ADVISOR BIO

Elizabeth Keyes Kiehn is a financial professional with over 16 years of experience in the industry. Elizabeth currently works as a registered representative at Stifel, Nicolaus & Company, Inc. Elizabeth has a wide range of experience, having previously worked at Stone & Youngberg LLC and CDC IXIS Asset Management Distributors, L.P.. Elizabeth is licensed to offer investment advice in a variety of states, including California, Colorado, Missouri, New Jersey, New York, Pennsylvania, Virginia and Wisconsin. Elizabeth has a strong understanding of the financial markets and a commitment to providing her clients with personalized financial advice. Elizabeth specializes in a variety of investment areas, including stocks, bonds, mutual funds, and ETFs. Elizabeth is committed to helping her clients reach their financial goals.

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ADVISOR BIO

Elizabeth Norman is a financial advisor with over 30 years of experience in the financial services industry. Elizabeth has worked with LPL Financial LLC since 2017, and prior to that, worked with National Planning Corporation, FFP Securities, Inc, IFG Network Securities, Inc, Keogler, Morgan & Company, Inc., Transamerica Financial Resources, Inc., Transamerica Securities Sales Corporation and Waddell & Reed, Inc. Elizabeth holds FINRA Series 7, 22, 24, 31, 51, 63 and 65 licenses as well as multiple state registrations. Elizabeth provides financial planning, portfolio management, and consulting services to a variety of clients, including individuals, families, businesses, and retirement plans.

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ADVISOR BIO

Elizabeth Underwood is a financial advisor currently registered with LPL Financial LLC in Lakeport, California. Elizabeth has been in the industry since 2022. Elizabeth has passed the Series 66, Series 7TO, and the SIE exams. Elizabeth has a diverse background in the business world.

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ADVISOR BIO

Elizabeth Bosworth is a financial advisor who specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Elizabeth has been in the financial services industry for over 9 years, with previous experience at Lakeview Capital Partners, LLC. Elizabeth is currently registered with Perigon Wealth Management, LLC in North Carolina and Texas.

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ADVISOR BIO

Elizabeth Anne Mintzer is a financial advisor with Cambridge Investment Research Advisors, Inc. Elizabeth has been a registered representative for over 6 years. Elizabeth holds a Series 7, Series 66 and SIE licenses. Elizabeth works with individuals, families, and small businesses. She specializes in retirement planning, college savings, and investment management. Elizabeth is committed to providing her clients with personalized financial advice and guidance. Elizabeth also holds the Certified Financial Planner designation. Elizabeth is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Elizabeth Jones is a registered representative with Madison Avenue Securities, LLC and has been in the securities industry since January 21, 2010. Elizabeth is licensed to offer securities products and services in California. Elizabeth is located in San Diego, California. Elizabeth offers a wide range of investment services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Elizabeth specializes in providing investment advice to high net worth individuals, individuals other than high net worth, pension and profit sharing plans, and charitable organizations.

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ADVISOR BIO

Elizabeth Keshishian is a registered representative with RBC Capital Markets, LLC. Elizabeth has been in the securities industry since February 5, 2019. Elizabeth is registered to conduct business in California. Prior to RBC Capital Markets, LLC, Elizabeth was a registered representative with J.P. Morgan Securities LLC. Elizabeth holds the Series 6, Series 63 and SIE licenses. Elizabeth is qualified to provide financial planning services, portfolio management for individuals and businesses, and selection of other advisers.

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ADVISOR BIO

Elizabeth Ann Ford is a financial advisor with Wells Fargo Clearing Services, LLC. Elizabeth has over 12 years of experience in the financial services industry. Elizabeth is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 63, and 66 licenses. Elizabeth is also registered as an Investment Advisor Representative (IAR) in California and Texas. Elizabeth is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Elizabeth Fraley is a registered representative with J.P. Morgan Securities LLC. Elizabeth joined the firm in May 2022 and is licensed in California. Elizabeth specializes in various financial services, including investment company products, variable contracts, and securities industry essentials. Elizabeth holds the Series 6, 63, and SIE licenses. Elizabeth focuses on serving the needs of high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies.

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ADVISOR BIO

Elizabeth Barkley Dalrymple is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the industry since 1986 and holds a number of licenses and certifications, including Series 7, Series 63, and Series 65. Elizabeth has experience providing investment advice to a wide range of clients, including individuals, businesses, and institutions. She is also a registered investment advisor in California and Texas.

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