ADVISOR BIO

Kristina Keck has been in the financial industry since 1999. Kristina holds a Series 6, Series 7, Series 24, Series 63, and Series 66 license. Kristina is a Registered Representative with LPL Financial LLC and is a Registered Investment Advisor with Global Retirement Partners LLC. Kristina has previously worked at Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated.

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ADVISOR BIO

Kristina Schurrath Regan is an Investment Advisor Representative at Perigon Wealth Management, LLC. Kristina has been in the financial services industry for over 20 years, starting her career at Deutsche Banc Alex. Brown Inc. in 2001. Kristina holds the Series 7 and Series 65 licenses, and has a diverse background in financial planning, portfolio management and selection of other advisors.

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ADVISOR BIO

Kristine Florendo is a registered representative with J.p. Morgan Securities LLC, and has been in the industry since July 2023. Kristine is licensed in California. Kristine holds the Series 63, Series 6TO, and SIE licenses.

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ADVISOR BIO

Kristopher Ho is a financial advisor associated with Equitable Advisors, LLC, a broker-dealer, and an Investment Advisor Representative. Kristopher Ho has been working in the financial services industry since 2017. Kristopher Ho has several licenses and registrations including Series 6, 7, 24, 63, and 66. Kristopher Ho is registered in multiple states and offers advisory services including financial planning, pension consulting, and educational seminars. Kristopher Ho also manages portfolios for individuals and businesses.

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ADVISOR BIO

Kristor John Lawson is an investment advisor representative with Hightower Advisors, LLC. Kristor Lawson has over 30 years of experience in the financial services industry. Kristor Lawson is registered with the state of California and the state of Texas. Kristor Lawson specializes in providing financial planning, portfolio management and selection of other advisors to individuals, corporations and charitable organizations. Kristor Lawson is also a Certified Financial Planner and a Chartered Financial Consultant. In addition to Kristor Lawson's work at Hightower Advisors, LLC, Kristor Lawson also manages rental properties as a partner in Fox Run Real Estate.

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ADVISOR BIO

Kunal Gurunath Sukthankar is a registered representative with J.p. Morgan Securities LLC, a broker-dealer with more than 262,000 clients and over $50 billion in assets. Kunal has been in the financial industry since October 2021, providing financial and investment advice to individuals and businesses. Kunal holds the Series 63, SIE, and 79TO licenses.

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ADVISOR BIO

Kurt Burkhard is a financial advisor with Morgan Stanley. Kurt has been in the industry since 1983 and holds the Series 7, Series 63 and Series 65 licenses. Kurt is registered in 35 states and the District of Columbia, and specializes in providing asset allocation, financial planning, portfolio management for individuals, businesses and investment companies, and pension consulting. Kurt is a board member for a Ski Club in San Rafael, California.

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ADVISOR BIO

Kwadwo Adutwum has been in the financial services industry since 2008. Kwadwo is a Registered Representative and Investment Advisor Representative in the state of California and a Registered Representative in Texas. Kwadwo has extensive experience in providing financial advice and has held positions at several reputable firms including Citigroup, USAA, and Prudential. Currently, Kwadwo is a financial advisor at Morgan Stanley, a leading global financial services firm. Kwadwo specializes in providing investment advice and financial planning services to a diverse clientele, including individuals, families, businesses, and institutional investors. Kwadwo's commitment to understanding client needs and delivering personalized solutions has earned the respect of clients and peers alike.

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ADVISOR BIO

Kyle Hirofumi Kurahara is an investment advisor representative with Eagle Strategies LLC. Kyle has been in the industry since May 2002 and has been registered with Eagle Strategies since May 2010. Previously, Kyle worked at Ameriprise Financial Services, Inc. from July 2008 to March 2010 and E*TRADE SECURITIES LLC from August 2000 to November 2006. Kyle has a wide range of experience and holds licenses for securities and investment advisory services in multiple states. Kyle is also a licensed insurance broker and holds an appointment with outside carriers to broker non-registered insurance products. Kyle is a member of the San Francisco Business Allies, a networking group of business owners. Kyle is also a board member of Nihonmachi Little Friends, a preschool/daycare for kids ages 3-10. Kyle's specializations include insurance, retirement planning, mutual funds, investment advisory services, and investment strategies.

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ADVISOR BIO

Kyle Stephen Marshall is a registered representative with Morgan Stanley, with over 10 years of experience in the industry. Kyle Stephen Marshall holds a Series 66 license, a Series 7 license, and the Securities Industry Essentials Exam (SIE). Kyle Stephen Marshall is registered in 53 states and is also registered as an Investment Advisor Representative in California and Texas. Kyle Stephen Marshall is experienced in financial planning, portfolio management, and providing educational seminars to clients.

SPECIALIZATIONS