ADVISOR BIO

Michael Giese is a financial professional with over two decades of experience in the industry. Michael is currently a Registered Investment Advisor Representative at mcg Capital Management, LLC, in Boston, MA. Prior to joining mcg Capital Management, LLC, Michael was registered with Ceros Financial Services, Inc., in Park City, UT. Michael has a broad range of experience, having obtained both the Series 65 and Series 63 licenses. Michael also holds the Series 6TO and SIE licenses. In addition to his current role with mcg Capital Management, LLC, Michael is also an owner of North Trail Capital, LLC, and North Trail Capital II, LLC. Both of these entities are private investment partnerships available to accredited investors. MCG Capital Management, LLC is the adviser to both of these partnerships.

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ADVISOR BIO

Michael Valentino is an Investment Advisor Representative at Fisher Investments. Michael has been in the industry for 13 years and specializes in Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. Michael is registered in Texas and holds the Series 65 license.

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ADVISOR BIO

Michael Emerson Yee is a registered investment advisor representative with Voya Investment Management Co. LLC. Michael has been in the industry since October 1994 and holds Series 6, 7, 63, and 65 licenses, as well as the SIE. Michael has experience working with individuals, investment companies, pooled investment vehicles, corporations, and other businesses. Michael was previously registered with Allianz Global Investors Distributors LLC and Nicholas-Applegate Securities LLC.

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ADVISOR BIO

Michael Garrison is a Certified Financial Planner and Chartered Financial Analyst with Kovitz Investment Group Partners, LLC. Michael has worked in the financial industry since 2012, holding previous roles at Morningstar and BMO Harris Bank NA. Michael specializes in financial planning, portfolio management and insurance solutions for individuals, families, and businesses.

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ADVISOR BIO

Michael Kevin Latinis is a financial advisor at Creative Planning. Michael has been in the industry since 2014 and holds both Series 6 and Series 65 licenses. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in providing financial planning, pension consulting and educational seminars. Michael is registered with the state of Kansas and Texas and also holds a Series 6 license. Latinis also provides consulting services for Latinis Rheumatology.

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ADVISOR BIO

Michael Birnbaum is an investment advisor representative at Fisher Investments. Michael has been in the industry since 1998. Michael is registered with the state of Texas and Washington. Michael is licensed to offer investment advice and has passed the Series 7, Series 63 and Series 65 exams. Michael is a specialist in portfolio management, and has experience working with a variety of clients, including individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Michael Senoski is a registered investment advisor representative with Agilis Partners LLC. Michael has been in the industry since April 2000 and specializes in pension consulting, selection of other advisors, and portfolio management for businesses and pooled investment vehicles. Michael is currently registered in Massachusetts and has been active in the state since August 2003.

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ADVISOR BIO

Michael Emerson is a financial advisor with over 30 years of experience in the industry. Michael currently works with Mariner Wealth Advisors in Bloomfield Hills, Michigan. Michael has a background in both investment advisory and brokerage services. Michael holds licenses to provide financial advice in Michigan and Texas. In addition to his primary work with Mariner Wealth, Michael is also independently licensed to sell insurance through various insurance agencies.

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ADVISOR BIO

Michael Gooch is a financial advisor currently registered with Nuveen Asset Management, LLC. Michael has over 20 years of experience in the financial services industry. Michael has a Series 6, 7, 63 and 65 licenses. Michael's previous experience includes roles with Franklin Distributors, LLC, HSBC Securities (USA) Inc., HSBC Brokerage (USA) Inc., Hornor, Townsend & Kent, Inc., and NYLife Securities Inc.

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ADVISOR BIO

Michael Croce is a financial advisor with Stifel, Nicolaus & Company, Inc. located in St. Louis, Missouri. Michael has been in the industry since June 2009. Michael is licensed to conduct business in Missouri. Michael has previously been affiliated with Waddell & Reed, Inc., Scottrade, Inc., Eaton Partners, LLC, First Empire Securities, Inc., Mooreland Partners LLC, Miller Buckfire & Co., LLC and Stifel Independent Advisors, LLC.

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