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

Karen Maes is an investment advisor representative with Wells Fargo Clearing Services, LLC, registered in the state of Virginia. Karen is a licensed professional with experience in the financial industry since 2007. Karen has held previous positions with Wachovia Securities, LLC and First Clearing, LLC. Karen is a highly skilled and experienced professional with a strong understanding of financial markets and investment strategies. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Karen White is a financial advisor with Raymond James & Associates, Inc. Karen has been in the industry since November 26, 1996. Karen is registered to provide investment advice and securities services in several states. Karen offers financial planning, portfolio management for individuals and businesses, and educational seminars.

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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 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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ADVISOR BIO

Karl Mongold is a financial advisor with Ameriprise Financial Services, LLC. Karl has been in the financial services industry since 2017. Karl holds the Series 6, Series 7, Series 63, and Series 66 securities licenses. Karl is registered to provide investment advice in Arkansas, Colorado, Connecticut, Florida, Illinois, Kentucky, Maryland, Nebraska, New York, North Carolina, Texas, Virginia, and West Virginia. In addition to Ameriprise Financial Services, LLC, Karl has also been employed by PFS Investments Inc., Primerica Financial Services, Harrisonburg City Schools, Parkhurst Dining, Edward Jones, and Leathers and Associates. Karl is a member of the Boy Scout Troop 40. Karl's professional experience includes investment-related work and volunteer work.

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