ADVISOR BIO

Kaela Lyn Iciek is a financial advisor with Morgan Stanley, based in Lutherville, MD. Kaela is registered with the Securities and Exchange Commission (SEC) and has been in the industry since September 2009. Kaela is licensed to provide financial advice in 31 states. In addition to providing individual and business financial planning, Kaela also provides portfolio management services to investment clubs, insurance companies, investment companies, and charitable organizations.

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ADVISOR BIO

Katrina Kunkler is a registered investment advisor representative at Harbor Investment Advisory, LLC. Katrina has been in the financial services industry since 1995. Katrina currently holds the following licenses: Series 66, Series 7TO, Series 62 and SIE. Katrina is registered with 31 states, including Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming.

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ADVISOR BIO

Kelly Alcala is a financial advisor with over 24 years of experience in the financial services industry. Kelly is currently registered with Morgan Stanley and has been with the firm since 2009. Previously, Kelly worked for Morgan Stanley DW Inc. and Legg Mason Wood Walker, Incorporated. Kelly holds the Series 7, Series 31, and Series 66 securities licenses and has passed the SIE Exam. Kelly has been registered in multiple states and offers a wide range of financial services, including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Kenneth A. Diblasi is a financial advisor at Morgan Stanley, working with individuals, high net worth individuals, corporations, investment clubs, insurance companies, charitable organizations, pension and profit sharing plans, banking or thrift institutions, state or municipal government entities and other investment advisors. Kenneth has been in the financial services industry since 2009. Kenneth is registered with the state of Maryland and the state of Texas.

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ADVISOR BIO

Kimberly Amend is an investment advisor representative at Morgan Stanley. Kimberly has been in the financial services industry since October 2005. She holds Series 7, 63 and 66 licenses and has been registered in 37 states. Kimberly has previously worked at Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated.

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ADVISOR BIO

Kirby Clifford Smith is a financial professional with over 40 years of experience in the industry. Kirby is currently registered with Wells Fargo Clearing Services, LLC. Prior to joining Wells Fargo Clearing Services, LLC, Kirby was affiliated with Ameriprise Financial Services, Inc., Wells Fargo Advisors, LLC, Morgan Stanley DW Inc., BT Alex. Brown Incorporated, and Alex. Brown & Sons Incorporated. Kirby holds FINRA Series 7, 9, 10, 63, and 65 licenses and the SIE exam. Kirby is registered with the state of Texas for both Broker-Dealer and Investment Advisor.

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Larry David Holmes Jr. is a financial advisor with over 20 years of experience in the industry. Larry is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since March 2013. Prior to that, Larry worked at Morgan Stanley, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Morgan Stanley DW Inc. Larry holds a Series 6, 7, 31, and SIE licenses, as well as a Series 66 license and is a Certified Financial Planner. Larry provides a wide range of financial services to individuals, businesses, and institutions including investment consulting, financial planning, portfolio management, and pension consulting. Larry is committed to providing his clients with the highest level of service and expertise.

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ADVISOR BIO

Leonard Cooperman is an investment advisor representative with MJC Advisors, LLC. Leonard is registered with the state of Maryland, New York, and Texas. Leonard has been in the industry since September 2013. Leonard's areas of expertise include financial planning and portfolio management for individuals. Previous firms include CREDIT SUISSE SECURITIES (USA) LLC, GRUPPO, LEVEY & CO., and BEAR, STEARNS & CO. INC..

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ADVISOR BIO

Lisa Michell Howard is a financial advisor with over 20 years of experience in the financial services industry. Lisa is currently registered with Harbor Investment Advisory, LLC in Lutherville, MD, and holds several licenses and certifications, including Series 7, 63, and 66. Lisa has previously worked with Deutsche Bank Securities Inc. and BT Alex. Brown Incorporated. Lisa specializes in providing financial planning, portfolio management, and selection of other advisors for individuals and businesses.

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ADVISOR BIO

Lori Ann Ralston is a financial advisor with Morgan Stanley. Lori is a registered representative with the firm since June 2009, and she is licensed to provide investment advice in 39 states and the District of Columbia. Lori has a diverse professional background and has been in the securities industry since December 1999. Prior to joining Morgan Stanley, Lori worked for several financial institutions, including Northwestern Mutual Investment Services, LLC, Securities America, Inc., Mercantile Brokerage Services, Inc., Mercantile Securities, Inc., Raymond James Financial Services, Inc., Essex National Securities, Inc., First Capital Brokerage Services, Inc., Dean Witter Reynolds Inc., and First Maryland Brokerage Corporation. Lori has a strong commitment to her clients and is dedicated to providing them with comprehensive financial planning services.

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