ADVISOR BIO

Megan Leigh Gilbert is a financial professional registered with Stifel, Nicolaus & Company, Inc. Megan has been in the industry since June 2014. Megan is licensed to conduct business in Missouri. Megan is Series 7, Series 63, Series 99TO and SIE licensed.

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ADVISOR BIO

Megan Taylor is a financial advisor registered with RBC Capital Markets, LLC. Megan has been in the financial services industry since November 10, 2002 and is registered in the state of Minnesota. Megan has obtained her Series 6 license and the Securities Industry Essentials (SIE) exam. Megan has worked with Allianz Life Financial Services, LLC in the past. Megan specializes in investment and financial planning services for individuals, corporations, and businesses.

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ADVISOR BIO

Megan Lynn Mitby is a registered investment advisor representative with Robert W. Baird & Co. Inc. Megan has been in the financial services industry for over 20 years. Megan has held various roles at Robert W. Baird & Co. Inc. in Wisconsin. Megan is a licensed agent with Robert W. Baird & Co. Inc. and has passed the Series 66, Series 10, Series 9, SIE, and Series 7 exams. Megan also holds registrations in Wisconsin.

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ADVISOR BIO

Megan Phillips is a financial advisor with D.A. Davidson & Co. in Minden, NV. Megan is a Series 7, Series 66, and SIE licensed advisor. Megan has been in the industry since November 2009. Megan has experience working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. D.A. Davidson & Co. offers a range of financial services, including financial planning, pension consulting, portfolio management, and education seminars.

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ADVISOR BIO

Megan Allen is a financial advisor with over 30 years of experience in the industry. Megan has held various roles at prominent financial institutions including Lehman Brothers Inc. and Vanguard Marketing Corporation, gaining experience in various financial markets and products. Megan is currently a registered representative at SEI Investments Management Corp. and specializes in providing investment advice for individuals, businesses, pooled investment vehicles, and investment companies. Megan is committed to helping clients achieve their financial goals and offers a wide range of services including financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Megan Carpenter is an Investment Advisor Representative at Fisher Investments. Megan is registered with the state of Washington as an Investment Advisor Representative and Texas as an Investment Advisor Representative. Megan has been with Fisher Investments since March of 2018. Prior to that, Megan worked at Johnson Bixby & Associates and Farmers Insurance in the Vancouver, Washington area. Megan also worked at Eastern Washington University in Cheney, Washington. Megan specializes in financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Megan Lockhart is an investment advisor representative with RBC Capital Markets, LLC. Megan has been in the securities industry since December 2005 and has a combined total of 22 approved Securities and Exchange Commission (SEC) registrations. Megan's certifications include the Series 7, Series 63, and Series 66 exams. Megan is also a registered investment advisor in Washington and Texas. In addition to her work with RBC Capital Markets, LLC, Megan is also the owner and operator of Big Barrel Farm & Vineyard, LLC. Megan's professional experience includes working with various organizations such as City National Bank and MID ATLANTIC CAPITAL CORPORATION. Megan specializes in a wide range of financial services including financial planning, portfolio management, pension consulting, and educational seminars.

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ADVISOR BIO

Megan Branham is an investment advisor representative at Principal Asset Management. Megan has been in the financial industry since 2007. Megan's experience includes roles at Lockton Financial Advisors, LLC, Columbia Management Investment Distributors, Inc., and Principal Life Insurance Company. Megan is registered in 15 states and holds Series 6, 7, 63, 65 and SIE licenses. Megan is also a CFA charterholder. Megan is dedicated to providing her clients with personalized financial advice and investment strategies.

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ADVISOR BIO

Megan Lynne Simmons is a registered representative of Stifel, Nicolaus & Company, Inc., with over 7 years of experience in the financial industry. Megan is licensed in 44 states and is also a registered Investment Advisor Representative in Wisconsin and Texas. Megan is dedicated to helping clients achieve their financial goals. Megan offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

Meghan Christina Grainer is an Investment Advisor Representative at Geller Advisors LLC in New York, NY. Meghan has been in the industry for 11 years and is licensed in New York. Meghan's prior experience includes positions at Morgan Stanley Smith Barney LLC.

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