ADVISOR BIO

Kathryn Logue Shoaf is a financial advisor at Morgan Stanley, specializing in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutional clients. With over eight years of experience in the industry, Kathryn holds a Series 7TO, SIE, and Series 66 license. She is registered to provide investment advisory services in Pennsylvania and Texas, and has a broad network of clients across the United States. Her areas of expertise include asset allocation, pension consulting, and educational seminars.

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ADVISOR BIO

Kathryn Gahres is a registered representative at Wells Fargo Clearing Services, LLC. Kathryn has been in the industry since 2021 and is licensed in Pennsylvania. Kathryn has passed several industry exams including the Series 66, Series 10, Series 9, Series 7TO, and SIE exams. Kathryn has experience in providing investment consulting services to institutional clients. Kathryn has also been involved in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Kathryn Marie Becker is a registered representative and investment advisor representative with The Ayco Company, LP. Kathryn has been in the financial services industry for over 4 years and has experience in providing investment advice, financial planning, and other related services. Kathryn specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. Kathryn holds a Series 66 license as well as the Series 7TO and SIE licenses. Kathryn's experience, education, and licenses allow her to provide a wide range of financial services to her clients.

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ADVISOR BIO

Kathryn D. Shingledecker is a financial professional with over 10 years of experience in the industry. Kathryn is currently registered with Lincoln Investment, a firm with a strong reputation for providing comprehensive financial services. Kathryn has a broad range of experience and holds several licenses, including Series 6, Series 26, and Series 99TO. Kathryn specializes in providing financial advice and services to individuals, corporations, and charitable organizations.

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ADVISOR BIO

Kathryn Marie Brown is a financial advisor with Morton Brown Family Wealth LLC in Allentown, PA. Kathryn Brown has been in the industry since July 19, 2002. Kathryn Marie Brown is also a Certified Financial Planner and a Chartered Financial Consultant. Morton Brown Family Wealth LLC is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and businesses.

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ADVISOR BIO

Kathryn Luffy Clark is a financial advisor with Kestra Advisory Services, LLC, and has been in the industry since February 22, 2008. Kathryn has a wide range of experience, having worked with firms such as LPL Financial LLC, Morgan Stanley, and PNC Investments. Kathryn currently holds Series 6, 7, 63, and 66 licenses, as well as a SIE certification. Kathryn is dedicated to providing financial planning, portfolio management for businesses and individuals, and selection of other advisors, as well as pension consulting.

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ADVISOR BIO

Kathryn Kuzo has been an active Registered Representative for over two decades. Kathryn began her career in the financial industry at Morgan Stanley DW Inc. in 1998. She has held roles with UBS Financial Services Inc. as well as with Thoreau Vet Hospital before joining Lincoln Investment in 2006. Kathryn is also a Registered Representative for Capital Analysts, a position she has held since 2015. Kathryn has a strong focus on financial planning, portfolio management for individuals and businesses, and selection of other advisors. Kathryn serves a diverse clientele including individuals, high-net-worth individuals, corporations and charitable organizations. Kathryn is also active in the community, serving as the director of Itty Bitty Kitty, Inc.

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ADVISOR BIO

Kathryn Johnston is an investment advisor representative at Stone House Investment Management, LLC. Kathryn has been in the industry since 2020 and is registered in Pennsylvania. Kathryn previously worked at LPL Financial LLC, Cetera Investment Services LLC, and Equitable Advisors, LLC. Kathryn has passed the Series 66, Series 7TO and SIE exams. Kathryn has experience in portfolio management for individuals and businesses. Kathryn specializes in Financial Planning, Educational Seminars, and Selection of Other Advisors.

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ADVISOR BIO

Kathryn Brechbill is a registered representative with Vanguard Advisers, Inc., and is licensed to offer investment advice in Pennsylvania and Texas. Kathryn has been in the financial services industry since 2015. She offers investment advice to individuals, businesses, and pooled investment vehicles. Kathryn also provides financial planning services.

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ADVISOR BIO

Kathryn Riesberg is a registered investment advisor representative at Corient. Kathryn has been in the financial services industry for over 10 years. She specializes in providing financial planning and investment management services for individuals, businesses, and institutions. Kathryn's expertise lies in developing customized financial plans for a variety of clientele. She is committed to helping clients achieve their financial goals. Kathryn holds a Series 65 license and is currently registered with the state of Pennsylvania.

SPECIALIZATIONS