ADVISOR BIO

Susan MacK is an investment advisor representative with Planmember Securities Corp., working out of their Carpinteria, CA office. Susan has been in the industry since 2010, and has experience with both Planmember Securities Corp. and previous roles with Morgan Stanley and Wells Fargo Advisors, LLC. Susan is licensed to provide investment advice in California and Texas. Susan's focus is on providing investment advisory and financial planning services to individuals and businesses. Susan also provides portfolio management for individuals, businesses, and pension consulting.

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ADVISOR BIO

Susan L. Tunell is a financial advisor with over 18 years of experience in the financial services industry. Susan is currently registered with UBS Financial Services Inc. in California, New Mexico and Texas. Susan has previously been registered with Oppenheimer & Co. Inc., Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS International Inc. Susan holds Series 7, 9, 10 and 66 securities licenses and is also a registered investment advisor representative.

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ADVISOR BIO

Susan Cattivera is a financial advisor at Ameriprise Financial Services, LLC in Roseville, CA. Susan has been in the industry since March 28, 2021. Susan is licensed to provide financial advice in 44 states, including California, Texas, Alaska and Arizona. Susan holds the Series 7TO, SIE, and Series 66 securities licenses. Susan specializes in providing financial advice to high-net-worth individuals, corporations and trusts.

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ADVISOR BIO

Susan Koron is a financial advisor associated with City National Securities, Inc., with a background in the industry dating back to 2010. Susan is licensed to provide investment advice in California and holds the Series 6, 7, 63, and 65 licenses. Susan has experience with financial planning and portfolio management for both individuals and businesses. Susan specializes in serving high-net-worth individuals, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations.

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ADVISOR BIO

Susan Rosing is an investment advisor representative with Allworth Financial, LP. Susan is a registered investment advisor in Texas and has been in the industry since April 2012. Susan has a Series 65 license and has been with Allworth Financial, LP since January 2020. Susan specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Susan is licensed to provide investment advice to individuals, corporations, pension and profit-sharing plans, and charitable organizations.

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ADVISOR BIO

Susan Wingard is an investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. has been in the financial services industry since 1983. She holds licenses in 32 states and is registered with FINRA. Susan Wingard specializes in providing a variety of investment advisory services for individuals, businesses, and institutions. Her areas of expertise include portfolio management, financial planning, and retirement planning.

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ADVISOR BIO

Susan Colletta is a registered representative with Morgan Stanley. Susan has been in the industry since January 29, 2023. Susan is licensed in the following states: CA. Susan is also registered with FINRA.

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ADVISOR BIO

Susan Edwards is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Susan has been in the securities industry since October 3, 1991. Susan has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since January 5, 1993. Susan holds Series 7, Series 63, Series 65, and Series 66 licenses, as well as the Securities Industry Essentials Examination.

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ADVISOR BIO

Susan Griswold Mamer is a financial advisor with over 30 years of experience in the industry. Susan is currently registered with Wells Fargo Clearing Services, LLC and has previously worked with Citigroup Global Markets Inc. and Lehman Brothers Inc. Susan holds several licenses including Series 3, 7, 8, 63, and 65. Susan provides investment consulting services to institutional clients and offers financial planning, pension consulting, and selection of other advisors.

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ADVISOR BIO

Susan Spaugh is a financial advisor with over 29 years of experience in the industry. Susan is currently registered with Morgan Stanley in San Francisco, California. Susan has been with Morgan Stanley since June 2009. Prior to that, Susan was registered with Citigroup Global Markets Inc. and Alex. Brown & Sons Incorporated. Susan specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.

SPECIALIZATIONS