ADVISOR BIO

Kassandra Krason is an active advisor registered with Ameriprise Financial Services, LLC. Kassandra has been in the industry since January 2020 and has registrations in 17 states. She holds a Series 66, Series 7TO, and SIE license. Previously, Kassandra was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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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

Katharine Perry is an investment advisor representative with Kestra Advisory Services, LLC. Katharine has been in the financial services industry since 2014. Prior to joining Kestra Advisory Services, LLC, Katharine worked at Morgan Stanley and Fort Pitt Capital Group. Katharine holds the Series 7 and Series 66 licenses as well as the SIE exam. She is a Certified Financial Planner. Katharine is a board member of Junior Achievement of Western PA. Katharine provides financial planning services to individuals and businesses.

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ADVISOR BIO

Katharine Murphy is a financial advisor at Fidelity Personal And Workplace Advisors. Katharine is registered with the state of Pennsylvania as an investment advisor representative and has been in the industry for over 5 years. Katharine holds the Series 66, Series 7, and SIE exams. Prior to joining Fidelity, Katharine worked at Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., and H. Beck, Inc. Katharine focuses on providing financial planning and portfolio management services to individuals and businesses.

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ADVISOR BIO

Katherine Kelly is an investment advisor representative with Park Avenue Securities LLC. Katherine has been in the industry since 2021 and holds licenses in Pennsylvania. Katherine has experience with Oppenheimer & Co. Inc. Katherine specializes in portfolio management for individuals and financial planning. Katherine also provides educational seminars and selection of other advisors services. Katherine has a client base of 38,141 and assets under management of $11,881,593,369.

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ADVISOR BIO

Katherine Baum is a financial advisor with over 19 years of experience in the industry. Katherine is currently registered with Morgan Stanley in Pittsburgh, Pennsylvania. Katherine is also registered in Texas as a resident Investment Advisor. Katherine previously held roles at QUASAR DISTRIBUTORS, LLC in Portland, Maine and Northwestern Mutual Investment Services, LLC in Erie, Pennsylvania. Katherine is a Series 6, 7, 63 and 65 licensed professional. Katherine holds a Series SIE license. Katherine has a wide range of experience in the financial industry and is committed to providing her clients with the highest level of service.

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ADVISOR BIO

Katherine Loheyde is a registered representative with Stifel, Nicolaus & Company, Inc., located in PITTSBURGH, PA. Katherine is an active investment advisor representative, with experience in the financial services industry since 2012. She is registered in 44 states and the District of Columbia. Katherine has her Series 66, Series 7 and SIE securities licenses. She is also registered as an investment advisor in Pennsylvania and Texas. Previously, Katherine worked at WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY, PNC INVESTMENTS and JANNEY MONTGOMERY SCOTT LLC.

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ADVISOR BIO

Katherine Markowski is a financial advisor who has been in the industry since 2012. Katherine is currently registered with Osaic Wealth, Inc. and has a Series 66, 63, 7, and 24 license. Katherine also provides tax preparation services, divorce consulting, and insurance services. Katherine has a proven track record of providing high-quality financial advice to individuals and families.

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ADVISOR BIO

Kathleen Hanna is a financial advisor at Janney Montgomery Scott LLC in Pittsburgh, PA. Kathleen has been in the industry since 1982 and has a broad range of experience. Kathleen is registered with FINRA and has a Series 7, Series 53 and Series 63 license. Kathleen is a highly experienced and knowledgeable financial advisor, and she is committed to providing her clients with the highest quality of service.

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ADVISOR BIO

Kathleen Corrales is a financial advisor with over 18 years of experience in the industry. Kathleen is currently registered with RBC Capital Markets, LLC and has been with the firm since 2013. Prior to that, Kathleen worked at MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC. Kathleen is a Series 7, Series 63, and Series 66 licensed professional and has a SIE designation. Kathleen specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, corporations, and institutions.

SPECIALIZATIONS