ADVISOR BIO

Masumi Tripoli is a financial advisor at Raymond James Financial Services Advisors, Inc. Masumi has been in the financial services industry since August 1989. Prior to joining Raymond James, Masumi worked at LPL FINANCIAL LLC, The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, and CIGNA FINANCIAL ADVISORS, INC. Masumi holds a Series 6, 7, 22, 24, and 63 license. Masumi is registered in California and Nevada. Masumi is also a registered investment advisor. Masumi provides financial planning, portfolio management for businesses and individuals, and pension consulting services. Masumi is also a founder and officer of the Masumi Tripoli And Mona Lisa Trioli Foundation.

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ADVISOR BIO

Matan Stein is a financial advisor registered with Citigroup Global Markets Inc.. Matan has been in the industry since August 3, 2012, holding registrations in Arizona, California, Colorado, Connecticut, Illinois, Minnesota, New Mexico, New York, Texas, Utah, and Washington. Matan has passed the Series 6, Series 7, Series 63, and Series 65 exams. Matan specializes in providing asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Matan has previously worked at J.P. Morgan Securities LLC and Chase Investment Services Corp..

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ADVISOR BIO

Mateo Pastrana is a financial professional registered with City National Securities, Inc. Mateo is a Series 7, Series 99, and SIE licensed representative with more than a year of experience in the financial industry. Mateo can provide a range of services, including portfolio management for businesses and individuals, as well as financial planning and selection of other advisors. Mateo specializes in providing services to individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans and high-net-worth individuals.

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ADVISOR BIO

Matheson Kroeker is a financial advisor with Goldman Sachs & Co. LLC. Matheson has been in the industry since August 2021. Matheson holds the Series 79TO and SIE licenses. Matheson specializes in a wide range of financial products and services including investment banking, portfolio management, financial planning, and education seminars.

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ADVISOR BIO

Mathew Joseph Crisci is an Investment Advisor Representative registered in California. Mathew is associated with Lineweaver Wealth Advisors, a firm registered with the SEC and is based in Valley View, Ohio. Mathew has been in the industry since 2013. The firm offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. The firm has over 750 million in regulatory assets under management.

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ADVISOR BIO

Mathew Young ju Rho is a registered Investment Advisor Representative with Avivar Capital, LLC based in NORTH HOLLYWOOD, CA. Mathew Rho has been in the industry since at least June 2014 and is registered to provide investment advisory services in California and Texas.

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ADVISOR BIO

Mathew Saltzman is a financial advisor who has been in the industry since January 16, 2018. Mathew has a Series 7, Series 66, and SIE license and is registered to provide investment advice in 21 states. Mathew is affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc.

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ADVISOR BIO

Mathew Miller is a financial advisor with Wells Fargo Clearing Services, LLC. Mathew has been in the financial industry since December 10, 2012, and is registered with the state of California. He is also licensed to sell securities in Idaho, Nevada, North Carolina, and Texas. Mathew has a Series 6, Series 7, and Series 66 license, and is a Securities Industry Essentials (SIE) exam holder. Prior to joining Wells Fargo Clearing Services, LLC, Mathew worked at BANCWEST INVESTMENT SERVICES, INC. and J.P. MORGAN SECURITIES LLC. Mathew specializes in providing financial advice to individuals, corporations, and charitable organizations.

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ADVISOR BIO

Mathew James Duvall is a financial advisor registered with Transamerica Financial Advisors, Inc. Mathew has been in the financial industry since June 2021. Mathew is registered in Arkansas, California, Oregon, and Texas. Mathew holds the Series 66, Series 7TO, and SIE exams. Mathew also works as a math teacher at Mt. San Antonio College and Bonita Unified School District.

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ADVISOR BIO

Mathew Garcia is a financial advisor with J.P. Morgan Securities LLC. Mathew has been in the securities industry since December 2016. He is registered with FINRA and the states of California, Texas, North Carolina, Arizona, Florida, Iowa, New Mexico, and Utah. Mathew has earned the Series 7 and 66 licenses. His previous employer was Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mathew is also a partner in Triumvirate Properties LLC, a real estate company.

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