ADVISOR BIO

Kelly Celeste Bomar is a financial advisor with over 25 years of experience in the industry. Kelly is a Certified Financial Planner and currently holds registrations in Florida and Texas. Kelly has a broad range of experience, having worked with Morgan Stanley, Morgan Stanley & Co. Incorporated and SunTrust Investment Services, Inc. Kelly’s expertise lies in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and institutions. Kelly is dedicated to helping clients achieve their financial goals.

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Kelly Cartier is an investment advisor representative with Cambridge Investment Research Advisors, Inc., located in Clermont, FL. Kelly has been in the industry since 1997 and has experience in both the brokerage and investment advisory fields. Kelly has earned several industry designations, including the Certified Financial Planner™ designation. Kelly has several industry licenses, including the Series 7, 24, and 63 licenses. Kelly holds registrations in over 20 states. Kelly is a strong advocate for client-centric financial planning and provides investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, and pension plans.

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ADVISOR BIO

Kelly Ann Brunton is a financial advisor with Ameriprise Financial Services, LLC. Kelly has been in the financial industry since 1994 and has a broad range of experience. Kelly is currently registered with the state of Florida. Ameriprise Financial Services, LLC is a large financial services firm with a strong focus on investment management and financial planning services. The firm serves a variety of clients, including individuals, families, businesses, and institutions. They offer a wide range of financial products and services, including investment management, retirement planning, insurance, and estate planning.

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ADVISOR BIO

Kelly Kristin Shahinian is a financial advisor who has been in the industry since 2008. Kelly is currently registered with Raymond James & Associates, Inc. in St. Petersburg, FL. Kelly previously worked at MORGAN KEEGAN & COMPANY, INC. in St. Petersburg, FL from 2012 to 2013. Kelly holds Series 4, 7, 14, 24, 53, 63 and 65 licenses. Kelly specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

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Kelly Dean Barber is a financial advisor with Raymond James Financial Services Advisors, Inc. and has 17 years of experience in the financial services industry. Kelly is registered with the state of Florida. Kelly Dean Barber has earned licenses for Series 7, Series 63, Series 66, and SIE. Kelly is currently also registered with the state of Texas. Kelly is also an owner of The Barber Group and is a partner in Spring Property LLC and Two Finger Properties LLC.

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ADVISOR BIO

Kelly Baker Ferrarese is a financial advisor at UBS Financial Services Inc. Kelly has been working in the financial industry since 1998 and holds several licenses, including Series 6, 7, and 63. In addition to her work at UBS, Kelly is a board director and secretary for Florence Fuller Child Development Centers, Inc. Kelly's experience and expertise in the financial industry allow her to provide a range of financial services to her clients, including financial planning, portfolio management, and pension consulting.

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Kelly Potter is a registered representative with Wells Fargo Clearing Services, LLC. Kelly has been in the financial services industry since 2016. Kelly is licensed in 37 states, including Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Dakota, Tennessee, Texas, Virginia, Washington, West Virginia, and Wisconsin. Kelly also holds the Series 7 and Series 66 securities licenses. Kelly has previously worked for Lincoln Investment in Fort Washington, PA.

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ADVISOR BIO

Kelly Dwyer is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Kelly has been in the industry since December 2014 and holds a Series 66, Series 10, Series 9, SIE, and Series 7. Kelly is registered in Connecticut, Florida, North Carolina, and Texas. Kelly is also registered as an Investment Advisor Representative in Connecticut, Florida, North Carolina, and Texas. Kelly specializes in providing financial advice to individuals, businesses, corporations, pension and profit sharing plans, charitable organizations, insurance companies, and state or municipal government entities.

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ADVISOR BIO

Kelly Dobranski is a financial advisor with Oppenheimer & Co. Inc. Kelly has been in the financial services industry since March 10, 2008, and has been with Oppenheimer since June 22, 2009. Prior to joining Oppenheimer, Kelly worked for MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Kelly is licensed to sell securities in 28 states. Kelly specializes in providing financial advice to individuals, businesses, and retirement plans.

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ADVISOR BIO

Kelly Loretta Gegerson is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kelly Gegerson has been in the industry since March 31, 2019. Kelly Gegerson is registered with the state of Florida and North Carolina. Kelly Gegerson holds the Series 7TO, Series 66 and SIE exams. Kelly Gegerson's firm is based in New York, NY and has 2911578 accounts and approximately $1.27 trillion in assets under management.

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