ADVISOR BIO

Samantha Paige Hobart is a financial advisor registered with Morgan Stanley and has been in the industry for 10 years. She is licensed to provide advisory services in both Broker-Dealer (BC) and Investment Advisor (IA) capacities. Samantha has a strong track record of success in the financial services industry, and she is committed to providing her clients with personalized and comprehensive financial advice. Her primary focus is on providing financial planning and investment management services for high-net-worth individuals, families, and businesses. She also has experience working with charitable organizations and investment companies. Samantha holds a Series 66 license, as well as the SIE and Series 7 exams. She is also a Certified Financial Planner. She currently works in the San Francisco office of Morgan Stanley.

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ADVISOR BIO

Sameer Syed Sarmast is an investment advisor representative associated with Farther Finance Advisors. Sameer has been in the industry since 2011 and has a wide range of experience in financial planning, portfolio management, and pension consulting. Sameer has also been active in the industry as a YouTube channel host reviewing restaurants and hosting food-related events. Sameer is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Sami Assaf is a registered representative at J.p. Morgan Securities LLC. Sami Assaf is also a registered investment advisor representative in California and Texas. Sami Assaf has been in the industry since August 18, 2024. Sami Assaf has passed the Series 7TO, Series 66, and SIE exams. Sami Assaf is registered in 53 states, including California and Texas. Sami Assaf also works for JPMorgan Chase Bank, N.A. and Zuaiter Capital Holdings, LLC. Sami Assaf specializes in financial planning, pension consulting, and portfolio management. J.p. Morgan Securities LLC manages more than $50 billion in assets. The firm has more than 262,000 clients.

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ADVISOR BIO

Samir M'bioka is a financial advisor at J.P. Morgan Securities LLC with over 10 years of experience in the industry. Samir has a strong track record of providing financial advice to individuals, families, and businesses. Samir specializes in providing investment advice and financial planning services. Samir is registered with FINRA and holds the Series 6, 7, 63, and 66 licenses.

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ADVISOR BIO

Samuel Cabral is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Samuel has been in the securities industry since September 11, 2018. Samuel is registered with the state of California and Texas. Samuel is also registered with FINRA. Samuel has passed the SIE, Series 7, Series 9 and Series 66 exams.

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ADVISOR BIO

Samuel Ravina is a financial professional associated with Wedbush Securities Inc. Samuel holds the Series 16, Series 87, Series 86 and SIE licenses. Samuel's specialties include providing financial planning and investment advice to individuals, businesses, and charitable organizations. Samuel also provides portfolio management services for businesses and individuals.

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ADVISOR BIO

Samuel Ethan Tuch is a financial advisor with J.p. Morgan Securities LLC in SAN FRANCISCO, CA. Samuel has been a registered representative in the securities industry since 2023. Samuel holds Series 7TO, 79TO, SIE, and Series 63 licenses. Samuel specializes in providing investment advice to individuals, businesses, high net worth individuals, and charitable organizations. Samuel has experience working with Cowen and Company and J.p. Morgan Securities LLC.

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ADVISOR BIO

Samundra Timilsina is a financial advisor registered with the state of California. Samundra has been in the industry since 2009 and has worked for several financial institutions including Wells Fargo, J.P. Morgan, and Merrill Lynch. Samundra is currently the CIO and IAR at Csuite Investment LLC. Csuite Investment LLC provides financial consulting, financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Csuite Investment LLC has over $16.8 million in assets under management.

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ADVISOR BIO

Sandra Griffin is a financial advisor who has been in the industry since May 28, 2021. Sandra is currently registered with UBS Financial Services Inc. and is licensed to provide investment advice in 27 states. Sandra has a diverse background and holds the Series 66, Series 7, and SIE exams. Sandra has previously worked at Robert W. Baird & Co. Incorporated. Sandra provides financial planning, investment advisory services and other advisory services to individuals, corporations and businesses, charitable organizations and high-net-worth individuals.

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ADVISOR BIO

Sandra Chiu is a financial advisor with UBS Financial Services Inc., with over 20 years of experience in the industry. Sandra is registered with FINRA and the state of California, as well as several other states. Sandra is a Series 7 and Series 66 licensed professional, and a registered investment advisor representative. Sandra's previous experience includes working as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS