ADVISOR BIO

Timothy James Kertz is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc.. Timothy has been in the industry since February 10, 2000, and holds the Series 7, Series 9, Series 10, Series 63, Series 66 and SIE licenses. Timothy has previously worked at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Timothy is also a Certified Financial Planner.

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ADVISOR BIO

Timothy Steffen is a financial advisor with Robert W. Baird & Co. Inc. based in Milwaukee, Wisconsin. Timothy has been in the industry since February 27, 2000. Timothy is a Certified Private Wealth Advisor (CPWA) and also teaches a tax review course for CPWA candidates. Timothy has a variety of experience in the financial services industry, having worked at PIMCO Investments LLC in New York, New York and previously at Robert W. Baird & Co. Incorporated in Milwaukee, Wisconsin.

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ADVISOR BIO

Timothy Edward Durbin is an investment advisor representative with Private Wealth Asset Management. Timothy has been in the industry since 2013 and has experience with PNC INVESTMENTS. Timothy is registered in Missouri and holds Series 7, Series 66 and Series 65 licenses. Timothy specializes in financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Timothy also provides 401K advisory services.

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ADVISOR BIO

Timothy Jay Ott is a registered investment advisor representative with Blackrock Investment Management, LLC. Timothy Jay Ott has been in the industry since May 22, 1997. Prior to joining Blackrock Investment Management, LLC, Timothy Jay Ott worked at Invesco Distributors, Inc. and Van Kampen Funds Inc. Timothy Jay Ott is registered to provide investment advice in 51 states and 2 territories, and is a member of FINRA and the state of Indiana.

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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 Ronald Wojs is a registered representative with Robert W. Baird & Co. Inc. and has been in the industry since October 2006. Timothy Wojs is registered in Indiana and Wisconsin and has offices in Milwaukee, WI.

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ADVISOR BIO

Timothy Morzel is a registered representative with d.a. Davidson & Co. and is licensed to provide investment advice and securities brokerage services in 11 states. Timothy has passed Series 63, Series 52TO, and SIE exams. Timothy joined d.a. Davidson & Co. on February 10, 2022. Timothy's office is located in Denver, CO.

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ADVISOR BIO

Timothy Sauermelch is an Investment Advisor Representative associated with SEI Investments Management Corp. Timothy Sauermelch is registered with the state of Pennsylvania. Timothy Sauermelch has been in the industry since July 2006. Timothy Sauermelch has passed the Uniform Investment Adviser Law Examination. SEI Investments Management Corp. provides financial planning, educational seminars and publication of periodicals services.

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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 John Ryan is a financial professional with over 10 years of experience in the financial services industry. Timothy is currently registered as a Registered Representative and Investment Advisor Representative with Alliancebernstein LP. Timothy has a wide range of experience in the financial services industry, including portfolio management, financial planning, and investment advice. He is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

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