ADVISOR BIO

Michael Gonzalez is a financial advisor with over 30 years of experience in the financial services industry. Michael currently holds licenses with Morgan Stanley and is registered in 33 states. Michael has worked at Citigroup Global Markets Inc., Lehman Brothers Inc., and Morgan Stanley Smith Barney. Michael's specialties include Asset Allocation Advice, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Investment Companies.

SPECIALIZATIONS

ADVISOR BIO

Michael Cella is a financial advisor with over 13 years of experience in the financial services industry. Michael is currently registered with Oppenheimer & Co. Inc. in San Francisco, California. Michael has a wide range of experience in the financial services industry, having previously worked with Cowen and Company and KeyBanc Capital Markets Inc. Michael holds a Series 63, Series 7 and Series 24 license and is also registered to provide investment advice in 52 states and territories.

SPECIALIZATIONS

ADVISOR BIO

Michael Collins is a registered representative with J.p. Morgan Securities LLC and has been in the industry since August 15, 2022. Michael is registered to provide investment advice in both broker-dealer and investment advisor capacities. Michael is licensed to sell securities in 53 states and is also registered as an Investment Advisor Representative in Texas and California. Michael's credentials include passing the Series 7TO, Series 66, and SIE exams. Michael is also a registered principal with J.p. Morgan Securities LLC. Michael focuses on providing financial planning services, pension consulting, and portfolio management for both businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Michael Rabinovitch is a financial advisor with over 12 years of experience in the financial industry. Michael is currently registered with Morgan Stanley and has been with the firm since 2011. Prior to joining Morgan Stanley, Michael was with UBS Financial Services Inc. and BancBoston Robertson Stephens Inc. Michael holds licenses for Series 65, 66, 7, 31, and SIE exams. Michael specializes in providing a wide range of financial services, including portfolio management, financial planning, and investment management. Michael also has experience with pension consulting, educational seminars, and asset allocation advice.

SPECIALIZATIONS

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.

SPECIALIZATIONS

ADVISOR BIO

Michael Dwaine Watson is a financial advisor with Valmark Advisers, Inc. and BPM Wealth Advisors, LLC. Michael has been in the financial services industry since 2007 and is a Certified Financial Planner and Chartered Financial Consultant. Michael's areas of expertise include financial planning, investment management, pension consulting, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Michael Paul Ma is a financial advisor with Parallel Advisors, LLC in San Francisco, California. Michael has been in the industry since 2002. Michael holds both a Series 7 and a Series 66 license. Michael is a Certified Financial Planner and a Chartered Financial Consultant. The firm is focused on providing financial planning, portfolio management, and selection of other advisors services to individuals, corporations or other businesses, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Michael Wai Lee is an investment advisor representative currently registered with Citigroup Global Markets Inc. Michael Wai Lee is licensed in the state of California as both a broker-dealer and an investment advisor. Michael Wai Lee has been in the industry for 2 years. Michael Wai Lee has passed the Series 7TO and SIE exams as well as the Uniform Combined State Law Examination. Michael Wai Lee is currently employed at Citigroup Global Markets Inc. in SAN FRANCISCO, CA.

SPECIALIZATIONS

ADVISOR BIO

Michael Richard Rhodes is a licensed securities professional with over 10 years of experience in the financial services industry. Michael is currently registered with J.P. Morgan Securities LLC and holds a Series 7TO, Series 79 and Series 63 license. Michael is also a registered investment advisor in multiple states.

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