ADVISOR BIO

Katharine Taglialatela is an investment advisor representative at Ameriprise Financial Services, LLC. Katharine has been in the financial services industry since 2023. Katharine specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Katharine is registered with the state of Florida.

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ADVISOR BIO

Katherine Lingle is an investment advisor representative registered with J.p. Morgan Securities LLC. Katherine has been in the financial industry since 2007 and holds Series 63, Series 7, and Series 65 licenses. Katherine has 53 approved state registrations and 2 approved IA state registrations. Katherine is also a board member of The Cushman School and has been serving on their Endowment Committee/Investment Committee since December 2023. Katherine specializes in portfolio management for businesses and individuals, and offers financial planning, pension consulting, and selection of other advisors. Katherine and her firm provide advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. J.p. Morgan Securities LLC manages more than $50 billion in assets and has over 262,000 clients.

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ADVISOR BIO

Katherine Williams is a financial advisor registered with the Securities and Exchange Commission (SEC) with over 2 years of experience in the financial services industry. Katherine is currently employed with Morgan Stanley and is licensed in Florida and Texas. Katherine is a Series 66, Series 7TO, and SIE licensed representative. Katherine focuses on providing financial planning, portfolio management, and asset allocation advice to high-net-worth individuals, corporations, and other institutional clients. Katherine's clients include high-net-worth individuals, insurance companies, charitable organizations, corporations, and state and municipal governments.

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ADVISOR BIO

Kathleen Semaan is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Kathleen has been in the financial services industry since June 1987 and holds several licenses and certifications, including Series 3, 7, 9, 10, 63 and SIE. Kathleen has a strong background in providing financial services to a wide range of clients, including individuals, families, and businesses. Kathleen is dedicated to helping her clients achieve their financial goals.

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ADVISOR BIO

Kathleen Caldera is a Registered Representative with Morgan Stanley. Kathleen has been in the securities industry for over 15 years, beginning her career in 2006. Kathleen has Series 7, 9, 10, 63 and 65 licenses. Kathleen is a registered Investment Advisor in Texas and Florida. Kathleen holds a FINRA Series 3 license as well. Prior to joining Morgan Stanley, Kathleen worked at CITIGROUP GLOBAL MARKETS INC. Kathleen's office is located in Miami, Florida, where she works with high net worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, and corporations or other businesses. Kathleen is a strong proponent of financial planning and provides services such as asset allocation advice, financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Kawing Chui-rua is a financial advisor with J.p. Morgan Securities LLC. Kawing has been in the financial services industry since 2013. Kawing is registered with FINRA as a registered representative and has been licensed by the state of Florida. Prior to joining J.p. Morgan Securities LLC, Kawing worked for PFS INVESTMENTS INC. in Miami, FL. Kawing has passed Series 6, Series 6TO and SIE exams.

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ADVISOR BIO

Keith R. Capasso is an Investment Advisor Representative with Corient. Keith has been in the industry since 2010 and has experience working with Columbia Pacific Wealth Management. Keith holds a Series 65 license. Keith is licensed in Texas and Washington.

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ADVISOR BIO

Ken Kingsley Wong is a financial advisor with over 35 years of experience in the industry. Ken is currently registered with Osaic Wealth, Inc. in Miami, FL. Ken has a wide range of experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Ken has specialized in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Kenia Rugama is a registered representative with Wells Fargo Clearing Services, LLC and has been in the industry since November 28, 2022. Kenia has passed the Series 63, Series 7TO, and SIE exams. Kenia is registered to conduct business in Florida and Georgia.

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ADVISOR BIO

Kenneth Alberto Coto is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kenneth is a highly experienced advisor who began his career in the industry on July 19, 1999. Kenneth has a broad range of experience, having previously worked at Deutsche Bank Securities Inc. Kenneth is licensed in 26 states and holds a variety of licenses and designations including Series 7, Series 63, and Series 65. Kenneth also has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Kenneth is passionate about providing financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS