ADVISOR BIO

Michel D. Gonzalez is a registered representative with J.P. Morgan Securities LLC, working from their Bell, California location. Michel has been in the industry since October 2013. Michel holds the Series 6, Series 63, and SIE licenses, and is registered in California. Michel is a specialist in retirement planning, investment management, and various financial planning services.

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ADVISOR BIO

Michele Hanna is a financial advisor who has been working in the industry since 1997. Michele is currently registered with Morgan Stanley in California and Texas and is a Series 7, 9, 10, 63, and 65 licensed professional. Michele has previously worked with Citigroup Global Markets Inc..

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ADVISOR BIO

Michele Thibodeau Sarna is an investment advisor representative with Beacon Pointe Advisors, LLC. Michele has been in the industry for over 30 years and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, trusts, and charitable organizations. Michele provides a wide range of financial services, including financial planning, portfolio management, and investment consulting.

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ADVISOR BIO

Michele Rodriguez is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Michele has been working in the securities industry since November 14, 1996. Michele has been registered with Wells Fargo Advisors Financial Network, LLC since August 2023. Previously, Michele worked at UBS Financial Services Inc. from November 2008 to September 2023 and Morgan Stanley & Co. Incorporated from April 2007 to November 2008. Michele has been registered with the state of California as an investment advisor representative since August 31, 2023 and with the state of Texas as an investment advisor representative since August 31, 2023.

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ADVISOR BIO

Michele Marie Lantz is a financial advisor with World Investment Advisors, LLC. Michele has been in the financial services industry since October 4, 1991 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Michele has held previous positions at CAPFINANCIAL SECURITIES, LLC, LPL FINANCIAL LLC, LINCOLN FINANCIAL SECURITIES CORPORATION, and WELLS FARGO SECURITIES INC. Michele is registered with the state of California and holds FINRA Series 6, 7 and 63 licenses as well as the SIE exam. Michele is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Michele Green is an investment advisor representative at Wells Fargo Clearing Services, LLC. Michele has been in the financial services industry for over 15 years. Michele has a Series 7 and Series 66 license. Michele is registered in California. Previously, Michele was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC and Waddell & Reed, Inc.. Prior to joining Wells Fargo, Michele was a financial advisor at J.P. Morgan Securities LLC.

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ADVISOR BIO

Michele Martinez is a registered representative with J.P. Morgan Securities LLC. Michele has been working in the financial industry since December 2014. Michele holds the Series 63, Series 66 and Series 7 licenses and has experience with both individual and business clients.

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ADVISOR BIO

Michele Michaels is a registered representative with Morgan Stanley. Michele has been in the securities industry since December 2007. Michele is licensed in 53 states, and holds Series 66, Series 7 and SIE licenses. Michele is experienced in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, individuals and investment companies.

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ADVISOR BIO

Michele Colon is a financial advisor with UBS Financial Services Inc. Michele is registered with FINRA and is licensed to provide investment advice in multiple areas. Michele has been in the financial industry for over 2 years and has a strong track record of success. Michele is committed to providing her clients with personalized financial advice and guidance. Michele specializes in helping individuals and families achieve their financial goals.

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ADVISOR BIO

Michele De George is a financial advisor with over 20 years of experience. Michele is registered with LPL Financial LLC and has been in the industry since 2000. Michele has a wide range of experience in the financial services industry, including work with Waddell & Reed, Ameriprise Financial Services, and Wells Fargo Advisors. Michele is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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