ADVISOR BIO

Karon Elizabeth Hodge is a licensed securities professional with Bentallgreenoak Real Estate US LLC. Karon has been working in the securities industry since August 14, 2019. Karon holds the Series 7TO, Series 24, and SIE licenses and has been registered with FINRA since January 8, 2021. Karon's previous experience includes working for SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC in Bethesda, MD from August 15, 2019, to January 21, 2021.

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ADVISOR BIO

Kashane Mangkonkarn is a financial professional with over 17 years of experience in the financial services industry. Kashane is currently registered with PFS Investments Inc. in Sykesville, MD. Kashane has passed the Series 6, Series 63 and SIE exams and is currently licensed in 13 states. Kashane provides financial planning and portfolio management for individuals.

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ADVISOR BIO

Kasim Shafique is a financial professional registered with M&T Securities, Inc. in Maryland. Kasim has passed the Series 63, Series 79TO and SIE exams. Kasim has been in the industry since September 10, 2023. M&T Securities, Inc. is located in Baltimore, MD.

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ADVISOR BIO

Kaspars Vavere is a registered representative with Morgan Stanley & Co. LLC. Kaspars has been in the industry since 2009. Kaspars has passed the Series 7, Series 99TO, and SIE exams. Kaspars is located in Baltimore, MD.

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Katalin Jambor is a financial advisor with LPL Enterprise, LLC. Katalin has been in the financial services industry since September 14, 2017. Katalin is licensed to provide advisory services in Maryland, Texas and Virginia. Katalin offers portfolio management services for individuals and businesses, as well as financial planning and educational seminars. Katalin is also a registered representative of Bankers Life Securities, Inc.

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Katarina Stein is a financial advisor at Fidelity Personal And Workplace Advisors. Stein has been in the financial industry since 2007. Katarina holds Series 7, 9, 10, 66 and SIE licenses. Stein specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

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Katarzyna Kusmierz is a financial advisor currently working with Millennium Financial Services LLP. Katarzyna has been in the industry since 1994 and has a registration as a registered representative in Maryland. Katarzyna has a Certified Financial Planner designation.

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ADVISOR BIO

Kate E Kraus is a financial advisor with Morgan Stanley. Kate has been in the industry since 2008. Kate is licensed in 41 states and holds the following licenses: Series 7, Series 66, and SIE. Kate previously worked at COMMONWEALTH FINANCIAL NETWORK and SAGEPOINT FINANCIAL, INC. Kate specializes in providing financial planning, portfolio management, asset allocation advice, and educational seminars.

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Kate Chavez gentry is a financial professional with over 4 years of experience in the industry. Kate is currently registered with Enterprise Equities, Inc. and holds Series 63, SIE and Series 22 licenses. Kate is registered in 28 states, including California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Virginia, and Washington.

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ADVISOR BIO

Katelyn Elizabeth Kantruss is an investment advisor representative at Veridian Capital Partners, a firm located in Frederick, MD. Katelyn Kantruss has been working in the financial services industry since November 2014. She has a Series 65 license and is registered with the state of Maryland. Katelyn Kantruss specializes in financial planning and portfolio management for individuals and businesses. Veridian Capital Partners manages assets for both high-net-worth individuals and businesses, as well as charitable organizations.

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