ADVISOR BIO

Kara Cooke is an Investment Advisor Representative at UBS Financial Services Inc. Kara has been in the financial services industry since 2021. Kara is registered with the state of Illinois, holding both a Series 66 and a Series 7TO license. Kara works with a variety of client types, including individuals, corporations, and charitable organizations.

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ADVISOR BIO

Karen Elizabeth Lutomski is a financial professional with over 25 years of experience in the industry. Karen is currently registered with Nuveen Asset Management, LLC in both California and Illinois. Prior to her current role, Karen worked with LAZARD ASSET MANAGEMENT SECURITIES LLC in San Francisco and LAZARD FRERES & CO. LLC in New York. Karen holds a variety of industry licenses and certifications, including Series 2, 7, 24, 63, 65 and SIE. Karen has a broad range of experience, specializing in investment management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Karen Comer is a financial advisor with J.P. Morgan Securities LLC. Karen has been in the financial services industry since December 2014. Karen has a wide range of experience in the financial services industry, including experience as a financial advisor with NYLIFE Securities LLC and Eagle Strategies LLC. Karen holds Series 6, 7, 9, 10, 24, 63, and 66 licenses. Karen is registered to provide investment advice in Illinois, Nebraska, New York, and Texas. Karen is also a registered representative of J.P. Morgan Securities LLC. Karen's primary office is located at 10 S Dearborn St, Floor 8, 12, 21, 32, Chicago, IL 60603.

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ADVISOR BIO

Karen Marie Weiss is a financial advisor with over 20 years of experience in the industry. Karen has been registered with Morgan Stanley since 2009. Karen also has previous experience with CITIGROUP GLOBAL MARKETS INC. Karen has passed the Series 7, Series 63, and the SIE exams and holds registrations in 48 states. Karen has a wide range of specializations, including investment management, financial planning, and asset allocation advice. Karen is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals.

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ADVISOR BIO

Karen Derose is an experienced financial advisor with over 27 years of experience. Karen is registered to offer securities and investment advisory services in 34 states. Karen is currently employed with Osaic Wealth, Inc. and is licensed to conduct business through the firm's offices in Longboat Key, FL, Summerville, SC, Chicago, IL and Middletown, NJ. Karen has been associated with Lincoln Financial Advisors Corporation in the past. Karen is a Series 6, 7 and 63 licensed holder. She also passed the Series 65 exam and the SIE exam. Karen holds the following specializations: financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Karen Coke is a financial advisor with J.P. Morgan Securities LLC. Karen is registered with the state of California, Florida, and Illinois. Karen has been in the financial services industry for over 20 years. Karen has passed the Series 6, 7, 63, and 65 exams, and specializes in portfolio management for individuals and businesses. Karen has previously worked for Regions Investment Company, Inc. and First Commercial Investments, Inc. Karen has a wide range of experience in the financial services industry.

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ADVISOR BIO

Karen Paulson is a financial advisor registered with Fiducient Advisors LLC. Karen has been in the industry since 1995 and has extensive experience working with individuals and non-profit organizations. Karen offers financial planning, pension consulting and portfolio management services to her clients.

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ADVISOR BIO

Karen R White is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Karen is a licensed securities professional with experience in the industry since December 2004. Karen has passed several exams including the Series 66, Series 7 and SIE exams, demonstrating her knowledge and skills. Karen has a strong background in financial planning, portfolio management and pension consulting. Karen is licensed in over 40 states and has a long history of serving the financial needs of individuals, corporations and other businesses.

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ADVISOR BIO

Karen Ortiz is a financial advisor at Morgan Stanley. Karen has been in the financial services industry since 2008 and is registered with the state of Illinois as a Registered Representative and Investment Advisor Representative. Karen holds Series 7, 9, 10, and 66 securities licenses. Karen has previously worked at Credit Suisse Securities (USA) LLC. Karen specializes in providing asset allocation advice, financial planning, and portfolio management services to individuals, businesses, and investment companies.

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ADVISOR BIO

Karen Morgan is a registered representative with Fifth Third Securities, Inc. Karen has been in the securities industry since 2007. Karen holds the Series 7, Series 63, Series 79TO and SIE licenses. Karen is registered in 52 states and the District of Columbia. Prior to joining Fifth Third Securities, Inc. Karen was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC OF AMERICA SECURITIES LLC.

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