ADVISOR BIO

Katelyn Nicole Watts is a registered Investment Advisor Representative associated with Halbert Hargrove. Katelyn is licensed in California. Katelyn has been working in the financial services industry since June 2020. Katelyn specializes in providing financial planning and investment advice to individuals, families, and businesses. Katelyn has a background in business and finance and is passionate about helping her clients achieve their financial goals.

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ADVISOR BIO

Katelyn Blaire Hunter is a licensed attorney who provides investment advisory services as a Registered Investment Advisor through Prossimo Advisors LLC. Katelyn has been active in the investment industry since September 2011 and has her Series 65 license. Katelyn holds a Juris Doctorate and currently practices with the law firm Palmer & Hunter, where she devotes approximately 20 hours per month to legal tasks for the firm. Katelyn has been providing investment advisory services through Prossimo Advisors LLC since January 2019. Katelyn currently has 26 clients and manages approximately $175,287,205 in assets for clients through Prossimo Advisors. Katelyn focuses on providing investment advisory services to charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Katelyn offers a variety of services including family office services, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Katelyn Owen Giampaoli is an Investment Advisor Representative at Wells Fargo Clearing Services, LLC. Katelyn has over 10 years of experience in the financial services industry. Katelyn holds Series 6, 7, 9, 10, 63, 65, and SIE licenses. Katelyn is registered to provide investment advisory services in 51 states and the District of Columbia. Katelyn is also registered to provide securities brokerage services in 51 states and the District of Columbia.

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ADVISOR BIO

Katelynn Wiley is an Investment Advisor Representative at Abacus Wealth Partners. Katelynn is licensed in California. Katelynn has been in the industry for 5 years. Prior to working at Abacus Wealth Partners, Katelynn worked at David C. Walther in Novato, CA and Katelynn Wiley in Sebastopol, CA. Katelynn specializes in providing financial planning, portfolio management, and consulting services. Katelynn also has experience working with a wide range of clients, including individuals, families, businesses, and charities.

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ADVISOR BIO

Katelynne Conser is a financial advisor with Edward Jones. Katelynne is registered with the Securities and Exchange Commission (SEC) and has been in the industry since 2018. Katelynne holds a Series 7, Series 66, and SIE license and is also a Certified Financial Planner. Katelynne has been a financial advisor with Edward Jones since 2018. Katelynne specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Katelynne is committed to providing her clients with personalized financial advice and guidance. Katelynne is also committed to building strong relationships with her clients and helping them achieve their financial goals.

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ADVISOR BIO

Katerina Evelyn Stern is an investment advisor representative registered with the state of California. Katerina has been active in the financial services industry since July 2018. Katerina holds the Series 65 license and is a Certified Financial Planner. Katerina currently works for IEQ Capital, LLC, a firm with a focus on providing portfolio management services to individuals, families, and charitable organizations. The firm has offices in Foster City, California. Katerina has worked with IEQ Capital, LLC since August 2021.

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ADVISOR BIO

Katerina Hencova is a financial advisor with over 15 years of experience in the industry. Katerina is currently registered with Osaic FA, Inc. as a Registered Representative and Investment Advisor Representative and has previously worked with Signator Investors, Inc. and Financial Network Investment Corporation. Katerina is licensed to provide financial advice in 15 states and has a strong track record of helping clients achieve their financial goals. Katerina is a Certified Financial Planner and holds Series 66, 7 and SIE licenses. Katerina also provides insurance services through Lincoln Financial Advisors.

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ADVISOR BIO

Katharine Elizabeth Wilmot is a financial advisor at Ameriprise Financial Services, LLC. Katharine has been in the financial services industry since June 1998. Katharine is licensed in California. Katharine has a Series 7TO, Series 66, and SIE. Katharine's current employer is Ameriprise Financial Services, LLC, which has a total of 11732 licensed agents, 12435 investment adviser representatives, 13881 registered representatives, 12518 investment advisory functions, and 2 adviser representatives for other investment advisers.

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Katharine McRoskey is a financial advisor at J.P. Morgan Securities LLC. Katharine has been in the financial services industry since 2000 and has a strong track record of providing investment advice to a wide range of clients, including individuals, corporations, and institutions. Katharine is registered with the state of California and holds several industry certifications, including the Series 6, 7, 26, and 63 licenses, as well as the SIE exam. Katharine is committed to providing her clients with personalized financial advice and investment strategies tailored to meet their individual needs and goals. Before joining J.P. Morgan Securities LLC, Katharine was a financial advisor at First Republic Securities Company, LLC and American Funds Distributors, Inc.

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ADVISOR BIO

Katharine Downey is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Katharine has been in the industry since 2004 and holds a Series 7, Series 66, and SIE licenses. Katharine is registered to provide investment advice in 42 states and the District of Columbia. Katharine has experience working with a variety of clients, including individuals, corporations, high net worth individuals, insurance companies, pension plans, and charitable organizations. Katharine also provides portfolio management, financial planning, and investment advice services.

SPECIALIZATIONS