ADVISOR BIO

Michael Kleczek is a financial advisor with over 20 years of experience in the financial services industry. Michael is registered with Voya Financial Advisors, Inc. and holds Series 7, 63, and 66 securities licenses. Michael has a strong background in financial planning, portfolio management, and investment advisory services. Michael is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Michael Raymer is a financial advisor associated with Ameriprise Financial Services, LLC. Michael is a registered representative with FINRA and is licensed to sell securities in multiple states. Michael has been in the financial services industry since March 7, 2016. Michael has experience providing financial planning, portfolio management, and other advisory services for a wide range of clients, including individuals, families, businesses, and retirement plans. Michael is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Michael Wiley is a financial advisor at LPL Financial LLC and has been working in the financial industry since 2013. Michael is registered to provide investment advice in California. His career includes previous roles at Anchor Bay Securities, LLC and LPL Financial LLC. Michael has earned the Series 66, Series 7 and SIE licenses. Michael Wiley is a financial advisor who can help you with a variety of financial needs, including retirement planning, investment advice, and college savings.

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ADVISOR BIO

Michael Velzo is a financial advisor with LPL Financial LLC, a well-established firm with a strong national presence. Michael has been in the financial services industry for over 15 years and is licensed in multiple states, including California, Texas, Minnesota, Nevada, Oregon, Washington and Florida. Michael's primary focus is providing individual and business clients with a comprehensive approach to financial planning. This includes investment management, retirement planning, college savings, insurance, and estate planning. He takes a personalized approach, tailoring his services to each client's unique needs and goals.

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ADVISOR BIO

Michael E. Muhareb is a financial professional with over 14 years of experience in the financial services industry. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66, Series 7 and SIE licenses. Michael is registered with LPL Financial LLC and provides investment advisory services to individuals, businesses and other entities. Michael’s clients range from individuals to high-net-worth individuals and corporations. Michael has been with LPL Financial LLC since 2010 and previously worked at PRINCOR FINANCIAL SERVICES CORPORATION. Michael is licensed to provide investment advice in several states, including Alabama, Arizona, California, Colorado, Florida, Idaho, Illinois, Indiana, Minnesota, Montana, Nevada, New York, North Carolina, Oklahoma, Oregon, Texas, Virginia, and Washington.

SPECIALIZATIONS

ADVISOR BIO

Michael Carroll Rossi is a financial advisor with Assetmark, Inc. Michael is registered with the state of Missouri and has a Series 7 and Series 66 license. Michael has been in the financial services industry since 2014. Michael previously worked for Securian Financial Services, Inc. and Renaissance Financial. Michael's current practice focuses on investment advising for individuals, investment companies, and pension consulting.

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ADVISOR BIO

Michael McCormack is a financial advisor with Osaic Wealth, Inc., based in San Francisco, CA. Michael has over 30 years of experience in the financial services industry. Michael is licensed to provide financial advice and investment management services in Arizona, California, Colorado, Florida, Georgia, Maine, New Mexico, New York, Oregon, Texas, Washington, and Wyoming. Michael is also a registered representative with FINRA. Michael's professional experience includes prior roles with The Lincoln National Life Insurance Company and CIGNA Financial Advisors, Inc. Michael offers a range of financial planning services, including portfolio management, retirement planning, and estate planning. Michael has a strong commitment to providing personalized financial advice and investment management services that meet the unique needs of each client.

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ADVISOR BIO

Michael McCloud is an investment advisor representative at Ameriprise Financial Services, LLC. Michael has been in the industry since 1997 and has a wide range of experience. Michael has worked at several firms, including Stifel, Nicolaus & Company, Incorporated and Wachovia Securities, LLC. Michael is registered with the state of California and holds Series 7, 9, 10, 63, and 66 licenses. Michael is also licensed in Texas and 22 other states. Michael is a strong advocate for his clients and works to understand their financial goals. Michael provides a range of services, including financial planning, portfolio management, and asset allocation.

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ADVISOR BIO

Michael Loren Seid is an investment advisor representative at Axxcess Wealth Management, LLC. Michael has been in the industry since 1997 and has a Series 7, Series 63, Series 65, and Series 82TO license. Michael is registered with the state of California and Texas as an investment advisor representative. Michael works with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Michael's services include financial planning, portfolio management, pension consulting, and selection of other advisors. Michael is also a board member of Aurora Spine Group, a medical device manufacturer, and owns rental properties in Arizona.

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ADVISOR BIO

Michael Schoffman is a financial advisor with over 15 years of experience in the industry. Michael is currently registered with Schechter Investment Advisors, LLC. Prior to joining Schechter Investment Advisors, Michael worked at USAA Financial Advisors, Inc., UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, and charitable organizations. Michael holds the Series 7, Series 66, Series 31, and SIE licenses and is a Certified Financial Planner. Michael is also a Managing Member of L and S Property Assets, LLC.

SPECIALIZATIONS