ADVISOR BIO

Kevin Hoy is a financial advisor registered with Edward Jones. Kevin is licensed to provide financial advice in Maryland, Texas, Delaware, Pennsylvania and Virginia. Kevin has been working in the financial industry since 2015 and is a graduate of the Uniform Combined State Law Examination. Kevin's previous work experience includes First National Bank, Prosperity Home Loans, Stearns Lending and Movement Mortgage.

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ADVISOR BIO

Kevin Quay Williams is a financial advisor with Independent Financial Group, LLC. Kevin has over 25 years of experience in the financial services industry. Kevin's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. Kevin is also a Certified Financial Planner.

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ADVISOR BIO

Kevin Michael Joseph is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., who has been active in the financial industry since 2018. Kevin Joseph holds licenses to provide investment advice and securities brokerage services in multiple states. Kevin Joseph is registered to provide investment advice in Maryland and Texas. Kevin Joseph is also registered to provide securities brokerage services in 33 states and the District of Columbia. Kevin Joseph has experience working in the financial industry at BDO USA, LLP and at the University of Alabama.

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ADVISOR BIO

Kevin Williams is a financial professional with over 10 years of experience in the industry. Kevin Williams is currently registered with PFS Investments Inc. and has previously been registered with the same firm. Kevin Williams's areas of specialization include investment company products/variable contracts. Kevin Williams holds Series 6, Series 63, and SIE licenses. Kevin Williams is registered in Colorado, Florida, Maryland and South Carolina.

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ADVISOR BIO

Kevin Gerard Sullivan is a financial professional with Oppenheimer & Co. Inc. Kevin is registered in Maryland and New York as a broker. Kevin has passed the Series 79TO, Series 63 and SIE exams. Kevin specializes in portfolio management, financial planning, and pension consulting for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Kevin Charles Jackson is a registered investment advisor representative with Morgan Stanley. Kevin has been in the securities industry since May 27, 2019. Kevin holds a Series 66 license and Series 7TO, and SIE registrations. Kevin is licensed to provide securities advice and investment advisory services in over 40 states, including Maryland, Texas, Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Maine, Massachusetts, Michigan, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. In addition to Kevin's work at Morgan Stanley, Kevin serves on the board of directors of DIW Group, Inc., a geotechnical engineering company.

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ADVISOR BIO

Kevin Daron Giles is a registered representative with Northwestern Mutual Investment Services, LLC and has been in the industry since September 29, 2021. Kevin Daron Giles holds the Series 7TO, Series 63 and SIE licenses. Kevin Daron Giles is registered in 26 states: Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Mississippi, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin.

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ADVISOR BIO

Kevin Michael Glatz is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Kevin has been in the securities industry since August 2005. Kevin holds Series 66, 7TO, and SIE licenses. Kevin is registered in 46 states and has a total of 49 approved registrations. Kevin specializes in the following areas: Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management. Kevin has a strong track record of success and is committed to providing his clients with the highest level of service.

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ADVISOR BIO

Kevin Clay Wrenn is an Investment Advisor Representative at Ballast Financial Advisors, LLC, licensed in Maryland, Texas, and Virginia. Kevin has been with Ballast Financial Advisors since 2020, and has a Series 65 license. Kevin is a Certified Financial Planner. Kevin is a member of Anne Arundel County Public Schools, where Kevin is an assistant basketball coach.

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ADVISOR BIO

Kevin Gerard Bradley is a financial advisor who has been active in the industry since August 1998. Kevin is currently registered with Avantax Advisory Services and has been with the firm since October 1999. Kevin is also a registered representative of Avantax Insurance Agency, LLC. Kevin is a Series 63, Series 65, and Series 7 licensed professional, and holds a SIE designation. Kevin works with individuals, high-net-worth individuals, corporations and businesses, pension and profit-sharing plans, and other clients. Kevin's specialties include financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS