ADVISOR BIO

Samuel Robert Chamberlain is a financial advisor registered with World Investment Advisors, LLC. He is based in Cohasset, MA, and is registered with the states of Arizona, California, Connecticut, District of Columbia, Florida, Louisiana, Maine, Maryland, Massachusetts, Minnesota, New Hampshire, New Jersey, New York, South Carolina, Texas, Vermont, Virginia, and Washington. Samuel has worked in the financial industry since 2008. His previous employment includes Raymond James Financial Services, Inc. and Ameriprise Financial Services, Inc. Samuel specializes in portfolio management, financial planning, and pension consulting.

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ADVISOR BIO

Samuel Katuzienski is a financial advisor with The Colony Group, LLC. Samuel has been working in the financial industry since 2019. Samuel holds the Series 7TO, Series 63, and SIE exams. Samuel is registered as an Investment Advisor Representative in Indiana and specializes in providing financial planning, portfolio management, and insurance solutions. Samuel has experience working with individual clients, families, and businesses. Samuel is also a Certified Financial Planner.

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ADVISOR BIO

Samuel Flug Colin is an investment advisor representative with over 27 years of experience in the industry. Samuel has a broad range of experience with state and federal regulations. Samuel Colin holds both a Series 7 and Series 63 license as well as the Uniform Investment Adviser Law Examination (Series 65). Samuel is currently registered in 24 states and the District of Columbia. Samuel currently works at First Manhattan Co. LLC, and has been with the firm since July 2002.

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ADVISOR BIO

Samuel Milbury is a Registered Representative with Aegis Capital Corp. based in NEW YORK, NY. Samuel has been in the industry for 1 year, since August 2019. Samuel holds the following licenses: Series 63, Series 79TO, Series 82TO and SIE. Samuel has a specialization in securities, fixed income, investment banking and other products.

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ADVISOR BIO

Samuellar Blessing Opoku is a registered investment advisor representative with Vanguard Advisers, Inc. Samuellar has been in the industry since September 17, 2020 and has a Series 66, Series 7TO and SIE. Samuellar specializes in financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, as well as selection of other advisors. Samuellar is also an employee of The Vanguard Group, Inc. (parent company of Vanguard Marketing Corporation).

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ADVISOR BIO

Sanae Kobayashi is an investment advisor representative with Vanguard Advisers, Inc., located in Plano, TX. Sanae has over 10 years of experience in the financial industry. Sanae specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Prior to joining Vanguard Advisers, Inc., Sanae worked at Wells Fargo Clearing Services LLC, and Morgan Stanley. Sanae is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Sanae is registered to provide investment advisory services in Texas.

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Sandeep Tyagi is an investment advisor representative with Estee Advisors LLC. Sandeep is registered with the state of Florida and New Jersey. Sandeep has a Series 3 and a Series 65 license. Sandeep is the founder and director of Estee Capital LLC and of Estee Holding Inc. Sandeep is also a principal of Estee Brokerage LLC. Sandeep is an equity shareholder and director of SpectraMedix. Sandeep has been in the investment industry since 2008. Sandeep's firm, Estee Advisors LLC, manages assets for high net worth individuals, pooled investment vehicles, and corporations or other businesses.

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ADVISOR BIO

Sandeep Biswas is a registered representative with Sanford C. Bernstein & Co., LLC, with a Series 7TO, Series 63 and SIE licenses. Sandeep is registered in Tennessee and has been in the industry since March 2022. The firm specializes in portfolio management for pooled investment vehicles.

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ADVISOR BIO

Sandeep Brion is an Investment Advisor Representative with Creative Planning, based in Madison, Wisconsin. Sandeep has been in the industry since 2011 and has a Series 65 license. Sandeep is registered with the state of Wisconsin and Texas. Prior to joining Creative Planning, Sandeep worked at Wealthspire Advisors and Morgan Dempsey Capital Management, LLC.

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ADVISOR BIO

Sandeep Madhavlal Pandya is an investment advisor representative currently registered with SP Asset Management LLC and is licensed to provide investment advice in California, New York and Texas. Sandeep has been with SP Asset Management LLC since March of 1995. Sandeep has passed the Series 65 and Series 2 exams. Sandeep is also the president and owner of Pandya Insurance Services LLC and a general partner of SP-Accolade SPV, LP. SP Asset Management LLC is a registered investment advisor headquartered in Cupertino, California.

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