ADVISOR BIO

Michael Kozik is a financial advisor with Janney Montgomery Scott LLC. Michael has been in the industry since January 2006. Michael has a Series 7, Series 10, Series 9, Series 63, and Series 65 license. Michael is also a Certified Financial Planner. Michael has a wide range of experience, including portfolio management for individuals and businesses, financial planning, and pension consulting. Michael is registered with the state of Texas as an investment advisor. Michael has a strong track record of helping clients achieve their financial goals. Michael is committed to providing his clients with the highest level of service and personalized attention. If you are looking for a financial advisor who can help you develop a comprehensive financial plan and meet your investment goals, Michael Kozik is a great option.

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ADVISOR BIO

Michael Geotes is a registered investment advisor with Northwestern Mutual Investment Services, LLC. Michael is based in Stamford, CT and has been in the industry since April 2012. Michael has been registered with Northwestern Mutual Investment Services, LLC since February 2021. Prior to that Michael was affiliated with Citizens Securities, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., and Wells Fargo Advisors, LLC. Michael holds licenses in Series 7, Series 9, Series 10, and Series 66. Michael is registered with the state of Connecticut and 50 other states.

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ADVISOR BIO

Michael Cowell is a Registered Investment Advisor Representative in Connecticut, registered with Night Owl Capital Management, LLC. Michael has been in the industry since 2021 and is a Series 65 exam holder. Night Owl Capital Management, LLC is a registered investment advisor with the SEC and has offices in Greenwich, CT. The firm provides advisory services to a variety of clients, including high-net-worth individuals, corporations, insurance companies, and charitable organizations.

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ADVISOR BIO

Michael John Desi is a financial advisor with Stifel, Nicolaus & Company, Inc. Michael John Desi has over 17 years of experience in the financial services industry. Michael John Desi is licensed to offer securities and investment advice in 30 states and is registered with FINRA. Michael John Desi is also licensed to offer investment advice in 2 states. Michael John Desi has passed the Series 7, Series 66, and SIE exams. Michael John Desi specializes in portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, financial planning, pension consulting, selection of other advisors, and educational seminars.

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ADVISOR BIO

Michael Wayne Lucas is a financial advisor at Cetera Investment Advisers LLC. Michael has been working in the financial industry since November 2004 and is registered in 27 states. Michael has a strong background in investment management, financial planning, and retirement planning. 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 Joseph Cosenza is a financial advisor with LPL Financial LLC. Michael has over 10 years of experience in the financial industry. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, 63 and 66 licenses. Michael has a passion for helping individuals and families achieve their financial goals. He offers a wide range of financial services, including retirement planning, investment management, and college savings. Michael is committed to providing personalized advice and guidance to help clients make informed financial decisions. Michael has previously been employed with Wells Fargo Clearing Services, LLC and MFS Fund Distributors, Inc.

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Michael James Kelly is a financial advisor registered with the state of Connecticut and North Carolina. Michael has been a financial advisor for over 8 years and has a strong track record of providing high-quality financial advice to individuals and families. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and a CFA charterholder. Michael is currently employed by Reach Strategic Wealth LLC. Michael helps individuals and families develop and implement comprehensive financial plans. Reach Strategic Wealth LLC is a fee-only financial advisory firm that is committed to providing objective financial advice in the best interest of its clients. The firm specializes in providing financial planning services to individuals, families, and small businesses.

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ADVISOR BIO

Michael Jonathan Farren is a registered representative with ASL Capital Markets Inc., holding licenses in securities and investment advisory services. Michael's area of expertise is in helping clients meet their financial goals. Michael has been actively involved in the financial services industry since 2023, with a strong commitment to providing clients with the highest level of service.

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ADVISOR BIO

Michael Kelly, a Certified Financial Planner, is an investment advisor representative with Procyon Advisors, LLC. Michael has over 20 years of experience in the financial services industry and holds licenses to conduct business in Virginia. Michael has held various positions at multiple financial institutions, including Charles Schwab & Co., Inc. and Commonwealth Financial Network, and is experienced in providing financial planning, investment advice, and portfolio management services. Michael has a strong focus on providing comprehensive financial solutions to individuals, families, and businesses.

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ADVISOR BIO

Michael J. Siciliano is a financial professional with over 10 years of experience in the industry. Michael is currently registered with Prudential Annuities Distributors, Inc. and is licensed in Connecticut. Michael holds the Series 6 and Series 63 securities licenses. Michael is committed to providing clients with personalized financial advice and guidance.

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