ADVISOR BIO

Kaitlyn Baltz is a registered representative with Wells Fargo Clearing Services, LLC. Kaitlyn has been in the industry since 2020 and has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Kaitlyn holds the Series 66, Series 7TO, and Series 6TO licenses. Kaitlyn is registered in California.

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ADVISOR BIO

Kaitlyn Alexandra Ellis is a financial advisor with Morgan Stanley. Kaitlyn has been in the financial services industry since 2014. Kaitlyn is licensed in California. Prior to joining Morgan Stanley, Kaitlyn was employed with UBS Financial Services.

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ADVISOR BIO

Kaitlyn Nicole Pfluger is a financial advisor with Next Financial Group, Inc. She is based in Roseville, CA and has been in the financial industry since 2024. Kaitlyn holds a Series 7TO, Series 66, and SIE licenses. Kaitlyn is also registered with the state of California as an investment advisor representative. Kaitlyn's primary focus is providing financial planning and investment advice to individuals and families. She is also experienced in providing portfolio management services for businesses. Kaitlyn is committed to helping clients achieve their financial goals and she is dedicated to providing them with personalized service and guidance.

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ADVISOR BIO

Kaitlyn Ashley Mikles is a financial advisor who has been working in the financial services industry since August 18, 2022. Kaitlyn is currently registered with J.P. Morgan Securities LLC in Campbell, CA. Prior to her current role, Kaitlyn worked for J.P. Morgan Securities LLC in Jenks, OK. Kaitlyn has successfully passed the Series 63, Series 6TO, and SIE exams. Kaitlyn's areas of expertise include investing in securities and variable contracts.

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ADVISOR BIO

Kaitlyn Chuong is a financial advisor with LPL Financial LLC. Kaitlyn is registered with the state of California. Kaitlyn has been a financial advisor for over 15 years, starting in 2007. Kaitlyn has worked with Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Prior to joining LPL Financial LLC, Kaitlyn was with Wells Fargo Advisors LLC. Kaitlyn's experience and knowledge can help you achieve your financial goals.

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ADVISOR BIO

Kaitlyn Joy Dobbins is an investment advisor representative associated with Cetera Investment Advisers LLC in San Diego, California. Kaitlyn has been in the industry since June 2018 and has experience with First Allied Securities, Inc. and Park Avenue Securities LLC. Kaitlyn is licensed in California.

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ADVISOR BIO

Kaivalya Patel is an Investment Advisor Representative at Iconiq Capital, LLC. Kaivalya has been with Iconiq Capital since July 2018 and is currently registered with the state of California. Kaivalya Patel holds the Series 65 license and has been in the industry for over 5 years. Kaivalya has experience in portfolio management for private foundations, individuals, and pooled investment vehicles.

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ADVISOR BIO

Kaiwen Liu is a financial advisor in Newport Beach, California, who has been working in the industry since 2017. Currently, Kaiwen is registered with MAI Capital Management, LLC in California. Previously, Kaiwen was affiliated with Goldman Sachs & Co. LLC and Mercer Allied Company, L.P. in Irvine, California. Kaiwen has a Series 66, Series 7, Series 7TO and SIE licenses, and is also a Certified Financial Planner.

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ADVISOR BIO

Kai wen Tan is a financial advisor at Morgan Stanley. Tan has been in the financial industry since 2013 and holds the Series 66, Series 7, and SIE licenses. Kai wen Tan specializes in portfolio management for individuals, businesses, and investment companies. Kai wen Tan is registered to provide investment advice in 47 states and the District of Columbia.

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ADVISOR BIO

Kai yeung Chan is a financial advisor at J.P. Morgan Securities LLC. Kai yeung Chan is registered in California and Oregon. Kai yeung Chan has been in the industry since 2022 and holds Series 63, Series 6TO, and SIE licenses. Kai yeung Chan specializes in providing investment advice to individuals, businesses, and charitable organizations.

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