Maria Katharine Stalter

Current Employers

Employment History

• 10/2010 → Present
  Thestreet.COm
  Fairport, NY
• 09/2014 → Present
  U.S. News
  Fairport, NY
• 09/2014 → 03/2020
  Better Money Decisions
  Santa Fe, NM
• 06/2020 → 03/2021
  Prosperity Source Advisors
  Los Alamos, NM
• 04/2023 → 08/2024
  Blue Marlin Advisors, Llc
  Santa Fe, NM
• 03/2021 → 06/2024
  Marketbeat
  Santa Fe, NM
• 08/2025 → Present
  Core Planning Llc
  Ofallon, NM
• 12/2025 → 04/2026
  H&R Block
  Webster, NY
• 09/2017 → Present
  Your Money Media, Llc
  Fairport, NY
• 03/2026 → 05/2026
  Boldin Advisors
  Albuquerque, NM

Previous Registrations

• 2026-03-06 → 2026-05-18
  Boldin Advisors
  Albuquerque, NM
  Mill Valley, CA
• 2023-04-20 → 2024-09-05
  Blue Marlin Advisors, Llc
  Santa Fe, NM
  Weatherford, TX
  West Palm Beach, FL
• 2020-06-30 → 2021-03-29
  Prosperitysource Advisors
  Los Alamos, NM
• 2014-09-19 → 2020-03-06
  Better Money Decisions
  Albuquerque, NM
• 2012-10-16 → 2014-09-16
  Portfolio Wealth Advisors
  Albuquerque, NM

Other Businesses

H&R Block / Non investment-related / 1900 Empire Blvd., Webster NY 14580 / Tax Preparation / Seasonal Tax Preparer / Start Date: 12/16/2025 / 20 hours per month, with approximately 6 hours per month during securities trading hours are devoted to this business / Duties: Prepare 1040 returns for retail clients; including Schedules, processing refunds, and payments. Core Planning, LLC / Investment-related / 155 Eaglesfield Way, Fairport NY / Financial Planning & Advisory Services / Start Date: 08/25/2025 / 40 hours per month, with approximately 30 hours per month during securities trading hours are devoted to the business / Duties: Financial planning and portfolio management for RIA clients. Your Money Media LLC/ Non Investment-related / 155 Eaglesfield Way, Fairport NY / Freelancing Writing Services / Start Date: 09/08/2017 / 10-15 hours per month, with 0 hours per month during securities trading hours / Duties: Provide freelance financial writing services for media clients such as US News & World Report and TheStreetPro, as well as the production of financial YouTube videos; all content is for the purpose of general education with no individual advice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-11

Designations

Other Names

• Kate Stalter
• Katharine Stalter