ADVISOR BIO

Kathleen Malakoff is a financial advisor who has been in the industry since February 1988. Kathleen is currently registered with LPL Financial LLC in Danville, California. Before joining LPL Financial LLC, Kathleen was with TITAN/VALUE EQUITIES GROUP, INC. in Irvine, California and OMEGA FINANCIAL GROUP, INC.. Kathleen holds Series 7 and SIE licenses. Kathleen specializes in a wide range of financial planning services including consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Kathleen Huggins is a registered representative with RBC Capital Markets, LLC, and has been active in the industry since May 12, 2016. Kathleen holds Series 63, SIE and Series 7 licenses, and is registered in several states. Kathleen specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Kathleen has been registered with RBC Capital Markets, LLC, since May 13, 2016.

SPECIALIZATIONS

ADVISOR BIO

Kathleen Ann Hentges is a Certified Financial Planner registered with the state of California as an Investment Advisor Representative. She is affiliated with Applied Advisor in San Francisco, California. Applied Advisor is a Registered Investment Advisor that provides tax preparation, financial planning, and selection of other advisors services to clients.

SPECIALIZATIONS

ADVISOR BIO

Kathleen Fitts is an investment advisor representative who has been in the industry since 2005. Kathleen is currently registered with Valic Financial Advisors, Inc. and has been with the firm since March 2006. Kathleen is also registered as an investment advisor in 10 states. Kathleen has a variety of experience in the financial services industry, having previously worked for AIG Financial Advisors, Inc. and SunAmerica Securities, Inc. Kathleen is a licensed agent for AGIA and also owns her own general contracting business. Kathleen holds the Series 6, Series 63, Series 65 and the SIE licenses and has several specializations including financial planning.

SPECIALIZATIONS

ADVISOR BIO

Kathleen Ortiz is a registered representative with Raymond James & Associates, Inc. Kathleen has been in the financial industry since 2010. She is licensed in California and Arizona. Prior to joining Raymond James & Associates, Inc., Kathleen was affiliated with Morgan Stanley and SAGEPOINT FINANCIAL, INC. Kathleen holds a Series 7, Series 66 and SIE license. Kathleen is a dedicated financial advisor who provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisers.

SPECIALIZATIONS

ADVISOR BIO

Kathleen Murray is a registered investment advisor representative with Oppenheimer & Co. Inc. in Newport Beach, California. Kathleen has been in the financial services industry since 2001. Prior to joining Oppenheimer & Co. Inc., Kathleen worked at RAYMOND JAMES & ASSOCIATES, INC. and OPPENHEIMER & CO. INC. Kathleen has passed the Series 63, Series 66, Series 7 and SIE examinations. Kathleen specializes in portfolio management for businesses and individuals, as well as financial planning.

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ADVISOR BIO

Kathleen Boyd is a financial advisor with over 10 years of experience in the financial services industry. Kathleen holds the Series 7 and Series 66 licenses and is a CERTIFIED FINANCIAL PLANNER™. Kathleen is currently registered as an Investment Advisor Representative with SLP Wealth. Kathleen provides financial planning and portfolio management services to individuals, including high-net-worth individuals and families. Kathleen also offers a student loan consulting service.

SPECIALIZATIONS

ADVISOR BIO

Kathleen Toschi is a registered representative with Edward Jones. Kathleen has been in the securities industry for over 10 years and is licensed to sell securities in Arizona, California, Florida, Georgia, Hawaii, Idaho, Illinois, Kentucky, Maine, Nevada, New Jersey, New York, North Carolina, Oregon, South Carolina, Texas, Utah, Washington, and Wyoming. Kathleen holds the Series 66, Series 7, and SIE licenses. Kathleen has also been a registered investment advisor representative in California and Texas.

SPECIALIZATIONS

ADVISOR BIO

Kathleen Emerling is a Registered Representative and Investment Advisor Representative with Eagle Strategies LLC. Kathleen has been in the industry since August 13, 2000. Kathleen's firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Kathleen Lorraine Thomas is a registered representative with J.p. Morgan Securities LLC. Kathleen is a Series 63, Series 6TO and SIE licensed professional with experience in the industry since June 2020. Her practice is based in Redding, CA and she has worked at J.p. Morgan Securities LLC since that time. Kathleen focuses on providing financial planning, pension consulting and portfolio management services to individual and corporate clients.

SPECIALIZATIONS