ADVISOR BIO

Rachel Marie Panasuk is a financial advisor with RBC Capital Markets, LLC, with over 20 years of experience in the industry. Rachel holds licenses in both Wisconsin and Texas and has a broad range of certifications and registrations. Rachel has a strong background in financial planning, portfolio management, and pension consulting. Rachel is committed to providing comprehensive financial advice to individuals and families, with a focus on developing personalized strategies that meet their specific needs and goals.

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ADVISOR BIO

Rachel Clardy is an Investment Advisor Representative at Vanguard Advisers, Inc. Rachel has been in the financial services industry since 2019. She is a registered Investment Advisor Representative in North Carolina and Texas. Rachel has passed the Series 63, Series 66, Series 7, and SIE exams. Rachel specializes in financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Rachel Kral is an investment advisor representative and is currently registered with RBC Capital Markets, LLC. Rachel is licensed in 38 states, and has 3 years of experience in the financial services industry. Rachel specializes in providing investment advice to individuals, corporations, and pooled investment vehicles. Rachel has also worked in the real estate industry, managing rental properties and securing tenants.

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ADVISOR BIO

Rachel Meierovich is a financial advisor based in New York, New York. Rachel has been in the industry since 2021 and is currently registered with Sanford C. Bernstein & CO., LLC. Previously, Rachel was registered with BARCLAYS CAPITAL INC. Rachel holds Series 63, Series 7TO and SIE licenses and is registered to provide securities advice in both New York and New Jersey.

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ADVISOR BIO

Rachel Lee Murphy is an investment advisor representative at Eaton Vance Management, a firm with over 63 billion dollars in assets under management. Rachel has been in the industry for over 5 years and is registered in multiple states. She holds the Series 7, Series 66, and SIE licenses. Rachel is also a certified dog walker and spends 5-10 hours per month walking dogs, which is her non-investment related business.

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Rachel Ann Meeker is an investment advisor representative with Captrust, a firm that manages over $852 billion in assets. Rachel has been in the industry since August 2019 and holds Series 7TO, SIE, and Series 66 licenses. Rachel has a long history of work experience, having worked in a variety of industries before joining Captrust. In addition to her work as an investment advisor representative, Rachel has also worked as a nurse, a veterinary technician, and a business development manager. Rachel is passionate about helping clients achieve their financial goals and is committed to providing them with the highest level of service.

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ADVISOR BIO

Rachel Kilch is an investment advisor representative for Stadion Money Management, LLC. Rachel has been with the firm since May 2008 and is registered in Georgia. Rachel earned her Series 65 license in October 2014. Stadion Money Management, LLC specializes in providing portfolio management for individuals, businesses, and pooled investment vehicles. The firm has over $2 billion in assets under management.

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Rachel Sorrentino is a financial advisor with over 25 years of experience in the financial services industry. Rachel is currently registered with RBC Capital Markets, LLC and has previously held positions at Janney Montgomery Scott LLC, Commonwealth Financial Network, Invest Financial Corporation, Wells Fargo Advisors, LLC, Hartford Equity Sales Company Inc., MetLife Investors Distribution Company, State Farm VP Management Corp., A. G. Edwards & Sons, Inc., MONY Securities Corporation, Prudential Securities Incorporated, Advest, Inc., Allmerica Investments, Inc., CIGNA Financial Services, Inc., and Phoenix Equity Planning Corporation. Rachel holds several industry certifications, including the Series 7, Series 6, Series 10, Series 9, Series 63, and Series 65 licenses. She is also a Certified Financial Planner. Rachel works with individual clients, families, and businesses to provide a wide range of financial services, including financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Rachel Stave Conn is a financial professional at Robert W. Baird & Co. Inc. in Milwaukee, WI. Rachel holds the Series 7TO, SIE and Series 27 licenses. Rachel has been in the industry since November 2019.

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ADVISOR BIO

Rachel Marie Harris is a financial advisor at World Investment Advisors, LLC. Rachel is a licensed investment advisor representative in California and holds the Series 66, Series 7, and SIE licenses. Rachel has been working in the industry since March 2018 and has experience with various financial products and services including insurance, annuities, and investments. Rachel is dedicated to providing clients with personalized financial planning and wealth management solutions.

SPECIALIZATIONS