ADVISOR BIO

Karen Green is a financial advisor with over 12 years of experience in the industry. Karen is registered to provide investment advice in 49 states and has Series 7 and 66 licenses as well as the SIE. Karen is currently affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. where she has been employed since June 2010. Karen offers a variety of financial services, including portfolio management, investment advisory, and educational seminars. Karen has a strong track record of helping clients achieve their financial goals.

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ADVISOR BIO

Karen Marie Gonzales is a financial advisor registered with Morgan Stanley since June 2022. Prior to that, Karen Gonzales worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS PaineWebber Inc. Karen Gonzales has been active in the financial services industry since October 2011. Karen Gonzales holds the Series 66, Series 7, Series 9 and Series 10 licenses, and also holds registrations in 53 states and 2 Canadian provinces.

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ADVISOR BIO

Karen Jacome is an investment advisor representative with LPL Financial LLC. Karen has been in the financial services industry since November 18, 2019. Karen holds the Series 7TO, Series 66 and SIE licenses. Karen is registered to conduct business in the states of Arizona, California, Illinois, Montana, Nevada and Washington. Karen also provides services through her DBA, BMO Investment Services.

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ADVISOR BIO

Karen Gilligan is a financial advisor registered with Osaic Wealth, Inc. based in Scottsdale, Arizona. Karen has been in the financial services industry since April 29, 1998. Karen holds the Series 63, Series 7, Series 24, Series 51 and Series 53 licenses.

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ADVISOR BIO

Karen Susan Kramer is a financial advisor currently registered with Cetera Investment Advisers LLC. Karen Susan Kramer has been a financial advisor for over 9 years. Karen Susan Kramer has worked for several firms, including Wells Fargo Advisors, LLC, Charles Schwab & Co., Inc., and Cetera Advisor Networks LLC. Karen Susan Kramer is registered in Arizona and has passed the Series 63, Series 66, Series 7, Series 9, Series 10, and SIE exams. Karen Susan Kramer provides financial planning, pension consulting, and educational seminars. Karen Susan Kramer also offers portfolio management services for individuals and businesses. Karen Susan Kramer is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).

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ADVISOR BIO

Karl Barton Miller is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Karl Miller has been in the industry since 2013 and is registered to provide financial advice in all states. Karl Miller is a Series 66 and Series 63 licensed financial advisor and has passed the Series 7, Series 10 and Series 9 examinations. Karl Miller is licensed to provide investment advice and brokerage services.

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ADVISOR BIO

Karl Francis Christman is a financial advisor with Morgan Stanley. Karl is registered with the state of Arizona as an Investment Adviser Representative and has been in the securities industry since September 13, 2014. Karl has previously worked with VANGUARD MARKETING CORPORATION.

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ADVISOR BIO

Karl Jacobsen is an Investment Advisor Representative at SPC. Karl has 34 years of experience in the financial services industry. Karl is registered in 14 states. Karl's current registrations include Arizona and Iowa. Karl offers investment advisory services including portfolio management, financial planning, pension consulting, educational seminars, and consultation services.

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ADVISOR BIO

Karl Stuart Owens is a financial advisor at LPL Financial LLC. Karl has been in the financial industry since 2003. Karl is registered with FINRA and holds Series 7, Series 63, and SIE licenses. Karl has experience working with various clients, including high-net-worth individuals, corporations, and pension plans. Previously, Karl worked at Securities America, Inc. and Next Financial Group, Inc. Karl's primary office location is in Scottsdale, AZ.

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ADVISOR BIO

Karla Schafer is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Karla has been in the industry since August 12, 2018, and is registered with the state of Arizona. Karla has experience in various areas of finance, including securities, investments and insurance. Karla is a registered representative in California and Texas. Karla's office is located in Chandler, Arizona.

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