ADVISOR BIO

Michael Diephouse is an investment advisor representative at Beacon Pointe Advisors, LLC, with over 20 years of experience in the financial services industry. Michael is registered to provide investment advisory services in California. Michael also holds Series 7 and Series 66 licenses. Previously, Michael was employed at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, Chase Investment Services Corp., Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Michael has a diverse background and specializes in a wide range of investment advisory services. Michael also has a role with Beacon Pointe Insurance Services, LLC, where he provides insurance services.

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ADVISOR BIO

Michael Moxley is a financial advisor registered with Morgan Stanley. Michael has been in the financial services industry since March 17, 1991. Michael is licensed in 28 states. Michael has been a registered representative at Morgan Stanley since June 1, 2009. Michael is also a registered Investment Advisor Representative in California and Texas.

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ADVISOR BIO

Michael Yen is a financial advisor at Morgan Stanley. Michael is registered with the Securities and Exchange Commission as an investment advisor representative. Michael has been in the securities industry since 2000 and has passed the Series 6, 7, 63, 66 and SIE exams. Michael is also a Certified Financial Planner. Prior to joining Morgan Stanley, Michael worked at HSBC Securities (USA) Inc. and Banc of America Investment Services, Inc. Michael is a registered investment advisor in 22 states.

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ADVISOR BIO

Michael Zachary Curtis is a registered investment advisor representative with Assetmark, Inc. and is based in Concord, California. Michael Curtis has been active in the financial services industry since August 2016. In addition to Assetmark, Inc., Michael Curtis has previous experience with Edward Jones and Victorinox Swiss Army, Inc.. Michael Curtis is also a registered investment advisor in Missouri.

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ADVISOR BIO

Michael Gilman is a financial advisor with Gerber Kawasaki Wealth & Investment Management. Michael has been in the financial services industry since 2016. Michael holds Series 7, 6, 63, and 66 securities licenses. Michael previously worked at Fidelity Brokerage Services LLC and NYLife Securities LLC. Michael provides financial planning, portfolio management for individuals, businesses, and investment companies. Michael specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans.

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ADVISOR BIO

Michael Harman Siegel is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Morgan Stanley in California and Texas. Michael has previously worked at UBS Securities LLC and Morgan Stanley & Co. Incorporated. Michael holds Series 63, 65, 7, and SIE licenses. Michael is a registered investment advisor and provides financial planning, portfolio management, and asset allocation advice to a variety of clients, including individuals, businesses, and institutions.

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ADVISOR BIO

Michael Sindici is an Investment Advisor Representative with Aristotle Capital Management, LLC. Michael is a Registered Investment Advisor with over 20 years of experience in the financial services industry. Michael has a wide range of experience in the investment advisory field, including experience with portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Michael is also a Chartered Financial Analyst (CFA). Michael’s current role is Managing Director, RIA - Bank Group, and focuses on client services.

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ADVISOR BIO

Michael Kissinger is an investment advisor representative with Kingsview Wealth Management, LLC. Michael has been in the financial services industry since 1996. Michael is registered with the state of California as an Investment Advisor Representative. Michael has worked for a number of firms during his career, including Wells Fargo Clearing Services, LLC and U.S. Bancorp Investments, Inc. Michael specializes in financial planning, portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Michael Curtin is an investment advisor representative, registered with Morgan Stanley. Michael has been in the securities industry since 1995. Before joining Morgan Stanley, Michael was with Citigroup Global Markets Inc. and UBS Financial Services Inc. Michael has passed the Series 3, 6, 7, 9, 10, 63, and 66 exams. Michael is also registered with the state of Texas as an Investment Advisor Representative.

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ADVISOR BIO

Michael Harrell is a financial professional with over 20 years of experience in the industry. Michael is registered with the State of California as both a Broker and an Investment Advisor Representative. Michael holds the Series 6, Series 63 and SIE licenses. Michael is affiliated with State Farm Investment Management Corp. The firm's main office is in Bloomington, Illinois. They have approximately 110 employees and serve a variety of clients including investment companies and high net worth individuals. The firm's compensation arrangements include percentage of assets and the firm provides portfolio management services for individuals and investment companies.

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