ADVISOR BIO

Sarah A. Bates is a financial advisor with LPL Financial LLC based in Phoenix, AZ. Sarah has been in the financial services industry since 2011. She has a Series 6 and Series 63 license and the SIE designation. Sarah has previously worked with PNC INVESTMENTS and BBVA Securities Inc. Sarah has a wide range of experience serving a variety of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Sarah Elizabeth Waldren is an Investment Advisor Representative with Dew Wealth Management. Sarah holds the Series 65 license. Sarah has been in the financial industry for several years. Prior to joining Dew Wealth Management, Sarah worked at Syntal Capital Partners in Midland, TX. Sarah specializes in financial planning, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Sarah Rotwein is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Sarah has been in the industry since July 26, 2019. Sarah is licensed to provide investment advice in 47 states and the District of Columbia. Sarah holds the Series 63, Series 7TO and SIE licenses. Sarah specializes in providing financial planning, pension consulting, and educational seminars. Sarah is also a registered representative with FINRA. Sarah has previously worked at CHARLES SCHWAB & CO., INC..

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ADVISOR BIO

Sarah Desmond is a financial advisor with UBS Financial Services Inc. Sarah is registered with the state of Arizona and has been working in the financial industry since 2021. Sarah has a Series 7, 63, and 65 license. Sarah provides financial planning, portfolio management, pension consulting, and other investment-related services. Sarah has experience working with individual investors, corporations, and charitable organizations.

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ADVISOR BIO

Sarah Simes is a financial advisor with over 20 years of experience in the industry. Sarah is currently registered with Osaic Wealth, Inc. in Arizona, Colorado, Massachusetts, and New Jersey. Sarah has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Sarah has also worked with various other firms including FSC Securities Corporation, Woodbury Financial Services, Inc., Securities America, Inc. and TRIAD ADVISORS LLC. Sarah holds a Series 65, Series 66, Series 7, and Series 24 license.

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ADVISOR BIO

Sarah Eschenbrenner is an investment advisor representative at Eagle Strategies LLC. Sarah has been in the financial services industry since 2014 and is registered in multiple states. Sarah specializes in financial planning, pension consulting, and portfolio management for individuals. Sarah also provides educational seminars and publications.

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ADVISOR BIO

Sargon Lazar is an investment advisor representative with Fidelity Personal And Workplace Advisors, registered in Arizona and Texas. Sargon has been in the industry since 2021 and holds the Series 63, Series 65, Series 7TO, and SIE licenses. Sargon has a wide range of experience in the financial industry and is dedicated to providing personalized financial advice to help clients achieve their financial goals. Sargon works with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Fidelity Personal And Workplace Advisors offers financial planning, portfolio management, and educational seminars. The firm manages over $818 billion in assets.

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ADVISOR BIO

Sasha Marie Fuse is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Sasha holds Series 63, 65, 7TO, and SIE licenses. Sasha has been in the financial services industry for over a year and has experience working with individuals, high net worth individuals, and pension and profit sharing plans. Sasha is registered in 22 states and can help clients with financial planning, portfolio management, educational seminars, and selection of other advisers.

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ADVISOR BIO

Sasson Afshari is a financial advisor with LPL Financial LLC, based in Scottsdale, Arizona. Sasson has over 11 years of experience in the financial services industry. Sasson is registered to provide investment advice in 16 states, including Arizona, California, Colorado, Connecticut, Florida, Georgia, Indiana, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Utah, Virginia, and Washington. Sasson is also registered as an Investment Advisor Representative in New Jersey.

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ADVISOR BIO

Satish Ramachandra Banwasi is a financial advisor with Osaic Wealth, Inc. located in Scottsdale, Arizona. Satish Ramachandra Banwasi has been in the financial industry since August 12, 2005, and is currently registered with the state of Arizona. Satish Ramachandra Banwasi has a strong background in financial planning, portfolio management, and pension consulting. Satish Ramachandra Banwasi is dedicated to providing clients with the best possible financial advice and service.

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