ADVISOR BIO

Katherine Anne Beverage is a registered representative with LPL Financial LLC, with over 20 years of experience in the financial industry. Katherine has been with LPL Financial LLC since June 2021. Katherine previously worked with M&T Securities, Inc. in Westernport, MD, from February 2001 to June 2021. Katherine is licensed to sell securities in Maryland, Pennsylvania, and West Virginia.

SPECIALIZATIONS

ADVISOR BIO

Kathie Okun is a financial advisor with Osaic Wealth, Inc., based in Towson, Maryland. Kathie has been in the financial services industry since November 1987. Kathie is a registered investment advisor in Maryland and Texas. Kathie is also a Series 6, 7, 63 and 65 licensed representative. Kathie specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses, high net worth individuals, and pension and profit sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Kathleen Elizabeth Stephens is a financial advisor with Fidelity Personal and Workplace Advisors. Kathleen has over 10 years of experience in the financial services industry. Previously, Kathleen worked for First Republic Securities Company, LLC and J.P. Morgan Securities LLC. Kathleen holds the Series 63, 66 and 7 licenses as well as the SIE. Kathleen is a CERTIFIED FINANCIAL PLANNER™ professional.

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ADVISOR BIO

Kathleen Webster is a financial advisor with over 30 years of experience in the industry. She is a registered representative with LPL Financial LLC and has held previous positions with firms including Infinex Investments, Inc., NFP Advisor Services, LLC, and Medallion Investment Services, Inc. Kathleen has a strong background in financial planning, portfolio management, and investment advisory services. She is committed to providing personalized financial advice to her clients, helping them achieve their financial goals.

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ADVISOR BIO

Kathleen Nolan is an investment advisor representative registered with the Securities and Exchange Commission. Kathleen has been active in the financial services industry since 1998. Kathleen is currently associated with Wealth Enhancement Advisory Services, LLC. Previously, Kathleen Nolan was associated with TRIAD ADVISORS LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and UBS FINANCIAL SERVICES INC.

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ADVISOR BIO

Kathleen Hasselberger is a financial advisor at LPL Financial LLC. Kathleen has been in the financial industry for over 20 years, and has worked with MSI Financial Services, Inc., and Metropolitan Life Insurance Company in the past. Kathleen has experience with various financial products and services including investment company products and variable contracts, and has a Series 6 license. Kathleen provides a range of financial services to clients, including financial planning, pension consulting, and portfolio management for individuals and businesses. Kathleen is registered with the state of Maryland.

SPECIALIZATIONS

ADVISOR BIO

Kathleen Ann Kennedy is a registered representative and investment advisor representative with Grove Point Advisors, LLC. Kathleen is a securities professional with over 5 years of experience in the financial services industry, previously having worked with Amerprise Financial Services, LLC. Kathleen specializes in providing financial planning services and portfolio management for individuals, businesses, and charitable organizations. Kathleen is also a registered representative in Maryland. The firm manages approximately $2.4 billion in assets for over 6,700 clients.

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ADVISOR BIO

Kathleen Joan Shipley is a registered representative with Morgan Stanley. Kathleen has been in the financial services industry since March 2007. Kathleen holds Series 7, Series 31 and Series 66 licenses. Kathleen is registered with the following securities authorities: FINRA, Maryland, Texas and 39 other states. Kathleen was previously registered with CITIGROUP GLOBAL MARKETS INC.. Kathleen's current employment is with Morgan Stanley in Baltimore, Maryland.

SPECIALIZATIONS

ADVISOR BIO

Kathleen Kownacky is an active investment advisor representative. Kathleen has been working in the securities industry since March 6, 2000. Kathleen is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been associated with them since October 2008. Prior to this, Kathleen was affiliated with UBS Financial Services Inc. from March 7, 2000 to November 7, 2008. Kathleen holds a Series 7, SIE and Series 66 license. Kathleen is licensed in 46 states and the District of Columbia.

SPECIALIZATIONS

ADVISOR BIO

Kathleen Carrier is a financial professional with Morgan Stanley. She joined the firm in June 2020 and holds a Series 99TO and SIE license. Kathleen has been in the industry since June 2020 and is actively registered with FINRA and Morgan Stanley. Kathleen specializes in a range of areas including Portfolio Management for Individuals, Portfolio Management for Businesses and Portfolio Management for Investment Companies.

SPECIALIZATIONS