ADVISOR BIO

Wendy Susan Barasch is a registered representative with Alliancebernstein LP. Wendy has been in the industry since April 1995. Wendy has passed the Series 63, 65, 66, 7, 9, 10, 31 and SIE exams. Wendy has registration in 23 states including Florida, New York, and Texas. Previously, Wendy was a registered representative at Sanford C. Bernstein & CO., LLC and Sanford C. Bernstein & CO., INC.

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Wendy Schreiner is a financial professional with RBC Capital Markets, LLC. Wendy is registered with FINRA and is a Series 99TO and SIE licensed professional. Wendy's firm has offices in Minneapolis and has been in business since 2023. Wendy has specializations in various financial areas including portfolio management, financial planning, and pension consulting.

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Wendy Prestwood is a financial advisor with Prime Capital Financial, a firm that provides investment advisory services. Wendy has over 24 years of experience in the financial services industry. Wendy is licensed in Kansas and Texas and holds several licenses including Series 6, 7, 26 and 63 and 65. Wendy specializes in providing financial planning and investment management services to individuals, families, and businesses. Wendy also provides financial planning for individuals with qualified retirement plans.

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ADVISOR BIO

Wendy Clements is a financial professional with over 25 years of experience in the financial services industry. Wendy is currently registered with RBC Capital Markets, LLC and has been with the firm since February 2008. Prior to that, Wendy worked at RBC Capital Markets Corporation and Dain Rauscher Incorporated. Wendy has a broad range of experience in the industry, including experience in providing financial planning, portfolio management, and investment advisory services.

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Wendy Kizzier is a registered representative with Northern Trust Securities, Inc., a firm headquartered in Chicago, Illinois. She is registered in California, Idaho, Oregon, and Washington. Wendy Kizzier has been in the industry since 2001 and holds the Series 66, Series 7 and SIE licenses. Northern Trust Securities, Inc. offers advisory services for individuals, businesses, and pooled investment vehicles. The firm manages over $1 billion in assets.

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Wendy Christine Gilmer is a financial advisor who has been working in the industry since March 2022. Wendy is a registered representative with RBC Capital Markets, LLC and holds Series 7TO, Series 66 and SIE licenses. Wendy is also a Certified Financial Planner. Wendy's focus is on providing financial planning and portfolio management for individuals, businesses, and pooled investment vehicles. Wendy is experienced in working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. In addition to her work with RBC Capital Markets, LLC, Wendy is also a General Partner for Zeidler Family Limited Partnership.

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ADVISOR BIO

Wendy Leigh Crowell is a financial advisor at Creative Planning, a firm that manages over $175 billion in assets. Wendy specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations. Wendy is a Certified Financial Planner and holds a Series 65 license. Wendy has been in the financial services industry since 2010. Prior to joining Creative Planning, Wendy worked at Crowell Business Group, Inc. and Apex Systems.

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Wendy Lai is an investment advisor representative for LNW. Wendy has been in the industry since 1997 and specializes in providing financial planning, portfolio management, and educational seminars for individuals, high-net-worth individuals, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. Wendy is also registered as an investment advisor representative in California.

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ADVISOR BIO

Wendy Elizabeth Duncan is a financial advisor with The Colony Group, LLC. Wendy has been in the financial services industry since 1984. Wendy has worked at several firms, including Wells Fargo Advisors, Prudential Securities Incorporated, and Aetna Investment Services, Inc. Wendy holds Series 7, Series 24, Series 52, Series 53, and Series 63 licenses. Wendy is also a Registered Investment Advisor. Wendy specializes in working with high net worth individuals, families, and businesses.

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ADVISOR BIO

Wendy Moss Thomas has over 30 years of experience in the financial services industry, specializing in the management of investment portfolios for individuals, businesses, and institutional clients. Wendy is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. Wendy has a strong track record of success in providing financial advice and portfolio management services, and is committed to helping her clients achieve their financial goals. Wendy is currently affiliated with RBC Capital Markets, LLC, a leading global financial services company. Prior to joining RBC Capital Markets, LLC, Wendy was employed by A. G. Edwards & Sons, Inc. and Smith Barney Shearson Inc. Wendy holds multiple licenses and certifications, including Series 7, 31, and 63, as well as the SIE. These licenses and certifications demonstrate Wendy's commitment to providing her clients with the highest level of professional service. Wendy is a respected and experienced financial advisor with a proven track record of success. Wendy is committed to providing her clients with personalized service and guidance to help them achieve their financial goals.

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