ADVISOR BIO

Michael Sussman is a financial advisor who has been in the industry since 1993. Michael is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has also been previously registered with BANC OF AMERICA INVESTMENT SERVICES, INC., MORGAN STANLEY DW INC., SMITH BARNEY INC. and LEHMAN BROTHERS INC. Michael has a broad range of experience and is qualified to provide advice on a variety of financial topics.

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ADVISOR BIO

Michael Gilbert Finnell is a financial advisor with Global Retirement Partners LLC, based in SAN RAFAEL, CA. Michael has been in the financial services industry since 1988. Michael holds Series 7, 6, 63, 65, and 24 licenses. Michael has extensive experience in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Michael James Ladge is a registered investment advisor with over 25 years of experience in the financial services industry. Michael currently works at RBC Capital Markets, LLC, where provides financial and investment advice to a diverse clientele. Previously, Michael worked at Morgan Stanley, Citigroup Global Markets Inc., UBS Financial Services Inc., Donaldson, Lufkin & Jenrette Securities Corporation, and Morgan Stanley & Co., Incorporated. Michael holds a Series 3, Series 7, and Series 63 license and has passed the Uniform Investment Adviser Law Examination (Series 65). Michael also holds several designations, including a certification in financial planning.

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ADVISOR BIO

Michael Thomas Dunn is a financial advisor with over 30 years of experience in the industry. Michael is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has a wide range of experience in various financial services, including investment advisory, brokerage, and financial planning. Michael holds a number of licenses, including Series 3, 7, 9, 10, 31, 63 and 65. Michael has been registered with FINRA since March 1992.

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ADVISOR BIO

Michael Brown is a Certified Financial Planner and Chartered Financial Analyst with over 10 years of experience in the financial services industry. Michael is currently registered with Corient as a Registered Representative. Michael has previously worked at Dowling & Yahnke, LLC in San Diego, CA and CIPW Service Company, LLC in Toronto. Michael specializes in financial planning, portfolio management, and pension consulting. Michael is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Michael Ryan Behnke is a financial advisor who has been in the industry since 2019. Michael is currently registered with LPL Financial LLC in Chico, California. Previously, Michael was registered with J.P. Morgan Securities LLC and Wells Fargo Clearing Services, LLC. Michael holds Series 63, 66, and 7 licenses, and the SIE designation. Michael works with individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, and charitable organizations.

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ADVISOR BIO

Michael D. Yoffee is a financial advisor with Principal Securities, Inc. Michael has been in the industry since August 2009 and has a strong track record of providing investment advice and financial planning services to individuals and families. Michael holds several licenses, including Series 7, 63, 65 and 24. Michael is also a licensed insurance agent. Michael is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Michael Paul kinya Matsuno is a financial advisor at Fidelity Personal and Workplace Advisors with over 2 years of experience in the industry. Michael has a diverse background, including experience in education and retail. Michael is registered with the state of Texas and California and holds the Series 7TO, SIE, and Series 66 licenses.

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ADVISOR BIO

Michael F. Spoo is an investment advisor representative at J.P. Morgan Securities LLC with over 14 years of experience in the financial services industry. Michael has a wide range of experience serving clients in California, Texas, and 47 other states. Michael’s areas of expertise include financial planning, portfolio management for individuals, and pension consulting.

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ADVISOR BIO

Michael Alan Hayes is a financial advisor who has been in the industry since 1997. He is currently registered with Cetera Investment Advisers LLC, a firm that provides financial planning, portfolio management, and other advisory services. Michael has previously worked at Girard Securities, Inc., Spelman & Co., Inc., Morgan Stanley DW Inc., and PaineWebber Incorporated. He holds Series 63, Series 65, Series 7, and Series 24 licenses and is registered in Alaska, California, Louisiana, Minnesota, Oregon, and Washington. Michael is also a licensed insurance agent and a real estate broker.

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