ADVISOR BIO

Samuel Gabrielson is an investment advisor representative currently registered with Trajan Wealth, LLC, a registered investment advisor. Samuel has been working in the industry since July 2017 and has experience with Charles Schwab & Co., Inc. and Vanguard Marketing Corporation. Samuel has earned a Certified Financial Planner designation and has a Series 7, 63, and 66 license. Samuel's specializations include retirement planning, college savings, estate planning, insurance, and tax planning.

SPECIALIZATIONS

ADVISOR BIO

Samuel Michael Fink is a registered investment advisor representative with Vanguard Advisers, Inc. Samuel has been in the securities industry since August 26, 2020. Samuel holds both a Series 66 and Series 63 license as well as a Series 7TO license. Samuel is registered with the state of Arizona as an investment advisor representative. Samuel also holds a Series 7TO license. Samuel is a registered investment advisor representative in Arizona, Florida, and Texas. Samuel provides portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning and selection of other advisers. Samuel also works for the Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.

SPECIALIZATIONS

ADVISOR BIO

Samuel Schlesinger is a Certified Financial Planner™ and Investment Advisor Representative registered with the state of Arizona. Samuel is associated with United Capital Financial Advisors. Samuel has been in the industry since 2016. Samuel’s profile indicates a specialization in retirement planning, college planning, and other financial planning for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Samuel Bjellos is an investment advisor representative at Osaic Wealth, Inc. Samuel has over 12 years of experience in the financial services industry and holds multiple licenses and certifications. Samuel specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Samuel is passionate about helping his clients achieve their financial goals and is committed to providing them with the highest level of service.

SPECIALIZATIONS

ADVISOR BIO

Samuel Elasky is a financial advisor registered with Equitable Advisors, LLC. He is based in Scottsdale, Arizona and holds Series 7TO, Series 66 and SIE licenses. Samuel Elasky has been in the financial industry since 2023.

SPECIALIZATIONS

ADVISOR BIO

Samuel Luther Hanson is a financial advisor registered with Ameriprise Financial Services, LLC, in Scottsdale, AZ. Samuel has been in the financial industry since November 2020 and is Series 7 and SIE licensed. Samuel specializes in working with individuals, high-net-worth individuals, businesses, trusts/estates, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Samuell Taddesse is a financial advisor registered with Osaic Wealth, Inc. Samuell specializes in a variety of financial services, including portfolio management for individuals and businesses, financial planning, and educational seminars. Samuell is based in Scottsdale, Arizona and has been in the industry since January 12, 2022. Samuell holds the Series 63, Series 6TO, and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

Sandra Marie Yee is an Investment Advisor Representative at Vanguard Advisers, Inc. based in Scottsdale, AZ. Sandra has been in the securities industry since March 8, 2016. Sandra is registered with the state of Arizona and Texas as an Investment Advisor Representative. Sandra holds the Series 6, Series 7TO, and Series 63 licenses and is also a Certified Financial Planner. She has 53 state registrations across the US.

SPECIALIZATIONS

ADVISOR BIO

Sandra Johnson is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, Arizona. Sandra has over 20 years of experience in the financial services industry. She is registered with FINRA and the state of Ohio. Sandra specializes in providing financial planning and investment advice to individuals, families, and businesses. Sandra has a strong track record of helping her clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Sandra Chater is an investment advisor representative with Wells Fargo Clearing Services, LLC, having joined the firm in November 2016. Sandra is also registered with Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Sandra has been working in the financial services industry since April 2012. Sandra holds Series 6, 7, 63, and 66 licenses. Sandra has been providing investment advice to clients for over 10 years. Sandra is committed to providing her clients with personalized financial advice and investment strategies. She specializes in retirement planning, wealth management, and estate planning. Sandra has a strong understanding of the financial markets and a proven track record of success.

SPECIALIZATIONS