ADVISOR BIO

Karl Byrd has been in the securities industry since December 1979. Karl is a registered representative with Ballew Advisors Inc. Karl is also a Certified Financial Planner. Karl is a member of the Financial Industry Regulatory Authority (FINRA) and is a Registered Investment Advisor. Karl currently has 1 active registration with the Securities and Exchange Commission (SEC) and is registered to sell securities in 10 states. Karl previously worked at INVESTMENT MANAGEMENT & RESEARCH, INC and NEL EQUITY SERVICES CORPORATION.

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ADVISOR BIO

Karl Wellner is a registered Investment Advisor Representative associated with Papamarkou Wellner Perkin Advisors. Karl is currently registered with the states of New York and Texas. Karl is affiliated with Papamarkou Wellner Asset Management Incorporated and Papamarkou Wellner & Co., INC. Karl has been in the financial services industry since March 2003. Karl's firm, Papamarkou Wellner Perkin Advisors, provides advisory services such as portfolio management for individuals and pooled investment vehicles, selection of other advisors, and publishes periodicals.

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ADVISOR BIO

Karl William Harrop is an investment advisor representative with TPG Financial Advisors, LLC. Karl has over 20 years of experience in the financial services industry. Karl is licensed to sell insurance under the parent company The Partners Group, Ltd. Karl has a Series 3, 7, 63 and 65 licenses and is also a Certified Financial Planner. TPG Financial Advisors, LLC offers a variety of financial services, including financial planning, portfolio management, and retirement planning.

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ADVISOR BIO

Karl David Reed is a financial professional with over 35 years of experience in the industry. Karl is currently registered with Stifel, Nicolaus & Company, Inc. and has been with them since 2007. Prior to that, Karl worked at RYAN BECK & CO., GRUNTAL & CO., L.L.C., JANNEY MONTGOMERY SCOTT LLC, WHEAT, FIRST SECURITIES, INC., BUTCHER & SINGER INC., PRUCO SECURITIES CORPORATION, and FIRST INVESTORS CORPORATION. Karl holds Series 6, 7, 63 and 65 licenses. Karl's areas of specialization include portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Karl Christopher Herren is a financial advisor with over 9 years of experience in the financial services industry. Karl has a Series 7, Series 66 and SIE licenses and is registered to provide investment advice in 32 states. He is currently employed by Robert W. Baird & Co. Inc., working out of their Seattle, WA branch. Prior to joining Robert W. Baird & Co. Inc., Karl worked for D.A. Davidson & Co.. Karl is a member of FINRA, the Securities Industry and Financial Markets Association.

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ADVISOR BIO

Karla Davis Johnson is a financial advisor with Stifel, Nicolaus & Company, Inc., working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Karla has been in the financial services industry since 2013 and brings extensive experience in providing financial planning, investment management, and retirement planning services. Karla is registered with the Securities and Exchange Commission (SEC) and holds Series 7, Series 63, Series 24, Series 51, and Series 66 licenses. In addition, Karla is a Certified Financial Planner.

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ADVISOR BIO

Karla V Taylor is a financial advisor registered with the state of Michigan and is associated with Robert W. Baird & Co. Inc. Karla has been in the financial services industry since March of 2012. Karla holds the Series 66, Series 7TO, and SIE licenses. Karla works with a variety of client types including individuals, high-net-worth individuals, corporations, investment companies, and pension and profit-sharing plans. Karla has a strong background in financial planning, portfolio management, and providing educational seminars to clients.

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ADVISOR BIO

Karla Haston is an investment advisor representative with Mariner Wealth. Karla is licensed in both Kansas and Missouri. Karla has been in the industry for over 20 years. She is a registered representative for both Mariner Wealth and MSEC, LLC. She is also the owner of her own business, Karla Haston, which sells baby gifts.

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ADVISOR BIO

Karla Kennedy Hicks is a financial advisor registered in North Carolina, South Carolina, and Texas. Karla Hicks is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Karla Hicks has worked at Vanguard Advisers, Inc. since April 2010 and is currently a registered representative and investment advisor representative. Karla Hicks specializes in providing financial planning and investment management services to individuals, families, and businesses. Karla Hicks holds Series 6, 7, and 63 licenses, as well as the Securities Industry Essentials Examination (SIE). Karla Hicks also has experience working as a home healthcare worker.

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ADVISOR BIO

Karla Alvarez Dominguez is a registered Investment Advisor Representative with Westwood Wealth Management. Karla has been in the industry since 2011. Karla has a Series 65 license. Karla specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Karla is based in Dallas, TX and has a branch office in Houston, TX. Westwood Wealth Management is a registered investment advisor with offices in Dallas, TX and Houston, TX.

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