ADVISOR BIO

Kristan Lee Marcum is a financial advisor who has been in the industry since November 19, 2012. Kristan is a registered representative of Raymond James & Associates, Inc. in St. Petersburg, Florida. Kristan holds the Series 99 and SIE licenses.

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ADVISOR BIO

Kristel Branish is a financial advisor with Raymond James & Associates, Inc. She is also registered with Raymond James Financial Services Advisors, Inc. Kristel has been in the financial industry since July 31, 2017. She has a broad range of experience in financial planning, portfolio management, and other financial services. Kristel is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Kristela Lock is a registered representative at J.p. Morgan Securities LLC in Estero, Florida. Kristela has been in the industry since April 2023 and holds Series 6TO and SIE licenses. Kristela is registered in Florida and specializes in investments, insurance, and financial planning.

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ADVISOR BIO

Kristen Robinson is a financial advisor registered with LPL Financial LLC. Kristen is licensed to provide investment advice and services in Florida, and has been in the financial industry for at least 1 year. Kristen holds the Series 66, Series 7TO, and SIE licenses.

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ADVISOR BIO

Kristen Elyse Hernandez is an investment advisor representative who has been in the industry since October 2010. Kristen is registered with Ameriprise Financial Services, LLC, a large financial services company that has over $1 trillion in assets under management. Ameriprise Financial Services, LLC offers a variety of financial products and services, including investment management, financial planning, and insurance. Kristen is licensed to sell securities in Florida, Texas, California, Georgia, Louisiana, Michigan, Mississippi, New York, North Carolina, South Carolina, Vermont, and Virginia. Kristen is also a Certified Financial Planner.

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ADVISOR BIO

Kristen Hurley is a registered representative with Stifel, Nicolaus & Company, Inc. Kristen has been in the financial services industry since 2010. Kristen is licensed to conduct business in 40 states and is a registered Investment Advisor in Florida and Texas. Kristen has extensive experience in portfolio management for individuals, businesses, and pooled investment vehicles. Kristen also provides financial planning and educational seminars to her clients.

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ADVISOR BIO

Kristen Ann Kohler is a financial advisor with Morgan Stanley. Kristen has been in the financial services industry for over 20 years and holds licenses in a number of states. Kristen specializes in a variety of financial services including portfolio management, financial planning and pension consulting. Kristen's previous experience includes working with CITIGROUP GLOBAL MARKETS INC. and ROBERT W. BAIRD & CO. INCORPORATED.

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ADVISOR BIO

Kristen Bellamy is a financial advisor with over 20 years of experience in the financial services industry. Kristen has a strong background in providing investment advice and financial planning services to a wide range of clients, including high-net-worth individuals, families, and businesses. Kristen is currently registered with Morgan Stanley in Winter Park, Florida. Prior to joining Morgan Stanley, Kristen worked for UBS Financial Services Inc. and Morgan Stanley Smith Barney LLC, where she honed her skills and gained valuable experience in the industry.

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ADVISOR BIO

Kristen Bissett is a financial advisor with UBS Financial Services Inc. Kristen has been in the financial industry since 2010. Kristen is registered to provide investment advice in 26 states and is Series 7, Series 63 and Series 66 licensed. In addition to her work at UBS, Kristen is a member of the Board of Directors for the Center for Creative Education and a committee member for the Kravis Center.

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ADVISOR BIO

Kristen Elizabeth Ray is a financial professional who is registered with the state of Florida. She is associated with J.P. Morgan Securities LLC. Ray holds the Series 6TO and SIE exams. Kristen Elizabeth Ray’s firm is headquartered in New York, NY and provides financial advisory services to a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. The firm’s services include financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS