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Thomas R
CFP®, Series 65
Radnor, PA
Tgs Financial Advisors
Thomas Rylko is a CFP® and holds a Series 65 license with 17 years of experience in the financial industry. He has been with TGS Financial Advisors since 2015. TGS Financial Advisors offers discretionary investment management, financial planning, and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm manages portfolios using a variety of strategies and invests through mutual funds, ETFs, and sub-advisors, including specialized programs for medical professionals.
Marvin B
CFP®, Series 66
Radnor, PA
Tgs Financial Advisors
Marvin Barron III is a CFP® with 15 years of experience currently serving at TGS Financial Advisors, where he has worked since 2003 in multiple tenures. His prior experience includes eight years as a self-employed advisor. Outside of financial advising, he is the proprietor of MLB Consulting, offering personal coaching focused on personal growth topics. TGS Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm offers wrap fee programs and employs a variety of investment strategies, including mutual funds, ETFs, and options, supported by third-party platforms and AI oversight.
James H
CFP®, ChFC®, Series 63, Series 65
Radnor, PA
Tgs Financial Advisors
James Hemphill is a CFP® and ChFC® with 35 years of industry experience. He has worked at TGS Financial Advisors in Radnor, PA, for a total of 32 years, including his current tenure since 2007. TGS Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm offers wrap fee programs, including a specialized program for medical professionals, and employs a diversified investment approach using mutual funds, ETFs, sub-advisors, and a mix of long- and short-term strategies.
Audrey L
CFP®, Series 65
Radnor, PA
Tgs Financial Advisors
Audrey Libois is a CFP® with 15 years of industry experience and has been with TGS Financial Advisors since 2010. She is based in Radnor, PA, and holds a Series 65 license. TGS Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plan participants through discretionary investment management, financial planning, and consulting. The firm offers advisory services primarily via wrap fee programs and employs a range of investment strategies including mutual funds, ETFs, and options, supplemented by third-party technology and a structured AI oversight policy.
Yousef A
CFP®, Series 65
Radnor, PA
Tgs Financial Advisors
Yousef Almbaid is a CFP® and Series 65-licensed financial advisor with three years of experience, currently with TGS Financial Advisors. Prior to joining TGS, he spent time at Haverford College and Ramallah Friends School. TGS Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plan participants through discretionary investment management and financial planning, utilizing mutual funds, ETFs, sub-advisors, and various strategies while offering both discretionary and non-discretionary engagements.
Caroline K
Series 65
Radnor, PA
Tgs Financial Advisors
Caroline Kiser is a financial advisor at TGS Financial Advisors with a Series 65 designation and one year of industry experience. Her background includes roles in education and analytics before joining TGS Financial Advisors. TGS Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm offers wrap fee programs and employs a variety of investment strategies, including the use of mutual funds, ETFs, sub-advisors, and options, supported by third-party platforms and AI oversight.
Richard B
Series 65
Radnor, PA
Tgs Financial Advisors
Richard Boyle is a financial advisor at TGS Financial Advisors with a Series 65 designation. He has one year of industry experience and a background in media production, having worked at several content and production companies prior to joining TGS. TGS Financial Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm offers both discretionary and non-discretionary advisory services through wrap fee programs and employs a range of investment strategies including mutual funds, ETFs, and options.
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