ADVISOR BIO

Matthew Neil is a financial advisor who has been in the industry since 2009. He is currently registered with LPL Financial LLC and has held previous registrations with Charles Schwab & Co., Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew has a wide range of experience in the financial services industry, including investment advisory, securities brokerage, and financial planning. Matthew specializes in portfolio management for individuals and businesses. He is also able to provide financial planning and investment consulting services.

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ADVISOR BIO

Matthew Armistead is a financial advisor registered with Beacon Pointe Advisors, LLC, a firm with offices in Scottsdale, Arizona and Newport Beach, California. Matthew has been with the firm since 2014 and has over 20 years of experience in the financial services industry. Matthew is a Certified Financial Planner and has passed both the Series 7 and Series 66 exams. Matthew specializes in providing financial planning and investment management services to individuals, businesses, and institutions. Matthew's firm offers a variety of investment services, including financial planning, portfolio management, and consulting services. The firm also offers educational seminars and publications. Matthew's clients benefit from his experience, expertise, and dedication to providing them with personalized financial advice and guidance.

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ADVISOR BIO

Matthew Fernwalt is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since June 2012, working from the Scottsdale, AZ branch office. Matthew has been in the industry since August 2012 and holds registrations in 14 states. Matthew is a licensed broker and investment advisor representative, specializing in a variety of financial services including portfolio management, pension consulting, and educational seminars.

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ADVISOR BIO

Matthew Joel Minehart is an Investment Advisor Representative with Eagle Strategies LLC. Matthew has been in the industry since 2001 and holds licenses in multiple states. Matthew is a Series 6, 7, 26 and 66 licensed professional and has his SIE. In addition to his current position at Eagle Strategies, Matthew also works for Anchor Financial Solutions Group LLC, a DBA he owns for the purpose of selling New York Life products and services.

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ADVISOR BIO

Matthew Edwards is a financial advisor with J.W. Cole Advisors, Inc. in Tucson, AZ. Matthew has been in the financial industry since February 2022, offering financial services to individuals and businesses. Matthew has a strong background in financial planning and investment management. Matthew is committed to providing personalized financial advice to help clients reach their financial goals.

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ADVISOR BIO

Matthew Roger Bassuk is a financial advisor with over 20 years of experience in the industry. Currently, Matthew works with Osaic Wealth, Inc., based in Scottsdale, AZ. Matthew has held various positions in the past, including roles with TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., INDEPENDENT FINANCIAL GROUP, LLC, CADARET, GRANT & CO., INC., CUSO FINANCIAL SERVICES, L.P., SORRENTO PACIFIC FINANCIAL, LLC, CETERA ADVISOR NETWORKS LLC, CETERA ADVISORS LLC, SUMMIT BROKERAGE SERVICES, INC., FIRST ALLIED SECURITIES, INC., GIRARD SECURITIES, INC., AIG FINANCIAL ADVISORS, INC., SUNAMERICA SECURITIES, INC., SENTRA SECURITIES CORPORATION, SPELMAN & CO., INC., SUNAMERICA CAPITAL SERVICES, INC., and NEUBERGER BERMAN MANAGEMENT INC. Matthew holds a variety of licenses including Series 6, 7, 24, 63, 65, 99TO, and SIE.

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ADVISOR BIO

Matthew Wyatt Wochos is an investment advisor representative, licensed to practice in 28 states. Matthew has been working in the financial services industry since 2001 and is currently registered with Osaic Wealth, Inc., in Scottsdale, Arizona. Prior to joining Osaic Wealth, Inc., Matthew worked at Woodbury Financial Services, Inc. and Multi-Financial Securities Corporation. Matthew holds a Series 6, Series 7, Series 24 and Series 66 licenses. Matthew provides advisory services including investment of client capital, financial planning services, insurance services and sales and retirement plan advisement.

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ADVISOR BIO

Matthew Peter Apostolik is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew has been in the securities industry since December 20, 1996. Matthew is registered with the state of Arizona and has also been registered with the Securities Industry and Financial Markets Association (FINRA) for over 10 years. Matthew has a wide range of experience in the securities industry and offers a variety of services to his clients, including portfolio management, educational seminars, and research reports. Matthew is committed to providing his clients with the highest level of service and helping them reach their financial goals.

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ADVISOR BIO

Matthew Kasper is an investment advisor representative with M Holdings Securities, Inc. based in Phoenix, AZ. Matthew has been in the securities industry since 2000, with previous roles at CITIGROUP GLOBAL MARKETS INC. and MetLife Securities Inc. Matthew is licensed to provide investment advice in Arizona and New Jersey.

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ADVISOR BIO

Matthew Rogers is a registered Investment Advisor Representative with Public Safety Financial/galloway, based in Mesa, AZ. Matthew has been active in the financial industry since 2015. He is currently registered with the state of Arizona. He holds a Series 65 license. Matthew specializes in providing financial planning, educational seminars, and portfolio management services for individuals and businesses. Matthew is also a full-time employee of the City of Mesa Fire and Medical Department.

SPECIALIZATIONS