ADVISOR BIO

Sally Ann Souza is an investment professional with over 25 years of experience in the financial services industry. Sally Ann Souza is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2010. Prior to joining Ameriprise Financial Services, LLC, Sally Ann Souza worked for Wells Fargo Investments, LLC and Wells Fargo Securities Inc. Sally Ann Souza holds Series 7, Series 63, and Series 65 licenses. Sally Ann Souza is also a Registered Representative with FINRA and holds a state investment advisor license. Sally Ann Souza specializes in asset allocation, financial planning, and portfolio management for individuals and businesses.

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Sally Byrd Jilek is a financial advisor with over 30 years of experience in the industry. Sally is currently registered with LPL Financial LLC and has been with the firm since 4/6/2024. Sally is also registered as an Investment Advisor Representative in Texas. Prior to joining LPL Financial LLC, Sally was with LEHMAN BROTHERS INC., E. F. HUTTON & COMPANY INC, STEINBERG & LYMAN and DEAN WITTER REYNOLDS INC. Sally holds the Series 63, 65, 6TO, SIE, 3 and 7 securities licenses. Sally provides financial planning, portfolio management for individuals and businesses, consulting and other non-discretionary advisory services, pension consulting, and educational seminars.

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ADVISOR BIO

Sallyeann Brallier is a financial advisor with Wells Fargo Clearing Services, LLC, a firm with approximately $10 billion to $50 billion in assets under management. Sallyeann has been in the financial industry since 1990 and holds both Series 7 and Series 66 licenses. Sallyeann specializes in providing financial advice and investment management services to individual clients, corporations, and charitable organizations.

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Salma Zahr is a financial advisor at UBS Financial Services Inc., an investment firm with over $50 billion in assets under management. Salma has been in the financial services industry since 2004, and has worked at both Credit Suisse and UBS. Salma specializes in a number of areas, including retirement planning, college savings, and estate planning. Salma is also a registered representative and investment advisor representative in a number of states.

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Salman Ukani is a financial advisor at Assetmark, Inc. Salman has been in the industry since 2008 and has experience in the financial services industry. Salman holds Series 7, Series 63, and Series 65 licenses. Salman is registered in Alabama, Florida, Georgia, Illinois, Mississippi, South Carolina, and Tennessee. Salman's firm, Assetmark, Inc., is a registered investment advisor with over $65 billion in assets under management. The firm provides a range of financial services to individuals, families, businesses, and institutions. Assetmark, Inc. provides investment advisory services including portfolio management for individuals, portfolio management for investment companies, and pension consulting. Salman's previous employers include Morningstar Investment Services LLC, Calamos Financial Services LLC, and Newbridge Securities Corporation. Salman is an active advisor and focuses on providing wealth management services to clients.

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Salomon Gonzalez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Salomon is registered to provide investment advice in Arizona, California, Florida, Hawaii, Illinois, Nevada, Oregon, Texas, and Washington. Salomon has been in the industry since 2013. Salomon is a Series 66, Series 7, and SIE licensed professional. Salomon is a co-owner with other family members of a rental property in Rialto, CA. Salomon has a strong focus on providing financial advice to high net worth individuals, corporations, and pension plans. Salomon's firm, Merrill Lynch, Pierce, Fenner & Smith Inc. is a large, national financial services company with over $1 trillion in assets under management.

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Salomon Cazares is a registered investment advisor representative with J.p. Morgan Securities LLC. Salomon has been in the industry since August 6, 2019, and is registered in California, Arizona, Florida, Illinois, Kansas and Oregon. Salomon holds the Series 7, Series 63, Series 66 and SIE licenses.

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Saltanat Mambetova is a licensed securities agent, registered with the state of California. Saltanat is affiliated with J.P. Morgan Securities LLC. Saltanat holds the Series 63, Series 6TO, and SIE licenses. Her registration with J.P. Morgan Securities LLC is active and began on 1/13/2023. Saltanat is affiliated with the branch office located in PLEASANTON, CA.

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Salvador Martinez is a financial advisor in Roseville, CA. Salvador has over 30 years of experience in the financial services industry. Salvador is registered with the state of California as an investment advisor representative and also holds a Series 7, Series 6, and Series 63 license, allowing Salvador to provide a wide range of services to individual and institutional clients. Salvador's services include financial planning, portfolio management, and retirement planning. Salvador is currently affiliated with Mariner Independent. Previously, Salvador was employed with ALLSTATE FINANCIAL SERVICES, LLC and SUNAMERICA SECURITIES, INC.

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ADVISOR BIO

Salvador Blanco is a registered representative with J.p. Morgan Securities LLC in Chula Vista, California. Salvador has been in the securities industry since 2014 and holds Series 6 and 63 licenses. Before joining J.p. Morgan Securities LLC, Salvador worked at WELLS FARGO CLEARING SERVICES, LLC. Salvador specializes in helping individuals, corporations, and charitable organizations with their financial planning and investment needs.

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