ADVISOR BIO

Karen Lewis is a financial advisor with over 30 years of experience in the industry. Karen has a diverse background, having worked with several firms throughout her career. Karen currently holds registrations with the State of Virginia and Texas. Karen currently works with Wells Fargo Clearing Services, LLC and is active in both the Broker-Dealer and Investment Advisor space. Karen has a wide range of experience working with clients of all types including individuals, families, businesses, and institutions. Karen specializes in providing financial planning, investment management, and retirement planning services.

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ADVISOR BIO

Karen Kyungsuk Ahn is a registered investment advisor representative with Transamerica Financial Advisors, Inc. Karen has been in the securities industry since May 2016. She holds Series 6, 63, and 65 licenses as well as the SIE designation. Karen specializes in working with high-net-worth individuals and corporations. She also provides financial planning services. Karen currently serves as an agent for Kellogg Insurance Marketing and has experience in real estate investment.

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ADVISOR BIO

Karen Monborne is a financial advisor with Advisors Financial, Inc. located in Vienna, VA. Karen has been in the financial industry since June 2011. Karen specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Karen is a Certified Financial Planner.

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ADVISOR BIO

Kari Collins is a registered investment advisor representative with Davenport & Co. Llc in Danville, Virginia. Kari is a registered representative in Virginia and holds a Series 66, Series 7TO and SIE license. Kari has been in the financial industry since 2021 and is a graduate of the University of North Carolina at Greensboro with a degree in Business Administration.

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ADVISOR BIO

Karilyn Port Meeker is a financial advisor, registered with the state of Virginia, and has over 2 years of experience in the financial services industry. She is currently affiliated with MML Investors Services, LLC, where she specializes in providing financial planning, pension consulting, and educational seminars. Karilyn has previously worked with CETERA ADVISOR NETWORKS LLC and SECURIAN FINANCIAL SERVICES, INC. She is licensed to provide investment advice and has earned the Series 66, Series 7TO, and SIE licenses. Karilyn has a strong track record of providing personalized financial guidance to her clients.

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ADVISOR BIO

Karis Cox is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc.. Karis is registered with both the state of Texas and the state of Virginia. Karis has been in the industry since 2014. Karis Cox's current registrations include Series 66, SIE, and Series 7. Karis has 50 state registrations and is registered in both the states of Virginia and Texas for investment advisory services.

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ADVISOR BIO

Karis Kania Holnagel Frey is a financial advisor registered with Edward Jones. Karis is a registered representative in Virginia, and also holds the Series 7TO and SIE licenses. Karis has over 13 years of experience in the financial industry. Karis specializes in providing financial planning, portfolio management, and investment advice for individuals and businesses. Karis has a strong track record of helping clients achieve their financial goals.

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ADVISOR BIO

Karl Loehle is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Karl has been in the industry for over 9 years and has a strong background in providing financial advice to both individuals and businesses. Karl has a Series 7, Series 66 and SIE. Karl is registered to provide investment advice in 32 states and the District of Columbia. Karl is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Karl Klinger is an investment advisor representative at Next Financial Group, Inc. in Virginia Beach, Virginia. Karl has been in the industry for over 28 years and holds the Series 6, 7, 63, and 65 licenses, as well as the SIE certification. He is also a Certified Financial Planner. Karl has experience working with a variety of clients, including individuals, businesses, and charitable organizations. He offers a range of financial planning services, including portfolio management, pension consulting, and educational seminars.

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ADVISOR BIO

Karl Tweardy is a financial advisor with Fidelity Personal And Workplace Advisors. Karl has over 28 years of experience in the financial industry. Karl has a wide range of experience in various firms including Scott & Stringfellow, LLC, BB&T Securities, LLC, Ameriprise Financial Services, LLC and CUNA Brokerage Services, Inc. Karl holds the Series 63, Series 66, Series 7 and SIE licenses. Karl has also been registered with 53 states. Karl is a valuable asset to Fidelity Personal And Workplace Advisors and is committed to providing clients with the best possible financial advice.

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