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Beacon Pointe Advisors, LLC | CFP ®,CFC ® (Certifications)

location

Milwaukee, WI

0 Disclosures

ADVISOR BIO

Michael John Weil is a financial advisor with Beacon Pointe Advisors, LLC. Michael is a Certified Financial Planner and a Chartered Financial Consultant. Michael has been in the financial industry for over 20 years, and has experience working with high-net-worth individuals, families, businesses, and institutions. Michael's expertise includes financial planning, investment management, and retirement planning. Before joining Beacon Pointe Advisors, LLC Michael worked at NEXT GENERATION WEALTH MANAGEMENT, INC. and Strong Investments, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

Roanoke, VA

experience

31 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Michael Brian Kemp is a financial advisor currently registered with RBC Capital Markets, LLC. Michael has been in the industry since December 1993. Michael's previous experience includes roles at UBS Financial Services Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Michael has a wide range of experience in financial services, and is committed to providing clients with personalized financial advice. Michael is dedicated to building long-term relationships with clients and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Michael Gregory Olszewski is a financial advisor with Robert W. Baird & Co. Inc., with over 15 years of experience in the industry. Michael is licensed to offer investment advice and sell securities in Wisconsin. Michael is registered with FINRA, holds a Series 7, Series 63, and Series 65 licenses, as well as the SIE.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

NEWPORT BEACH, CA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Michael Armand Bas is a financial advisor with Stifel, Nicolaus & Company, Inc.. Michael has been in the industry since 1994 and is registered in California, Idaho, Texas and several other states. Michael has a variety of experience, including working with Wells Fargo Clearing Services, LLC and Morgan Stanley Smith Barney. Michael holds licenses for Series 63, Series 65 and Series 7.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Michael Burlac is a financial advisor with Goldman Sachs & Co. LLC. Michael has been in the financial services industry since 2011 and holds the Series 63, Series 7 and SIE licenses. Michael is registered with the state of New York.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Cerity Partners LLC | CFA ® (Certifications)

location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Michael Ottolini is an Investment Advisor Representative at Cerity Partners LLC. Michael has been in the industry since December 2013. Michael has a Series 66, Series 7 and SIE. Michael has held previous positions at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and Bank of America. Michael is a Chartered Financial Analyst. Cerity Partners LLC is an SEC registered investment advisor and their main office is located in New York, NY. Cerity Partners LLC provides advisory services to individuals, businesses, pooled investment vehicles, charitable organizations, pension and profit-sharing plans and more.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES; BILL PAY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Aegis Capital Corp.

location

MELVILLE, NY

experience

32 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Michael Francis Jennetta is a financial professional with over 30 years of experience in the securities industry. Michael is a registered representative of Aegis Capital Corp. and holds Series 7, 24, 63 and 65 licenses. Michael has a strong background in portfolio management, financial planning and investment advisory services. Michael works with individuals, corporations, and pooled investment vehicles. Michael has previously worked at The Investment Center, Inc., Citigroup Global Markets Inc., and Morgan Stanley DW Inc. Michael specializes in portfolio management, financial planning, and investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Pathstone | CFP ® (Certifications)

location

ENGLEWOOD, NJ

0 Disclosures

ADVISOR BIO

Michael Nicholas Cafarchia is a financial advisor registered with Pathstone in Englewood, NJ and Los Angeles, CA. Michael is also registered in California as an Investment Advisor Representative (IAR). Michael has been in the industry since November 2010. Michael holds the Series 65 license and is a Certified Financial Planner. Michael specializes in financial planning, portfolio management, and family office services.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
FAMILY OFFICE SERVICES - EXPENSE MANAGEMENT, BILL PAY, INSURANCE ADVISORY, CONCIERGE SERVICE, PHILANTHROPIC ADVISORY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Brandes Investment Partners, LP | CFA ® (Certifications)

location

La Jolla, CA

0 Disclosures

ADVISOR BIO

Michael Bruce Israel is a financial advisor at Brandes Investment Partners, LP. Michael has been a registered Investment Advisor representative since 1999 and has a Series 65 license. Michael has over 20 years of experience in the financial services industry. Michael has worked with a variety of clients, including individuals, families, businesses, and institutions. Michael specializes in providing investment advice and portfolio management services. Michael holds the Chartered Financial Analyst designation.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

GLENWOOD SPRINGS, CO

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Michael McCallum is a financial advisor with Stifel, Nicolaus & Company, Inc. in Glenwood Springs, CO. Michael has been in the financial services industry since 1981. Michael is registered with FINRA and the states of Alaska, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Michael holds the Series 7, Series 9, Series 10, Series 63, and Series 65 securities licenses. Michael specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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