ADVISOR BIO

Sara Shakib is a financial advisor with Wells Fargo Clearing Services, LLC. Sara has been in the financial services industry since 2015 and holds the Series 6, 7, 63 and SIE licenses. Sara has over 13 years of experience in the financial services industry. Sara is registered in 13 states, including California, Arizona, Colorado, Florida, Hawaii, Illinois, Massachusetts, Nevada, New York, Oregon, South Carolina, Texas and Washington. Sara is a Registered Representative of Wells Fargo Clearing Services, LLC, Member SIPC. Sara offers investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.

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ADVISOR BIO

Sara Mills-Gaines is a registered investment advisor representative with Principal Securities, Inc. Sara has been in the industry since 2008 and has experience working with various firms including Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Parsonex Securities, Inc. Sara is registered with the state of California and holds the Series 7, Series 66, and SIE licenses. Sara also has a background in insurance and offers fixed life, fixed annuities, DI, LTC, P&C, health, and group benefits through various insurance carriers.

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ADVISOR BIO

Sara Mcquaid Saxe is an active investment advisor representative registered with UBS Financial Services Inc. in California and Texas. Sara has been in the industry since March 27, 1978. Before joining UBS Financial Services Inc., Sara was with KIDDER, PEABODY & CO. INCORPORATED. Sara's licenses include Series 63, 65, 7, 8, 9, and 10, as well as the SIE exam. Sara has 45 active state registrations, 2 active IA registrations, and 10 approved SRO registrations.

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ADVISOR BIO

Sarah L. Miller is a financial advisor with Morgan Stanley. Sarah Miller has been in the financial services industry since September 2018. Sarah Miller is registered with FINRA and has passed the Series 66, Series 7, and SIE exams. Sarah Miller is currently licensed in 47 states, including California and Texas. Sarah Miller was previously employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dover, DE.

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ADVISOR BIO

Sarah Jamie Hodian is an investment advisor representative with NFP Retirement Inc. Sarah has been working in the financial services industry since 2014, starting with The Meltzer Group in Bethesda, MD. She has held roles at Kestra Investment Services, LLC and Kestra Advisory Services, LLC, both in Bethesda, MD. Sarah joined NFP Retirement Inc. in April 2024. She is currently registered as an investment advisor representative in Maryland. Sarah holds the Series 66, SIE, and Series 7 securities licenses. She has specialized in providing financial planning, pension consulting, and portfolio management services to individuals and pension and profit-sharing plans.

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ADVISOR BIO

Sarah Gleason is a financial advisor with Morgan Stanley. Sarah holds Series 7TO, SIE and Series 66 licenses. She is registered with the state of California as both a broker-dealer and investment advisor. Sarah has over 10 years of experience in the financial services industry. She has held positions at Morgan Stanley, One65 (owned by Alexander's Steakhouse), Saison, and Self-Employed - Consulting. Her clients include high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit sharing plans, and investment companies.

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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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ADVISOR BIO

Sarah Wiltbank is a financial advisor with Raymond James & Associates, Inc. based in San Diego, CA. Sarah has been in the financial industry since 2000. Sarah has a Series 7, Series 63, and SIE license. Previously, Sarah was a financial advisor with COMMONWEALTH FINANCIAL NETWORK in Palm Desert, CA, RAYMOND JAMES & ASSOCIATES, INC. in SAN DIEGO, CA, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in INDIAN WELLS, CA, CITIGROUP GLOBAL MARKETS INC. in PALM DESERT, CA, and FIRST UNION SECURITIES, INC. in ST. LOUIS, MO. Sarah's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, and Educational Seminars.

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ADVISOR BIO

Sarah Wong is a registered representative with Wells Fargo Clearing Services, LLC. Sarah has been in the financial services industry since June 2021. Sarah holds the Series 7TO and SIE licenses. Sarah is associated with the Wells Fargo Clearing Services, LLC branch office in Carmel, CA.

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ADVISOR BIO

Sarah Elizabeth Salas is a registered representative with LPL Financial LLC. Sarah Salas has been in the financial services industry since August 2006. Sarah Salas is licensed in 53 states and the District of Columbia, as well as in Texas and Utah as an investment advisor representative. Sarah Salas has passed the Series 7, 9, 10, 24, 63, 66, 99 and SIE exams.

SPECIALIZATIONS