Thomas is currently registered with The Colony Group, LLC in Missouri. He has previously worked at Edward Jones in St. Louis, MO. Thomas has specialized in helping individuals, families, businesses, and charitable organizations with a wide range of financial planning needs.

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ADVISOR BIO

Thomas Martin Hayes is a financial advisor with over 25 years of experience in the industry. Thomas is registered with D.a. Davidson & Co. and holds several licenses, including Series 7, Series 24, Series 63, Series 79TO, and SIE. Thomas is based in Great Falls, Montana, and has served clients in several states, including Alaska, Colorado, Idaho, Minnesota, Montana, North Dakota, Oregon, South Dakota, Washington, and Wyoming. Thomas specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

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ADVISOR BIO

Thomas Albert Clark is an Investment Advisor Representative at Creative Planning, a firm with over 800 advisors serving clients across the country. Thomas has been a financial advisor for over 20 years. Thomas has worked with clients from various backgrounds, including high-net-worth individuals, businesses, and institutions. Thomas is committed to providing personalized financial advice to help clients achieve their financial goals.

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Thomas Stanley Marx is a financial advisor at William Blair with over 35 years of experience in the industry. He specializes in providing financial planning, investment management, and other services to individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Thomas Arturo Munoz is a registered investment advisor representative with Kovitz Investment Group Partners, LLC, which is a firm with approximately 11,290,749,061 in regulatory assets under management. Thomas has been in the industry since 2017 and has been registered with the state of Michigan since 2024. Thomas has passed the Series 66, Series 63, Series 7TO, and SIE examinations. Thomas's employment history includes experience at AXA Advisors, LLC, Focus Financial Group, Inc., Telemus Capital, LLC, and Kovitz Investment Group Partners, LLC.

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ADVISOR BIO

Thomas Oneil Boucher is a registered representative and investment advisor representative with Ingalls & Snyder, LLC. Thomas has been in the securities industry since May 17, 1981. Thomas has passed the Series 7, Series 24, Series 55, Series 63, Series 99TO and Series 57TO exams. Thomas holds registrations in 27 states and is active in both Broker-Dealer and Investment Advisor capacities. Thomas is also a trustee for five family trusts and devotes less than one hour per month to those trusts.

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ADVISOR BIO

Thomas Gilligan is a financial advisor registered with BMO Capital Markets Corp. Thomas is a licensed representative in 51 states and the District of Columbia. Thomas has been in the financial industry since 1993 and has experience with Lehman Brothers Inc., Goldman, Sachs & Co., and KGS-ALPHA CAPITAL MARKETS, L.P. Thomas is currently registered with BMO Capital Markets Corp. Thomas is also a licensed representative of BMO Capital Markets Corp.. Thomas is an active member of the securities industry and has extensive experience in providing investment advice.

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