ADVISOR BIO

Samantha Bakke is a registered investment advisor representative with One Capital Management, LLC. Samantha has been in the financial industry since 2010 and has held previous roles with Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC. Samantha holds the Series 6, 7, 63 and 66 licenses and has specialized knowledge in the areas of investment companies, variable contracts, and retirement planning. Samantha provides financial planning, portfolio management and advisory consulting services to individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Samantha Song Park is a financial advisor with Aspiriant, LLC based in Los Angeles, California. Samantha holds a Series 65 license and is registered as an Investment Advisor Representative (IAR) in California. Samantha has been with Aspiriant since January 2008 and has a background in providing financial planning, portfolio management for businesses, individuals, and investment companies, as well as pension consulting. Samantha's specialization includes investment advisory services for high-net-worth individuals, corporations, charitable organizations, and investment companies.

SPECIALIZATIONS

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.

SPECIALIZATIONS

ADVISOR BIO

Samantha Curtin is an investment advisor representative with Equitable Advisors, LLC. Samantha has been in the industry since 2006. Samantha is currently registered in several states including Arizona, California, Idaho, Maryland, New Jersey, Texas, and Utah. Samantha offers a variety of services including financial planning, pension consulting, and portfolio management. Samantha is also a licensed insurance agent.

SPECIALIZATIONS

ADVISOR BIO

Samantha Delgado is a financial advisor with LPL Financial LLC. Samantha has been in the financial services industry since April 21, 2022. Samantha is registered with the state of California and holds Series 63, Series 6TO, and SIE licenses. Samantha specializes in a variety of financial products and services.

SPECIALIZATIONS

ADVISOR BIO

Samantha Emiko Lee is an Investment Advisor Representative at IEQ Capital, LLC. Samantha has been registered with the state of California since August 18, 2022 and has experience in the financial services industry since January 2018. Samantha holds a Chartered Financial Analyst designation. IEQ Capital, LLC is an independent investment advisory firm specializing in providing financial planning and portfolio management services for individuals and businesses. The firm manages approximately $23.58 billion in assets.

SPECIALIZATIONS

ADVISOR BIO

Samantha Angueira is a registered investment advisor representative with RBC Capital Markets, LLC. Samantha Angueira is licensed to offer investment advice in 32 states and the District of Columbia. Samantha Angueira also holds the Series 7TO, Series 63, and Series 65 licenses. Samantha Angueira has been in the securities industry since 2019 and has previous experience with Morgan Stanley. Prior to that, Samantha Angueira worked at United Bank of Switzerland in Miami, FL. Samantha Angueira is committed to providing clients with personalized financial advice and guidance. Samantha Angueira specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Samantha Angueira also offers other advisory services, such as selection of other advisers and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Samantha Thompson-Innes is a financial advisor at Raymond James Financial Services Advisors, Inc. Samantha has been in the financial industry for 14 years and has a Series 66, Series 7, Series 9, Series 10 and SIE license. Samantha is registered to provide investment advice in 20 states and is also a registered representative in Arizona and California. Samantha specializes in providing financial advice to individuals, corporations, pension and profit-sharing plans, insurance companies, high-net-worth individuals, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Samantha Blackman is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 8 years of experience in the industry. Samantha has a Series 66, Series 7, and SIE license and holds active registrations in 53 states and the District of Columbia. Samantha is a licensed investment advisor representative. Samantha has been a registered representative since July 2015. Samantha's previous employers include Jack A. Cross & Associates, Inc. and Bank of America, N.A.

SPECIALIZATIONS

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.

SPECIALIZATIONS