ADVISOR BIO

Matthew Anthony Montegani is a financial advisor with UBS Financial Services Inc. located in Seal Beach, California. Matthew is licensed to provide investment advice in California and Texas. Matthew has been active in the financial services industry since 2023 and has experience with a variety of client types, including high-net-worth individuals, corporations, and charitable organizations. Matthew offers a variety of financial services, including financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Maxwell Galbraith is a registered representative and investment advisor representative with J.p. Morgan Securities LLC. Maxwell is licensed in California and Texas. Maxwell has been working in the financial services industry since September 2019. Maxwell has passed the Series 7TO, Series 66 and SIE exams. The firm has over $50 billion in assets under management.

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ADVISOR BIO

Megan Rodriguez is a financial advisor who has been working in the financial services industry since 2009. Megan is currently registered with Wells Fargo Clearing Services, LLC as a registered representative and investment advisor representative. Megan is licensed in California, Texas and other states. Prior to joining Wells Fargo Clearing Services, LLC, Megan worked for Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Megan has experience providing financial planning, portfolio management, and investment consulting services to a variety of clients, including individuals, families, businesses, and institutions.

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ADVISOR BIO

Meghan Julienne McNealy is a financial advisor at Edward Jones. Meghan has been in the financial industry since 2017 and is registered in multiple states. Meghan offers financial planning and portfolio management services to individuals, businesses, and institutions. She also has experience with pension consulting.

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ADVISOR BIO

Melissa Godinez is an investment advisor representative with over 20 years of experience in the financial industry. Melissa is currently registered with UBS Financial Services Inc. and has been with the firm since 2010. Prior to that, Melissa has held positions at Morgan Stanley Smith Barney, Citigroup Global Markets Inc, H&R Block Financial Advisors, Inc, Deutsche Bank Securities Inc, and Linsco/Private Ledger Corp. Melissa holds several securities licenses including Series 7 and Series 66. Melissa provides a range of services including investment management, financial planning, and education seminars.

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ADVISOR BIO

Micah Willis is a financial advisor registered with LPL Financial LLC. Micah is licensed in California and has been in the industry since 2018. Micah has experience working with clients including individuals, corporations, pension and profit sharing plans, investment clubs, high-net-worth individuals, and charitable organizations. Micah is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Michael Gregory Mayeaux is an investment advisor representative at Wells Fargo Clearing Services, LLC. Michael Mayeaux has been in the industry since August 22, 1996. Michael Mayeaux is registered to provide investment advice in 14 states. Michael Mayeaux is a Series 7 and Series 63 licensed professional. Michael Mayeaux has been with Wells Fargo Advisors LLC since April 2009.

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ADVISOR BIO

Michael McCullough is a financial advisor with over 16 years of experience in the industry. Michael is a registered representative with United Planners' Financial Services OF America A Limited Partner, and is also registered with the state of California as an Investment Advisor Representative. Michael has a wide range of experience, including working with individuals, corporations, and charitable organizations. Michael is committed to providing his clients with personalized financial advice and helping them reach their financial goals.

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ADVISOR BIO

Michael Klein is a financial advisor with Newedge Advisors. Michael has been in the financial services industry for over 4 years. Michael provides financial planning, pension consulting, and portfolio management for individuals and businesses. Michael is registered with the state of California and holds Series 63, Series 65, Series 7TO, and SIE licenses. Michael also has experience in real estate and insurance.

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ADVISOR BIO

Michael Dylan Izykowski is a registered representative with J.P. Morgan Securities LLC. Michael has been in the industry since 2024 and is currently registered to provide investment advice in California. Michael is a Series 63, 6TO and SIE licensed advisor. Michael's primary office location is in Seal Beach, CA.

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