ADVISOR BIO

Michael Treske is a financial advisor at Emerson Equity LLC. Michael has over 30 years of experience in the financial services industry. Michael specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Michael has a strong track record of success in helping clients achieve their financial goals. Michael is registered with the state of California, North Carolina and Utah.

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ADVISOR BIO

Michael Phung is a financial advisor registered with J.P. Morgan Securities LLC. Michael has over 18 years of experience in the financial services industry and holds licenses in 53 states and Washington, D.C. Michael has served as a financial advisor for TIAA-CREF Individual & Institutional Services, LLC and SunTrust Investment Services, Inc. Michael has also been a real estate owner and an e-commerce business owner. Michael specializes in investment strategies for individuals, businesses, high-net-worth individuals, and corporations.

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ADVISOR BIO

Michael P Wallace is a financial advisor with over 20 years of experience in the industry. Michael is currently registered as a broker and investment advisor with Rockefeller Financial LLC and Rockefeller Capital Management, both of which are leading financial institutions. Michael has a broad range of experience and expertise in financial planning, portfolio management, and pension consulting, serving a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations. Michael holds several professional licenses and designations, including Series 66, 63, and 7. Michael is committed to providing personalized and comprehensive financial advice to meet the unique needs of each of their clients.

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ADVISOR BIO

Michael McIntosh is an investment advisor representative with IEQ Capital, LLC. Michael has been in the industry for over 8 years. Michael has Series 7 and Series 66 securities licenses. Michael has worked at First Republic Securities Company, LLC, UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining IEQ Capital, LLC.

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ADVISOR BIO

Michael Gallagher is an investment advisor representative at Opes Wealth Management, LLC. Michael has been in the industry since 2013 and has been registered with the state of California since 2022. Michael has a Series 65 license and has a specialization in Portfolio Management for Individuals and Financial Planning. Michael has previously worked at The Family Wealth Consulting Group, Lonestar Home Loans, Finance of America Mortgage, Commerce Home Mortgage, and Opes Advisors. Michael Gallagher is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Michael Matsuno is a financial advisor with Citigroup Global Markets Inc. located in San Francisco, California. Michael has been a financial advisor since February 12, 2006. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Michael is also registered with the state of California as an investment advisor representative. The firm offers a variety of services including portfolio management for businesses and individuals, asset allocation advice, financial planning, and pension consulting. Michael has specializations in securities, mutual funds, variable annuities, life insurance, fixed annuities, and retirement planning.

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ADVISOR BIO

Michael Nguyen is a registered representative with Wells Fargo Clearing Services, LLC. Michael has been in the industry since 2022 and is currently licensed to provide investment advice and securities services in California and Maryland. Michael has passed both the Series 7 and Series 66 exams and is an active investment advisor representative. Michael specializes in providing financial planning and investment management services to individual, business and institutional clients.

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ADVISOR BIO

Michael Shotton is an investment advisor representative with Steelpeak Wealth, LLC in Woodland Hills, CA. Michael has been in the industry since 2006. Michael has a Series 66 and Series 65 license. Michael is a registered investment advisor in California.

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ADVISOR BIO

Michael Daudet is a financial advisor with Edward Jones, a firm that has over 22,000 financial advisors and $825 billion in assets under management. Michael has been in the industry for more than 6 years. Michael is registered to provide investment advice in Arizona, California, Colorado, Maryland, Massachusetts, New York, North Carolina, Oregon, Pennsylvania, Texas, Utah, and Virginia. Michael provides financial planning and investment management services to individuals, businesses, and retirement plans.

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ADVISOR BIO

Michael Dunn is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Bakeravenue in California and Washington. Michael has previously worked for Morgan Stanley, U.S. BANCORP INVESTMENTS, INC., FIDELITY BROKERAGE SERVICES LLC, and WELLS FARGO ADVISORS, LLC. Michael's specializations include financial planning, portfolio management for individuals, and educational seminars. Michael offers advisory services in California and Washington.

SPECIALIZATIONS