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 Grace Colleran is a registered Investment Advisor Representative with IEQ Capital, LLC, a firm headquartered in Foster City, CA. Samantha has been in the industry since June 2022. She is registered with the state of California and holds the Series 65 license. Samantha has experience in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. She works with a diverse range of clients, including charitable organizations and high-net-worth individuals.

SPECIALIZATIONS

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 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.

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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.

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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 Jackson-kittle is a financial advisor who has been in the industry since 2009. Samantha is currently registered with Sovran Advisors, LLC and is a registered principal. Samantha is a licensed advisor in Arizona, California, and Washington.

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ADVISOR BIO

Samantha Pham is a registered representative with UBS Financial Services Inc. She has been in the industry since December 2019. She is licensed to provide investment advice in the state of California. Samantha has passed the Series 66, Series 7TO, and SIE exams. Samantha's current employment is with UBS Financial Services Inc. Samantha works with a wide range of clients, including individuals, families, corporations, and institutions. She provides a variety of financial services, including investment planning, retirement planning, and wealth management. Samantha is committed to providing her clients with personalized service and helping them achieve their financial goals.

SPECIALIZATIONS

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 Shengman Hsu is a financial advisor in San Francisco, CA who has been in the industry since August 1999. Samantha is a registered representative with Raymond James & Associates, Inc. Samantha has been with the firm since September 2016. Samantha has also worked with DEUTSCHE BANK SECURITIES INC. and DB ALEX. BROWN LLC. Samantha holds Series 7, 63 and 66 securities licenses.

SPECIALIZATIONS