ADVISOR BIO

Katie Kirkpatrick O'Mara is an investment advisor representative with Blackrock Investment Management, LLC, a firm managing over $458 billion in assets. Katie Kirkpatrick O'Mara has been in the industry since 2010 and holds the Series 63, 66, 7, 24 and SIE exams. Katie Kirkpatrick O'Mara's office is located in Princeton, NJ.

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ADVISOR BIO

Katie Stefanski is a registered representative with RBC Capital Markets, LLC, a firm with a broad range of financial products and services, including investment advisory services. Katie has been a licensed financial advisor since May 2018. Katie's previous experience includes roles at UBS Financial Services and Unique Marketers. She holds licenses for Series 66, Series 7TO, and SIE. Katie is licensed to provide financial advice in various states including Ohio, Texas, and other states.

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ADVISOR BIO

Katie Lawther is an investment advisor representative with T. Rowe Price Associates, Inc.. Katie has been in the securities industry since February 16, 2010. Katie holds Series 66, Series 7, Series 9, and Series 10 licenses and is registered in 53 states and the District of Columbia. Katie also holds a Securities Industry Essentials (SIE) designation. Katie is an investment advisor representative at T. Rowe Price Associates, Inc. and has been with the firm since June 2024. Prior to joining T. Rowe Price Associates, Inc., Katie worked at Raymond James Financial Services, Inc. from January 2010 to May 2024. Katie is also the owner of Charmed Kate, an arts and supplies Etsy store.

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ADVISOR BIO

Katie Wong is a financial advisor registered with HSBC Securities (USA) Inc. Katie holds a Series 6, Series 63 and SIE license and has been in the industry since 2004. Katie is based in Fremont, CA and has been registered with HSBC Securities (USA) Inc. since 2006. Prior to that Katie was registered with BANC of America Investment Services, INC. in Fremont, CA. Katie's areas of expertise include portfolio management for pooled investment vehicles, selection of other advisors and portfolio management for businesses.

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ADVISOR BIO

Katie Compton Stephenson is an investment advisor representative at Creative Planning, a firm that has more than $175 billion in regulatory assets under management. Katie has been in the industry since 2012 and has a strong background in financial planning, portfolio management, and investment advisory services. Katie holds Series 7, 65, and 66 securities licenses. She is also a Certified Financial Planner. Katie has a track record of providing comprehensive financial advice to a variety of clients, including high-net-worth individuals, families, and businesses. Previously, Katie worked at Duncan-Williams, Inc. in Memphis, Tennessee. Katie has a passion for helping individuals and families achieve their financial goals.

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ADVISOR BIO

Katina Nittis is a financial advisor with over 20 years of experience in the industry. Katina is currently registered with HSBC Securities (USA) Inc., and has held previous positions with HSBC Brokerage (USA) Inc. Katina is registered to provide investment advice in Connecticut, New Jersey, and New York. Katina holds Series 6, Series 63, and SIE licenses.

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ADVISOR BIO

Katlyn Valencia is a Certified Financial Planner™ with Corient. Katlyn is a registered investment advisor representative (IAR) in New York. Katlyn has been in the financial services industry for over 5 years. Katlyn has worked at several other firms in the past, including Brighton Jones, Pacific Capital Resource Group, The Plateau Club, Francesca's, and the University of Washington.

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ADVISOR BIO

Katrien E. Carbonez is a registered representative at Goldman Sachs & Co. LLC with more than 20 years of experience in the financial industry. Katrien has a broad range of experience, specializing in investment banking, financial planning, and portfolio management. She holds the Series 7, Series 24, SIE and Series 79TO licenses.

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ADVISOR BIO

Katrina Jacobs is a registered investment advisor representative with T. Rowe Price Associates, Inc. in San Diego, CA. Katrina has been in the financial industry since 2007 and is registered to offer investment advice in 53 states and Washington, D.C. Her areas of specialization include investment companies, pooled investment vehicles, pension and profit-sharing plans, and state or municipal government entities.

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ADVISOR BIO

Katrina Louise Brown is a financial advisor registered with Allegheny Financial Group Ltd. Katrina has been in the financial industry since April 30, 2017. Katrina is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Katrina focuses on financial planning for individuals, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Katrina is registered in Pennsylvania, Connecticut, Florida, Georgia, Maryland, Massachusetts, New York, Ohio, and Oregon.

SPECIALIZATIONS