ADVISOR BIO

Karina Elperin is an investment advisor representative registered with Morgan Stanley. Karina is licensed to provide investment advice and services in a number of states. Karina has been in the securities industry for over 20 years and has experience at several firms, including WELLS FARGO ADVISORS, LLC, MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC. Karina holds a Series 7 and Series 66 license. Karina has a number of specializations including investment management for individuals, businesses and investment companies. Karina also provides financial planning and pension consulting services.

SPECIALIZATIONS

ADVISOR BIO

Karl Lorenz is a financial advisor with over 29 years of experience in the securities industry. Karl is registered with Morgan Stanley and has a Series 7, Series 63 and Series 65 licenses. Karl's career in financial services began in 1994 with Merrill Lynch. Karl specializes in providing asset allocation advice, financial planning and portfolio management for individuals, businesses and investment companies. Karl has a broad background in financial services including both investment banking and wealth management.

SPECIALIZATIONS

ADVISOR BIO

Kathleen Roeser is a financial advisor with Morgan Stanley, having joined the firm in June 2009. Kathleen has over 30 years of experience in the financial services industry and holds a variety of licenses and registrations, including Series 7, 24, 31, 63, and 65. She is also registered as a broker-dealer in multiple states. Kathleen specializes in providing asset allocation advice, financial planning, and portfolio management for individuals, families, and businesses. She is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

ADVISOR BIO

Kathryn Doherty is an Investment Advisor Representative at Kovitz Investment Group Partners, LLC. Kathryn has been in the financial industry since 2013, and has held various positions at different firms. Kathryn has a Series 65 license and is registered in Illinois. Kathryn specializes in providing financial planning, portfolio management, and other investment advisory services to a wide range of clients.

SPECIALIZATIONS

ADVISOR BIO

Katie Marie Krase is an investment advisor representative at Nadler Financial Group, Inc. Katie has been in the financial industry since 2010. Katie holds a Series 6, Series 63, Series 65, and SIE licenses. Katie specializes in retirement planning, financial planning, and portfolio management for individuals. Katie has been a shareholder at Nadler Financial Group, Inc. since 2021 and works with clients to help them reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Keith Pinsoneault is a financial advisor with Morgan Stanley, a leading global financial services firm. Keith has been working in the financial services industry since 1980 and holds a variety of licenses and certifications, including Series 7, Series 63, and Series 65. Keith is a Registered Representative of and offers securities and investment advisory services through Morgan Stanley Smith Barney LLC, a registered broker-dealer and investment advisor. Keith's background includes experience with a number of other financial services firms, including Rodman & Renshaw Inc., HBSS Securities, Inc., Cruttenden & Co., Inc., Sutro & Co. Incorporated, Underwood, Neuhaus & Co., Incorporated, Blunt Ellis & Loewi Incorporated, and Loewi & Co., Incorporated.

SPECIALIZATIONS

ADVISOR BIO

Kelly Ipjian is a registered investment advisor representative with Alera Investment Advisors, LLC. Kelly has been in the securities industry since 2012 and holds the Series 6, 7, 63 and 66 licenses as well as the SIE exam. Kelly has been associated with Alera Investment Advisors, LLC since November 2017. Prior to that, Kelly was a registered representative with Triad Advisors, LLC. Kelly has experience working with individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors. Kelly offers a range of services, including financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Kevin Brian Forman is a financial advisor who has been in the industry since 1989. He is currently registered with Morgan Stanley in Deerfield, Illinois, and also holds registrations in Texas. Prior to joining Morgan Stanley, Kevin worked at several other firms, including Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., John Nuveen & Co., Incorporated, Smith Barney, Harris Upham & Co., Incorporated, and Drexel Burnham Lambert Incorporated. Kevin is licensed to provide both investment advisory and brokerage services to individuals and businesses. Kevin holds several professional licenses and certifications, including the Series 7, 3, 9, 10, 63, and 65 licenses. Kevin has a strong track record of success in the financial services industry, with a focus on providing personalized financial advice and wealth management services to his clients.

SPECIALIZATIONS

ADVISOR BIO

Kevin Hauer Green is a registered representative with Morgan Stanley. Kevin has been in the securities industry since 1993. Kevin has a Series 7, Series 31, and Series 63 license as well as a Series 65 license. Kevin is registered in 45 states and is licensed to provide financial services to individuals, corporations, high net worth individuals, investment companies, and insurance companies. Kevin also provides financial planning services. Kevin is also a trustee/co-trustee for a trust and provides fund disbursement services.

SPECIALIZATIONS

ADVISOR BIO

Kevin Thomas Keeley is a registered representative with Wells Fargo Clearing Services, LLC. Kevin has been in the securities industry for 39 years. Kevin is currently registered in 15 states. Kevin has passed the Series 63, Series 66, Series 7 and SIE exams. Kevin's previous employers include Stiefel, Nicolaus & Company, Incorporated, Robert W. Baird & Co. Incorporated, Principal Financial Securities, Inc., Dain Bosworth Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS