ADVISOR BIO

Matthew Terry Parker is a registered Investment Advisor Representative at Laidlaw Wealth Management LLC in New York. Matthew has been in the financial industry for 25 years and is registered in New York and Texas. Matthew has a strong track record of providing personalized financial planning and portfolio management services to a diverse clientele, including high-net-worth individuals, families, and businesses.

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ADVISOR BIO

Robert Beaudoin is a financial advisor with over 6 years of experience in the industry. Robert is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Robert has previously been registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Robert has passed the Series 63, Series 7, SIE exams. Robert also holds the no known designation. Robert specializes in 2, 3, 4, 5, 6 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.

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ADVISOR BIO

Stefano Combi is a financial advisor with over 7 years of experience in the industry. Stefano is currently registered with Evercore Group LLC. Stefano has previously been registered with a variety of firms over their career. Stefano has passed the Series 63, Series 79, SIE exams. Stefano also holds the no known designation. Stefano specializes in brokerage services, assisting clients with investment strategies and market analysis.

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ADVISOR BIO

Fabian Jimenez is a financial advisor with over 4 years of experience in the industry. Fabian is currently registered with Mizuho Securities USA LLC. Fabian has previously been registered with QUATTRO M SECURITIES INC., RAYMOND JAMES & ASSOCIATES, INC., UBS FINANCIAL SERVICES INC.. Fabian has passed the Series 66, Series 7TO, Series 87, SIE exams. Fabian also holds the no known designation. Fabian specializes in brokerage services, assisting clients with investment strategies and market analysis.

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ADVISOR BIO

Zack Henry Payne is a financial advisor with Cerity Partners LLC. Zack has been a financial advisor since January 2022. Zack is a Certified Financial Planner® professional. Zack is registered to provide investment advice in Kentucky. Zack specializes in financial planning, portfolio management, and pension consulting. Zack has experience working with individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, and pooled investment vehicles.

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ADVISOR BIO

Elizabeth Edwards is a financial advisor with over 0 years of experience in the industry. Elizabeth is currently registered with Piper Sandler & Co.. Elizabeth has previously been registered with a variety of firms over their career. Elizabeth has passed the Series 63, Series 79TO, SIE exams. Elizabeth also holds the no known designation. Elizabeth specializes in 5 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.

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ADVISOR BIO

Xiangyang Wu is a registered representative at J.P. Morgan Securities LLC. Xiangyang Wu is also a Principal at J.P. Morgan Securities LLC. Xiangyang Wu has been in the securities industry since May 14, 2005. Xiangyang Wu is registered to conduct business in all 50 states, Washington, D.C., Puerto Rico, and the Virgin Islands. Xiangyang Wu specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Armando Villalobos is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Armando has been in the securities industry for over four years and holds the Series 7TO, Series 66, and SIE licenses. Armando has a diverse work history, including roles in hospitality, transportation, and financial services. Armando's experience allows them to provide a comprehensive understanding of the needs of individual clients and their families. Armando is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

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ADVISOR BIO

Matthew Schwark is a financial advisor with State Street Global Advisors Funds Distributors, LLC. Matthew is a registered representative in 52 states. Matthew has been in the financial industry since August 20, 2004. Matthew has passed the Series 7, Series 55, Series 63, and SIE exams. Matthew previously worked at Citadel Securities LLC, KCG Americas LLC, Knight Capital Americas, L.P., Kellogg Capital Markets, LLC, and Kellogg Capital Group LLC.

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