ADVISOR BIO

Michael Brown is an Investment Advisor Representative at Morningview Capital. Michael has been in the industry since June 2004. Michael is registered to provide investment advisory services in California. Michael holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Michael is also the Chief Executive Officer of Captivate Media, Inc. and devotes approximately 50% of his time to that role. Captivate Media, Inc. is an investment related financial publisher and non-investment related online media publisher and marketer.

SPECIALIZATIONS

ADVISOR BIO

Michael Bornstein is a registered investment advisor with Signature Resources Capital Management, LLC. Michael has been in the industry for over 10 years and holds licenses in California and Texas. Michael focuses on providing financial planning and portfolio management services to individuals, businesses, pension and profit sharing plans and charitable organizations. Michael has previous experience with Park Avenue Securities, MML Investors Services, LLC, and Northwestern Mutual Investment Services, LLC.

SPECIALIZATIONS

ADVISOR BIO

Michael Schwartz is a financial advisor with J.P. Morgan Securities LLC. Michael has been in the industry since May 2013. Michael is registered with the state of Virginia. Michael is a registered investment advisor and has a Series 66 license.

SPECIALIZATIONS

ADVISOR BIO

Michael Harris is a registered Investment Advisor Representative with Bedell Frazier Investment Counselling, LLC, where Michael has been employed since August 2006. Michael has a Series 65 license. Michael is also registered with the state of California. Bedell Frazier Investment Counselling, LLC is a fee-only firm that provides financial planning and investment management services. The firm's client base is comprised of individuals, high-net-worth individuals, charitable organizations, and corporations.

SPECIALIZATIONS

ADVISOR BIO

Michael Duffy is a financial advisor with over 25 years of experience in the financial services industry. Michael Duffy is currently registered with Mariner Independent, a registered investment advisor firm, and is licensed to provide investment advisory services in California. Michael Duffy has a strong track record of success in helping individuals and families achieve their financial goals. Michael Duffy specializes in providing financial planning, portfolio management, and pension consulting services. Michael Duffy holds a Series 7, Series 63, and Series 65 licenses.

SPECIALIZATIONS

ADVISOR BIO

Michael Morgan is a financial advisor with over 20 years of experience in the financial services industry. Michael is currently registered with LPL Financial LLC and Wellth Advisory Services, LLC. Michael has held previous positions with KESTRA INVESTMENT SERVICES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michael has a broad range of experience in providing financial advice to individuals and businesses. Michael holds several licenses, including Series 7, Series 31, and Series 66.

SPECIALIZATIONS

ADVISOR BIO

Michael Robert Martin is a financial advisor who has been in the industry since July 25, 2018. Michael is currently registered with Commonwealth Financial Network in Pleasanton, CA and Boise, ID and has been registered in 29 states as a broker and an investment advisor. Michael has completed the Series 66, Series 7 and the SIE exams. Michael specializes in providing financial advice to individuals, families, and businesses. In addition to investment advice, Michael provides fixed insurance sales and tax preparation.

SPECIALIZATIONS

ADVISOR BIO

Michael Rodgers is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since February 2023. Prior to that, Michael was with U.S. Bancorp Investments, Inc. and UnionBanc Investment Services, LLC. Michael is also registered as an Investment Advisor Representative in California. Michael has a Series 7, Series 63 and Series 65 licenses. Michael's areas of expertise include: Portfolio Management for Individuals and Businesses, Financial Planning, Selection of Other Advisors, and Pension Consulting.

SPECIALIZATIONS

ADVISOR BIO

Michael Dean Milam is a financial advisor with LPL Financial LLC and California Financial Partners, Inc. Michael has been in the financial industry since June 29, 2001. Michael is a registered representative with both firms and has several licenses including Series 7, Series 66, and Series 24. Michael specializes in financial planning, portfolio management for businesses and individuals, and provides consulting services through California Financial Partners, Inc.

SPECIALIZATIONS

ADVISOR BIO

Michael G. Chung is a financial advisor with J.p. Morgan Securities LLC. Michael has over 20 years of experience in the financial services industry. Michael holds FINRA Series 4, 7, 10, 16, 24, 63, 87, and SIE licenses and is registered in 53 states and territories. Michael has previously worked at Bear, Stearns & Co. Inc., Prudential Equity Group, LLC, Salomon Smith Barney Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Michael is a specialist in equities, fixed income, mutual funds, variable products, and investment advisory services.

SPECIALIZATIONS