ADVISOR BIO

Michael Lavallee is a financial advisor at Stifel, Nicolaus & Company, Inc. Michael has been in the industry since August 1999. Michael is registered with the state of Arizona and holds the Series 7, 50, 52TO, and SIE licenses. Michael has experience with a variety of financial products and services, including portfolio management, financial planning, and pension consulting. Michael's previous experience includes working for Stone & Youngberg LLC and Peacock, Hislop, Staley & Given, Inc.

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ADVISOR BIO

Michael Gaddis is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., where has been employed since April 2014. Michael has been in the financial industry since July 2010. Previously, Michael was associated with E*TRADE SECURITIES LLC and Charles Schwab & Co., Inc.. Michael is licensed to provide investment advice in 53 states and the District of Columbia. Michael's expertise includes portfolio management for individuals and businesses, as well as pension consulting and educational seminars.

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ADVISOR BIO

Michael Paulus is a registered representative with Osaic Wealth, Inc. in Scottsdale, Arizona. Michael has been in the financial services industry since 1999. Michael is also registered with the state of Nebraska.

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ADVISOR BIO

Michael Streff is a financial advisor who has been in the industry since 1998. Michael is currently registered with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group. Michael has been registered with Wealth Enhancement Advisory Services, LLC since 2024 and with Wealth Enhancement Group since 2024. Prior to that, Michael was registered with LPL Financial LLC, Householder Group Estate & Retirement Specialists, LLC, and National Planning Corporation. Michael has passed the Series 6, Series 7, Series 24, Series 63, Series 65 and Series 66 exams. Michael is licensed in 26 states and is a Registered Investment Advisor (RIA). Michael provides investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. Michael also provides financial planning, pension consulting, educational seminars, and selection of other advisers. Wealth Enhancement Advisory Services is separate from and independent of LPL Financial.

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ADVISOR BIO

Michael Plesh is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael is registered with the state of California and Texas and is a securities professional with over 6 years of experience in the industry. Michael Plesh holds the Series 66, SIE, and Series 7 licenses.

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ADVISOR BIO

Michael Vogt is a financial advisor with over 18 years of experience in the industry. Michael currently works at Osaic Wealth, Inc., where he provides financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals. Michael has held several positions in the financial services industry, including advisor positions at Securities America, Inc. and TD Ameritrade, Inc. Michael holds a number of professional licenses and certifications, including Series 7, 6, 24, 52TO, 63, and 66. Michael is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.

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ADVISOR BIO

Michael Mosher is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Chandler, Arizona. Michael is a well-established professional with extensive experience in the financial services industry, having previously worked with Robinhood Financial, LLC and Charles Schwab & Co., Inc. Michael holds a number of industry licenses and certifications, including Series 7TO, Series 63 and Series 66. Michael has been active in the industry since 2020. Michael works with clients of all types, including individuals, families, businesses, and institutions. Michael's areas of expertise include investment management, financial planning, and retirement planning.

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ADVISOR BIO

Michael Christopher O'Brien is an investment advisor representative who is registered with LPL Financial LLC. Michael's registration began on November 13, 2024. Michael is licensed in Arizona.

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ADVISOR BIO

Michael Christian Eriquez is a financial advisor at Sageview Advisory Group, LLC. Michael is registered to provide investment advice in Arizona and California. Michael has been in the financial services industry since 2022. Michael's experience includes working with individuals, families, and businesses. Michael is passionate about helping clients achieve their financial goals.

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ADVISOR BIO

Michael Krajnak is a financial advisor with Morgan Stanley. Michael has been in the financial industry since 2012. Michael has a Series 66, Series 63, Series 9, Series 10, SIE, and Series 7 licenses. Michael is registered with the state of Arizona, Texas, and 51 other states. Michael has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and AXA Advisors, LLC. Michael's services include Asset Allocation Advice, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Investment Companies.

SPECIALIZATIONS