ADVISOR BIO

Karen Ann Henry is a financial advisor at Vanguard Advisers, Inc. Karen has been in the financial industry for over 5 years. Karen is registered to offer securities in 53 states and is also an Investment Advisor Representative. Karen is a Series 7, Series 63, and Series 66 license holder and has passed the SIE exam. Karen is affiliated with Vanguard Advisers, Inc. Karen has been working with The Vanguard Group, Inc. since 2020.

SPECIALIZATIONS

ADVISOR BIO

Karen Mersereau is an investment advisor representative at Oxford Financial Group, Ltd. Karen has been with the firm since April 2010. Karen is a Certified Financial Planner and Personal Financial Specialist. Karen holds the Series 65 license. Karen has passed the Uniform Investment Adviser Law Examination. Karen has been registered as an Investment Advisor Representative in Indiana, Michigan and Texas. Karen specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Karen Bleier is a financial advisor registered with Blackrock Investment Management, LLC. Karen Bleier has been in the securities industry since July 2005, and is licensed to provide investment advisory services in New Jersey and New York. Karen Bleier has Series 63 and 65 licenses. Karen Bleier provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Karen Tass is an Investment Advisor Representative at Garcia Hamilton & Associates LP. Karen has been working in the financial industry for over 12 years. Karen holds a Chartered Financial Analyst designation and has specializations in Fixed Income, Equities, Mutual Funds, and ETFs.

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ADVISOR BIO

Karen Paschall is a registered representative of Robert W. Baird & Co. Inc. and has been in the industry since 2009. Karen is based in Dyersburg, Tennessee and has a series 66 license. Karen is a volunteer at Volunteer Farms and a Trustee for the McCulloch Marital Trust. Karen has experience in tax preparation, bookkeeping and financial services. Karen also has experience in farming, clothing retail, and real estate. Karen's work history includes experience at Baird, Farmers Service Inc., Wildflowers Clothing Company, Pete Keiser, CPA, and First Baptist Church, Ridgely.

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ADVISOR BIO

Karen Snodgrass is an investment advisor representative at Oppenheimer & Co. Inc. Karen has been in the industry since July 9, 2018. Karen is registered with FINRA and is licensed to provide financial planning, pension consulting and portfolio management services. Karen is specializing in 1, 2, 4, 5, 6 and 10.

SPECIALIZATIONS

ADVISOR BIO

Karen Lee Stepanski is a financial advisor with Robert W. Baird & Co. Inc. Karen has been in the financial services industry since 1988. Karen has experience with a wide range of financial products and services and is committed to providing personalized advice to clients. Karen is a Certified Financial Planner and is registered to conduct business in multiple states. Prior to joining Robert W. Baird & Co. Inc. Karen was with WELLS FARGO ADVISORS, LLC.

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ADVISOR BIO

Karen Davis is a registered investment advisor representative with Robert W. Baird & Co. Inc.. Karen has been in the securities industry since June 28, 1998. Karen has a Series 7, Series 63 and Series 66 licenses and has previously worked for MCADAMS WRIGHT RAGEN, INC. and WELLS FARGO INVESTMENTS, LLC. Karen's firm, Robert W. Baird & Co. Inc., manages over $287.5 billion in client assets and provides financial planning, pension consulting, educational seminars, portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Karen is a registered investment advisor representative in California and Washington.

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ADVISOR BIO

Karen Glassman is a financial advisor with New Edge Wealth, a firm based in Stamford, CT. Karen has over 30 years of experience in the financial services industry, having previously worked with firms such as Rose & Co. Capital Advisors, LLC, Independent Brokerage Solutions LLC, and Papamarkou & Company, Inc. Karen's areas of expertise include financial planning, portfolio management, and selection of other advisors. She works with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Karen holds the Series 7, 63, 24, 55, 79, and 57TO licenses, as well as the Uniform Investment Adviser Law Examination (Series 65).

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ADVISOR BIO

Karen Susan Roberts is an Investment Advisor Representative with Cbiz Investment Advisory Services, LLC. Karen Roberts has been in the industry since February 2000 and has been registered with the state of Florida since October 2019. Karen Roberts holds a Series 65 license and is a specialist in retirement, investment advisory, financial planning and portfolio management for individuals, businesses, corporations and other institutions. Karen Roberts has worked for CBIZ Financial Solutions, Inc. and CBIZ Institutional Benefit Services, Inc., both located in Orlando, Florida.

SPECIALIZATIONS