ADVISOR BIO

Timothy Whitmoyer is an Investment Advisor Representative with Lountzis Asset Management, LLC. Timothy has been in the industry since May 2021. Timothy has passed the Series 63, Series 65, Series 7TO, and SIE exams. Timothy specializes in providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. Timothy's primary registration is in Pennsylvania. Timothy has experience working with individuals, high-net-worth individuals, and pooled investment vehicles. Timothy's firm, Lountzis Asset Management, LLC, is a registered investment advisor located in Wyomissing, PA.

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ADVISOR BIO

Timothy Carley is a registered investment advisor representative with TCW Investment Management Co. LLC. Timothy has been working in the financial services industry since 2019. Timothy holds the Series 63, Series 65, and Series 7TO securities licenses and has passed the SIE exam. Timothy is registered to provide investment advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Timothy is also registered as an investment advisor in the state of Massachusetts. Timothy's previous experience includes working as a financial advisor at Mass Mutual Life Insurance Company and MML Investors Services.

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ADVISOR BIO

Timothy Maurer is an investment advisor representative with Signaturefd, LLC. Timothy has been working in the financial services industry for over 20 years and has experience in various areas, including financial planning, portfolio management, and pension consulting. Timothy is a Certified Financial Planner and has a strong track record of success in helping clients achieve their financial goals. Timothy holds a Series 7 and Series 66 securities license and is registered in South Carolina. Timothy has been registered with the Securities and Exchange Commission since 1999. Prior to Signaturefd, LLC, Timothy was an advisor representative for Triad Financial Advisors, Inc and Buckingham Asset Management, LLC.

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ADVISOR BIO

Timothy David Ellingsen is a registered investment advisor representative with First Trust Advisors LP. Timothy has been in the financial services industry since June 15, 2011. Timothy is registered with the state of Illinois. Timothy has passed the Series 63, Series 66, Series 7 and SIE exams. Timothy specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

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ADVISOR BIO

Timothy Patrick Riordan is a registered representative with Robert W. Baird & Co. Inc. in Louisville, KY. Timothy has been in the securities industry since January 2002. Timothy holds a Series 7, Series 66, and SIE license and has been registered with FINRA since October 2019. Prior to joining Robert W. Baird & Co. Inc., Timothy was employed by J.J.B. HILLIARD, W.L. LYONS, LLC.

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ADVISOR BIO

Timothy Tomalavage is an investment advisor representative at Mycio Wealth Partners, LLC. He is licensed in Pennsylvania. Timothy has been in the financial services industry since 2013 and has experience in the securities and investment advisory business. He holds the Series 3, 7, and 63 securities licenses and Series 65 investment advisor license. Timothy specializes in portfolio management for businesses and individuals, as well as financial planning and pension consulting.

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ADVISOR BIO

Timothy Martin Donoghue is a financial advisor with Robert W. Baird & Co. Inc. with over 2 years of experience in the industry. Timothy is registered as a Registered Representative and Investment Advisor Representative in Florida, Pennsylvania, and Texas. Prior to joining Robert W. Baird & Co. Inc., Timothy was employed by Hefren-Tillotson, Inc., a firm in Wexford, Pennsylvania, for almost 2 years.

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ADVISOR BIO

Timothy Schluter is a registered investment advisor representative with Fisher Investments. Timothy is based in the Camas, Washington office and also holds a registration in Texas. Timothy has been with Fisher Investments since June 2004. Timothy has a strong track record in the financial services industry, having previously worked at Morgan Stanley DW Inc. Timothy is also licensed to provide investment advice to individuals, businesses, and investment companies.

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ADVISOR BIO

Timothy David Hummel is a financial advisor with HUB Investment Partners, LLC. Timothy is a Certified Financial Planner and holds a Series 65 license. Timothy has been in the industry since 2015 and has experience working with individuals, corporations, non-profit organizations, state or municipal government entities and investment companies. Timothy is registered with the state of Virginia.

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ADVISOR BIO

Timothy Black is a financial advisor registered with SEI Investments Management Corp. in both Illinois and Pennsylvania. Timothy has over 17 years of experience in the financial services industry. Timothy is a licensed financial advisor and holds Series 66, 26, 7, and SIE licenses.

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