ADVISOR BIO

Karen Rudolph is a financial advisor with Morgan Stanley. Karen has been in the industry since July 25, 2006. She holds the Series 7, Series 66, and SIE licenses. Karen has experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Morgan Stanley Smith Barney LLC. Currently, Karen is registered as an Investment Advisor Representative in Texas and Virginia. Karen specializes in portfolio management for businesses and individuals, as well as financial planning and selection of other advisors.

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ADVISOR BIO

Karen Louise Cooper is a financial advisor with Edward Jones, a firm with over 22,000 registered representatives nationwide. Karen has been in the financial industry since 2023 and holds Series 66, Series 7TO, and SIE licenses. Karen is currently registered to provide investment advisory services in Virginia, Texas, and other states. Karen is also a licensed real estate agent, which gives her a unique perspective on the financial aspects of real estate. Karen is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Karen Paley is a financial professional with over 8 years of experience in the industry. Karen is currently registered with Cuso Financial Services, LP and has been with the firm since January 2017. Prior to that, Karen was a Registered Representative at Signator Investors, Inc. in Warwick, Rhode Island. Karen holds Series 6, 7, 63 and 65 licenses as well as the SIE exam. Karen's firm, Cuso Financial Services, LP, is a full-service financial firm with a wide range of services for individuals, corporations and businesses. Karen focuses on financial planning, pension consulting, educational seminars, and portfolio management.

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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.

SPECIALIZATIONS

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.

SPECIALIZATIONS