ADVISOR BIO

Michael Franklin Casey is an investment advisor representative with Hirtle, Callaghan & Co., LLC. Michael Casey has 30 years of experience in the financial services industry. Michael Casey is registered with the state of Arizona. Michael Casey has passed the Series 3 and Series 65 exams. Hirtle, Callaghan & Co., LLC is a registered investment advisor with the SEC. Hirtle, Callaghan & Co., LLC is headquartered in West Conshohocken, PA. Hirtle, Callaghan & Co., LLC has a total of 1844 accounts with $19.23 billion in regulatory assets under management. Hirtle, Callaghan & Co., LLC provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Michael Doering is a financial professional with over 13 years of experience in the industry. Michael currently is a Registered Representative at Stifel, Nicolaus & Company, Inc. and has been with the firm since 2023. Prior to Stifel, Nicolaus & Company, Inc. Michael worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX. Michael holds a Series 66 license as well as Series 7 and SIE licenses.

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ADVISOR BIO

Michael Gouldin is a financial advisor at Onedigital Investment Advisors, a firm with a focus on providing financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Michael has been in the industry since 1998 and holds the Series 7, Series 24, and Series 66 licenses. He is a registered investment advisor in New Jersey and is also registered as a broker-dealer in multiple states. In addition to his work at Onedigital Investment Advisors, Michael is also a passive investor in several rental properties.

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ADVISOR BIO

Michael Hales is a registered representative with D.A. Davidson & Co. Michael has been in the industry since 2014. Michael is registered to offer securities in 27 states including Oregon and Texas. Michael is also a registered Investment Advisor Representative in Oregon and Texas. Michael is a Series 7 and Series 66 licensed professional and holds the Securities Industry Essentials Examination. Michael has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension plans and state and municipal government entities. Michael previously worked for Lord Abbett Distributor LLC and TD Ameritrade. Michael is licensed to provide financial planning services.

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ADVISOR BIO

Michael Burton is a financial advisor with Vanguard Advisers, Inc., located in Charlotte, NC. Michael has been in the financial services industry since December 2022. He is a registered representative in 53 states and is also registered with FINRA. Michael has passed the Series 63, Series 7TO, and SIE exams. Michael's specializations include Financial Planning, Portfolio Management for Individuals and Businesses, and Portfolio Management for Pooled Investment Vehicles.

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ADVISOR BIO

Michael Greene is an investment advisor representative who has been in the industry since September 2014. Michael is registered with Vanguard Advisers, Inc. in North Carolina, Texas and Virginia. Michael provides financial planning and portfolio management for businesses, individuals and pooled investment vehicles.

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ADVISOR BIO

Michael Dostal is a financial advisor with D.a. Davidson & Co. Michael has been in the industry since 2008. Michael has experience with a variety of financial products and services. In addition to being a Registered Representative, Michael is also a Series 10, Series 9, and Series 24 Principal. Michael is registered with FINRA.

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ADVISOR BIO

Michael Eitzen is a financial advisor with Oppenheimer & Co. Inc. Michael has been in the financial services industry since December 4, 1986. Michael holds the following licenses and certifications: Series 7, Series 10, Series 24, Series 63, Series 65, and SIE. Michael has been registered with Oppenheimer & Co. Inc. since August 1990. Before joining Oppenheimer & Co. Inc., Michael worked at Blinder, Robinson & Co., Inc. Michael is also a co-trustee of his mother's personal trust.

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ADVISOR BIO

Michael Daly is a financial advisor registered with Goldman Sachs & Co. LLC. Michael has a Series 7TO, Series 63, and SIE license. Michael has been in the industry for 1 year and is registered to sell securities in all 50 states. Michael specializes in a broad range of investment products and services, including individual and institutional portfolio management, financial planning, and educational seminars.

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ADVISOR BIO

Michael Bechard is an Investment Advisor Representative associated with Vanguard Advisers, Inc. Michael has a strong background in financial services, having worked at Fidelity Brokerage Services, LLC. Michael has a wide range of experience, having worked for companies including CMHC Inc., Centerstone, Amazon.com, Inc., and Lindsey Wilson College. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in providing financial advice to individuals, businesses, and investment companies.

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