ADVISOR BIO

Kasseim Everett is a registered representative and investment advisor representative with Janney Montgomery Scott LLC. Kasseim Everett has been in the securities industry since January 22, 2017. Prior to joining Janney Montgomery Scott LLC, Kasseim Everett was employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oklahoma City, Oklahoma. Kasseim Everett has passed the Series 66, Series 7 and SIE exams. Kasseim Everett is registered in 42 states and holds licenses to sell securities in Alabama, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont and Virginia.

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ADVISOR BIO

Kate Marie King is a financial professional with over 15 years of experience in the financial services industry. Kate is currently registered with Equitable Advisors, LLC and is located in Bethlehem, Pennsylvania. Kate holds Series 63, 66, 7 and SIE licenses and is a registered representative in Pennsylvania. Previously, Kate was employed by AXA Advisors, LLC. Kate specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.

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ADVISOR BIO

Kate Hershey is a financial advisor with Raymond James Financial Services Advisors, Inc., working out of the Lancaster, PA branch office. Kate has been in the financial services industry for over 16 years. Kate has a broad background in financial advising, with previous experience at PNC Investments and Chase Investment Services Corp. Kate holds several licenses including Series 66, SIE, Series 31 and Series 7. Kate is a licensed bank employee with Fulton Bank, NA, and has been with them since July 2018.

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ADVISOR BIO

Kate Olivia Gogel is a registered representative with Janney Montgomery Scott LLC, a firm with a long history of providing comprehensive financial services. Kate is licensed to offer investment advice and securities products in Pennsylvania. She specializes in a variety of financial planning needs, including portfolio management for individuals and businesses, and financial planning for retirement, education, and other life goals. Kate is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Kate Booker is an Investment Advisor Representative with Guyasuta Investment Advisors, Inc. located in Pittsburgh, PA. Kate has been in the industry since 2008. Kate is licensed in Pennsylvania. Kate also has experience with PNC Capital Markets LLC. Kate has Series 7, Series 63 and Series 65 licenses. Kate has a record of working with high-net-worth individuals, charitable organizations, pension and profit sharing plans and corporations.

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ADVISOR BIO

Katelyn Wehr is a financial advisor at Equitable Advisors, LLC. Katelyn has been in the financial industry for over a year. Katelyn is registered with the state of Pennsylvania and South Carolina. Katelyn is also a Registered Representative and Investment Advisor Representative. Katelyn holds the Series 7, Series 66, and SIE licenses. Katelyn is also a Certified Financial Planner™.

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ADVISOR BIO

Katelyn Nicole Webster is an Investment Advisor Representative at Motley Fool Wealth Management, LLC. Katelyn holds a Series 63 and Series 65 licenses and has been in the industry for 4 years. Katelyn has previously worked with Vanguard Marketing Corporation. Katelyn's work history also includes experience in other industries including banking, retail and education. Katelyn specializes in working with individuals, families, and corporations. Katelyn is registered with the state of Virginia and Colorado and is a registered representative of Motley Fool Wealth Management, LLC.

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ADVISOR BIO

Katelyn Eckroth is a financial advisor with Wells Fargo Clearing Services, LLC. Katelyn has been working in the financial services industry since December 8, 2018. Before joining Wells Fargo, Katelyn worked for Morgan Stanley and Vanguard Marketing Corporation. Katelyn has a Series 7, 63 and 66 license. Katelyn holds a Bachelor of Arts degree in Economics from West Chester University. Katelyn is licensed to sell securities in 31 states. Katelyn specializes in providing investment consulting services to institutional clients, financial planning, and pension consulting.

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ADVISOR BIO

Katelyn Nicole Kaisinger is a financial advisor with Florida Financial Advisors, LLC, in Philadelphia, Pennsylvania. Katelyn has been in the industry since 2023. She is registered to provide investment advice in Florida, Pennsylvania and Texas. Katelyn is also a registered representative of Trinity Wealth Securities, LLC. Katelyn holds a Series 63, Series 65 and Series 6TO licenses. She has experience providing financial planning, portfolio management, and investment advisory services for individuals, families, and businesses. Katelyn is also a licensed insurance agent. Katelyn is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals.

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ADVISOR BIO

Katelyn Irene Puzio is a financial advisor with Janney Montgomery Scott LLC. Katelyn is a registered representative with FINRA and holds the SIE and Series 99 licenses. Katelyn has been in the financial industry since January 22, 2019 and is located in Philadelphia, PA. Janney Montgomery Scott LLC is a financial services firm that provides a wide range of financial products and services to individuals, businesses, and institutions. The firm has approximately $85 billion in assets under management. Katelyn specializes in a variety of financial services, including investment management, financial planning, and retirement planning.

SPECIALIZATIONS