ADVISOR BIO

Sarah Marie Freitas is a registered representative with Citigroup Global Markets Inc. She has been in the industry since 2019 and holds the Series 63, Series 7TO and SIE licenses. Sarah specializes in a variety of investment products and services, including asset allocation advice, financial planning, pension consulting, and publication of periodicals. She has over 25 years of experience in the industry and is committed to providing her clients with personalized service and tailored investment strategies.

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ADVISOR BIO

Sarah Lynnay Branstetter is a financial advisor at Raymond James Financial Services Advisors, Inc. Sarah has been in the financial industry since 2020 and has a Series 66, Series 7TO and SIE. Sarah is registered in California, District of Columbia, Florida, Hawaii, Massachusetts, Michigan, New York, North Carolina, Tennessee, Texas, and Washington. Sarah is dedicated to providing financial advice to individuals and businesses.

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ADVISOR BIO

Sarah Peck is a registered representative with J.p. Morgan Securities LLC and has been in the industry since 2001. Sarah is licensed in 53 states and is also registered as an Investment Advisor Representative (IAR) in California and Texas. Sarah has earned the Series 3, Series 7, Series 7TO, and SIE licenses and the Series 66. Sarah currently works in the San Francisco office of J.p. Morgan Securities LLC. Sarah was previously employed by BNP PARIBAS SECURITIES CORP.

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ADVISOR BIO

Sarah Erin Carter Torres is a registered representative associated with Wells Fargo Clearing Services, LLC, and has been in the financial services industry since November 6, 2019. She has been registered with Wells Fargo Clearing Services, LLC since July 29, 2020. Sarah Erin Carter Torres is licensed to provide investment advice in California and is registered as an Investment Advisor Representative (IAR). She has passed the Series 66, Series 10, Series 9, Series 7TO and SIE exams. Sarah Erin Carter Torres has previous experience in the financial services industry with Wells Fargo Clearing Services, LLC, in Stockton, California, starting in June 2006.

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ADVISOR BIO

Sarah Frances Clish is a financial advisor at Ameriprise Financial Services, LLC. Sarah has been in the financial industry since November 2001. Sarah is registered with the state of California and Texas. Sarah holds the Series 66, SIE and Series 7 licenses and is a Certified Financial Planner. Sarah's specializations include asset allocation, financial planning, and portfolio management for individuals and businesses. Sarah also provides educational seminars and publication of periodicals.

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ADVISOR BIO

Sarah Liston is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in SAN FRANCISCO, CA. Sarah has been in the industry since August 2008. Sarah holds the Series 66, Series 7 and SIE licenses and is registered in California, Texas and several other states as a broker and an investment advisor. Before joining Merrill Lynch, Pierce, Fenner & Smith Inc., Sarah worked at UBS Financial Services Inc. Sarah has a broad range of experience in providing financial advice to individuals, corporations, pension plans, insurance companies, and charitable organizations. Sarah's primary focus is providing investment advisory services including portfolio management and financial planning. Sarah also offers a variety of other services including educational seminars, performance measurement reports, allocation modeling, and research reports.

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ADVISOR BIO

Sarah Lyu Wong is a financial advisor associated with LPL Financial LLC. Sarah has been in the industry for over 2 years. Sarah currently holds Series 63, Series 6TO and SIE licenses. Sarah is registered with the state of California. Previous employment includes W&S Brokerage Services, Inc.. Sarah specializes in a wide range of investment products and services.

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ADVISOR BIO

Sarah Uyen Pham is a financial professional who has been active in the industry since August 2020. Sarah is a registered representative with Wells Fargo Clearing Services, LLC and holds both a Series 63 and 66 license. Sarah's previous experience includes roles at Wells Fargo Bank NA and Quality Nutrition Labs, LLC. Sarah is committed to providing clients with investment consulting, financial planning and other financial services. Sarah has a strong understanding of the financial markets and a dedication to helping her clients achieve their financial goals.

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ADVISOR BIO

Sarah Schneider is a financial professional with Citigroup Global Markets Inc. based in Los Angeles, California. Sarah has a broad range of experience and is licensed to provide financial advice in 53 states and territories. Sarah specializes in a variety of areas including asset allocation, financial planning, portfolio management for businesses and individuals, and pension consulting.

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ADVISOR BIO

Sarah Oskey is a financial advisor at Edward Jones, with over 5 years of experience in the financial industry. Sarah is registered with FINRA and holds licenses in multiple states. She is a Certified Financial Planner and provides financial planning services to individuals, businesses and families. Sarah Oskey is committed to helping her clients achieve their financial goals.

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