ADVISOR BIO

Kathryn Swan is a registered representative with Next Financial Group, Inc. and Blakely Walters Wealth Management. Kathryn has been in the industry since August 2018 and holds Series 7, 66 and SIE licenses. Kathryn is currently registered in Arizona and Texas. Blakely Walters Wealth Management is an investment advisor registered with the state of Arizona. Blakely Walters Wealth Management specializes in providing financial planning and investment management services to individuals, families, and businesses.

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Kathryn Teresa Bascom is an investment advisor representative at Wells Fargo Clearing Services, LLC. Kathryn has been in the industry since July 7, 2005, and has held various positions at J.P. Morgan Securities LLC, Chase Investment Services Corp., and BANC ONE SECURITIES CORPORATION. Kathryn holds Series 6, 7, 63, and 65 licenses, as well as the SIE. Kathryn is registered in several states, including Arizona, Texas, California, Colorado, and others.

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Kathy Ann Salcido is an Investment Advisor Representative and registered in 53 states. Kathy joined RBC Capital Markets, LLC in 2008 and has been with the firm since. Before that, Kathy worked at DAIN RAUSCHER INCORPORATED and RAUSCHER PIERCE REFSNES, INC.. Kathy is a highly experienced financial professional with a strong understanding of the investment industry. Kathy has expertise in various areas, including private & public employee benefit plans, endowment funds, foundations, family trusts, various capital/operating funds, and financial planning.

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Katie Colleen Moore is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, Arizona. Katie has been in the financial services industry since 2003, and is licensed to provide financial advice in Nebraska. She has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Katie is committed to providing her clients with personalized financial advice that helps them achieve their financial goals.

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Katlin Marie McColl is a financial advisor with Osaic Wealth, Inc. Katlin has been working in the financial services industry since 2016 and is licensed in Nebraska and Wyoming. Katlin specializes in financial planning, portfolio management, and pension consulting. Osaic Wealth, Inc. is a financial advisory firm with approximately $94.56 billion in assets under management. The firm serves individuals, families, businesses, and charitable organizations.

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Katrina Lessard is a financial advisor with over 20 years of experience in the financial services industry. She is a CERTIFIED FINANCIAL PLANNER™ professional and currently holds Series 7, Series 63, and SIE licenses. Katrina is registered with LPL Financial LLC and also operates her own independent investment advisory firm, Lessard Wealth Management. Katrina specializes in providing financial planning and investment management services to individuals, families, and businesses.

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Katrina Buhl is a financial advisor registered with Robert W. Baird & Co. Inc. in Scottsdale, Arizona. Katrina has been working in the financial industry since 2014. She has a wide range of experience in the industry and holds multiple certifications. She is a licensed representative for both securities and investment advisory services. Her primary focus is on providing financial planning and investment management services to individuals, businesses, and institutions. Katrina has experience working with a variety of clients, including high-net-worth individuals, families, and corporations. She offers a variety of investment services, including portfolio management, retirement planning, and estate planning.

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Katrina Arrington is a financial advisor with Ameriprise Financial Services, LLC. Katrina has been in the financial services industry since 2018. Katrina is licensed to provide financial advice in several states including Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Iowa, Michigan, Minnesota, Mississippi, Montana, New York, North Carolina, Ohio, Oregon, Texas and Washington. Katrina specializes in providing financial planning, asset allocation services, educational seminars and portfolio management for individuals and businesses. Katrina has over 10 years of experience in the financial services industry. Katrina has a strong commitment to providing her clients with the highest quality financial advice and service. Katrina is also a fiction writer and submits pieces of fiction to magazines, websites and podcasts for publication.

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Katrina Barrett is a financial advisor at Geneos Wealth Management, Inc. Katrina has over 16 years of experience in the financial services industry. She is registered with the state of Arizona as an investment advisor representative and holds Series 6, 7, 63, and 66 securities licenses. Katrina is also a licensed real estate agent and owns several small businesses in Scottsdale. Katrina specializes in providing financial planning, portfolio management, and retirement planning services to a variety of clients, including individuals, families, businesses, and charitable organizations. Prior to joining Geneos Wealth Management, Inc. Katrina worked at First Investors Corporation in Phoenix.

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Kayvon Malaekeh is a financial advisor registered with Raymond James & Associates, Inc. Kayvon has been in the industry since May 2019 and holds the Series 7TO, Series 66, and SIE licenses. Kayvon has previously worked at RBC Capital Markets, LLC and Morgan Stanley. Kayvon specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.

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