ADVISOR BIO

Samantha Paige Hobart is a financial advisor registered with Morgan Stanley and has been in the industry for 10 years. She is licensed to provide advisory services in both Broker-Dealer (BC) and Investment Advisor (IA) capacities. Samantha has a strong track record of success in the financial services industry, and she is committed to providing her clients with personalized and comprehensive financial advice. Her primary focus is on providing financial planning and investment management services for high-net-worth individuals, families, and businesses. She also has experience working with charitable organizations and investment companies. Samantha holds a Series 66 license, as well as the SIE and Series 7 exams. She is also a Certified Financial Planner. She currently works in the San Francisco office of Morgan Stanley.

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ADVISOR BIO

Samantha Emma Sokasaim is a financial advisor with Edward Jones. Samantha has been in the financial industry since April 2, 2017, and is licensed in Arizona and California. Samantha specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for both businesses and individuals.

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ADVISOR BIO

Samantha Drew Lawrence is an Investment Advisor Representative at Centura Wealth Advisory. Samantha has been in the financial services industry since 2012. Samantha is a Certified Financial Planner™. Samantha is registered with the state of California. Samantha has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit sharing plans.

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ADVISOR BIO

Samantha Zetouna is a financial advisor with J.P. Morgan Securities LLC and has been in the industry since 2015. Samantha is registered in California, Colorado, Idaho, Iowa, Minnesota, Nebraska, North Carolina, Utah, Virginia, and Washington. Samantha has a Series 6, Series 7, Series 63 and Series 66 license and is registered to provide investment advice.

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ADVISOR BIO

Samantha Nicole Power is a registered representative with Wells Fargo Clearing Services, LLC. Samantha is licensed to provide investment advice in California and Texas. Samantha has been in the financial services industry since 2016. Samantha holds Series 66, SIE and Series 7 securities licenses. Samantha can provide investment advice in a variety of areas including financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Samantha Smith-carsey is a registered investment advisor representative with J.p. Morgan Securities LLC. Samantha has been in the industry since July 2013 and has worked for JPMorgan Chase Bank, N.A. and JP MORGAN SECURITIES LLC. Samantha specializes in providing financial planning services, pension consulting, and portfolio management for individuals and businesses. Samantha holds licenses in California and Texas and is registered with FINRA. Samantha has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Samantha's focus is on providing personalized financial advice and investment management services to help clients achieve their financial goals.

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ADVISOR BIO

Samantha Lee is a financial advisor with over 16 years of experience in the financial services industry. Samantha is currently registered with Citigroup Global Markets Inc. in California. Previously, Samantha was registered with HSBC SECURITIES (USA) INC. and BANC OF AMERICA INVESTMENT SERVICES, INC. Samantha holds FINRA Series 6, 7, 9, 10, 63, and 66 licenses and is also a Certified Financial Planner.

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ADVISOR BIO

Samantha Balboni is an investment advisor representative with Osaic Wealth, Inc. Samantha has been in the financial services industry since April 1996. Samantha holds FINRA Series 6, 7TO, 63 and 65 licenses. Samantha has been registered with Osaic Wealth, Inc. since January 2025. Previously, Samantha was registered with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Samantha Balboni is licensed in 31 states, including California, Arizona, Arkansas, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington and Wisconsin. Samantha Balboni has earned designations and certifications to further her expertise in the financial services industry.

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ADVISOR BIO

Samantha Lain Keeler is a financial advisor registered in California and currently employed by Westhill Financial Advisors, Inc. Samantha's primary office is in San Rafael, California. Samantha has experience in the financial services industry since 2019 and has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Samantha earned their Series 7, Series 63, and Series 66 securities licenses. Samantha is also a Certified Financial Planner. Westhill Financial Advisors, Inc. provides financial planning, portfolio management for individuals, and pension consulting services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.

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ADVISOR BIO

Samantha Katherine Hodges is a financial advisor with UBS Financial Services Inc. Samantha is registered with the Securities and Exchange Commission (SEC) and holds Series 7, 66, and SIE licenses. She has been in the financial services industry since September 25, 2018, and is actively registered in 25 states. Samantha offers a range of financial advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting. She specializes in working with high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS