ADVISOR BIO

Menachem Mendel Schwartz is an Investment Advisor Representative with Fisher Investments and has been with the firm since January 2019. He is registered with the state of Texas and has a Series 65 license. Menachem Mendel Schwartz specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Menachem Mendel Dinerman is a registered representative with Vanguard Advisers, Inc. Menachem is licensed to offer securities advice in 53 states and territories, and has been in the industry since February 2022. Menachem holds the Series 7TO, Series 63, and SIE licenses. Menachem is a resident of Malvern, Pennsylvania. Menachem's background includes positions with The Vanguard Group, Inc., Cheder Chabad of Philadelphia, Chabad Lubavitch Center, New Franklin Center For Rehabilitation and Nursing, Rabbinical College of America, Yeshiva Gedolah Rabbinical College, Bellevue University, Yeshiva Beis Dovid Shlomo, Educational Institute Oholei Torah, and Self-employed. Menachem is also an administrator for the Salesforce account for The Vanguard Group, Inc..

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ADVISOR BIO

Menashe Shua is a financial professional with over 16 years of experience in the securities industry. Menashe is currently registered with Goldman Sachs & Co. LLC and has held previous roles with Goldman Sachs Execution & Clearing, L.P. Menashe has a strong background in the securities industry, having passed multiple industry exams, including the Series 7, Series 63, and SIE. Menashe specializes in various financial services, including portfolio management, financial planning, and educational seminars.

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ADVISOR BIO

Meng Yuan is an investment advisor representative who has been in the industry since 2016 and is currently registered with American Fundstars Financial Group LLC. Meng Yuan is an active member of the investment community, with registration in California and a focus on specialized areas, including insurance and financial planning. Meng Yuan has extensive experience in insurance and financial planning, and has been working with clients to meet their individual financial needs. Meng Yuan has a track record of success in helping clients achieve their financial goals, and is dedicated to providing personalized advice and exceptional customer service.

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ADVISOR BIO

Meng Dan Xiao is a financial advisor based in NEW HYDE PARK, NY, and has been working in the industry since 2015. Meng Dan is currently registered with HSBC Securities (USA) Inc. Meng Dan has been employed by HSBC Securities (USA) Inc. since 2018. Previously, Meng Dan Xiao was registered with J.P. Morgan Securities LLC. Meng Dan Xiao holds licenses for Series 7, Series 63, Series 66, and SIE.

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ADVISOR BIO

Mentesnot andarge Adamu is a registered representative with Goldman Sachs & Co. LLC. Mentesnot andarge Adamu has been in the industry since February 28, 2024. Mentesnot andarge Adamu is licensed to sell securities in all 50 states and the District of Columbia. Mentesnot andarge Adamu is also a registered investment advisor representative.

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Mercedes Letroy Givens is an Investment Advisor Representative associated with Creative Planning, Inc. and has been in the industry since July 2012. Mercedes is registered with the state of Kansas and Texas. Mercedes is a Certified Financial Planner professional. Mercedes holds the Series 65 license. Mercedes works with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Mercedes' primary office is located in Overland Park, Kansas.

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ADVISOR BIO

Mercer Leigh Proctor is an Investment Advisor Representative for Nixon Capital LLC, based in Austin, TX. Mercer Leigh Proctor has been in the industry since August 2023, and has a Series 65 license. Mercer Leigh Proctor works with high-net-worth individuals, other investment advisors, and pooled investment vehicles. Nixon Capital LLC provides portfolio management for individuals and pooled investment vehicles.

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Mered Oren is a financial advisor with Stifel, Nicolaus & Company, Inc. based in San Diego, California. Mered has been in the industry since June 1986. Prior to joining Stifel, Nicolaus & Company, Inc., Mered was a financial advisor with WELLS FARGO ADVISORS, LLC in Rancho Santa Fe, California. Mered Oren has a Series 7, Series 31, Series 63, and Series 65 license. Mered Oren is also licensed in the states of Arizona, California, Maryland, Massachusetts, New York, Oklahoma, South Dakota, Texas, and Washington. Stifel, Nicolaus & Company, Inc. provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and investment companies. The firm also offers educational seminars and selection of other advisors. Stifel, Nicolaus & Company, Inc. manages over $149 billion in assets for clients.

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ADVISOR BIO

Meredith Ingle is a registered Investment Advisor Representative with Fisher Investments. Meredith has been in the financial services industry for a number of years and has a strong background in investments. Meredith holds the Series 63, Series 65, Series 7TO and SIE securities licenses. Meredith has previously worked with Goldman Sachs & Co. LLC and Mercer Allied Company, L.P.. Currently, Meredith is working with clients in the Plano, Texas area.

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