ADVISOR BIO

Susanna Han is an investment advisor representative with Sentry Advisors, LLC, a firm based in San Francisco, California. Susanna has been in the industry since 2008. Susanna has experience working with a wide range of clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth individuals. She has a Series 7, SIE, and Series 66 licenses. Susanna focuses on providing financial consulting, financial planning, and portfolio management services for individuals and businesses. Previous to her current role, Susanna worked at SF Sentry Securities, Inc. and Deutsche Bank Securities Inc.

SPECIALIZATIONS

ADVISOR BIO

Susanna Toy is an investment advisor representative with over 25 years of experience in the financial services industry. Susanna has worked for Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. Previously, Susanna was employed at Morgan Stanley & Co., Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Susanna holds a Series 6, 7, 63, and 65 license, as well as the SIE exam. Susanna's areas of expertise include investment advisory services, pension consulting, and portfolio management. Susanna is registered to provide investment advisory services in California and Texas.

SPECIALIZATIONS

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.

SPECIALIZATIONS

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.

SPECIALIZATIONS

ADVISOR BIO

Susannah Emami is an investment advisor representative at Capital Group Private Client Services, Inc. in Los Angeles, CA. Susannah has been in the industry since at least 2013. Prior to joining Capital Group Private Client Services, Inc., Susannah worked at Sanford C. Bernstein & Co., LLC, also in Los Angeles, CA. Susannah holds Series 7, Series 31, Series 63, and Series 65 licenses.

SPECIALIZATIONS

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.

SPECIALIZATIONS

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.

SPECIALIZATIONS

ADVISOR BIO

Susanne Hartenstine is an investment advisor representative at Fidelity Personal And Workplace Advisors. Susanne has been in the financial industry for over 7 years. She is registered with the state of California and Texas. Susanne holds the Series 66, Series 7, Series 99TO, Series 10, and SIE licenses. Susanne is also a licensed advisor in 25 other states and specializes in working with individuals, high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses. Fidelity Personal And Workplace Advisors is a registered investment advisor with the SEC and manages over $818 billion in assets. Fidelity Personal And Workplace Advisors offers a variety of services, including financial planning, portfolio management for individuals and businesses, and educational seminars.

SPECIALIZATIONS

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.

SPECIALIZATIONS

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.

SPECIALIZATIONS