ADVISOR BIO

Kerry Aileen-heraty Shkor is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Kerry has been in the industry since January 9, 2021, and is registered with FINRA and is active in the state of Florida. Kerry has Series 7, Series 7TO and SIE licenses. Prior to working at Wells Fargo, Kerry worked at DFA Securities Inc.

SPECIALIZATIONS

ADVISOR BIO

Kerstin Wiles is an investment advisor representative associated with Mariner Wealth, a firm that provides financial planning and portfolio management services to individuals, families, and institutions. Kerstin has been in the industry for over 20 years and holds the Series 7 and Series 63 licenses. Kerstin is also a Certified Financial Planner™.

SPECIALIZATIONS

ADVISOR BIO

Kesha Garcia is a registered representative with J.P. Morgan Securities LLC, where she specializes in investment company products, variable contracts, and other financial products. Kesha holds the Series 6TO and SIE licenses and has been in the industry since October 2023. Kesha's experience and certifications allow her to provide investment advice and financial planning to individuals, high-net-worth individuals, corporations, pension plans, and other entities.

SPECIALIZATIONS

ADVISOR BIO

Kevin Rice is an investment advisor representative with Intellus Advisors, LLC. Kevin has been in the industry since 2023. Kevin works in the Sarasota and Naples, Florida areas. Kevin holds the Series 7TO, SIE, and Series 66 licenses. Kevin has experience working with individual investors, charitable organizations, pension and profit sharing plans, and corporations or other businesses.

SPECIALIZATIONS

ADVISOR BIO

Kevin M. Lyons is an investment advisor representative with Onedigital Investment Advisors. Kevin Lyons has been working in the financial industry for over seven years. Before joining OneDigital, Kevin worked at UBS and International Assets Advisory. Kevin Lyons holds the Series 7, Series 66, and SIE licenses. Kevin Lyons specializes in providing financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

ADVISOR BIO

Kevin Halifax is an investment advisor representative registered with Wells Fargo Clearing Services, LLC. Kevin Halifax has been in the industry since 2004. He has been registered with Wells Fargo Clearing Services, LLC since May 2022. Previously, Kevin Halifax was registered with PNC Investments, Cambridge Investment Research, Inc., Allstate Financial Services, LLC, Euro Pacific Capital, Inc., and Edward Jones. Kevin Halifax is licensed to provide investment advice in Florida, Michigan, Minnesota, Missouri, Nevada, Ohio, Pennsylvania, South Carolina, Virginia, and Wisconsin. He holds Series 63, Series 65, Series 7, and SIE licenses. Kevin Halifax specializes in providing investment advice to individuals, corporations, other businesses, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Kevin G. Thompson is an investment advisor representative with Kestra Advisory Services, LLC. Kevin G. Thompson has been in the financial services industry for over 22 years. Kevin G. Thompson is licensed to provide financial advice in Arizona, California, Colorado, Florida, Nebraska, Nevada, New York, North Carolina, Ohio, Oregon, Tennessee, Texas, and Washington. Kevin G. Thompson's previous experience includes working with Morgan Stanley and Morgan Stanley Smith Barney.

SPECIALIZATIONS

ADVISOR BIO

Kevin Thomas Clark is an investment advisor representative with Plan Confidence Corp. Kevin has been in the financial services industry since 1997 and has experience with both brokerage and investment advisory services. Kevin has a Series 6 and Series 63 licenses. Kevin is currently registered in Florida and Texas. Kevin's firm is registered as an Investment Advisor. Plan Confidence Corp. is located in Sarasota, FL.

SPECIALIZATIONS

ADVISOR BIO

Kevin Hill is an investment advisor representative with Ameriprise Financial Services, LLC, with offices in Sarasota, FL and Apollo Beach, FL. Kevin has been working in the financial industry since May 2015 and has been registered with Ameriprise Financial Services, LLC since October 2022. Kevin is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide investment advice in several states. Kevin is also licensed to sell insurance products. Kevin provides a variety of financial services to individuals, corporations, and trusts, including financial planning, asset allocation services, portfolio management, and investment advisory services. Kevin has a strong track record of success in the financial industry and is committed to providing his clients with personalized financial advice and investment management.

SPECIALIZATIONS

ADVISOR BIO

Kim I. Marshall is a registered investment advisor representative with Harbour Investments, Inc. based in Sarasota, FL. Kim has over 30 years of experience in the financial services industry, having held previous positions at various firms, including Wells Fargo Advisors, LLC, Stifel, Nicolaus & Company, Incorporated, and B.C. Ziegler and Company. Kim has a Series 63 and Series 65 license, and is also a Series 7 and SIE licensed representative. Kim's areas of specialization include financial planning, portfolio management for individuals, and selection of other advisors.

SPECIALIZATIONS