ADVISOR BIO

Sarah Michelle George is a financial advisor at Perigon Wealth Management, LLC. Sarah has a background in finance and holds the Certified Financial Planner designation. She is registered with the state of California as an Investment Advisor Representative. Sarah works with individuals, families, and businesses to help them achieve their financial goals. She is passionate about helping clients understand their finances and develop a plan for the future. Sarah has experience working with clients of all ages and income levels.

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ADVISOR BIO

Sarah Lynn Kalsey is a financial advisor with J.P. Morgan Securities LLC, where she has worked since 2012. Sarah's experience includes working with clients in Roseville, CA. Sarah holds the Series 6, Series 63, SIE, and Series 6TO licenses. Sarah has been a registered representative since 2012.

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ADVISOR BIO

Sarah Wong is a registered representative with Wells Fargo Clearing Services, LLC. Sarah has been in the financial services industry since June 2021. Sarah holds the Series 7TO and SIE licenses. Sarah is associated with the Wells Fargo Clearing Services, LLC branch office in Carmel, CA.

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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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ADVISOR BIO

Sarah Quyen Wilson is an Investment Advisor Representative with Corient, registered in California and Texas. Sarah holds a Series 65 license and a SIE exam certification. Sarah has been with Corient since July 2024 and has previously worked at Global Teaching Project, Chardan Capital Markets, Yale University, Denmark High School, and Cumming, GA, as a Student. Sarah's areas of specialization include investment company and pooled investment vehicle portfolio management, as well as financial planning, pension consulting, and market timing services.

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ADVISOR BIO

Sarah Joshi is a financial advisor with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Sarah is registered with FINRA as a registered representative and holds Series 63, 65, 7TO, and SIE licenses. Sarah has been in the industry since 2020 and has a total of 55 approved state registrations including a registration with the Texas State Securities Board. Sarah is also registered as an investment advisor representative in California. Previously, Sarah worked at First Republic Securities Company, LLC. Currently, Sarah's primary employment is with J.P. Morgan Securities LLC.

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ADVISOR BIO

Sarah Delaney is an investment advisor representative with Morgan Stanley and is currently registered in 55 states. Sarah has been active in the investment industry since June 16, 2015. She is a Series 7, Series 63 and Series 65 licensed professional. Previously, Sarah worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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ADVISOR BIO

Sarah Saito is an investment advisor representative with J.p. Morgan Securities LLC. Sarah has been in the industry since 2014 and has worked at Thrivent Investment Management Inc. in Ventura, CA. Sarah is registered with the state of California and has Series 66, SIE and Series 7 licenses. Sarah's primary office is located in Ventura, CA, and she also works out of the Carpinteria, CA branch.

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ADVISOR BIO

Sarah Everts Phillips is a financial advisor at Morgan Stanley. She has been working in the financial industry since November 2012 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Sarah Everts Phillips holds the Series 66, Series 10, Series 9, SIE, and Series 7 licenses. Her areas of expertise include asset allocation, financial planning, pension consulting, and educational seminars. Sarah Everts Phillips works with individuals, high-net-worth individuals, investment companies, businesses, charitable organizations, and pension and profit-sharing plans.

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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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