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Cerity Partners LLC | CFP ® (Certifications)

location

LOUISVILLE, KY

0 Disclosures

ADVISOR BIO

Shannon Michelle Jenkins is an Investment Advisor Representative with Cerity Partners LLC. Shannon has been in the industry since 2017. Shannon holds the Series 65 license and is also a Certified Financial Planner. Shannon's practice focuses on providing investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Shannon has experience in providing a range of services, including financial planning, portfolio management, and tax services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES; BILL PAY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

World Investment Advisors, LLC

location

WALTHAM, MA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Shannon McDonald is a registered investment advisor representative at World Investment Advisors, LLC. Shannon has been in the financial industry for over 2 years and has been with Commonwealth Financial Network for over 4 years. Shannon has a Series 66 and Series 7TO license and holds the SIE certification. Shannon's areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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

Invesco Advisers, Inc.

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Dean Schofield is a financial advisor with over 28 years of experience in the industry. Shannon is currently registered with Invesco Advisers, Inc. and has been registered with the firm since January 2025. Prior to joining Invesco Advisers, Inc., Shannon was registered with Invesco Distributors, Inc., D.H. Hill Securities, LLLP, Foreside Financial Services, LLC, LaSalle Investment Management Distributors, LLC, Franklin/Templeton Distributors, Inc., Hines Real Estate Investments, Inc., American Funds Distributors, Inc., Putnam Retail Management, Inc., NYLIFE Distributors Inc., Van Kampen Merritt Inc., J. W. Gant & Associates, Inc. and First Investors Corporation. Shannon holds Series 6, 7, 24, 26, 63, 65 and SIE licenses and is registered in 45 states. Shannon provides portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

PADUCAH, KY

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Shannon N. Vaughn is a registered representative with Robert W. Baird & Co. Inc. Shannon has been in the securities industry since August 2000 and is currently licensed in Kentucky. Before joining Robert W. Baird & Co. Inc., Shannon worked at J.J.B HILLIARD W.L. LYONS INC. Shannon is a licensed Series 7 and Series 63 representative and holds the SIE certification. Shannon has expertise in a wide range of financial services including portfolio management for individuals, businesses, investment companies 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 Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

CUMBERLAND, MD

experience

1 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Shannon Marie Seaders is a financial advisor registered with Stifel, Nicolaus & Company, Inc. in Cumberland, MD. Shannon has been in the industry since July 2016 and has passed the Series 66, Series 7TO and SIE exams. Shannon also owns a local business, Samadhi, offering yoga and candle making. Shannon is a financial advisor specializing in portfolio management for individuals, businesses, 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

IWP Wealth Management LLC

location

DENVER, CO

0 Disclosures

ADVISOR BIO

Shannon Mary Connor is an investment advisor representative with IWP Wealth Management LLC. Shannon holds a Series 65 license and has been actively involved in the financial services industry since 2012. Shannon has experience working with a range of clients, including high-net-worth individuals, pooled investment vehicles, and other investment advisors. IWP Wealth Management LLC provides a variety of financial services, including financial planning, selection of other advisors, and portfolio management for individuals, pooled investment vehicles, and businesses.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

ST. LOUIS, MO

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Hayden is a financial advisor registered with Stifel, Nicolaus & Company, Inc. based in St. Louis, Missouri. Shannon has been in the financial industry since 2019. Shannon is licensed in both Illinois and Missouri, and is qualified to provide both brokerage and investment advisory services. Shannon's experience includes working with individual investors, corporations, pension plans, charitable organizations, and insurance companies.

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

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Corbin is a registered representative with RBC Capital Markets, LLC. Shannon is registered in Minnesota and California, and has been in the industry since March 2003. Shannon currently works in the Minneapolis office of RBC Capital Markets, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stancorp Investment Advisers, Inc.

location

PORTLAND, OR

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Shannon Divalerio has been in the financial services industry since 1997. Shannon is a registered representative of Stancorp Equities, Inc. and an investment advisor representative of Stancorp Investment Advisers, Inc. Shannon is also an insurance producer appointed with Standard Insurance Company. Shannon devotes 100% of her time to providing information about retirement plan-related products and services offered by Standard Financial Group to unaffiliated third-party retirement plan service providers, including broker-dealers and investment advisers. Shannon specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Shannon also specializes in pension consulting. Shannon is registered to provide financial advice in all states.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Empirical Wealth Management | CFP ® (Certifications)

location

Portland, OR

0 Disclosures

ADVISOR BIO

Shannon Bene is a financial advisor with Empirical Wealth Management. Shannon has been in the industry for over 25 years. Shannon has experience in investment company products, general securities, and options. Shannon is a Certified Financial Plannerâ„¢ professional.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREPARATION AND INSURANCE SERVICES
Portfolio Management for Pooled Investment Vehicles

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