ADVISOR BIO

Kevin Greer is a financial professional with over 10 years of experience in the industry. Kevin is currently registered with Goldman Sachs & Co. LLC. Prior to that, Kevin was employed by FIDELITY BROKERAGE SERVICES LLC and E*TRADE SECURITIES LLC. Kevin holds a variety of licenses and registrations, including Series 7, 63, 66, 79, and SIE. Kevin is located in SALT LAKE CITY, UT.

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ADVISOR BIO

Kevin Anthony Price is a registered investment advisor representative currently associated with Southern Oak Capital, LLC. Kevin Price has been working in the securities industry since July 2014. Kevin Price is licensed to provide investment advice in Alabama. Kevin Price has previously worked for Wells Fargo Securities, LLC, John Hancock Funds, LLC, and Nexbank Securities, Inc.

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ADVISOR BIO

Kevin John Gil is a registered Investment Advisor Representative with Fisher Investments. Kevin has been in the financial services industry since 2001 and holds a Series 7 and Series 65 license. Kevin's primary focus is on providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Kevin is also registered in California, Tennessee, and Texas. Kevin's previous experience includes working at Sunstate Equity Trading in Tampa, Florida.

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Kevin Kuhar is a registered representative with Oppenheimer & Co. Inc. He has been in the securities industry since January 31, 2013. Prior to joining Oppenheimer & Co. Inc., Kevin Kuhar worked at UBS Financial Services Inc. from April 30, 2015 to March 21, 2017. Kevin Kuhar is licensed to sell securities in 40 states and the District of Columbia. Kevin Kuhar holds Series 63, 66, 7 and SIE licenses. Kevin Kuhar is a specialist in providing financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

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Kevin Gerard Mathews is a financial advisor with over 30 years of experience in the industry. Kevin is currently registered with RBC Capital Markets, LLC in Illinois and Texas. Kevin holds the Series 7, 63, 65, and 66 licenses, as well as the SIE exam certification. Prior to joining RBC Capital Markets, LLC, Kevin worked at ING PILGRIM SECURITIES, INC. and VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC.. Kevin is also a general board member of the Courtyard Homes of Amberley Woods Homeowners Association. Kevin specializes in providing financial planning, portfolio management, and pension consulting services.

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Kevin Michael Newell is a financial advisor at Creative Planning. Kevin has been working in the industry since 2021. Kevin specializes in financial planning, portfolio management for businesses and individuals, and educational seminars. Kevin holds the Certified Financial Planner designation. Kevin is registered in Virginia.

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Kevin Lynch is a registered representative with Oppenheimer & Co. Inc. in East Lansing, Michigan. Kevin has been in the securities industry for over 20 years and has experience with Cantor Fitzgerald & Co., Morgan Stanley, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association. Kevin is registered in 52 states and the District of Columbia, and holds both Series 63 and Series 65 licenses. Kevin also holds Series 7 and SIE licenses. Kevin specializes in retirement and financial planning, and provides portfolio management services for individuals and businesses.

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Kevin William La mont is a financial advisor at Prime Capital Financial. Kevin has over 30 years of experience in the financial services industry and has held licenses to provide investment advice in a variety of states. Kevin has worked for a number of financial institutions, including Sloan Securities Corp., Wharton Equity Corporation, Gunnallen Financial, Inc., and Lincoln Financial Distributors, Inc. Kevin is currently licensed to provide investment advice in Texas. Kevin's areas of specialization include retirement planning, investment management, and insurance.

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ADVISOR BIO

Kevin Bay is a financial advisor with over 30 years of experience in the financial industry. Kevin is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since 2019. Prior to that, Kevin worked at UBS Financial Services Inc. and Piper Jaffray & Co. Kevin holds Series 7, 7TO, 63, and SIE licenses and is registered in several states, including Texas and Wisconsin. Kevin specializes in financial planning, portfolio management, and pension consulting. Kevin can provide financial advice to a wide range of clients, including individuals, businesses, and charitable organizations.

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Kevin Schroepfer is a financial advisor with Stifel, Nicolaus & Company, Inc. Kevin is a registered investment advisor and a broker-dealer. Kevin has been in the financial services industry since 1994. Kevin is licensed to sell securities in Alabama, California, Colorado, Delaware, Florida, Georgia, Indiana, Louisiana, Massachusetts, Missouri, Montana, New Jersey, New York, North Carolina, South Carolina, Texas, Utah, Virginia, and Washington. Kevin has a Series 7, Series 31, Series 63, and Series 65 licenses. Kevin is also licensed to sell insurance in Florida. Kevin provides financial planning, portfolio management, and investment advice to individuals, families, and businesses.

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