ADVISOR BIO

Kory Patrick Gildea is a Certified Financial Planner and is a registered Investment Advisor Representative in the state of Georgia with Homrich Berg. Kory Gildea is based in Atlanta, Georgia and joined the firm in July 2019. Kory Gildea provides a range of advisory services including financial planning, selection of other advisors, portfolio management for individuals, businesses and investment companies, portfolio management for pooled investment vehicles and other services.

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ADVISOR BIO

Kory Christiaan Lackey is a registered investment advisor representative with Cloud Capital in Seattle, Washington. Kory is an experienced advisor with over 20 years in the industry. Kory specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles. Kory has been registered with the state of Washington since April 2024 and is currently active. Kory is Series 65 licensed. Kory has experience working with both high-net-worth individuals and individuals other than high-net-worth. Kory has a long history of working with various firms including Kibble & Prentice Holding Company, Columbia Pacific Wealth Management, and CI Columbia Pacific Private Wealth.

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ADVISOR BIO

Kory Bachman is an Investment Advisor Representative registered with Corient. Kory is a Series 65 license holder who has been active in the industry since June 2008. Kory is registered to provide investment advice in Michigan. Kory has provided advice to a wide range of clients, including high-net-worth individuals, charitable organizations, corporations, pension and profit-sharing plans, and individuals other than high-net-worth. Kory has been associated with Corient since November 2022 and previously worked with R.H. Bluerstein & Co LLC and CIPW Service Company, LLC. Corient is a registered investment advisor with its main office in Miami, Florida. Corient provides a variety of advisory services, including financial planning, pension consulting, market timing services, and portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Kory Lyniel Martin is an investment advisor representative at Churchill Management Group. Kory has been in the industry since June 2009 and has been registered with the state of California since July 2011. Kory Martin specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Kory Bryan Leadon is a financial advisor with Brighton Jones LLC. Kory is a Certified Financial Planner® professional with over 20 years of experience in the financial services industry. Kory's main focus is on providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Kory has been registered as an Investment Advisor Representative in Arizona since 2015. Prior to joining Brighton Jones, Kory was employed at Financial Network Investment Corporation in El Segundo, California.

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ADVISOR BIO

Kory James Reid is a registered investment advisor representative with The Colony Group, LLC. Kory is a Series 65 licensed individual who is registered in California as an Investment Advisor Representative. Kory has worked in the financial services industry since 2011, and has a strong background in providing investment advice to high-net-worth individuals and families. Kory is committed to helping clients achieve their financial goals and build a secure future.

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ADVISOR BIO

Kory Close is a registered investment advisor representative with Fisher Investments. Kory has been in the financial industry for over 5 years and holds the Series 66, Series 7, and SIE licenses. Before joining Fisher Investments, Kory worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, United Planners' Financial Services of America a Limited Partner, and CUSO Financial Services, L.P.. Kory provides financial planning and portfolio management services to individuals, families, and businesses. Kory focuses on helping clients reach their financial goals through a variety of investment strategies, including stocks, bonds, and mutual funds.

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ADVISOR BIO

Kory Lam is an active investment advisor representative registered in California. Kory has been in the industry since September 28, 2006 and is currently registered with HSBC Securities (USA) Inc. Kory has a variety of experience in the financial services industry, including working as a registered representative and investment advisor representative. Kory is also a member of Hong Kong associate of Northern California, a non-profit organization, where Kory serves as chairwoman.

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ADVISOR BIO

Kosha Patel is a financial advisor registered with Goldman Sachs & Co. LLC. Kosha has been in the industry since August 2023 and is registered to offer securities in all 50 states, as well as Puerto Rico and the Virgin Islands. Kosha holds the Series 7TO, Series 63, and SIE exams. Kosha focuses on a wide range of financial services including portfolio management, financial planning, and educational seminars.

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ADVISOR BIO

Kossandra McDuffie is a Certified Financial Planner and investment advisor representative with Homrich Berg. Kossandra has been in the financial services industry since 2017 and has experience working with individuals, families, businesses, and institutions. Kossandra's areas of specialization include financial planning, portfolio management, and retirement planning. Kossandra is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS