ADVISOR BIO

Matthew Terhune is a financial advisor with Morgan Stanley. Matthew has been in the industry since 2012 and has a wide range of experience. Matthew holds Series 7, Series 63, and Series 65 licenses and is registered to provide investment advice in 53 states, including California, New Jersey, New York, and Texas. Previously, Matthew was employed by MORGAN STANLEY DISTRIBUTION, INC. and STANDARD CHARTERED SECURITIES (NORTH AMERICA) INC. Matthew specializes in providing investment advice to individuals, businesses, investment clubs, investment companies, charitable organizations, insurance companies, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities.

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ADVISOR BIO

Matthew Fortuna is a financial advisor with Morgan Stanley. Matthew has been working in the financial services industry since 1997 and has a diverse background in financial services, including experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Americorp Securities, Inc. Matthew's current registrations include both Broker-Dealer (B-D) and Investment Advisor (IA) registrations in multiple states. Matthew is active in providing portfolio management for individuals, businesses, and investment companies. Matthew offers financial planning services as well as educational seminars for investors.

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ADVISOR BIO

Matthew Bunkowski is a financial advisor with Morgan Stanley. Matthew has been in the financial services industry for over 20 years and holds a variety of licenses and certifications, including Series 7, 31, 55, and 66. He has a history of experience in the financial services industry, starting with Jefferies & Company, Inc. and has held numerous licenses and registrations during his career. Matthew specializes in providing financial advice to individuals, businesses, investment companies, pension plans, and charitable organizations. He is also a board member of several non-profit organizations.

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ADVISOR BIO

Matthew Rosborough is a financial advisor with Assetmark, Inc., with over 20 years of experience in the financial services industry. Matthew has held various positions at prominent firms, including Vision 4 Fund Distributors, AIG Capital Services, Inc., Advisors Asset Management, Inc., and Van Kampen Funds Inc.. Matthew is registered to provide investment advisory services in Illinois. In addition to his experience, Matthew is also a Series 6, 7, 63 and 65 licensed representative.

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ADVISOR BIO

Matthew Li, a financial professional with over 20 years of experience in the industry, is a Registered Representative with State Farm Investment Management Corp. Matthew has a strong background in securities and investment products, as demonstrated by his passing of the Series 6 and Series 63 exams. His expertise allows him to provide financial guidance to individuals and investment companies, focusing on portfolio management. He is a Chartered Financial Consultant and his office is located in Glendora, CA.

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ADVISOR BIO

Matthew Cummings Johnson is a registered investment advisor representative with Brandes Investment Partners, LP. Matthew has been active in the financial services industry since January 5, 1992 and is licensed to provide investment advice in several states. Matthew's focus is on portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Matthew has a strong track record of success, and his clients have benefited from his expertise and experience. In addition to his work with Brandes Investment Partners, LP, Matthew is also involved in various community organizations. He is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

Matthew Sharp is a Certified Financial Planner® with Aspiriant, LLC. Matthew has been in the financial industry since 2013. Matthew has worked at Aspiriant, LLC since 2017. Aspiriant, LLC is a registered investment advisor with over $14 billion in assets under management. The firm provides financial planning and investment management services to a variety of clients, including high-net-worth individuals, families, corporations, and charitable organizations. Aspiriant, LLC is committed to providing its clients with personalized financial advice and investment strategies that meet their specific needs.

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ADVISOR BIO

Matthew Hanley is an active investment advisor representative at Morgan Stanley in Beverly Hills, CA. Matthew has over 3 years of experience in the financial services industry. Matthew is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 30 states and the District of Columbia. Matthew has earned the Series 63, 66, 7TO and SIE licenses. Prior to joining Morgan Stanley, Matthew was a financial advisor at UBS Financial Services Inc. and JonesTrading. Matthew provides portfolio management services to individuals, businesses, and investment companies.

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ADVISOR BIO

Matthew Sheehan is an investment advisor representative associated with Morgan Stanley. Matthew has been in the industry since September 1999. Matthew holds Series 63, 65 and 7 licenses and has a SIE. Matthew is registered in several states and is also licensed in Oklahoma and Texas as an investment advisor representative. Matthew has experience working for CITIGROUP GLOBAL MARKETS INC. and Morgan Stanley Smith Barney LLC. Matthew is on the advisory board of the Catholic Community Foundation in San Jose, California.

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ADVISOR BIO

Matthew Francis Enright is an investment advisor representative at Robert W. Baird & Co. Inc. with over 25 years of experience in the financial industry. Matthew has experience in both the brokerage and investment advisory fields. Matthew has been with Robert W. Baird since 2009. Matthew's areas of specialization include portfolio management, financial planning, and investment advisory services. Matthew is registered to offer investment advisory services in California, Florida, and Texas. Matthew is also a licensed securities agent in 43 states.

SPECIALIZATIONS