ADVISOR BIO

Kristin Norby is a registered representative at Morgan Stanley. Kristin has been in the financial services industry since 1986 and has a history of experience at both Morgan Stanley and Citigroup Global Markets Inc. Kristin currently holds a Series 63, 66, 3 and 7 licenses, and is also registered as an investment advisor in several states. Kristin is a dedicated financial professional who provides comprehensive financial advice and services to her clients.

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ADVISOR BIO

Kristin Holly Mata is a financial advisor with Independent Financial Group, LLC. Kristin has been in the industry since 2007. She is registered to provide financial advice in California and Texas. Kristin is committed to helping her clients reach their financial goals. She offers a variety of services, including financial planning, portfolio management, and retirement planning. She has experience working with individuals, families, and businesses.

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ADVISOR BIO

Kristin Bateman is a financial advisor at UBS Financial Services Inc. Kristin has been in the financial services industry since 2002 and has been registered with UBS since 2008. Kristin is registered in California and Texas as an investment advisor representative. Kristin has earned the Series 6, 7, 26, 51 and 66 securities licenses and is a Chartered Financial Analyst. In the past, Kristin has also worked for First Republic Securities Company, LLC, HBW Securities LLC, Signator Investors, Inc. and Royal Alliance Associates, Inc.

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ADVISOR BIO

Kristin Baker is an Investment Advisor Representative with Global Retirement Partners LLC. Kristin has been in the financial industry since June 2013. Kristin has a Series 65 license and is registered with the state of Texas. Kristin's expertise includes financial planning, pension consulting, and selection of other advisors. Kristin is also a portfolio manager for individuals and businesses.

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ADVISOR BIO

Kristin Charlebois is an investment advisor representative who has been in the industry since 2023. Kristin is registered with Osaic Wealth, Inc., and has been with them since April 2024. Kristin is licensed to provide investment advice in California. Kristin holds the Series 66, Series 7TO and SIE exams. Kristin also provides notary services as a sole proprietor and is a registered assistant for Pension Portfolios, a sole proprietorship.

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ADVISOR BIO

Kristin Nicholson is a financial advisor at Rockefeller Financial LLC and Rockefeller Capital Management in San Francisco, California. Kristin has been in the financial services industry since 2006 and has a wide range of experience in providing financial planning and investment advice to individuals, families, businesses, and institutions. Kristin is a Certified Financial Planner™ and a Chartered Financial Analyst® and is licensed to provide investment advice in multiple states. Kristin's clients appreciate her personalized approach and her commitment to helping them achieve their financial goals.

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ADVISOR BIO

Kristin Wadhwa is a registered representative with Goldman Sachs & Co. LLC. Kristin has been in the securities industry since 2012 and holds Series 3, 7, 66, 57TO and SIE licenses. Kristin specializes in providing investment advice and portfolio management for individuals, businesses, pooled investment vehicles and other client types.

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ADVISOR BIO

Kristin Landis is a registered representative with UBS Financial Services Inc. Kristin has been in the industry since January 29, 2007. Kristin has a Series 7, Series 31, and Series 66 license and holds registrations in 48 states. Kristin previously worked at Morgan Stanley, from June 1, 2009, to December 15, 2023, and at Citigroup Global Markets Inc. from January 30, 2007, to June 1, 2009.

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ADVISOR BIO

Kristin Zehnder is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Carmichael, California. Kristin has been working in the financial services industry since 1999. She has a wide range of experience and holds several licenses and certifications. She is registered with the state of California.

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ADVISOR BIO

Kristin Mackay Sullivan is a financial advisor with over 25 years of experience in the financial services industry. Kristin is currently registered with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, Kristin worked with Charles Schwab & Co., Inc. Kristin has a strong background in providing financial planning and investment management services to individuals, families, and businesses.

SPECIALIZATIONS