ADVISOR BIO

Kristen Pulley is a registered investment advisor representative with Blackrock Investment Management, LLC. Kristen has been in the securities industry since March 18, 2006. Kristen is registered in 53 states and the District of Columbia. Kristen also has a Series 66, Series 7, Series 86, Series 87, and SIE license. Kristen also serves as a Board Member/Trustee for the Cathedral High School Board of Trustees in New York, NY.

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ADVISOR BIO

Kristen Leigh McDuffy is a financial advisor with over 20 years of experience in the industry. Kristen has a Series 7, Series 24, Series 63, Series 79 and SIE licenses. Kristen is registered with Goldman Sachs & Co. LLC. Kristen is registered in 53 states and the District of Columbia. Kristen specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Educational Seminars, and Selection of Other Advisers.

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ADVISOR BIO

Kristi Dunlap is a registered representative with RBC Capital Markets, LLC with over 14 years of experience in the financial services industry. Kristi began her career in 2005 at UBS Financial Services Inc., where she served as a Financial Advisor before joining RBC Capital Markets in 2009. She holds Series 7, Series 66 and SIE licenses and is registered in over 40 states.

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ADVISOR BIO

Kristi Mathisen is an Investment Advisor Representative at LNW Wealth Management, LLC. Kristi has been in the industry since December 2006. Kristi holds the Series 65 license and is registered with the state of Washington. Kristi is a Personal Financial Specialist and specializes in portfolio management for individuals and pooled investment vehicles.

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ADVISOR BIO

Kristi Angela Armstead is a financial advisor at Vanguard Advisers, Inc. Kristi has been in the financial services industry since 2000 and has experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC OF AMERICA INVESTMENT SERVICES, INC.. Kristi is currently registered with the states of North Carolina and Texas. Kristi holds the Series 6, 7, 63, and 66 licenses. Kristi specializes in working with individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Kristi Nicole Kennedy is a financial advisor with Robert W. Baird & Co. Inc. in Eau Claire, WI. Kristi has been in the industry since 2016 and is registered with the state of Wisconsin. Kristi has a Series 7 and a Series 66 license. Kristi is a Certified Public Accountant and has experience in tax preparation and accounting. In addition to her work with Robert W. Baird, Kristi also provides tax prep and accounting services. Kristi's background in accounting and finance, combined with her experience in the financial services industry, gives her a unique perspective on financial planning.

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ADVISOR BIO

Kristi Lynn Jund is a financial advisor with Stifel, Nicolaus & Company, Inc. in NEWPORT BEACH, CA. Kristi has been working in the financial industry for 23 years and is licensed in 49 states. She holds Series 7, 63, and 66 securities licenses and her designations include SIE. Kristi has experience with Morgan Stanley Smith Barney.

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ADVISOR BIO

Kristi Dargan is a financial professional with over 15 years of experience in the financial services industry. Kristi has worked at several prominent firms, including Deutsche Bank Securities Inc., RBC Capital Markets, LLC, and Raymond James & Associates, Inc. Kristi is currently registered as a broker-dealer in 43 states and an investment adviser in 2 states. Kristi holds the Series 7, Series 66, and Series 99TO securities licenses, and is a registered representative of RBC Capital Markets, LLC. Kristi specializes in providing financial advice to individuals, corporations, and institutional clients.

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ADVISOR BIO

Kristi Skowronek is a financial professional with over 30 years of experience in the industry. Kristi is currently registered with RBC Capital Markets, LLC, which has been in business since 1998. Prior to working with RBC Capital Markets, LLC, Kristi worked with DAIN RAUSCHER INCORPORATED and JOHN G. KINNARD AND COMPANY, INCORPORATED. Kristi specializes in helping individuals, businesses, and institutions with their financial needs.

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ADVISOR BIO

Kristi Owens is a registered investment advisor representative with RBC Capital Markets, LLC. Kristi has been in the financial industry since April 2007. She holds the Series 7, 31, and 66 licenses. Kristi is licensed to provide investment advice in several states. She is a registered investment advisor representative in Texas with RBC Capital Markets, LLC. Prior to joining RBC Capital Markets, LLC, Kristi was with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS