Angela Thayer is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. She holds Series 63 and Series 65 securities licenses. Her career includes multiple roles at TD Bank N.A. dating back to 2015, as well as earlier experience at Toys R Us. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Hesham Elshahed is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 licenses and with four years of industry experience. He previously worked at H&R Block for 15 years before joining TD Bank in 2014. Outside of his advisory role, he co-manages a residential rental property with his wife. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Michael David is a financial advisor at TD Private Client Wealth LLC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Raymond James & Associates for nine years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, financial planning support, and access to a range of investment products through its TD Managed Portfolios, utilizing both affiliated and third-party sub-managers.

Andrew Mcgrade is a CFA® charterholder with 15 years of industry experience. He is currently with TD Private Client Wealth LLC in Boston, MA, where he has worked since 2016. His work history includes roles with TD Bank, N.A., overlapping with his tenure at TD Private Client Wealth LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation across affiliated and third-party managers, offering financial planning support and custody services through third-party custodians.

Raymond Martens is a financial advisor with TD Private Client Wealth LLC in Orlando, FL, holding Series 65 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at TD Ameritrade Inc., CORDA Investment Management, LLC, and Keller Williams. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth private clients, utilizing strategic and tactical asset allocation combined with both affiliated and third-party sub-managers.

David Cherry is a financial advisor with TD Private Client Wealth LLC in West Palm Beach, FL, holding Series 63, 65, and 66 licenses and eight years of industry experience. His career includes roles at TD Bank N.A. since 2015 and a prior position at KeyBanc Capital Markets Inc. from 2003 to 2004. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, utilizing platforms like Envestnet and custodians such as Pershing.

Samuel Hardy is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining TD in 2026, he worked at Nest Investments BD LLC and Nest Investments LLC from 2023 to 2026, and has held positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. among other firms. Hardy also operated Hardy Solutions from 2022 to 2023. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm employs a portfolio construction approach combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Milagritos Sosna is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. She holds a Series 66 credential and has worked at firms including JP Morgan Securities, Charles Schwab, and Ameriprise. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from affiliated and third-party managers.

Yazan Atra is an advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank and Concentrix Corporation. Prior to his financial services career, he was involved with Yaz Motors LLC. TD Private Client Wealth LLC offers discretionary wrap-fee managed accounts and brokerage services to institutional clients and high-net-worth individuals, utilizing strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers. The firm employs a percentage-of-AUM wrap fee model and serves clients through both U.S. and cross-border channels.

Michael Santana is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. His prior experience includes five years at Merrill and roles in education at Rutgers Business School and Union County College. Outside of finance, Santana owns and manages an online retail cigar business, Santana Cigars. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Michael Vander Hook is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining TD, he held roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside the financial sector, he owns and operates Freight Motion, a sales business based in Austin, Texas. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering portfolio management, financial planning, and custodial services through its managed account programs.

Aaron Case is a CFP® professional with 20 years of industry experience, currently serving at TD Private Client Wealth LLC. He previously worked at LPL Financial, LLC and TD Bank N.A. Outside of finance, he assists in the family business, Domestiks Cleaning Service. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a blend of affiliated and third-party sub-managers to construct portfolios.

Andrew Palazzi is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and having two years of industry experience. He has been with TD Wealth and its affiliated entities since 1997. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.

Jean Ruiz Guzman is a financial advisor at TD Private Client Wealth LLC in Charlotte, NC, holding a Series 66 designation with two years of industry experience. His work history includes multiple roles within TD Bank N.A. and TD Private Client Wealth LLC since 2023, as well as positions in the hospitality sector. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, offering portfolio management, financial planning, and access to various investment products through both affiliated and third-party sub-managers.

Cole Conner is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior work includes ten years at LPL Financial and two years at Wells Fargo Clearing. He is based in Charlotte, NC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, delivering portfolio management, financial planning, and custody services through established advisory and technology platforms.

John Ashelford is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 credentials and 14 years of industry experience. He has been with TD firms since 2012, including roles at TD Bank and TD Private Client Wealth LLC. Outside of his advisory work, he serves as Chairman of the Board for the Connecticut Hurricanes Drum and Bugle Corps, a nonprofit organization. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional clients, high-net-worth private clients, and retail investors, offering portfolio management, financial planning support, and custody through third-party custodians. The firm utilizes a combination of affiliated and third-party sub-managers and employs a cross-border model serving U.S. clients virtually through Canadian advisors.

Bernard Herrera is a financial advisor at TD Private Client Wealth LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citigroup Global Markets for 15 years before joining TD in 2022. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering ongoing portfolio management alongside financial planning support.

Francis Miro is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He previously worked at JPMorgan Chase and J.P. Morgan Securities, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals, utilizing a mix of affiliated and third-party sub-managers to construct client portfolios.

Asher Hoopes is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 license and two years of industry experience. He has worked at TD Private Client Wealth LLC, TD Bank N.A., MML Investors Services, and MassMutual Life Insurance Company. Outside of his advisory work, he owns and operates a home and garden pop-up boutique called Dwell and Daisy. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Chase Harkins is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds a Series 66 designation. His prior experience includes roles at Raymond James Financial Services Advisors, Inc. and Duff & Associates. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.