ADVISOR BIO

Timothy Charles Simon is a financial advisor registered with the state of New Jersey, currently working at The Caprock Group, LLC. The Caprock Group, LLC is a wealth management firm that focuses on portfolio management for individuals, businesses, and pooled investment vehicles. Timothy Simon holds the Series 63, Series 65, and Series 7 licenses. His experience includes working at Barclays Capital Inc. and Rose Management Group before joining The Caprock Group, LLC.

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ADVISOR BIO

Timothy Martin is a financial advisor in Cleveland, Ohio, with over 20 years of experience in the industry. Timothy currently works with World Investment Advisors, LLC and specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Timothy is registered to offer advisory services in Arizona, Colorado, Florida, Georgia, Illinois, Kansas, Maine, Massachusetts, Minnesota, New Hampshire, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. Timothy is also a registered representative of World Investment Advisors, LLC in Ohio and Texas. Timothy is dedicated to providing comprehensive and personalized financial advice to help individuals and families achieve their financial goals.

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ADVISOR BIO

Timothy Joseph Pierce is a registered investment advisor representative with Nuveen Asset Management, LLC. Timothy has been in the securities industry since 2010. Currently, Timothy is registered with the state of Illinois and is licensed to provide advisory services. Timothy has a history of working with a variety of firms including F/M Distributors, LLC, Foreside Financial Services, LLC, and Natixis Distribution, LLC.

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ADVISOR BIO

Timothy Andrew Vestal is a financial advisor currently registered with Cordgrass Advisors, LLC. Timothy is a Chartered Financial Analyst (CFA) with a special focus on fixed income and portfolio management. Timothy holds a Series 66 registration and has been working in the financial industry since January 2015.

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ADVISOR BIO

Timothy Patrick Moraghan is a registered representative with Goldman Sachs & Co. LLC. Timothy has been in the securities industry since August 2013. Timothy has a Series 7, Series 52, Series 66, SIE, and Series 57TO. Timothy has a strong background in the securities industry, having previously been registered with several other firms. Timothy is a strong advocate for his clients, and he takes a personalized approach to financial planning.

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ADVISOR BIO

Timothy Michael Brokop is an investment advisor representative associated with The Colony Group, LLC. Timothy has been working in the financial industry since 2016 and has been a registered investment advisor since 2024. Timothy has been employed by The Colony Group since July 2024 and is registered in Missouri. Timothy holds a Series 65 license, Uniform Investment Adviser Law Examination. Timothy specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, selection of other advisors, and publication of periodicals.

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ADVISOR BIO

Timothy Eastman is a financial advisor with Victory Capital Management Inc. Timothy has been in the financial services industry since 1998. Timothy holds FINRA Series 4, 7, 24, 53, 63, and 65 licenses. Timothy's experience includes working with clients such as insurance companies, investment companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Timothy has also worked with Victory Capital Advisors, Inc. and USAA Investment Management Company.

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ADVISOR BIO

Timothy Egan is a financial professional with over 30 years of experience in the industry. Timothy is currently registered with RBC Capital Markets, LLC in New Jersey. Prior to that, Timothy worked with Citigroup Global Markets Inc. and A.G. Edwards & Sons, Inc. Timothy has a strong background in municipal securities, investment banking, and general securities.

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ADVISOR BIO

Timothy Flynn Poulin is a financial advisor with Lord, Abbett & Co. LLC and has been in the industry since August 2014. Timothy is registered with the state of New Jersey. Timothy is a Series 66, Series 7 and SIE licensed advisor.

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ADVISOR BIO

Timothy Ford is a financial advisor with Stifel, Nicolaus & Company, Inc., a firm based in St. Louis, Missouri. Timothy has over 30 years of experience in the financial services industry. Timothy provides a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

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