ADVISOR BIO

Michael Edward Burke is an investment advisor representative with Principal Asset Management. Michael has been in the industry since 2006. He is registered to provide investment advisory services in Florida, New York, Puerto Rico and Texas. He has passed both Series 66 and Series 65 exams. Michael has also passed the Series 7 and SIE exams. He is a registered representative of Principal Funds Distributor, Inc. Michael has experience working at firms including ASPEN EQUITY PARTNERS, LLC, SOUTHRIDGE INVESTMENT GROUP LLC, CRUCIBLE CAPITAL GROUP, INC., COHEN & STEERS SECURITIES, LLC and LORD ABBETT DISTRIBUTOR LLC.

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ADVISOR BIO

Michael Anthony Pappas is a registered investment advisor representative with Vanguard Advisers, Inc., a firm located in Malvern, PA. Michael has been in the industry since 2021 and has passed the Series 66, Series 7TO, and SIE exams. Michael holds registrations in Arizona, North Carolina, Ohio, and Texas. Michael is associated with the firm's Charlotte, NC office.

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ADVISOR BIO

Michael Korzenko is a registered investment advisor representative with City National Rochdale. Michael has been in the industry since 2007 and has a strong background in investment management. Michael holds the Series 7, Series 66, and Series 87 licenses. Michael is a CFA Institute grader. City National Rochdale is a full-service investment firm offering a range of financial services to individuals, businesses, and institutions.

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ADVISOR BIO

Michael Scott Laven is a financial advisor at Canterbury Consulting Inc. Michael has been working in the financial services industry since 1987. Michael is a Series 7, 24, and 63 licensed financial advisor who has worked with many different firms throughout his career. Michael is a Chartered Financial Analyst (CFA) and has a strong history of working with high net worth individuals, charities, and pooled investment vehicles. Michael's work at Canterbury Consulting Inc. requires the firm to manage over $6.6 billion in assets and 4358 accounts. Michael's current firm manages assets for various clients including high net worth individuals, charities, and pooled investment vehicles.

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ADVISOR BIO

Michael Joseph Portman is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Stifel, Nicolaus & Company, Inc. Michael has been with Stifel, Nicolaus & Company, Inc. since September 2013. Prior to that, Michael was with Merrill Lynch, Pierce, Fenner & Smith Incorporated and A. G. Edwards & Sons, Inc. Michael holds Series 7, 6, 63, 65, and SIE licenses. Michael specializes in providing financial advice to individuals, businesses, and institutions.

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ADVISOR BIO

Michael Siracuse, iii is a registered Investment Advisor Representative with Wainwright Investment Counsel LLC in Boston, Massachusetts. Michael is the Head Trader & Vice President and is also the Private Placement Principal and Municipal Securities Principal of WFS, LLC. Michael has been in the industry since August 4, 2003. Michael holds Series 65, Series 66, Series 53, Series 24, Series 99TO, Series 57TO, SIE, Series 79, Series 55, and Series 7 licenses. Michael is also registered in Massachusetts and New Hampshire.

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ADVISOR BIO

Michael Swindall is a financial advisor with Robert W. Baird & Co. Inc. Michael has been in the industry since 2015. Michael holds the Series 7 and Series 66 licenses. Michael also holds the SIE exam. Michael has a broad range of experience, specializing in working with high-net-worth individuals, insurance companies, investment companies, charitable organizations, other investment advisors, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities.

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ADVISOR BIO

Michael Wolcott Ankeny is a registered representative with Sanford C. Bernstein & Co., LLC. Michael Wolcott Ankeny is licensed to provide investment advice in Minnesota. Michael Wolcott Ankeny passed the General Securities Representative Examination, Securities Industry Essentials Examination, and the Uniform Securities Agent State Law Examination. Michael Wolcott Ankeny is a specializations in Financial Planning.

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ADVISOR BIO

Michael S. Shearn is an investment advisor representative with Time Value Of Money, LP in Austin, Texas. Michael S. Shearn has been registered with the state of Texas since August 2005. Michael S. Shearn has passed the Uniform Investment Adviser Law Examination. Michael S. Shearn is the manager of JMXI, LLC, a Texas limited liability company, and the general partner of Time Value Of Money, LP.

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ADVISOR BIO

Michael Levenson is a financial advisor with Davenport & Company LLC. Michael has been in the industry since April 2022 and is licensed to provide investment advice in 43 states. Michael is a Series 7, 66, and SIE licensed professional. In addition to his financial advisory experience, Michael previously worked as an intern at Nike. Michael is committed to providing personalized financial advice to help clients reach their financial goals.

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