ADVISOR BIO

Sarah Elizabeth McGlinn is a registered investment advisor representative with Vanguard Advisers, Inc. Sarah is licensed to provide investment advice in New Jersey, Pennsylvania and Texas. She is also registered as an Investment Advisor Representative. Sarah has been in the industry since August 2019. Sarah has passed the Series 66, Series 7TO and SIE exams. Sarah specializes in providing financial planning and investment advice to individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Sarah Ashley Bremer is a financial advisor with Creative Planning, LLC. Sarah has been in the financial industry since 2015 and has experience in the banking and financial services sectors. Sarah holds a Series 65 license. Sarah has a broad range of expertise in financial planning, portfolio management, and pension consulting. Sarah focuses on serving a variety of clients including individuals, families, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Sarah Verduzco Colton is an Investment Advisor Representative and Associate Relationship Manager at Riverbridge Partners, LLC. Sarah has been in the financial services industry for over 10 years and has a strong track record of success. She has a deep understanding of the financial markets and is committed to providing her clients with the highest quality investment advice. Sarah is also active in the community and is passionate about helping others achieve their financial goals. She is a registered representative in 53 states and is also licensed in Minnesota. Sarah has earned her Series 63, 65, and 6TO licenses and the SIE exam.

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ADVISOR BIO

Sarah Kaiser is a Registered Representative with TCW Investment Management Co. LLC, and is currently registered with the Securities and Exchange Commission (SEC). Sarah has been in the financial services industry since September 2022 and is registered in 53 states. Previously, Sarah Kaiser worked as a Registered Representative with BLACKROCK INVESTMENTS, LLC, a firm based in New York, NY. The firm has a total of 4569 client accounts. Sarah Kaiser specializes in portfolio management for pooled investment vehicles and portfolio management for individuals. The firm is registered as an investment advisor and provides portfolio management services for individuals, businesses, and investment companies.

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ADVISOR BIO

Sarah Marie Nowfel is a registered investment advisor representative with Pacer Advisors, Inc. Sarah is registered with the state of Pennsylvania and has been in the industry since July 2004. Sarah has a diverse work history including experience at Cambridge Investment Research, Inc., First Financial Equity Corporation and Fidelity Investments Institutional Services Company, Inc. Sarah's areas of expertise include portfolio management for both investment companies and pooled investment vehicles.

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ADVISOR BIO

Sarah Prentice is an investment advisor representative at Brandes Investment Partners, LP. Sarah has been in the industry since 2008, having worked at several firms before joining Brandes. Sarah specializes in working with individuals, families, businesses, investment companies, and pooled investment vehicles. Sarah's firm provides financial planning and portfolio management services to a diverse clientele. They also provide advisory services to high-net-worth individuals, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Sarah Pham is a financial advisor with Lido Advisors, LLC. She has been in the financial services industry for over 13 years and is registered in California, Colorado, Florida and Texas. Sarah holds the Series 6, 7, 63, and 66 licenses and has earned the Certified Financial Planner and Chartered Financial Consultant designations. She has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Sarah is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Sarah Tunnell is a financial advisor with Sanford C. Bernstein & CO., LLC based in New York City. Sarah has been in the industry since August 2017. She is a licensed Series 63, Series 7 and SIE representative. Sarah specializes in portfolio management for pooled investment vehicles.

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ADVISOR BIO

Sarah Higgins is a financial professional with over 14 years of experience in the industry. Sarah is currently registered with Goldman Sachs & Co. LLC and holds Series 7, 63, SIE and 57TO licenses. Sarah is registered in all 50 states and the District of Columbia. Sarah's areas of expertise include portfolio management for individuals and businesses, financial planning, and educational seminars. Sarah has a strong commitment to providing her clients with the highest level of service and expertise.

SPECIALIZATIONS

ADVISOR BIO

Sarah Tabbaa is an Investment Advisor Representative at Cordoba Advisory Partners LLC. Sarah is based in New York, New York. Sarah has been active in the financial services industry for over 5 years and has experience working with a variety of clients, including high-net-worth individuals, pooled investment vehicles, and businesses. Sarah is committed to providing her clients with personalized financial advice and investment management services tailored to their individual needs. Sarah specializes in a variety of investment strategies, including financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Sarah holds the Series 65 license and is registered with the state of New York.

SPECIALIZATIONS