Timothy Paschall is a CFP® professional with 35 years of industry experience, currently serving at WMS Advisors, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Grove Point Investments, and Concourse Financial Group Securities Inc. Outside of his advisory work, he is involved in agriculture and farming operations through The Deer Farm and Alexander Mountain Corporation. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for individual and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan consulting, employing core asset-class strategies with ETFs, mutual funds, individual securities, and selective alternatives.

Thomas Moss Jr. is a financial advisor at WMS Advisors, LLC with 48 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 16 years. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for around 131 client households. The firm serves individuals, families, pension and profit-sharing plans, trusts, estates, and business entities with portfolio management, comprehensive financial planning, and retirement-plan consulting using asset-class oriented strategies and a mix of ETFs, mutual funds, individual securities, and selective alternatives.

Thomas Maclennan is a CFP® professional with 14 years of industry experience. He is currently a partner and Chief Compliance Officer at WMS Advisors, LLC and also has ownership in TGM Capital, LLC, a holding company for interests in WMS Advisors. He serves on the board and finance committee of Charlotte Bilingual Preschool, a nonprofit organization. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for individuals, families, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs asset-class oriented portfolios using ETFs, index funds, individual securities, and select alternatives, offering both discretionary and non-discretionary management alongside financial planning and retirement-plan consulting.