ADVISOR BIO

Sharon Karraker Cohen is a financial advisor with Parallel Advisors, LLC. Sharon has been in the financial services industry since 1994. Sharon is registered with the state of Arizona as an Investment Advisor Representative (IAR) and in Texas as a Resident IAR. Sharon has experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Sharon focuses on providing financial planning and portfolio management services to her clients. Sharon offers both fixed fee and percentage of assets based compensation.

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ADVISOR BIO

Sharon Hackstadt is a registered investment advisor representative with Wells Fargo Clearing Services, LLC, She is a licensed securities professional with over 20 years of experience in the financial services industry. Sharon holds the Series 7, Series 63, and SIE licenses. She provides financial planning and portfolio management services to individuals and businesses. Sharon also offers investment consulting services to institutional clients. Sharon's previous experience includes working at Citigroup Global Markets Inc.

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ADVISOR BIO

Sharon Yu is a financial advisor in Irvine, CA with over 13 years of experience. Sharon works with individual investors, high-net-worth individuals, and businesses to develop financial plans, select investments and manage investment portfolios. Sharon has been registered with Wells Fargo Clearing Services, LLC since June 2018. Prior to that, Sharon was registered with HSBC Securities (USA) Inc. and Roth Capital Partners, LLC.

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ADVISOR BIO

Sharon Hubbard is a financial advisor with J.P. Morgan Securities LLC. Sharon has been in the industry for over 10 years, working with a variety of clients. Sharon is registered with FINRA and has a Series 6 license, as well as a Series 63 license.

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ADVISOR BIO

Sharon Kay Peterson is a financial advisor registered with LPL Financial LLC and Sharmarc Financial Advisors, Inc. Sharon has been in the financial industry since April 1982 and is licensed to provide investment advice in several states. Sharon has a wide range of experience and expertise, and is committed to helping her clients achieve their financial goals. Sharon is a Chartered Financial Consultant and holds several industry certifications, including the Series 6, 7, 24, 63, and 65 licenses.

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ADVISOR BIO

Sharon Wilson is a registered investment advisor with over 20 years of experience in the financial services industry. Sharon is currently a registered representative at Morgan Stanley in Irvine, California. Sharon has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Sharon is committed to helping clients achieve their financial goals through a personalized approach.

SPECIALIZATIONS

ADVISOR BIO

Sharon De Campo is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. Sharon has been in the financial services industry since 1984. Sharon holds the Series 3, 7, 10, 15, 63, and 65 licenses and has experience in portfolio management for individuals, businesses and pooled investment vehicles. Sharon has previously worked for Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Prudential Securities Incorporated, Dean Witter Reynolds Inc., Advest, Inc., and Thomson McKinnon Securities Inc.

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ADVISOR BIO

Sharon Morrison is a financial advisor with over 30 years of experience in the financial services industry. Sharon is a Certified Financial Planner and holds a Series 2 license. Sharon currently works for both Captrust and TruNorth Wealth Partners, where she provides financial advice to individuals, families, and businesses. Sharon focuses on financial planning, investment management, and retirement planning. Sharon is also an active member of the Episcopal Diocese of Northern California where she is the Chair of the Investment Committee under the Board of Trustees.

SPECIALIZATIONS

ADVISOR BIO

Sharon Nassirzadeh is a financial professional with over 27 years of experience in the industry. Sharon is registered as an Investment Advisor Representative (IAR) in California and Texas. Sharon currently works with Aire Advisors, LLC. Sharon has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Stockcross Financial Services, Inc., TD Ameritrade, Inc., and Kennedy, Cabot & Co. Sharon's area of specialization includes retirement planning, college savings, estate planning, and wealth management. Sharon holds the Series 63, 65 and 7 securities licenses as well as the SIE exam. Sharon also holds the Certified Financial Planner designation. Sharon's experience and qualifications make her a valuable resource for clients seeking personalized financial advice.

SPECIALIZATIONS

ADVISOR BIO

Sharon Reynolds Stepenosky is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Sharon has been in the securities industry since July 8, 2018. Sharon has passed the Series 66, Series 7, and SIE exams. Sharon is licensed in 36 states. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Sharon was employed at MORGAN STANLEY. Sharon has a wide range of experience in the financial services industry, including investment advisory, portfolio management, and financial planning. Sharon is committed to providing her clients with personalized service and helping them achieve their financial goals. Sharon is a member of the El Encanto HOA Board.

SPECIALIZATIONS