ADVISOR BIO

Katherine Powers is a registered representative with Eaton Vance Management. Katherine has been in the financial services industry since June 2022. Katherine's primary office is located in BOSTON, Massachusetts. Katherine is registered to conduct business in California, Massachusetts. Katherine's areas of focus include the selection of other advisers, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, portfolio management for pooled investment vehicles.

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ADVISOR BIO

Katherine Ann Hamel is a financial advisor at The Colony Group, LLC. Katherine has been in the industry since June 2019. Katherine holds the Series 7TO, Series 66, and SIE licenses and is also a Certified Financial Planner. Katherine has previous experience at Robert W. Baird & Co. Incorporated and Merriman. Katherine is registered to provide investment advisory services in Washington.

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ADVISOR BIO

Katherine Margaret Hammond is a registered representative with Sanford C. Bernstein & CO., LLC. Katherine joined the firm in April 2024 and is licensed to provide investment advice in Tennessee. Katherine is a Series 7TO, Series 63, and SIE licensed representative. Katherine specializes in providing investment advice to corporations and individuals.

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ADVISOR BIO

Katherine Coombs is a financial advisor who has been in the industry since December 2013. She is currently a registered representative at Robert W. Baird & Co. Inc. Katherine specializes in providing financial advice to individuals, businesses, and investment companies. Katherine has experience in providing financial planning, portfolio management, and other investment services.

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ADVISOR BIO

Katherine Margaret Shine is a registered representative with Goldman Sachs & Co. LLC. Katherine has been in the industry since September 19, 2017. Katherine has a Series 3, Series 7 and Series 63 licenses. Katherine is licensed in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Katherine specializes in providing investment advice to individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Katherine Sumner is an investment advisor representative with Abacus Wealth Partners in Santa Monica, California. Katherine has been working in the financial services industry since 2020. Katherine holds a Series 65 license and is a Certified Financial Planner. Katherine is a member of the California and North Carolina Investment Advisers Boards. Katherine is dedicated to helping her clients achieve their financial goals.

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ADVISOR BIO

Katherine Rhodes Lust is a financial advisor with Robert W. Baird & Co. Inc.. Katherine has been in the industry since 2020 and holds the Series 7, Series 66 and SIE licenses. She is also a Certified Financial Planner. Katherine specializes in providing financial planning, portfolio management and investment advisory services for individuals, businesses, and pooled investment vehicles. Katherine has experience working with clients of all types, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Katherine Quick is an investment advisor representative at Coldstream Wealth Management. Katherine has been in the financial services industry since 2015. Katherine holds a Series 65 license. Katherine has experience working with individuals, families, trusts, and charitable organizations. Katherine specializes in providing financial planning, investment management, and retirement planning services. Katherine is also a licensed insurance producer in Life, Variable Life, and Health insurance.

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ADVISOR BIO

Katherine Danielle Sanchez is an Investment Advisor Representative at Acumen Wealth Advisors, LLC. Katherine has been in the industry since September 2019. Katherine holds a Series 65 license and is registered in Tennessee. Katherine has experience working with a variety of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Katherine specializes in providing financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

ADVISOR BIO

Katherine Anne Brown is an Investment Advisor Representative with Coldstream Wealth Management. Katherine has been working in the financial industry since 2014. Katherine holds the Series 65 license and has experience working with individuals, families, and businesses. Katherine is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS