ADVISOR BIO

Michael Scott Games is an Investment Advisor Representative associated with SEI Investments Management Corp. based in Oaks, Pennsylvania. Michael has been in the financial services industry since May 1997. Michael has been registered with the Securities and Exchange Commission since May 2008. Michael is also a Registered Representative of FINRA. Michael has held positions at several firms over the years, including Ross, Sinclair & Associates, LLC, Fifth Third Securities, Inc., Essex National Securities, Inc., UBS Financial Services Inc., and Fidelity Brokerage Services LLC. Michael has been a Registered Investment Advisor since July 2014 and has experience working with a wide range of clients, including individuals, families, trusts, businesses, and institutions. Michael is dedicated to providing comprehensive financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Michael Stone is an investment advisor representative who is currently registered with Sunstone Advisors, LLC. Michael has been in the financial services industry since 2005 and has a strong background in portfolio management, financial planning, and investment advisory services. Michael previously worked at Morgan Stanley Smith Barney LLC and Sanford C. Bernstein & Co., LLC. Michael holds the Series 66, Series 7, and Series 31 licenses and has a strong understanding of the financial markets and investment strategies. Michael is committed to providing his clients with personalized investment advice and guidance to help them achieve their financial goals.

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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 McNamee is a financial advisor with Stifel, Nicolaus & Company, Inc. Michael has been in the securities industry since 1999. Michael is registered to provide investment advice in 54 states and jurisdictions. Michael's previous employers include Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, Commerce Brokerage Services, Inc., Signator Investors, Inc., TD Waterhouse Investor Services, Inc., PFIC Securities Corporation, Quick & Reilly, Inc., Walnut Street Securities, Inc., U.S. Bancorp Investments, Inc., Firstar Investment Services, Inc., and Copeland Equities LLC. Michael has earned the following licenses and certifications: Series 6, Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 53, and Series 63. Michael also holds the SIE license. Michael provides investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles. Michael's areas of expertise include financial planning, pension consulting, educational seminars, and selection of other advisors. Michael's goal is to help clients achieve their financial goals through a personalized approach. Michael is committed to providing clients with the highest level of service and expertise.

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ADVISOR BIO

Michael Mohr is a financial advisor with Cresset Asset Management, LLC. Michael is a Chartered Financial Analyst, and has been in the industry since 2009. Michael has registrations in both Georgia and Texas.

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ADVISOR BIO

Michael Adam Cohn is a registered representative with Goldman Sachs & Co. LLC. Michael has been in the industry since 2013 and has passed the Securities Industry Essentials Examination and the Investment Banking Registered Representative Examination. Michael was previously employed at Marquis Holdings, Inc. in New York. Michael specializes in a variety of investment products and services, including stocks, bonds, mutual funds, and options. Michael is dedicated to providing his clients with personalized investment advice and strategies that meet their individual needs.

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ADVISOR BIO

Michael Novack is a financial professional with over 13 years of experience in the industry. Currently, Michael is a registered representative at BMO Capital Markets Corp., where Michael has been employed since March 2023. Previously, Michael worked at Credit Suisse Securities (USA) LLC, CIBC World Markets Corp., and RBS Securities Inc. Michael holds the Series 63, 24, SIE, and Series 7 licenses and is registered in all 50 states. Michael specializes in portfolio management for pooled investment vehicles.

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ADVISOR BIO

Michael Crowder King Jr is an investment advisor representative with RBC Capital Markets, LLC. Michael has been in the securities industry since May 5, 1994 and has a Series 66, Series 63, Series 7 and SIE. Michael is registered in 20 states. Before joining RBC Capital Markets, LLC, Michael worked at DAIN RAUSCHER INCORPORATED, INTERSECURITIES, INC., SIGNAL SECURITIES, INC., FIDELITY BROKERAGE SERVICES, INC. and RAUSCHER PIERCE REFSNES, INC. Michael specializes in providing investment advice to individuals, businesses, charitable organizations, pension and profit-sharing plans, employee benefit plans, endowment funds, foundations, family trusts, and various capital/operating funds.

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ADVISOR BIO

Michael Paul Cannone is an investment advisor representative with Fisher Investments and is registered in Texas and Washington. Michael has been in the securities industry since 1996. Michael has a Series 7, Series 63 and Series 65 license. Michael's previous employers include Sanford C. Bernstein & CO., LLC, Sanford C. Bernstein & CO., INC., INVEST FINANCIAL CORPORATION and M.S. FARRELL & COMPANY, INC. Michael's firm, Fisher Investments, is a registered investment advisor with the SEC and has offices in Plano, Texas and Camas, Washington. The firm offers a variety of services including financial planning, portfolio management for individuals, businesses, investment companies 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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