ADVISOR BIO

Matthew Wesley Pierce is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew has been working in the financial industry since 1998. Matthew currently holds licenses to provide investment advice in 28 states and the District of Columbia. Matthew has extensive experience in the securities industry and specializes in providing portfolio management for individuals and businesses. Matthew is also registered to provide investment advice in Texas.

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ADVISOR BIO

Matthew Ryan Magnesen is a financial advisor at Morgan Stanley. Matthew has been in the financial industry since June 2009. Matthew holds a Series 66 license, a Series 31 license, and a Series 7 license. Matthew is registered in 54 states and is also registered as an Investment Advisor Representative (IAR). Matthew's area of specialization includes financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Maureen Wright is a financial advisor at Morgan Stanley. Maureen has been in the industry since 2017. Maureen is registered with FINRA and is a licensed broker. Maureen also holds the Series 7TO, Series 66, and SIE licenses. Maureen is a CERTIFIED FINANCIAL PLANNER™. Maureen's specializations include portfolio management for individuals, businesses, and investment companies. Maureen also provides financial planning, asset allocation advice, pension consulting, and educational seminars. Maureen has a strong background in financial services and a commitment to helping clients achieve their financial goals.

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ADVISOR BIO

Meagan Fitzgerald is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Meagan has been in the industry since June 1994 and has a wide range of experience in providing investment advice. Meagan holds a Series 63, 65, 7, 8, 9, 10, 3, and 31 licenses. Meagan is registered in 36 states and is a licensed investment advisor in Illinois, Indiana, and Texas.

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ADVISOR BIO

Megan Noga is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since August 2000. Megan holds the Series 66, Series 7 and SIE licenses. Megan specializes in providing portfolio management for individuals and businesses, as well as pension consulting. Megan is registered in 34 states and the District of Columbia.

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ADVISOR BIO

Megan Ginley is a financial advisor with Wells Fargo Clearing Services, LLC. Megan has been in the financial services industry since April 2000. Megan is licensed to offer investment advice in Texas and is registered to sell securities in 42 states. Megan has been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Mesirow Financial, Inc. in the past.

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ADVISOR BIO

Melanija Srdic is a financial advisor registered with J.p. Morgan Securities LLC. Melanija is licensed to provide investment advice in Illinois. Melanija has passed the Series 63, Series 6TO and the SIE exams. J.p. Morgan Securities LLC is an investment firm that offers a wide range of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. J.p. Morgan Securities LLC manages over $249 billion in assets for a variety of clients, including individuals, corporations, and institutions.

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ADVISOR BIO

Melissa Rosas is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Melissa has been in the financial industry since February 2014. Melissa is licensed in Illinois. Melissa has experience with investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Melissa also has experience with various products and services, including variable contracts, mutual funds, ETFs, stocks, bonds, options, and annuities.

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ADVISOR BIO

Micah Thomas Shields is a financial advisor who has been working in the industry since August 2003. Micah is currently registered with Morgan Stanley and has been with the firm since December 2013. Previously, Micah was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and A. G. EDWARDS & SONS, INC.. Micah holds a Series 66 license, the Series 7 license and the SIE. Micah is registered to provide investment advice in 33 states.

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ADVISOR BIO

Michael Chester Lapinski is a financial advisor with over 20 years of experience in the financial services industry. Michael has worked with Wells Fargo Clearing Services, LLC since 2009 and previously worked at CITIGROUP GLOBAL MARKETS INC. Michael holds the Series 7, Series 31, Series 63, Series 65, and SIE licenses. Michael also holds the Certified Financial Planner designation. Michael specializes in providing financial advice to a range of clients, including individuals, businesses, and charitable organizations. Michael is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

SPECIALIZATIONS