ADVISOR BIO

Michael Jeanfreau is a financial advisor with Mariner Wealth Advisors in Tigard, Oregon. Michael has been working in the financial services industry since 1994. Michael has Series 7, 63, 65 and 24 licenses. Michael has experience working with high-net-worth individuals, families, businesses, charitable organizations, and insurance companies. Michael specializes in financial planning, portfolio management, and family office services. Michael also offers educational seminars and publishes periodicals.

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ADVISOR BIO

Michael Ian Arak is a financial professional with over 9 years of experience in the industry. Michael is currently registered as a Registered Representative (RR) and Investment Advisor Representative (IAR) with Blackrock Investment Management, LLC. Michael is registered in 53 states and is actively working in both the Broker-Dealer (BC) and Investment Advisor (IA) space. Michael is licensed to provide investment advice to high-net-worth individuals, corporations, and institutions. Michael specializes in providing financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Michael Callahan is a financial advisor with over 9 years of experience in the financial services industry. Michael is currently registered with Russell Investments in Milwaukee, Wisconsin. Michael has also been previously registered with firms such as Profunds Distributors, Inc., T. Rowe Price Investment Services, Inc., Lord Abbett Distributor LLC, and Amerivest Partners, LLC. Michael holds Series 66, Series 7, and SIE licenses. Michael specializes in investment companies, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Michael has experience with portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Michael is also able to select other advisors, and provide pension consulting.

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ADVISOR BIO

Michael Fallon is a registered Investment Advisor Representative with Solomon Hess Capital Management. Michael is licensed to provide investment advice in Virginia. Michael's experience in the financial services industry began on August 15, 2011, and Michael has been affiliated with Solomon Hess Capital Management since August 2012. Michael obtained his Series 7, Series 63, and Series 65 licenses. Michael previously worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in New York, NY.

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ADVISOR BIO

Michael John Toia is a financial professional with over 20 years of experience in the securities industry. Michael is registered with Northern Trust Securities, Inc. and has a strong track record of providing personalized financial advice and investment management services.

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ADVISOR BIO

Michael Andrew Kinney is an investment advisor representative associated with Stifel, Nicolaus & Company, Inc. located in St. Joseph, MI. Michael has been in the industry since 2007. Michael has a Series 66, Series 10, Series 9, Series 24, SIE, and Series 7 license. Michael Kinney has a background in financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

Michael Watts is a financial advisor with Vanguard Advisers, Inc. Michael is a Registered Representative and Investment Advisor Representative. Michael is licensed in 53 states and the District of Columbia. Michael has been in the financial services industry since 2017. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Michael specializes in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Michael has a strong track record of helping clients achieve their financial goals.

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ADVISOR BIO

Michael Stroud is an investment advisor representative with Fisher Investments. Michael is registered with the state of Texas and has been in the financial industry since 2019. Michael has a Series 63, Series 65, Series 6TO, and SIE licenses. Michael previously worked at Cetera Investment Services LLC.

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ADVISOR BIO

Michael Dylan King is a financial advisor registered with Stifel, Nicolaus & Company, Inc.. Michael Dylan King has been in the financial industry since 2014. Michael Dylan King holds Series 66, Series 7 and SIE licenses. Michael Dylan King is registered to provide investment advice in 32 states and the District of Columbia. Michael Dylan King also provides investment advice in Oklahoma. Michael Dylan King is licensed to provide financial services to a variety of individuals and institutions, including high-net-worth individuals, corporations, and insurance companies. Stifel, Nicolaus & Company, Inc. has approximately $149 billion in regulatory assets under management. Michael Dylan King is a member of the Tulsa Referral Network.

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ADVISOR BIO

Michael Staufenberger is a financial advisor at Stifel, Nicolaus & Company, Inc. Michael has been in the industry since September 2016. Michael is licensed in 30 states. Michael is a Certified Financial Planner. Michael specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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