ADVISOR BIO

Susannah Elizabeth Harrison is a financial advisor currently registered with Planmember Securities Corp. in Carpinteria, California. Susannah has been in the financial services industry since 2014 and holds the Series 66, Series 7, and SIE licenses. Susannah also holds the Certified Financial Planner designation. Susannah is a financial services specialist and provides investment supervisory services through her other business, Independent Capital Management.

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ADVISOR BIO

Susannah O'Toole is a financial advisor with Morgan Stanley. Susannah has been in the financial industry since 2008 and is registered in 55 states and jurisdictions, including California, Texas, and New York. Susannah holds Series 7, Series 66, and SIE licenses and is a member of FINRA. Susannah has a strong background in providing financial advice and portfolio management services to individuals, businesses, and institutions. Susannah is passionate about helping clients achieve their financial goals and is committed to providing personalized and comprehensive financial guidance.

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ADVISOR BIO

Susanne Theresa Zito is a registered representative with LPL Financial LLC in Sacramento, CA. Susanne has over 30 years of experience in the financial services industry and is dedicated to helping her clients achieve their financial goals. Susanne is a highly qualified advisor with a wide range of experience in financial planning, investment management, and retirement planning. Susanne holds Series 7, Series 63, and Series 65 licenses. Susanne is also a Registered Principal of LPL Financial LLC. Susanne is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Susanne Costantini is an investment advisor representative with J.P. Morgan Securities LLC, a broker-dealer with a focus on providing portfolio management services to individuals and businesses. Susanne has been in the industry since 2018. Susanne is licensed in California and has been associated with J.P. Morgan Securities LLC since July 2019. Prior to joining J.P. Morgan Securities LLC, Susanne worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Susanne Cullen is an investment advisor representative registered with Kelsey Financial, LLC in California. Susanne Cullen has been in the industry since 2006 and specializes in portfolio management for individuals and businesses. Susanne Cullen also provides financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Susan Sui Kam is a financial advisor with over 20 years of experience in the industry. Susan Sui Kam is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in California and Texas. Susan Sui Kam has experience working with individual investors, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Susan Sui Kam has also held previous positions with BANC of AMERICA INVESTMENT SERVICES, INC. and CITIZENS INVESTMENT SECURITIES, INC. Susan Sui Kam holds multiple licenses, including Series 6, 7, 63, and 66. Susan Sui Kam is a dedicated and experienced advisor with a strong track record of helping clients achieve their financial goals.

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ADVISOR BIO

Sushmetha Venkatasubramanian is a registered representative with RBC Capital Markets, LLC, where she has been employed since September 2022. Sushmetha is licensed to provide investment banking services and holds the Series 79TO and SIE licenses. RBC Capital Markets, LLC is a large, established firm with over $50 billion in assets under management. They provide a variety of services including financial planning, portfolio management, and pension consulting for a wide range of clients.

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ADVISOR BIO

Susie Oh is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Susie has been in the industry since 2003, and has experience with Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Susie is licensed to provide securities advice and investment advisory services. Susie's primary office is located at 2049 CENTURY PARK E in LOS ANGELES, CA. Susie has extensive experience in the financial services industry and specializes in providing investment advice to a variety of clients, including individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Susie Lu is a financial advisor with Morgan Stanley. Susie has been in the industry since 1999 and has experience in providing financial planning and portfolio management services to a wide range of clients, including individuals, corporations, and institutions. Susie holds a Series 7, Series 31, and Series 65 licenses. She also holds a Series 63 license and is registered as an investment advisor representative in California, Texas, and other states. Susie is dedicated to helping clients achieve their financial goals through personalized investment strategies.

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ADVISOR BIO

Sutanto Widjaja is an investment advisor representative with Farther Finance Advisors. Sutanto is a registered investment advisor in California and holds a Series 65 license. Sutanto has been in the financial industry since 2003. Sutanto's experience includes roles at Indico Capital LLC and Nuveen Investments. Sutanto provides financial planning, pension consulting, and portfolio management services to individuals and pension and profit sharing plans. Sutanto's firm, Farther, manages over $2 billion in assets.

SPECIALIZATIONS