ADVISOR BIO

Michael Grant Thompson is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. in California, Florida, Oregon, and Washington. Michael previously worked at Securities America, Inc., 1st Global Capital Corp., Raymond James Financial Services, Inc., and H.D. Vest Investment Securities, Inc. Michael holds Series 66, SIE, and Series 7 licenses. Michael offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Michael Curley is a financial advisor with Robertson Stephens. Michael has been in the industry since May 13, 1995. Michael is a Chartered Financial Analyst and has a strong track record in providing financial planning and investment management services to individuals, businesses, and institutions.

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ADVISOR BIO

Michael Stanco is a financial advisor at Wells Fargo Clearing Services, LLC. Michael has been working in the financial services industry for over 18 years. Michael is a Series 7 and Series 66 licensed advisor and holds a General Securities Sales Supervisor - General Module Examination (Series 10) and a General Securities Sales Supervisor - Options Module Examination (Series 9) license. Michael has experience working with individual investors, high-net-worth individuals, and institutions. Michael has worked for several firms including, TD Waterhouse Investor Services, Inc., T. Rowe Price Investment Services, Inc., Morgan Stanley Smith Barney, Compak Securities, Inc., Sanford C. Bernstein & Co., LLC and Fidelity Brokerage Services LLC. Michael provides financial planning services, portfolio management, and investment consulting services. Michael is dedicated to helping clients reach their financial goals.

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ADVISOR BIO

Michael John Kosolcharoen is a financial advisor with LPL Financial LLC, with a branch office in San Clemente, California. Michael has been in the financial services industry since August 16, 2015. Michael holds Series 66, Series 7 and SIE licenses and is registered to provide investment advice in Arizona, California, Colorado, Georgia, Illinois, Nevada, New Jersey, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Prior to joining LPL Financial LLC, Michael was employed by Edward Jones. Michael is a registered representative and investment advisor representative.

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ADVISOR BIO

Michael Olsen is a registered representative with Madison Avenue Securities, LLC. Michael has been in the securities industry since 2012. Michael is licensed in 15 states and holds Series 66, 24, SIE, and 7 licenses. Michael specializes in portfolio management for individuals and businesses, as well as financial planning, pension consulting, and selection of other advisors.

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ADVISOR BIO

Michael Appleton is an Investment Advisor Representative associated with Morgan Stanley, with an active registration since June 1, 2009. Michael has worked in the industry since June 12, 1998, and holds various licenses, including Series 7, 63, 65, and SIE. Michael is registered in 53 states, including California and Texas, with a focus on offering investment advice and portfolio management services for individuals, businesses, and investment companies. Michael has worked for Morgan Stanley and its predecessor firms since 2002, demonstrating experience and commitment within the organization.

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ADVISOR BIO

Michael Kavanaugh has been a registered investment advisor since 1994. Michael is currently affiliated with Cetera Investment Advisers LLC and also has previous affiliations with VOYA FINANCIAL ADVISORS, INC., LOCUST STREET SECURITIES, INC., and FIDELITY EQUITY SERVICES CORPORATION. Michael is licensed to provide investment advice in 23 states. Michael is a licensed insurance agent and owner of Pre Retirement Marketing Insurance Services (PRMIS). Michael offers a variety of financial services including financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

Michael Roane is an experienced financial advisor with over 50 years in the industry. Michael is currently registered with Morgan Stanley, where Michael provides a range of advisory services, including financial planning, portfolio management, and asset allocation advice. Prior to joining Morgan Stanley, Michael worked at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Dean Witter & Co. Incorporated.

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ADVISOR BIO

Michael Mark Soriano is a financial advisor registered with Wells Fargo Clearing Services, LLC. Michael is a registered investment advisor representative with the state of California. Michael has been in the industry since October 3, 2017. Michael provides investment consulting services to institutional clients and offers financial planning services. Michael has a total of 11 approved registrations with various regulatory bodies including FINRA and the state of California.

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ADVISOR BIO

Michael P Wallace is a financial advisor with over 20 years of experience in the industry. Michael is currently registered as a broker and investment advisor with Rockefeller Financial LLC and Rockefeller Capital Management, both of which are leading financial institutions. Michael has a broad range of experience and expertise in financial planning, portfolio management, and pension consulting, serving a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations. Michael holds several professional licenses and designations, including Series 66, 63, and 7. Michael is committed to providing personalized and comprehensive financial advice to meet the unique needs of each of their clients.

SPECIALIZATIONS