ADVISOR BIO

Kevin Lyle Daniel, CFP®, is an investment advisor representative registered with Oppenheimer & Co. Inc. in Seattle, WA. Kevin Lyle Daniel has been in the industry since 1995 and has been registered with Oppenheimer & Co. Inc. since 2018. Kevin Lyle Daniel is licensed to offer investment advice in Alaska, Arizona, California, Colorado, Florida, Georgia, Kentucky, Louisiana, Nevada, New York, Oklahoma, Oregon, Virginia, and Washington. Kevin Lyle Daniel provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Kevin Brandenburg is an investment advisor representative with SEI Investments Management Corp. with experience in the financial industry since 1995. Kevin is registered in Pennsylvania and South Carolina. Kevin has held previous roles at Pershing LLC and Charles Schwab & Co., Inc. Kevin's certifications include the Series 63, 65, 7, 8, 9, 10, 24, 52TO and SIE.

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ADVISOR BIO

Kevin McHale is a financial professional with over 17 years of experience in the financial services industry. Kevin McHale is currently registered with Clearbridge Investments, LLC in New York, NY. Kevin McHale has a broad range of experience, having worked with Putnam Retail Management LP, Chase Investment Services Corp., Legg Mason Investor Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Ameriprise Financial Services, Inc. Kevin McHale is a Chartered Financial Consultant. Kevin McHale specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.

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Kevin Boova is a financial professional with over 15 years of experience in the securities industry. Kevin is currently registered with Goldman Sachs & Co. LLC and holds a variety of licenses and certifications, including Series 3, 7, 9, 10, 63, and SIE. Kevin has previously worked at Credit Suisse Securities (USA) LLC. Kevin offers a range of services to individuals, businesses, and institutions, including portfolio management, financial planning, and investment advisory services. Kevin is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Kevin McLain is a financial advisor with Stifel, Nicolaus & Company, Inc. in La Crosse, WI. Kevin has been in the securities industry for over 30 years. Kevin specializes in financial planning, portfolio management, and investment services for individuals, businesses, and institutions.

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ADVISOR BIO

Kevin James Palmer is a financial advisor with over 30 years of experience in the industry. Kevin is currently registered with Sharpepoint, LLC, and has previously worked with firms such as First Allied Securities, Inc., First Montauk Securities Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and PaineWebber Incorporated. Kevin is a Series 63 and 65 license holder, as well as a Series 7, 8 and SIE licensed professional. Kevin provides financial planning and portfolio management services to individuals, families, and trusts. Kevin is committed to providing personalized advice and guidance to help clients achieve their financial goals.

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Kevin Michael Kiely is an Investment Advisor Representative registered in California, affiliated with Checchi Capital Advisers, LLC. Kevin has been in the industry since 2015.

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Kevin Boddy is an Investment Advisor Representative associated with Cerity Partners LLC. Kevin Boddy is registered in Kentucky as an Investment Advisor Representative. Kevin Boddy is also a weekend server at Wild Eggs. Kevin Boddy has been in the industry since October 2017. Kevin Boddy has passed the Series 65 - Uniform Investment Adviser Law Examination. Cerity Partners LLC provides financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and pension consulting services.

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ADVISOR BIO

Kevin Patrick Murphy is an investment advisor representative registered with Fisher Investments. Kevin is a registered investment advisor (IA) and has passed the Series 65 exam. Kevin has also passed the Series 6 and SIE exams. Kevin previously worked at Pacific Select Distributors, LLC and GWFS Equities, Inc. Kevin is based in PLANO, TX. Fisher Investments is a registered investment advisor with the SEC. Fisher Investments specializes in financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments also provides portfolio assessment services.

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ADVISOR BIO

Kevin Michael Higney is a financial advisor with MFS Institutional Advisors Inc., a firm based in Boston, Massachusetts. Kevin has been in the industry since September 27, 1998, and is licensed in 53 states and the District of Columbia as a broker-dealer. He also holds the Series 6, 7, 63 and 65 licenses, as well as the SIE designation. Kevin specializes in providing investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles. He also has experience working with insurance companies, charitable organizations, high net worth individuals, and state or municipal government entities. Kevin's firm is one of the largest in the country with over $128 billion in assets under management.

SPECIALIZATIONS