ADVISOR BIO

Solece Nicole Lopez is an investment advisor representative with Morgan Stanley. Solece has been in the securities industry since October 2022. Solece has a Series 7TO, Series 63, and Series 66 license and is registered in 52 states. Prior to joining Morgan Stanley, Solece worked at Charles Schwab & Co., Inc.

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ADVISOR BIO

Solitaire Yolanda Dasher-smiley is a Registered Representative and Investment Advisor Representative with Raymond James & Associates, Inc.. Solitaire has been in the financial industry since November 6, 2012 and holds Series 7, Series 66 and SIE licenses. Solitaire is registered with FINRA and in 30 states as a Broker/Dealer and in 3 states as an Investment Advisor. Solitaire is located in Scottsdale, AZ and services clients in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington and Wisconsin.

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ADVISOR BIO

Sommer Maher Arekat is a financial advisor who has been working in the financial services industry since 2012. Sommer is registered with UBS Financial Services Inc. and has offices in Phoenix, AZ. Sommer is a Series 7 and Series 66 licensed professional. Sommer specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Sommer is committed to helping clients achieve their financial goals.

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Sondra McVeigh is a financial advisor with Principal Securities, Inc. Sondra has over 20 years of experience in the financial services industry. Sondra holds Series 6, 63 and SIE licenses. Sondra specializes in providing financial planning, portfolio management for individuals, and pension consulting. In addition to her current role, Sondra has also worked for EMPOWER FINANCIAL SERVICES, INC., VANGUARD MARKETING CORPORATION, and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC.

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Sonia Aquilina is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with 17 years of experience in the industry. Sonia is registered with FINRA and the states of Alaska, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Hawaii, Illinois, Iowa, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, South Carolina, Texas, Utah, Virginia, Washington, and Wisconsin. Sonia specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and other businesses.

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ADVISOR BIO

Sonia Carmen Rafael-davis is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Sonia has a broad range of experience in financial services, including portfolio management and financial planning. Sonia holds Series 7, Series 63, and SIE licenses. Sonia is registered in 52 states and is licensed to provide investment advice in all of them. Sonia is located in Chandler, Arizona and has been in the financial services industry since June 2021.

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Sonja Dee Ross is a financial advisor with over 20 years of experience in the financial services industry. Sonja currently works as a Registered Representative at Raymond James & Associates, Inc., where she has been employed since 2007. Prior to that, Sonja worked at other prominent firms such as Robert W. Baird & Co. Incorporated, U.S. Bancorp Piper Jaffray Inc., The Advisors Group, Inc., and Dain Rauscher Incorporated. She holds licenses to sell securities in Arizona and holds the Series 7, Series 63, and SIE exams.

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Sonya Baran is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Sonya holds the Series 7TO, Series 63 and Series 66 licenses. Sonya Baran is registered with FINRA and has a total of 24 state registrations. Sonya joined Fidelity Personal And Workplace Advisors in June 2022. Prior to joining Fidelity Personal And Workplace Advisors, Sonya was employed at Robinhood Financial, LLC. Sonya specializes in portfolio management for individuals, portfolio management for businesses, financial planning, and educational seminars.

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Sonya Maurin Crenshaw is an Investment Advisor Representative at Edelman Financial Engines. Sonya has been in the financial industry since 2005. Sonya's previous experience includes working at Vanguard Marketing Corporation in Scottsdale, Arizona. Sonya currently holds Series 63 and Series 65 licenses. Sonya is registered with the state of Arizona as an Investment Advisor Representative. Sonya specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Sonya is currently based in Glendale, Arizona.

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ADVISOR BIO

Sonya Nolan is an experienced financial professional with over 15 years of experience in the financial services industry. Sonya is a Certified Financial Planner and has a strong track record of success in providing financial planning and investment management services to individuals, families, and businesses. Sonya is currently affiliated with Osaic Wealth, Inc. and previously worked at LPL Financial LLC and Commonwealth Financial Network. Sonya is dedicated to providing personalized advice and helping clients achieve their financial goals.

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