ADVISOR BIO

Michael Leon Witte is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with LPL Financial LLC in SANTA ANA, CA. Prior to joining LPL Financial LLC, Michael has held positions at several other firms including Silber Bennett Financial, Inc., Great Circle Financial, Empire Securities Corporation, AFA Financial Group, LLC, and FSC Securities Corporation. Michael holds the Series 7, Series 63, and Series 65 licenses as well as the SIE exam. Michael specializes in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Michael Don Gebhardt is a registered Investment Advisor Representative in the state of California. He currently works for Sterling Retirement Group Of Sacramento. Michael has been in the industry for over 10 years and has extensive experience in the financial services sector. He holds a Series 65 license and has worked as an insurance agent. Michael specializes in providing financial advice to individuals, high net worth individuals, and pension and profit-sharing plans. Michael has a strong track record of providing personalized financial advice to clients, helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Michael Thomas Chipperfield is a financial advisor registered with Pure Financial Advisors, LLC in SAN DIEGO, CA. Michael has been in the industry since December 2014. Michael holds the following licenses: Series 7, Series 63, Series 66, and the SIE. Michael's current registration is with the state of California. Michael is also a Certified Financial Planner.

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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.

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ADVISOR BIO

Michael Scott Nevins is a financial advisor registered with Allstate Financial Advisors, LLC, a firm that offers financial planning and other services to individuals, including the selection of other advisors. Michael has been in the industry since 2011 and is registered with the state of California. NFP Securities, Inc. was a previous employer of Michael.

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ADVISOR BIO

Michael Duffy is a financial advisor with over 25 years of experience in the financial services industry. Michael Duffy is currently registered with Mariner Independent, a registered investment advisor firm, and is licensed to provide investment advisory services in California. Michael Duffy has a strong track record of success in helping individuals and families achieve their financial goals. Michael Duffy specializes in providing financial planning, portfolio management, and pension consulting services. Michael Duffy holds a Series 7, Series 63, and Series 65 licenses.

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ADVISOR BIO

Michael Nguyen Chao is a registered representative with Wells Fargo Clearing Services, LLC. Michael has been in the industry for 2 years and is licensed in California. Michael holds the Series 7TO, Series 66, and SIE licenses. In addition to providing financial services, Michael works as a notary public. Michael specializes in a range of financial products and services and is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Michael Karabet Masrelian is a financial professional registered with J.p. Morgan Securities LLC. Michael has been in the industry for over 3 years and holds licenses in California and New York. Michael works with clients from various sectors, including corporations, individuals, and institutions.

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ADVISOR BIO

Michael G. Chung is a financial advisor with J.p. Morgan Securities LLC. Michael has over 20 years of experience in the financial services industry. Michael holds FINRA Series 4, 7, 10, 16, 24, 63, 87, and SIE licenses and is registered in 53 states and territories. Michael has previously worked at Bear, Stearns & Co. Inc., Prudential Equity Group, LLC, Salomon Smith Barney Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Michael is a specialist in equities, fixed income, mutual funds, variable products, and investment advisory services.

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ADVISOR BIO

Michael Becerra is a registered representative with J.p. Morgan Securities LLC. Michael has been in the industry since June 2, 2023. Michael has passed the Series 79TO, SIE, and Series 63 exams. Michael is registered in 53 states and the District of Columbia. Michael specializes in a variety of investment products and services, including: securities, commodities, mutual funds, variable annuities, and investment advisory services.

SPECIALIZATIONS