ADVISOR BIO

Ann Johnson is a financial advisor with World Investment Advisors, LLC. Ann has over 18 years of experience in the financial services industry. Ann holds the Series 7, 24, 63, 65, and SIE licenses. Ann specializes in financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Ann Goldschmidt Schnorrenberg is a financial advisor with over 10 years of experience in the industry. Ann is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66, SIE and Series 7 licenses. Ann has worked with Pinnacle Associates, Ltd. since January 2024 and was previously employed at Withum Wealth Management. Ann is registered in Maryland and Texas and is a licensed Investment Advisor Representative. Pinnacle Associates, Ltd. is a registered investment advisor with offices in Bethesda, MD and New York, NY. The firm has a long history of providing comprehensive financial planning and portfolio management services to individuals, families, businesses, and institutions. The firm focuses on providing personalized financial advice and investment strategies to help clients reach their financial goals. Ann has a strong commitment to providing her clients with the highest level of service and expertise.

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ADVISOR BIO

Ann Holden Gurkin is a Registered Representative with Davenport & Co. LLC in Richmond, Virginia. Ann has over 30 years of experience in the financial services industry, beginning her career with Wheat, First Securities, Inc. in Charlotte, North Carolina in 1990. In 1999, Ann joined Davenport & Co. LLC where she offers financial planning, portfolio management, and educational seminars to individuals, businesses, investment companies, and pooled investment vehicles. Ann is also a Treasurer for the Peter Paul Development Center/St. James Church in Richmond, Virginia.

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ADVISOR BIO

Ann Kitchel is a registered representative of RBC Capital Markets, LLC, which is based in New York. Ann has been in the securities industry since October 2009 and is licensed to sell securities in 30 states. Ann specializes in providing financial planning, portfolio management and investment advisory services to individuals, businesses, insurance companies, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Ann is dedicated to helping clients reach their financial goals.

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ADVISOR BIO

Ann Catherine Jahnke is a registered representative with RBC Capital Markets, LLC. Ann has been in the financial services industry since July 1998. Ann holds the Series 7, 31 and 66 securities licenses as well as the SIE. Ann has held previous positions at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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ADVISOR BIO

Ann Treml-olson is a financial advisor with over 23 years of experience in the industry. Ann is currently registered with Robert W. Baird & Co. Inc. and has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James Financial Services, Inc. Ann is a Certified Financial Planner and holds the Series 63, 66, 7, and SIE licenses. Ann has extensive experience working with a diverse range of clients including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.

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ADVISOR BIO

Ann Koblenzer is a Registered Representative, an Investment Advisor Representative and holds the Series 7 and Series 66 securities licenses, as well as the SIE exam. Ann has 12 years of experience in the financial industry and is currently registered with First Trust Advisors LP in Wheaton, Illinois. Previously, Ann was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Ann is a specialist in investment companies, pooled investment vehicles and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

Ann Woodyard is a financial advisor with Creative Planning, a firm with over $175 billion in assets under management. Ann is a Certified Financial Planner and holds a Series 7 and Series 66 license. Ann's prior experience includes working at Sunset Financial Services, Inc. and AXA Advisors, LLC.

SPECIALIZATIONS

ADVISOR BIO

Ann Corley is a financial advisor with Robert W. Baird & Co. Inc., based in Owensboro, KY. Ann has been in the financial services industry since 2018. Ann has a Series 6, Series 63, and SIE license. Prior to joining Robert W. Baird & Co. Inc., Ann was with LPL FINANCIAL LLC and HD VEST INVESTMENT SERVICES.

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ADVISOR BIO

Ann Chung is a financial advisor with over 20 years of experience in the industry. Currently, Ann is an Investment Advisor Representative at Pasadena Private Wealth, LLC. Ann Chung has held previous roles at Pensionmark Securities, LLC, Purshe Kaplan Sterling Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, U.S. Bancorp Investments, Inc., Chase Investment Services Corp., WAMU Investments, Inc., SunAmerica Securities, Inc., and Washington Square Securities, Inc. Ann Chung holds the Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Ann specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, pension consulting, and educational seminars.

SPECIALIZATIONS