ADVISOR BIO

Kathy Lynn Jimeno is a registered representative of Stifel, Nicolaus & Company, Inc., in Newport Beach, California. Kathy has been in the securities industry since September 3, 1990. Kathy has a Series 63, Series 7, and SIE license and is registered in 47 states. In addition to her work with Stifel, Nicolaus & Company, Inc., Kathy has been employed at Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. Kathy has experience providing investment advice and financial planning to individuals, high-net-worth individuals, corporations, investment clubs, insurance companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, pooled investment vehicles, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Kathy Robertson is a financial advisor with over 23 years of experience. Kathy has been with Morgan Stanley since 2012 and has a wide range of experience in the financial services industry. Kathy is registered with the state of Texas and California.

SPECIALIZATIONS

ADVISOR BIO

Keegan Mancinelli is a financial advisor with Morgan Stanley, based in Newport Beach, California. Keegan has been working in the financial services industry since December 2018. Keegan specializes in providing financial planning and investment advice to individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Keith V. Halabuda is a registered investment advisor representative at THE Ayco Company, LP, located in Newport Beach, California. Keith is a Series 7 and Series 66 licensed representative with over 5 years of experience in the financial services industry. Keith has previously worked for Mercer Allied Company, L.P. in Irvine, California. Keith specializes in financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisers. The Ayco Company, LP is a registered investment adviser with over 100,000 clients and over $25 billion in assets under management.

SPECIALIZATIONS

ADVISOR BIO

Keith Ferguson is a financial advisor registered with Beacon Pointe Advisors, LLC and has been in the industry since 1979. Keith has experience providing financial advice to a variety of clients including individuals, families, businesses, and institutions. He has also worked with several firms in the past, including Raymond James Financial Services, Inc. and Wells Fargo Advisors, LLC. Keith's experience and expertise in financial planning, investment management, and wealth management make him a valuable resource for clients seeking to achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Keith E. Robinson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since April 11, 2000. Keith E. Robinson has a Series 7, Series 66, and SIE license. Keith E. Robinson specializes in portfolio management for individuals, corporations and businesses, pension consulting, selection of other advisors, and performance measurement reports, allocation modeling, IPS, research reports and services.

SPECIALIZATIONS

ADVISOR BIO

Kelley Lynn O'Brien is an Investment Advisor Representative at Beacon Pointe Advisors, LLC, a firm with offices in Newport Beach, CA and Bala Cynwyd, PA. Kelley holds a Series 65 license, the Uniform Investment Adviser Law Examination, and is registered in Pennsylvania. Kelley has experience working in financial services, most recently with Grant Thornton LLP in Philadelphia. Prior to this, she worked at Drexel University and Pricewaterhouse Coopers LLP. Kelley's firm specializes in providing financial planning, portfolio management, and consulting services to a variety of clients, including high-net-worth individuals, families, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Kelli Elisabeth Baumgardner is a financial advisor with UBS Financial Services Inc. Kelli has been in the industry since 2018 and is registered with the state of California. Kelli has obtained the Series 65, Series 63, Series 7 and SIE licenses. Kelli Baumgardner can help individuals, high-net-worth individuals, corporations, charitable organizations, trusts, pension plans, and insurance companies with their financial planning needs.

SPECIALIZATIONS

ADVISOR BIO

Kelli Ann French is a financial advisor with over 9 years of experience in the industry. Kelli has worked with several firms including Fidelity Brokerage Services LLC, OSAIC WEALTH, INC., SIGNATOR INVESTORS, INC. and now currently works with Seia. Kelli provides financial planning services to individuals, families, and businesses. Kelli is a registered investment advisor representative in the state of California.

SPECIALIZATIONS

ADVISOR BIO

Kelly Hong is an Investment Advisor Representative at Hollencrest Capital Management. Kelly has been in the securities industry for over 3 years. Kelly holds the Series 66, Series 7 and SIE licenses. Kelly specializes in providing financial planning, portfolio management and selection of other advisors. Kelly has experience working with high-net-worth individuals, charitable organizations, pooled investment vehicles and corporations or other businesses.

SPECIALIZATIONS