ADVISOR BIO

Kevin shihao Yu is an Investment Advisor Representative with Arrowroot Family Office, LLC in MARINA DEL REY, CA. Kevin shihao Yu has been working in the securities industry since 2010. Kevin shihao Yu has passed the Uniform Investment Adviser Law Examination. Kevin shihao Yu is registered to provide investment advice in California. Kevin shihao Yu works with high-net-worth individuals, pooled investment vehicles, and individuals other than high-net-worth.

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ADVISOR BIO

Kevion Lamar Latham is a financial advisor at The Colony Group, LLC. Kevion has been in the industry since 2012, specializing in providing comprehensive financial planning, portfolio management, and investment advisory services. With experience in various firms, Kevion has a deep understanding of the financial markets and a commitment to helping individuals and families achieve their financial goals. Kevion is registered in Colorado, North Carolina, Pennsylvania, and Texas. Kevion is also a Certified Financial Planner (CFP®).

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Kevne Sharpe is a financial advisor at Mariner Wealth. Kevne has over 30 years of experience in the financial services industry and is a Certified Financial Planner. Kevne has worked for several firms over the years, including Pruco Securities, LLC., FortA Financial Group, Inc., and Northern Lights Distributors, LLC. Kevne has a broad range of experience in the financial services industry, providing financial planning, portfolio management, pension consulting, and other services to individuals and businesses. Kevne is dedicated to helping clients reach their financial goals. Kevne is registered to offer investment advisory services in Colorado. Kevne is currently licensed with Mariner Wealth Advisors.

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ADVISOR BIO

Kevyn Bowling is an investment advisor representative at TLG Advisors, Inc., a firm with over $1 billion in assets under management. Kevyn Bowling has been in the industry since October 2020. Kevyn Bowling is licensed to sell securities in 16 states and is registered with FINRA and the SEC. Kevyn Bowling provides investment advice to a variety of clients, including individuals, businesses, pension plans, and charitable organizations. Kevyn Bowling specializes in financial planning, portfolio management, and pension consulting.

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Kevyn Francine Schroeder has been in the financial services industry since April 1984. Currently, Kevyn is registered with Stifel, Nicolaus & Company, Inc., and works out of the Frontenac, MO branch office. Kevyn previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Shearson Lehman Hutton Inc, E. F. Hutton & Company Inc, and Thomson McKinnon Securities Inc. Kevyn has passed the Series 3, 7, 63, and 65 exams, and holds a Series SIE designation. Kevyn specializes in working with high-net-worth individuals, corporations, and other businesses, as well as investment clubs, insurance companies, charitable organizations, pooled investment vehicles, banking institutions, and pension and profit-sharing plans.

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Kevyn Kazuo Yonesaki is a registered investment advisor representative with Acrylic Financial, Inc. located in Honolulu, Hawaii. Kevyn is licensed to provide investment advice and has experience with several different types of financial products and services. Kevyn has held previous positions with EQUITABLE ADVISORS, LLC in Honolulu and AXA ADVISORS, LLC in New York. Kevyn holds a Series 66, SIE, and Series 7 licenses.

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ADVISOR BIO

Khachik Gezalyan is a registered investment advisor representative with Vanguard Advisers, Inc. Khachik has been in the financial industry since 2016 and holds both Series 63 and 65 licenses. Khachik is registered in 53 states and the District of Columbia for broker-dealer services and two states for investment advisor services. Khachik is a specialist in providing portfolio management services to both individuals and businesses. Khachik also offers financial planning and selection of other advisors services.

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ADVISOR BIO

Khadijah Martin is an investment advisor representative at Fisher Investments. Khadijah has been in the industry since February 2018. Khadijah is registered with the state of Texas. Khadijah specializes in providing portfolio management services to individuals, businesses, investment companies and pooled investment vehicles.

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Khadir Nuri Richie is an investment advisor representative with Richie Capital Group, a firm that provides financial advice to individuals and institutions. Khadir Richie is registered with the state of Georgia and Texas as an investment advisor representative. Khadir Richie has been in the financial services industry since 2006. Richie Capital Group provides investment advisory services to high net worth individuals, pooled investment vehicles, and corporations. Khadir Richie is a Series 7, Series 63, and Series 65 licensed individual.

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ADVISOR BIO

Khagendra Kattel is a financial professional with over 9 years of experience in the financial services industry. Khagendra is a Registered Representative of Bleakley Financial Group, LLC and a Registered Investment Advisor with Bleakley Financial Group, LLC. Khagendra is also a Certified Financial Planner and Chartered Financial Consultant. Khagendra has a wide range of experience in financial planning, investment management, and retirement planning. Khagendra is committed to providing his clients with personalized financial advice and guidance.

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