ADVISOR BIO

Toby Potterton is an investment advisor representative associated with The Colony Group, LLC. Toby is registered with the state of Colorado, New York and Texas. Toby has been in the industry since 2014. Toby earned their Series 65 license in 2021. Toby is also registered with the state of New York as an investment advisor representative. Toby holds a specializations in 1, 2, 3, 4, 5, 6, 9, and 10.

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ADVISOR BIO

Todd McCallister is an investment advisor representative with Eagle Asset Management Inc. Todd has been in the industry since April 1997. Todd's firm provides a wide range of advisory services including portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. They are registered with the state of Texas and are currently approved. Todd is licensed in Florida, Oklahoma, and Texas.

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ADVISOR BIO

Todd Bradford Kearney is a financial advisor registered with Alta Capital Management LLC in Salt Lake City, UT. Kearney has been in the financial services industry since 1995, and has experience with a variety of firms including Goldman Sachs Execution & Clearing, L.P., and Fidelity Brokerage Services LLC. Kearney specializes in providing financial planning, portfolio management, and selection of other advisors. He works with individuals, high-net-worth individuals, corporations and other businesses, investment companies, pooled investment vehicles, and charitable organizations. Kearney is also registered with the state of Utah as an investment advisor.

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ADVISOR BIO

Todd Warren Gruenig is a financial advisor with Cerity Partners LLC, a firm with offices in Louisville, KY and New York, NY. Todd has been in the financial services industry since January 2014, and has worked at ARGI Investment Services and Cerity Partners. Todd is a Certified Financial Planner and is registered with the state of Kentucky. Todd is a member of the All Peoples Unitarian Church Endowment Board and manages the personal investments of his father.

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ADVISOR BIO

Todd Darin Haefling is an Investment Advisor Representative associated with Fisher Investments. Todd has been in the financial industry for more than 20 years. Todd has an active Investment Advisor registration in Florida and Texas.

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ADVISOR BIO

Todd Michael Stone is a registered representative with Oppenheimer & Co. Inc. in NEW YORK, NY. Todd Michael Stone has been in the industry since December 2000, having worked at CIBC WORLD MARKETS CORP. prior to Oppenheimer & Co. Inc.. Todd Michael Stone is registered with 52 states for Broker/Dealer and 2 states for Investment Advisor.

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ADVISOR BIO

Todd Kanter is an investment advisor representative with Silvercrest Asset Management Group LLC, located in Boston, MA. Todd has been in the industry since 1979 and is registered with the state of Massachusetts. Todd has experience with a variety of investment strategies, including portfolio management for individuals and businesses, as well as pooled investment vehicles.

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ADVISOR BIO

Todd Christopher Thompson is a Registered Investment Advisor associated with Scout Investments, Inc.. Todd has been registered as a Registered Investment Advisor since December 06, 2010. He has also earned the designation of Chartered Financial Analyst. Todd has experience in a number of areas including insurance companies, investment companies, charitable organizations, high-net-worth individuals, and more. His firm has offices in both Kansas City and Indianapolis.

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ADVISOR BIO

Todd C. Hajewski is a financial advisor with Robert W. Baird & Co. Inc. Todd has been in the financial services industry since 1999. Todd is licensed to provide advisory services in Wisconsin. Todd's previous firms include Waterstone Financial Group, Inc. and FFP Securities, Inc.

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ADVISOR BIO

Todd Brady is an investment advisor representative with Nuveen Asset Management, LLC. Todd has been in the industry since December 2003. Todd is a Series 63, Series 66, Series 7 and SIE licensed professional and is registered with the state of Illinois and Pennsylvania. In addition to working for Nuveen Asset Management, LLC, Todd has worked for several other firms such as WELLS FARGO FUNDS DISTRIBUTOR, LLC, CNL SECURITIES CORP., PERSHING LLC, and AXA ADVISORS, LLC. Todd specializes in investments for 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, and individuals other than high-net-worth.

SPECIALIZATIONS