ADVISOR BIO

Sandeep Madhavan is a financial advisor with Ameriprise Financial Services, LLC. Sandeep has been in the industry since 2003 and is registered in 37 states. Sandeep holds the Series 66, Series 7, and SIE licenses. Sandeep is a Certified Financial Planner and specializes in providing financial planning, asset allocation, and portfolio management services to individuals, corporations, and pension plans. Sandeep is also a board member of a company in Orange, California.

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ADVISOR BIO

Sandra Jane Rutan is a financial advisor with over 35 years of experience in the industry. Sandra has been with Morgan Stanley since June 2009, prior to that Sandra was with Citigroup Global Markets Inc. from September 1995 to June 2009. Sandra provides financial planning, portfolio management for individuals, businesses and investment companies, asset allocation advice and selection of other advisors to her clients. Sandra has a broad range of experience and expertise in the financial services industry.

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ADVISOR BIO

Sandra Szalankiewicz is an active investment advisor representative and broker-dealer agent with over 25 years of experience in the industry. Sandra is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in California and Texas and previously worked at BANC OF AMERICA INVESTMENT SERVICES, INC. and BA INVESTMENT SERVICES, INC.. Sandra is a qualified investment advisor with expertise in a wide range of financial products. Sandra holds multiple licenses and certifications including Series 3, 4, 7, 9, 10, 24, 52, 53, 63, and 65.

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ADVISOR BIO

Sandra Isabel Castro is a registered Investment Advisor Representative with The Ayco Company, LP. Sandra has been in the industry for over 4 years, and specializes in financial planning and portfolio management for both individuals and businesses. Sandra has a strong understanding of the financial markets and is committed to providing her clients with personalized advice and guidance. She is a dedicated professional and is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Sandra Engstrom is an active investment advisor representative with Cetera Investment Advisers LLC. Sandra has been in the industry since 1996 and has experience with a wide range of financial services, including financial planning, portfolio management, and fixed insurance sales. Sandra holds multiple licenses and certifications, including Series 7, Series 63, Series 65, and SIE. Sandra has a strong track record of success in providing personalized financial advice to a diverse clientele. She is committed to building long-term relationships with clients and helping them achieve their financial goals.

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ADVISOR BIO

Sanjay Challa is a financial advisor registered with The Ayco Company, LP, where has been employed since 2020. Previously Sanjay was with Mercer Allied Company, L.P. Sanjay is currently licensed to provide investment advice in California and New York and has a Series 66 license. Sanjay holds a Series 7 and a Series 66 license.

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ADVISOR BIO

Sarah Minakary is an investment advisor representative who has been in the industry since September 2008. Sarah is registered with Hightower Advisors, LLC and has a current registration in California. Sarah has previously been associated with Morgan Stanley and Morgan Stanley & Co. Incorporated. Sarah is a Registered Representative and Investment Advisor Representative and has passed the Series 66, Series 7, Series 31, and SIE exams. Sarah is affiliated with R2M Management CA, LLC, providing administrative services related to the RIA practice. Sarah has a specialization in Financial Planning.

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ADVISOR BIO

Sarah Yuen is a registered investment advisor representative with The Ayco Company, LP. Sarah has been in the industry since February 13, 2020. Sarah has a Series 66, Series 3, Series 7TO and SIE. Sarah is registered in California, New York, Texas, and Wyoming. Sarah has experience with The Ayco Company, LP and Mercer Allied Company, L.P.

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ADVISOR BIO

Sarah Elizabeth Stouffer is an investment advisor representative with Cetera Investment Advisers LLC, based in Newport Beach, CA. Sarah has been in the financial services industry since 1998 and has a broad range of experience in providing investment advice to individuals and businesses. Sarah is a Certified Financial Planner (CFP®) and holds Series 7, 63, and 65 licenses. She is registered to provide investment advisory services in California and Texas. Sarah is also a registered representative of Cetera Advisor Networks LLC.

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ADVISOR BIO

Sarah Settle is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Sarah has been in the securities industry since 2010. Sarah holds Series 63, 66, and 7 licenses. She specializes in investment advisory services for individual investors, businesses, and pension plans. Sarah has experience working with clients who are looking for financial planning, portfolio management, and other investment-related services. Sarah Settle is a Registered Representative and Investment Advisor Representative of Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Bank of America Corporation.

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