Broker Check

The Lighthouse Team 

Kathy Williams, RFC® , Wealth Manager

President of Advance Financial Lighthouse

Kathy has devoted her career to helping people achieve financial success. She has over 30 years of experience in financial planning and investment management. Education is vital to Kathy. She holds a degree in Organizational Leadership with a minor in Psychology from Southern Nazarene University and continues on her journey to learn.

Kathy's life experiences of growing up poor, going through a difficult divorce, life as a single parent and losing her teenage daughter, shaped her deeply. These challenges made her resilient and determined to inspire and help others who are going through similar situations. She believes most can achieve financial success with the right mindset.

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Our Broker-Dealer is Osaic Wealth

Osaic stands as our exclusive Broker-Dealer partner in offering comprehensive wealth management services. They offer back-office support, adaptable money managers, technological aid, resources, and a community tailored for the future of wealth management. The infrastructure they provide is designed to protect our clients, improve efficiencies, and deliver the tools we need to thrive. Osaic Wealth is separately owned and Advance Financial Lighthouse and Kathleen Williams are independent of Osaic Wealth. Osaic Wealth

Our Clearing and Brokerage Services are provided by Pershing, LLC

Pershing LLC is a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon) and is a leading provider of clearing, custody, and settlement services for financial institutions and advisors. It offers a wide range of technology platforms to support trading, investments and advisory solutions. Pershing, LLC is separately owned and Advance Financial Lighthouse and Kathleen Williams are independent of Pershing, LLC

Premier Trust Services

Premier Trust is our recommended provider for trust for our clients.  They are a trusted and reliable choice for our client's trust needs. By utilizing their services, you can ensure that your assets and estate are managed and distributed according to your wishes. They offer a wide range of trust services to preserve your intended goals for future generations to come. Premier Trust is separately owned and Advance Financial Lighthouse and Kathleen Williams are independent of  Premier Trust

Katy Baldrachi<br/>Financial Paraplanner

Katy Baldrachi
Financial Paraplanner

Registered Financial Assistant

Katy serves as our Paraplanner and Operations Manager. She helps to ensure our clients receive excellent service and support and handles account setup and maintenance, compliance records and office operations. She has passed the Series 7, 66, 6 and SIE exams and has over nine years of Financial Services experience.