ADVISOR BIO

Carolyn Sharp is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC, with over 10 years of experience in the financial services industry. Carolyn has a strong background in investments and financial planning, helping individuals and families achieve their financial goals. Prior to joining TIAA-CREF, Carolyn worked at VALIC Financial Advisors, Inc., and PNC Investments. Carolyn holds Series 7, Series 63, Series 66, and SIE licenses. Carolyn is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Carolynn Leah Smith is a financial professional with over 17 years of experience in the industry. Carolynn is currently registered with Pruco Securities, LLC and Prudential Annuities Distributors, Inc. as a registered representative. Carolynn is also registered with Prudential Investment Management Services LLC as a registered representative. Previously, Carolynn was registered with PRUCO SECURITIES, LLC. in Newark, NJ, PRUDENTIAL ANNUITIES DISTRIBUTORS, INC in Shelton, CT, AMERICAN SKANDIA MARKETING, INC. in Dresher, PA, and MORGAN STANLEY DW INC. in Purchase, NY. Carolynn is a Series 7, Series 63, Series 26, Series 31, Series 99TO, and SIE licensed professional.

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ADVISOR BIO

Carrera Santiago is a financial advisor who has been in the industry for over 6 years and holds the Series 7TO, Series 66 and SIE licenses. Carrera works with UBS Financial Services Inc. and has a strong track record of providing financial planning, investment advice, and wealth management services to individuals, families, and businesses. Carrera has a commitment to helping clients achieve their financial goals.

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ADVISOR BIO

Carrie Coghill is a financial advisor who has been in the industry for over 30 years. Carrie is a CERTIFIED FINANCIAL PLANNER™ professional and currently works at Commonwealth Financial Network. Carrie has been with Commonwealth Financial Network since 2010 and has been a registered representative since 1986. Carrie holds several licenses and certifications, including Series 7, Series 24, Series 63, and Series 65. Carrie has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Carrie provides financial planning, portfolio management, and retirement planning services.

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ADVISOR BIO

Carrie Anne Cannon is an Investment Advisor Representative with UBS Financial Services Inc. located in CONSHOHOCKEN, Pennsylvania. Carrie has been in the financial industry for over 6 years.

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ADVISOR BIO

Carrie McCollim is a financial advisor at D.A. Davidson & Co. based in Verona, PA. Carrie has over 8 years of experience in the financial services industry. She holds Series 7, Series 66, and Series 24 licenses. Carrie specializes in providing financial planning, portfolio management, and educational seminars. Carrie also has experience with pension consulting and selection of other advisors.

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ADVISOR BIO

Carson Richard Hughes is a financial advisor at Janney Montgomery Scott LLC, a firm with over $10 billion in assets under management. Carson has been in the industry since 2020 and is registered in 53 states. Carson's areas of specialization include investment management for individuals and businesses, as well as financial planning and pension consulting.

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Carson Kessler is a registered investment advisor representative at Morgan Stanley. Carson has been in the industry for over 5 years and is licensed in multiple states. Carson's areas of expertise include financial planning, portfolio management, and asset allocation advice. Carson has held previous positions with Edward Jones, Global Recruiters and Seneca Valley School District & Slippery Rock University.

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ADVISOR BIO

Carson Curry is a financial advisor registered with Equitable Advisors, LLC. Carson is also registered as an investment advisor representative in Colorado, New Jersey, and Pennsylvania. Carson is licensed to provide financial advice in Pennsylvania. Carson is currently working at Equitable Advisors, LLC's office located in Conshohocken, PA. Carson has worked in the financial services industry since 2023.

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ADVISOR BIO

Carson D. Rau is a financial advisor currently registered with Schwab Wealth Advisory, Inc. with a branch office in Radnor, PA. Carson has been in the financial services industry since January 2017. Carson is also registered with the states of California, Connecticut, Delaware, District of Columbia, Florida, Maryland, New Jersey, New York, Pennsylvania and Virginia. Carson has a Series 66, Series 7TO and Series SIE license. Carson holds the Certified Financial Planner designation.

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