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Goldman Sachs & Co. LLC

location

COHOES, NY

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Kristina Murray is a financial advisor with over 16 years of experience in the industry. Kristina currently works at Goldman Sachs & Co. LLC, where she joined on January 4, 2021. Before joining Goldman Sachs & Co. LLC, Kristina was employed at MERCER ALLIED COMPANY, L.P.. Kristina holds the Series 66, Series 24, SIE and Series 7 licenses. Kristina specializes in providing financial advice to clients across various industries, including insurance companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, corporations, individuals, and state or municipal government entities.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Brighton Jones LLC | CFP ® (Certifications)

location

SEATTLE, WA

0 Disclosures

ADVISOR BIO

Kristine McHugh is a financial advisor with Brighton Jones LLC, a firm located in Seattle, Washington. Kristine has been in the financial industry for over 10 years and has a broad range of experience in financial planning, investment management, and retirement planning. Kristine holds the Series 65, 63, 7 and SIE licenses and is a Certified Financial Planner. Kristine specializes in serving high-net-worth individuals, charitable organizations, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

0 Disclosures

ADVISOR BIO

Kristine Conroy is a registered representative with Vanguard Advisers, Inc.. Kristine is registered in Pennsylvania and Texas. Kristine has passed the Uniform Combined State Law Examination and has been in the industry since 2014. Kristine provides portfolio management for individuals, businesses, and pooled investment vehicles. Kristine also provides financial planning services and selection of other advisers.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

PENNINGTON, NJ

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Kristine Mary Schwork is a registered representative with BNY Advisors. Kristine is a financial professional with over 17 years of experience in the industry. She is registered to provide investment advice in Connecticut, New Jersey, Pennsylvania, and Washington. Kristine specializes in working with individuals, corporations, charitable organizations, and pension plans. She holds the Series 7, 24, 52TO, 63, and 65 licenses. She is also qualified to provide investment advice to pooled investment vehicles and businesses.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
MUTUAL FUND SCREENING, MODEL PORTFOLIO DELIVERY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

EAST HARWICH, MA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Kristine Sullivan is a financial advisor at Stifel, Nicolaus & Company, Inc., with 31 years of experience in the financial services industry. Kristine holds a Series 7, Series 6, Series 52, and Series 63 licenses, and has been registered in 42 states. Kristine specializes in providing investment advice and financial planning services to a wide range of clients, including individuals, families, businesses, and retirement plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Kristine Magagna is a financial advisor with Goldman Sachs & Co. LLC, where Kristine has been with the firm since 2011. Kristine specializes in providing financial planning services, portfolio management, and educational seminars. Kristine has been a registered representative in all 50 states and the District of Columbia since 2011.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Harvest Investment Services, LLC

location

GETTYSBURG, PA

disclosure

1 Disclosures

ADVISOR BIO

Kristine Witherow is an Investment Advisor Representative at Harvest Investment Services, LLC. Kristine has over 20 years of experience in the financial services industry. Kristine is registered with the state of Pennsylvania. She has a Series 7, 63, 65 and 66 license. Kristine is a graduate of Gettysburg College. Kristine is a member of the Gettysburg Community Theatre and the Biglerville High School Band Boosters. Kristine specializes in providing financial planning, portfolio management and insurance services. She is dedicated to helping her clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

ONE Capital Management, LLC

0 Disclosures

ADVISOR BIO

Kristine Clagett is an Investment Advisor Representative at One Capital Management, LLC. Kristine has been in the industry since 2009 and holds the Series 66 license. Kristine has experience working with individuals, high-net-worth individuals, corporations, investment companies and pension and profit-sharing plans. Kristine is located in Fort Collins, Colorado.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ADVISORY CONSULTING SERVICES, FIRM PROVIDES SUB-ADVISER SERVICES TO TWO CANADIAN REGISTERED ETF, AND TO A LUXEMBOURG SICAV
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Alliancebernstein LP | CFP ® (Certifications)

location

San Diego, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Kristine Elizabeth Wexler is a financial advisor at Alliancebernstein LP. Kristine is a certified financial planner and has been in the industry since 2000. Kristine has a wide range of experience and specializes in providing financial planning, portfolio management, and asset allocation services to a variety of clients, including individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

BELLEVUE, WA

disclosure

1 Disclosures

ADVISOR BIO

Kristine Kanno is a financial advisor at Kanno Capital. Kristine has been in the industry since 2007 and has a strong background in financial planning and investment management. Kristine is a Registered Investment Advisor (RIA) in Hawaii, Texas, and Washington. Kristine is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Kristine also has experience as an Independent Insurance Agent.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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