ADVISOR BIO

Kathryn Deitemyer is an experienced financial advisor, with over 30 years of experience in the industry. Kathryn is currently registered with RBC Capital Markets, LLC and is based in Rockville, MD. Previously Kathryn was registered with WELLS FARGO ADVISORS, LLC, UBS FINANCIAL SERVICES INC., FERRIS, BAKER WATTS INCORPORATED, NATIONSSECURITIES, NATIONSBANC SECURITIES, INC., NATIONSBANC CAPITAL MARKETS, INC., and SOVRAN INVESTMENT CORPORATION. Kathryn holds a Series 63, SIE, and Series 7 licenses. Kathryn has been providing financial advice to individuals, corporations, insurance companies, charitable organizations, pension and profit sharing plans, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Kathryn Nusbaum is a financial advisor with Robert W. Baird & Co. Inc. Kathryn has been in the industry since 2008. Kathryn is a CERTIFIED FINANCIAL PLANNER™ professional. Kathryn holds the Series 63, 65, 7, 24 and SIE licenses. Kathryn is registered to provide securities and investment advisory services in Alaska, Arkansas, California, Colorado, Florida, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Michigan, Nevada, New Hampshire, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, and Wisconsin. Prior to joining Robert W. Baird & Co. Inc., Kathryn was employed at VANGUARD MARKETING CORPORATION.

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ADVISOR BIO

Kathryn Michelle Senn is an Investment Advisor Representative at Sequoia Financial Group, LLC. Kathryn is a Certified Financial Planner and has been in the industry since July 2017. Kathryn's expertise is in financial planning, portfolio management, and retirement planning. Kathryn is registered with the state of Ohio. Kathryn is dedicated to providing personalized financial advice to her clients. Kathryn is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Kathryn Marr is a financial professional with over 16 years of experience in the industry. Kathryn is currently registered with Goldman Sachs & Co. LLC and is licensed to provide investment advice and securities services in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Prior to joining Goldman Sachs, Kathryn worked at Goldman, Sachs & Co. and Goldman Sachs Execution & Clearing, L.P. Kathryn holds a Series 3, 7, 55, and 63 license and has a strong track record of success in helping her clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Kathryn Alexandra Farnsworth is a registered representative with Goldman Sachs & Co. LLC. Kathryn is a highly experienced financial professional with a broad range of financial products and services to offer her clients. Kathryn is registered in 53 states and is licensed to provide securities and investment advisory services.

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ADVISOR BIO

Kathryn Cullen-huebschen is a financial professional with over 15 years of experience in the industry. Kathryn currently works with Blackrock Investment Management, LLC, and has previously held positions at CHARLES SCHWAB & CO., INC., SINCERE & CO., LLC and WIPFLI FINANCIAL ADVISORS. Kathryn holds the Series 63, Series 66, Series 7, Series 7TO, Series 9, Series 10 and SIE licenses. Kathryn is also a volunteer Director for Brighter Children and a member of the CFP Board's Workforce Development Advisory Group.

SPECIALIZATIONS

ADVISOR BIO

Kathryn Riley is a registered investment advisor with World Investment Advisors, LLC and Assuredpartners Investment Advisors. Kathryn is based in Denver, Colorado and has been in the industry since 2015. Kathryn has a Series 65 license and has expertise in retirement planning, investment strategies, and portfolio management.

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ADVISOR BIO

Kathryn McCall is a financial advisor with Captrust in Sacramento, CA. Kathryn has been in the industry since 2013 and is registered with the state of California as an investment advisor representative. Kathryn holds the Series 7, Series 63, Series 66, and SIE licenses and is also a Certified Financial Planner. Kathryn has previous experience with Royal Alliance Associates, Inc. and Fidelity Brokerage Services LLC. Kathryn specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Kathryn Zurcher is an Investment Advisor Representative at Element Pointe Family Office. Kathryn has been in the industry since 2014. Kathryn is registered in Connecticut and Texas. Kathryn is a Series 65 licensed professional and specializes in portfolio management for individuals and pooled investment vehicles. Kathryn is also registered in Connecticut and has been registered with the state since 2020.

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ADVISOR BIO

Kathryn Lopresti is a financial advisor with over 10 years of experience. Kathryn has been with UBS Asset Management (americas) LLC since February 2016 and has held previous positions at UBS Financial Services Inc. Kathryn is licensed to provide investment advice in all 50 states and the District of Columbia.

SPECIALIZATIONS