ADVISOR BIO

Sanae Garcia is an experienced financial professional with over 30 years in the industry. Sanae has a strong background in providing investment advice and portfolio management to a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations. Sanae currently works for UBS Financial Services Inc., a leading wealth management firm, where Sanae is registered as a Registered Representative and Investment Advisor Representative. Sanae holds a Series 7, Series 63, and Series 65 licenses, demonstrating Sanae's commitment to professional growth and knowledge. Previously, Sanae worked for Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sanae's experience spans a variety of financial services firms, exposing Sanae to diverse investment strategies and market environments.

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ADVISOR BIO

Sandi Y. Chui is a registered representative of Western International Securities, Inc. and has been in the securities industry since 1999. Sandi holds Series 63 and Series 66 licenses, as well as Series 7 and SIE licenses. Sandi currently provides financial planning and portfolio management services to individual, high-net-worth, corporate, and charitable clients. Sandi has worked in the Pasadena area for many years, and her experience includes time working at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sandi currently serves as a registered representative of Western International Securities, Inc.

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ADVISOR BIO

Sandra Marie Holguin is a financial advisor who has been in the industry since 2006. Sandra is currently registered with Cuso Financial Services, LP, a firm that provides financial planning, portfolio management, and other investment services. Sandra has a wide range of experience working with clients in various industries, including insurance companies, charitable organizations, high-net-worth individuals, corporations, and individuals. Sandra holds the Series 6, 7, 63, 66 and SIE licenses. Prior to joining Cuso Financial Services, LP, Sandra has held positions at Wescom Financial Services, LLC, INFINEX INVESTMENTS, INC., and ESSEX NATIONAL SECURITIES, INC. Sandra has a strong track record of success in helping her clients achieve their financial goals.

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Sandra Parracino is a registered investment advisor representative with Summit Financial, LLC in Pasadena, California. Sandra Parracino has been in the industry since 2010 and is registered with the state of California. Sandra Parracino also holds Series 7 and Series 66 licenses. Sandra Parracino provides financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Sandra Parracino also owns and operates a yoga studio in La Canada, California.

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ADVISOR BIO

Sandra Martin-stelmasek is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Sandra has been in the securities industry since March 10, 1982. Prior to joining Merrill Lynch, Sandra worked at UBS PaineWebber Inc., Baraban Securities, Inc., PaineWebber Incorporated, Lehman Brothers Inc., Prudential-Bache Securities Inc., Morgan Stanley & Co., Incorporated, The Seidler Companies Incorporated, and Morgan, Olmstead, Kennedy & Gardner, Incorporated. Sandra holds the Series 4, Series 7, Series 63 and Series 66 licenses. Sandra specializes in providing investment advice to individuals, businesses, and institutions. Sandra's experience and expertise provide clients with a comprehensive approach to financial planning and investment management.

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Sandy Shu Perez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Pasadena, California. Sandy has been in the financial industry since April 2003. Sandy is registered with the state of California to offer both broker-dealer and investment advisor services. Sandy holds the Series 7, 66 and SIE exams and is licensed to offer securities services in multiple states. The firm provides a broad range of investment products and services, including portfolio management, financial planning, and retirement planning.

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ADVISOR BIO

Sara Blatt collins is a financial advisor with Transamerica Financial Advisors, Inc. She has been in the industry since 1997 and is licensed to provide investment advice in California, New Jersey, and Texas. Sara holds a Series 6, Series 26, Series 63, and Series 65 license. Sara is a referring associate for Netlaw Inc. and is involved with the Rotary International.

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ADVISOR BIO

Sarah Harkins Flick has been in the financial services industry since 2004. Sarah is currently a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., where Sarah has been employed since January 2009. Prior to that, Sarah worked at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Sarah holds a Series 66, Series 31, Series 7 and SIE licenses. Sarah is licensed to provide investment advice in 45 states.

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Sathita Kerdpongvanich is a financial advisor registered with Transamerica Financial Advisors, Inc. and has been working in the financial services industry for over 10 years. Sathita is licensed in California and has passed the Series 63, 65 and 6TO exams. Sathita also holds a SIE license. Sathita provides financial planning and portfolio management services to individuals and provides selection of other advisors for clients.

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ADVISOR BIO

Satinder Singh Dhindsa is a financial professional with over 3 years of experience in the financial services industry. Satinder is currently registered with GWN Securities Inc. and offers financial planning services. Satinder has experience with both retail and institutional clients, providing investment advisory services. Satinder also has experience with investment management services including portfolio management for individuals. Satinder holds Series 66, Series 7TO, and SIE licenses.

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