ADVISOR BIO

Michael John Beaulieu is a financial advisor with Beacon Pointe Advisors, LLC. Michael John Beaulieu is a CERTIFIED FINANCIAL PLANNER™ professional who works with a variety of clients, including individuals, families, businesses, trusts, charitable organizations, and retirement plans. Michael John Beaulieu's specialties include retirement planning, investment management, and financial planning. Michael John Beaulieu has been in the financial services industry since 2016.

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ADVISOR BIO

Michael Head is a financial advisor with over 18 years of experience in the industry. Michael is currently registered with Invesco Advisers, Inc. in Illinois. Michael has previously been employed by VAN KAMPEN FUNDS INC. and SCUDDER DISTRIBUTORS, INC. Michael holds the Series 6, 7, 63, 66, SIE and Series 79TO licenses. Michael's specializations include providing financial advice to individuals, businesses, investment companies, and pooled investment vehicles. Michael is also a member of HEAD BOYS LLC, an investment-related LLC.

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ADVISOR BIO

Michael Kubik is a financial advisor with T. Rowe Price Associates, Inc. He is registered with the state of Maryland as an investment advisor representative. He is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative. Michael has been a financial advisor for over 20 years and has a strong background in investment management. He is a Chartered Financial Analyst (CFA) and holds the Series 7, Series 63, and SIE licenses.

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ADVISOR BIO

Michael Dunleavy is a registered representative with Goldman Sachs & Co. LLC. Michael is licensed in all 50 states and the District of Columbia. Michael has been in the securities industry since October 4, 2023. Michael specializes in providing financial planning services, portfolio management for individuals and businesses, and pooled investment vehicles. Michael also has a strong focus on investment management. Michael is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.

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ADVISOR BIO

Michael Hosmar is a registered investment advisor representative with Fisher Investments. Michael has been in the financial industry since 1987. Michael is currently licensed in Arizona and Texas. Michael has experience working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Michael specializes in portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Michael Scarponi is a registered representative and investment advisor representative with Vanguard Advisers, Inc. Michael has been in the financial services industry since 2022. Michael has passed the Series 7TO, SIE and Series 66 exams. Michael is registered in Pennsylvania and Texas. Michael is also an employee of The Vanguard Group, Inc.

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ADVISOR BIO

Michael John Paone is a registered representative of RBC Capital Markets, LLC. Michael is located in Minneapolis, Minnesota and has been in the securities industry since April 15, 2014. Michael has Series 7, 63, 66, SIE and 52TO licenses. Michael has previously been employed at Piper Jaffray & Co. and Columbia Management Investment Distributors, Inc. RBC Capital Markets, LLC is an investment adviser and broker-dealer with its main office in New York, New York. The firm has over $50 billion in assets under management and provides financial planning, portfolio management, and other advisory services to individuals, families, businesses, and institutions.

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ADVISOR BIO

Michael Stumpo is an Investment Advisor Representative with Fisher Investments, a firm that manages over $300 billion in assets. Michael is registered with the state of Florida, and holds the Series 65 license. Michael has over 10 years of experience in the financial industry. Michael specializes in working with high-net-worth individuals, corporations and charitable organizations. Michael's experience includes working with clients on investment management, financial planning and portfolio assessment. The firm offers a variety of services including portfolio management for businesses, individuals, investment companies and pooled investment vehicles.

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ADVISOR BIO

Michael Toutant is a financial advisor with Stifel, Nicolaus & Company, Inc. Michael has been in the financial industry since September 25, 2003. Michael has a strong background in the industry with previous experience at UBS Financial Services Inc. and Piper Jaffray & Co.. Michael holds the Series 66, SIE and Series 7 licenses, as well as the Certified Financial Planner designation. Michael is registered to provide investment advice in a number of states, including Wisconsin, Texas, California, Florida, and others. Stifel, Nicolaus & Company, Inc. is a full-service investment firm that provides a variety of financial services to individuals, families, and businesses. The firm offers a wide range of investment products and services, including investment management, financial planning, retirement planning, and estate planning.

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ADVISOR BIO

Michael Ratkovitch is a financial advisor at Robert W. Baird & Co. Inc. Michael has been in the financial industry for over 12 years. Michael is a registered representative in 21 states and a Registered Investment Advisor in 3 states. Michael specializes in a variety of financial services, including financial planning, portfolio management, and pension consulting.

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