ADVISOR BIO

Michelle Wendling is an investment professional with over 14 years of experience in the financial services industry. Michelle is currently a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Michelle has worked previously at Credit Suisse Securities (USA) LLC, Macquarie Capital (USA) Inc., Regal Capital Advisors, LLC, Columbia West Capital, LLC and Barclays Capital Inc. Michelle has a strong background in financial planning and investment management for individuals and businesses. Michelle is licensed in 49 states and the District of Columbia and holds Series 7, Series 63, Series 65 and SIE licenses.

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ADVISOR BIO

Michelle Marie Gray is a registered representative with Morgan Stanley. Michelle has been in the securities industry since November 10, 2014. Michelle is registered to conduct business in 41 states and has passed the Series 66, Series 7, and SIE exams. Michelle is associated with the firm's office in San Diego, CA.

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ADVISOR BIO

Michelle Lynn Simmons is an investment advisor representative with Ameriprise Financial Services, LLC. Michelle has been in the financial services industry since 1997 and has experience working with high-net-worth individuals, trusts, estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Michelle is registered in California. Michelle offers asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Michelle Aubrey Felendes is an Investment Advisor Representative with Equitable Advisors, LLC, located in Irvine, CA. Michelle has been in the financial services industry since 2007. Michelle specializes in Financial Planning, Pension Consulting, and Educational Seminars. Michelle provides portfolio management for businesses and individuals.

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ADVISOR BIO

Michelle Flamm is a registered representative with Charles Schwab & CO., Inc. Michelle is a registered investment advisor with the state of California. Michelle is actively pursuing opportunities as a licensed financial professional. Michelle has been in the financial services industry since 2019 and has experience working with clients at TD Ameritrade, Inc. and US Bank. Michelle is located in Los Gatos, CA and has branch office locations at 335 N Santa Cruz Ave, Los Gatos, CA 95030-7205 and 30 South First Street, Campbell, CA 95008.

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ADVISOR BIO

Michelle Sofia Gomez is a financial professional registered with J.p. Morgan Securities LLC and holds Series 63, Series 6TO, and SIE licenses. Michelle is active in California and has been in the industry since February 2022. Michelle specializes in a variety of financial services, including investment company products, variable contracts, and retirement planning.

SPECIALIZATIONS

ADVISOR BIO

Michelle Runyon is a financial advisor with over 10 years of experience in the industry. Michelle is currently registered with J.P. Morgan Securities LLC and has been with the firm since October 2017. Previously, Michelle was registered with Wells Fargo Clearing Services, LLC. Michelle is a Series 66 and Series 7 licensed professional and specializes in a wide range of financial services for individuals and businesses.

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ADVISOR BIO

Michelle Phillips is a financial advisor with over 30 years of experience in the financial services industry. Michelle is currently registered with Allworth Financial, LP in New Mexico. Michelle has held previous registrations with Center Street Securities, Inc., Wells Fargo Investments, LLC, Wachovia Securities, LLC, and Prudential Securities Incorporated. Michelle has a strong background in financial planning, investment management, and retirement planning. Michelle is committed to providing her clients with personalized financial advice that meets their individual needs.

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ADVISOR BIO

Michelle Medina is a financial advisor at Ameriprise Financial Services, LLC. She has been in the industry since November 10, 1994. Michelle holds Series 7, 24, 51, and 63 licenses. She also has registrations in several states including California, Texas, Arizona, Florida, Georgia, Hawaii, Maine, Maryland, Nevada, New Mexico, Oregon, Utah, Virginia, and Washington. Michelle provides financial planning, portfolio management, and asset allocation services to individuals, businesses, and trusts. She is a registered representative of Ameriprise Financial Services, LLC and is also an investment advisor representative of Ameriprise Financial Services, LLC.

SPECIALIZATIONS

ADVISOR BIO

Michelle Celeste White is a registered representative and investment advisor representative with Stifel, Nicolaus & Company, Inc., working out of the SAN DIEGO, CA branch office. Michelle is registered in 30 states for broker-dealer activities and in 2 states for investment advisor activities. Michelle has worked in the securities industry since 2022. Michelle offers financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals and pooled investment vehicles.

SPECIALIZATIONS