ADVISOR BIO

Karl Douglas Hering is an investment advisor representative registered with Money Concepts Capital Corp.. Karl has been in the industry for a little over two years, specializing in financial planning and portfolio management for individuals and businesses. Karl has a strong background in finance, having earned his Series 7, Series 63, and Series 65 licenses. Karl is also a Certified Personal Trainer, and serves as Board President for GLOBE Charter School, demonstrating a commitment to serving others.

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Karla Kapronczai Sordo is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Karla has been in the financial services industry since 2012 and holds a Series 7, Series 66, and SIE license. Karla is registered in 44 states and the District of Columbia. Karla is also a registered investment advisor in Pennsylvania and Texas. Karla's current office is located in Palm Beach Gardens, FL.

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Karmel Elise Lewis is an active investment advisor representative with Fidelity Personal and Workplace Advisors. Lewis has been working in the securities industry since April 2013. Lewis is registered with FINRA as well as the states of Illinois and North Carolina. Lewis has been registered with the state of Illinois as an investment advisor representative since July 2018. Lewis is also registered in the state of North Carolina as an investment advisor representative since July 2018. Lewis holds the Series 7, Series 66 and SIE licenses. Lewis has 52 state registrations across the country. Lewis is currently employed by Fidelity Personal and Workplace Advisors, located in Palm Beach Gardens, FL. Lewis is also registered in the state of Florida as an investment advisor representative. Lewis provides financial planning, educational seminars and selection of other advisors. Lewis has specializations in retirement planning, college savings, 529 planning, asset allocation and insurance.

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Karoline Ann O'Connor is an investment advisor representative with Gladstone Wealth Partners and has been in the industry since 1997. She previously worked at UBS Financial Services Inc., Morgan Stanley & Co., Incorporated and Morgan Stanley DW Inc. Her areas of specialization include Retirement Planning, Portfolio Management, and Financial Planning services. Karoline O'Connor has her Series 7, Series 63, and Series 65 licenses.

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Katelyn Lacosse is a financial advisor registered with Money Concepts Capital Corp. She specializes in financial planning, portfolio management for businesses and individuals, and general consulting services. Katelyn has been in the industry for 2 years and is licensed to provide financial advice in Florida. She is also registered as an investment advisor representative with Money Concepts Capital Corp.

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Katherine Barnhart is an investment advisor representative with Rockefeller Financial LLC. Katherine has been in the securities industry since 2007. Katherine previously worked at Truist Investment Services, Inc., BB&T Securities, LLC, BB&T Investment Services, Inc., Colonial Brokerage, Inc., and Banc of America Investment Services, Inc. Katherine is registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Katherine is also registered as an investment advisor representative in Texas. Katherine specializes in providing financial planning, pension consulting, and selection of other advisers. Katherine also manages portfolios for businesses and individuals.

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Katherine Irene Reppert is a registered Investment Advisor Representative with Money Concepts Capital Corp. located in PALM BEACH GARDENS, FL. Katherine has been in the financial industry for at least 10 years and has a current Series 65 license. Katherine holds her registration in Florida and is actively involved in the industry, with a focus on providing general consulting services, financial planning, and portfolio management for businesses and individuals.

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ADVISOR BIO

Kathleen Leavey is an investment advisor representative who has been working in the financial services industry since March 18, 2010. Kathleen is currently registered with UBS Financial Services Inc. and has a branch office located in Palm Beach Gardens, Florida. Prior to joining UBS Financial Services Inc., Kathleen worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Palm Beach, Florida. Kathleen holds the Series 7 and Series 66 licenses, as well as the SIE exam. Kathleen has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and other advisory services.

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Kathleen Winona Rogerson is a financial advisor with over 25 years of experience in the industry. Kathleen currently works at Morgan Stanley where she holds a Series 7, 9, 10, 66 and SIE licenses. Kathleen has previously worked for Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Kathleen provides financial planning, pension consulting, educational seminars, portfolio management for businesses, individuals and investment companies.

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ADVISOR BIO

Kathryn Leigh Wood has over 20 years of experience in the financial services industry. Kathryn is a registered representative with Money Concepts Capital Corp. and has been with the firm since 2013. Previously, Kathryn worked at Princor Financial Services Corporation and The Leaders Group, Inc. Kathryn holds Series 6, 63, and 65 licenses. Kathryn specializes in providing financial planning, portfolio management, and general consulting services for individuals, businesses, and charitable organizations. In addition to her work in the financial services industry, Kathryn is also the president and owner of Triangle Health Plans, Inc., a health insurance brokerage firm.

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