ADVISOR BIO

Kelly McDermott is a financial advisor with Ameriprise Financial Services, LLC. Kelly has been in the financial services industry since January 6, 2008. Kelly is registered with the state of Texas. Kelly has also held previous positions at Securities America, Inc., LPL Financial LLC, WFG Investments, Inc. and Edward Jones. Kelly's professional designations include Series 66, Series 7 and SIE. Kelly provides asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers and portfolio management for businesses and individuals.

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ADVISOR BIO

Kelse Shilene Puri is a financial advisor associated with Avantax Advisory Services, based in Dallas, Texas. Kelse is registered with the state of Idaho and is licensed to offer insurance products through Avantax Insurance Services. Kelse specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Kelse has over 5 years of experience in the financial services industry. Kelse is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Kelsey Sorensen Hyman is an active Registered Representative with Avantax Advisory Services, a firm that offers a range of advisory and financial planning services. Kelsey has been in the industry since 2009 and has a strong record of success in serving clients. Kelsey is also a licensed Certified Public Accountant (CPA). She holds Series 63, 65, and 7 licenses, and is a registered investment advisor in Rhode Island. Kelsey's expertise and experience make her a valuable resource for individuals and businesses looking for comprehensive financial planning and investment advice.

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ADVISOR BIO

Kelvin Maurice Murphy is a financial advisor with Corient. He has been working in the financial industry since August 2013. Kelvin is a Certified Financial Planner and has worked with US Trust and RGT Wealth Advisors in the past. Kelvin is registered as an Investment Advisor Representative in Texas. Kelvin specializes in portfolio management for individuals and pooled investment vehicles, pension consulting, financial planning, market timing services, educational seminars, selection of other advisors, and portfolio management for businesses. He also offers security ratings services. Kelvin is also a managing member of BTC, LLC and a manager of Whirlie Properties, LLC.

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ADVISOR BIO

Kendall Gerard Cotten is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kendall has been in the securities industry since February 1995. Kendall is registered with the state of Texas. Kendall's office is located at 300 CRESCENT CT, PBIG - DALLAS PRIVATE WEALTH, DALLAS, TX 75201. Kendall has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since October 2013. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Kendall was employed by Goldman, Sachs & Co. from February 1995 to October 2013. Kendall is licensed to provide investment advisory services to individuals, businesses, and institutions. Kendall holds a Series 3, Series 7, Series 63 and Series 65 licenses. Kendall has also passed the Securities Industry Essentials Examination.

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ADVISOR BIO

Kendall Hill is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC. Kendall holds the Chartered Financial Analyst designation. Kendall has been in the industry since August 2012 and currently holds registrations in Texas and New York. Kendall is also registered as an Investment Advisor Representative. Kendall has experience working in the financial industry, with previous roles at companies including S&P Global, North American Dental Group, Federated Hermes, and Thermo Fisher Scientific.

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ADVISOR BIO

Kendra Piazza is an Investment Advisor Representative with J.P. Morgan Securities LLC. Kendra has been in the financial services industry since April 29, 2008. Kendra holds Series 4, 6, 7, 9, 10, 24, 63, and 66 licenses. Prior to joining J.P. Morgan Securities LLC, Kendra worked at Edward Jones and Chase Investment Services Corp. Kendra is registered to provide investment advice in all 50 states and the District of Columbia.

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ADVISOR BIO

Kendrick Vern Herring is a financial advisor with Titleist Asset Management, LLC. Kendrick has been in the financial services industry since 1987. Kendrick is registered with the state of Texas and has a Series 7 and Series 63 license. Kendrick specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Kendrick has experience working with high net worth individuals, corporations, and individuals other than high net worth individuals. Kendrick is a Certified Financial Planner.

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ADVISOR BIO

Kenichi Shoji is a financial advisor registered with the state of Texas. Kenichi is associated with View Capital RIA, LP, and has been in the industry since 1993. Kenichi holds Series 3, 4, 7, 8, 24 and 63 licenses. Kenichi has experience working with high net worth individuals, charitable organizations and pooled investment vehicles. Kenichi is a CFA charter holder and has worked for several large financial institutions including Deutsche Bank Securities Inc., BT Alex. Brown Incorporated and J.P. Morgan Securities Inc. Kenichi also has experience working with Stissing Lake Advisors. Kenichi is currently a Director of Clear Markets North America, Inc. and a member of the advisory board of Active Allocator Holdings, LLC.

SPECIALIZATIONS

ADVISOR BIO

Kenneth Manning is a financial professional with over 20 years of experience in the industry. Kenneth has held positions with several firms, including BB&T Securities, LLC, SunTrust Investment Services, Inc., Scott & Stringfellow, LLC, First Clearing, LLC, Wachovia Securities, LLC, Quick & Reilly, Inc., and Wheat, First Securities, Inc. Kenneth is currently registered with Prospera Financial Services, Inc. and specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Kenneth is also a financial planner and provides pension consulting services. Kenneth holds the Series 7TO, Series 7, Series 66, and Series 63 licenses.

SPECIALIZATIONS