ADVISOR BIO

Michael Tarpy is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the industry since June 14, 2008. Michael has a Series 63, Series 66, Series 7, Series 24 and Series 55 licenses and has been registered in 26 states. Michael is currently registered in Illinois and Texas. Michael has previously worked at Spectrum Trading, LLC, NT Securities LLC, Peters Securities Co., LP, and Chicago Partnership Board, Inc.

SPECIALIZATIONS

ADVISOR BIO

Michael Donohue is a financial advisor currently registered with J.p. Morgan Securities LLC. Michael has been in the industry since May 1996 and holds a variety of licenses and certifications, including Series 7, 9, 10, 24, 63, and 65. Michael has previously worked at a number of other firms, including Commerce Brokerage Services, Inc., BANC ONE Capital Markets, Inc., Nesbitt Burns Securities Inc., and Northern Trust Securities, Inc. Michael specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. The advisor works primarily with individuals, but also serves high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies.

SPECIALIZATIONS

ADVISOR BIO

Michael Harold Possley is a registered representative with Robert W. Baird & Co. Inc. Michael has been in the securities industry since 2015. Michael is registered with the state of Illinois as both a broker and an investment advisor representative. Michael has passed the Series 7, Series 66 and SIE exams. Michael also has experience in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Michael has experience working with high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Michael is currently a Board Member on The Legacy Guild.

SPECIALIZATIONS

ADVISOR BIO

Michael Francis Laughlin is a registered investment advisor representative with Morningstar Investment Services LLC. Michael has been in the financial services industry since 2011 and is licensed to provide investment advice in Illinois and Pennsylvania. Michael has a diverse background in the financial services industry and holds a number of securities licenses, including the Series 6, 7, 24, 63 and 65 licenses, and has worked with Blackrock Investments, LLC in the past. Currently, Michael is registered with Morningstar Investment Services LLC and serves clients in Chicago, IL and Washington Crossing, PA.

SPECIALIZATIONS

ADVISOR BIO

Michael Heneghan is a financial advisor registered with Alliancebernstein LP. Michael has over 20 years of experience in the financial services industry. Michael has worked for a number of prominent firms, including Goldman, Sachs & Co., Merrill Lynch, and American Express Financial Advisors. Michael is a Chartered Financial Analyst and holds the Series 7, 63, 66 and 87 licenses. Michael is a licensed investment advisor representative in Illinois.

SPECIALIZATIONS

ADVISOR BIO

Michael Wiers is a financial professional registered with Wells Fargo Clearing Services, LLC. Michael has been in the industry since 2010, and has held previous roles at J.P. Morgan Securities LLC, Fifth Third Securities, Inc., Morgan Stanley, and Liberty Securities Corporation. Michael has a broad range of experience in financial services, offering a wide range of services including investment consulting, financial planning, and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

Michael Holden is a financial advisor at Raymond James & Associates, Inc. Michael has been in the financial services industry since 2006. Michael has worked with several financial institutions including Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Michael holds the Series 3, 6, 7, 9, 10, 63, and 66 licenses. Michael is registered in Illinois.

SPECIALIZATIONS

ADVISOR BIO

Michael Marciszewski is a financial advisor with Kovitz Investment Group Partners, LLC in Chicago, Illinois. Michael has been in the industry since 2017, working previously with Goldman Sachs & Co. LLC and Mercer Allied Company, L.P. Michael has a Series 7, Series 66, and SIE license and holds the Certified Financial Planner designation. Michael specializes in advising high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Michael Andrew Pescatore is an Investment Advisor Representative at Envestnet PMC. Michael has been in the industry since 1996 and has a Series 6, 7, 63, and 65 license. Michael has experience with portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Michael also provides financial planning and pension consulting services. Michael is based out of Envestnet PMC's Chicago, IL office.

SPECIALIZATIONS

ADVISOR BIO

Michael Mangan is a financial advisor with Morgan Stanley. Michael has been in the industry since 2019. Michael is a registered representative in Illinois and Texas. Michael is also registered as an investment advisor in Illinois and Texas. Michael holds the Series 7TO, Series 66 and SIE licenses. Michael is currently employed by Morgan Stanley in Chicago. Michael has experience working with individuals, high net worth individuals, businesses, corporations, investment companies, insurance companies, pension and profit-sharing plans, state or municipal government entities, charitable organizations and investment clubs.

SPECIALIZATIONS