ADVISOR BIO

Michelle Peng is a financial advisor with over 22 years of experience in the industry. Michelle has held various roles at different firms, including Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC, before joining Morgan Stanley in 2023. Michelle is a Certified Financial Planner and a Chartered Financial Consultant. She has a strong understanding of the financial markets and a proven track record of helping clients achieve their financial goals. Michelle is registered with the Securities and Exchange Commission (SEC) and holds various FINRA licenses, including Series 6, 7, 63, and 66. Michelle provides a wide range of financial services to her clients, including financial planning, investment management, retirement planning, and estate planning. Michelle is committed to providing her clients with personalized financial advice and exceptional service.

SPECIALIZATIONS

ADVISOR BIO

Michelle Brandt is a financial advisor with D.A. Davidson & Co. Michelle has been in the industry since March 2019, and has worked with Paychex, Inc. in Fresno, CA before joining D.A. Davidson & Co. Michelle holds Series 7TO, SIE and Series 66 licenses. Michelle has extensive experience in the financial services industry and is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Michelle Lister is a financial professional with over 14 years of experience in the industry. Michelle is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Michelle has also previously worked with CHARLES SCHWAB & CO., INC., TRANSAMERICA CAPITAL, INC., U.S. BANCORP INVESTMENTS, INC. and INTERSECURITIES, INC.

SPECIALIZATIONS

ADVISOR BIO

Michelle Kir is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Michelle has been in the industry since 2002 and joined Merrill Lynch in 2018. Michelle is registered in California, and has her Series 7TO, SIE, and Series 66 licenses. Michelle provides portfolio management for individuals and businesses, as well as pension consulting and educational seminars. Michelle has a large number of clients and manages a significant amount of assets.

SPECIALIZATIONS

ADVISOR BIO

Michelle Soledad Nary is a registered representative with J.p. Morgan Securities LLC. Michelle is based in OCEANSIDE, CA and has been in the financial industry since 2020. Michelle has passed the Series 63, Series 6TO, and SIE exams. Michelle has been registered in California since 2022. Michelle was previously registered with WELLS FARGO CLEARING SERVICES, LLC. Michelle is a specialist in stocks, mutual funds, variable annuities, retirement planning, and college savings plans.

SPECIALIZATIONS

ADVISOR BIO

Michelle R. Silva is a registered representative at Morgan Stanley. Michelle is a licensed investment advisor with over 9 years of experience in the financial services industry. Michelle has passed the Uniform Combined State Law Examination (Series 66), General Securities Representative Examination (Series 7), General Securities Sales Supervisor - Options Module Examination (Series 9), and General Securities Sales Supervisor - General Module Examination (Series 10), and Securities Industry Essentials Examination (SIE) exams. Michelle provides financial planning, asset allocation advice, and portfolio management services to individuals, businesses, investment companies, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Michelle Wada is a registered representative with J.P. Morgan Securities LLC in Newport Beach, California. Michelle has been in the financial industry since 2011 and has a broad range of experience in the financial services industry. Michelle is also a registered investment advisor representative in California and Texas. She is an active member of the financial community and has a strong track record of success.

SPECIALIZATIONS

ADVISOR BIO

Michelle Lippincott is a financial advisor with United Planners' Financial Services of America a Limited Partner in Tulare, California. Michelle has been in the financial industry since 2014. Michelle is a Registered Representative (Series 6 and 63) and a Registered Investment Advisor (Series 65). Michelle has experience with a variety of financial products and services, including insurance, financial planning, and investment management.

SPECIALIZATIONS

ADVISOR BIO

Michelle Hovermale Walsh is a financial advisor with over 20 years of experience in the industry. Michelle has a strong background in providing investment advice and financial planning services to individuals and families. She is currently registered with Morgan Stanley and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. Michelle is dedicated to helping clients achieve their financial goals and provides a comprehensive range of services, including asset allocation, portfolio management, retirement planning, and estate planning.

SPECIALIZATIONS

ADVISOR BIO

Michelle Flam is a financial advisor registered with Wells Fargo Clearing Services, LLC. Michelle has been working in the financial services industry since June 1, 2010. Michelle has been registered with Wells Fargo Clearing Services, LLC since February 18, 2016, and previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michelle holds Series 6, 7, 24, 63, and 66 licenses, as well as the Securities Industry Essentials Examination.

SPECIALIZATIONS