ADVISOR BIO

Matthew Anthony Montegani is a financial advisor with UBS Financial Services Inc. located in Seal Beach, California. Matthew is licensed to provide investment advice in California and Texas. Matthew has been active in the financial services industry since 2023 and has experience with a variety of client types, including high-net-worth individuals, corporations, and charitable organizations. Matthew offers a variety of financial services, including financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Matthew Haughton is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Sacramento, CA. Matthew has been in the industry for over 18 years and has experience with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Matthew holds several licenses and certifications, including Series 66, Series 7TO, and Series 63. Matthew is also registered in multiple states, including California, Texas, Arizona, Nevada, Oregon, and Florida.

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ADVISOR BIO

Matthew Allen James is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew James has been in the industry since 2023. Matthew Allen James is licensed in 10 states for both securities and investment advisory services.

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ADVISOR BIO

Matthew Sullivan is an investment advisor representative registered with Citigroup Global Markets Inc. Matthew has been in the industry since 2010. Prior to joining Citigroup Global Markets Inc., Matthew worked at Deutsche Bank Securities Inc. and J.P. Morgan Securities LLC. Matthew holds FINRA Series 7, 63, 31, and 65 licenses, as well as the SIE exam. Matthew is registered to provide investment advice in all 50 states, the District of Columbia, and Puerto Rico. Matthew specializes in providing investment advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Matthew's areas of expertise include asset allocation, financial planning, portfolio management for individuals and businesses, and security ratings.

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ADVISOR BIO

Matthew Easterbrook is a financial advisor with J.P. Morgan Securities LLC. Matthew has been in the financial industry for over a year and holds the Series 63, Series 6TO, and SIE licenses. Matthew is registered to offer securities in California. Matthew specializes in providing financial advice to individuals and businesses. Matthew has experience in portfolio management, financial planning, and pension consulting. Matthew is committed to providing his clients with personalized financial advice to help them achieve their financial goals.

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ADVISOR BIO

Matthew Christopher Fournier is a financial advisor who has been in the industry since March 11, 2017. He is currently registered with Stratos Wealth Partners, Ltd. and is licensed in California. He specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. He also works with clients including corporations or other businesses, high-net-worth individuals, charitable organizations, and insurance companies. Matthew Fournier has previously worked for EMPOWER FINANCIAL SERVICES, INC. and SC DISTRIBUTORS, LLC.

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Matthew Williams is a financial advisor with over 13 years of experience in the industry. He is currently registered with Ameriprise Financial Services, LLC and holds licenses in several states including California, Texas, and New Jersey. Matthew specializes in providing asset allocation services, financial planning, and portfolio management for individuals and businesses. He is also a certified financial planner. Prior to joining Ameriprise Financial Services, LLC, Matthew worked with Edward Jones and Securian Financial Services, Inc.

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ADVISOR BIO

Matthew Iantosca is a financial advisor at Gerber Kawasaki Wealth & Investment Management. Matthew has been in the financial services industry since 2008. Matthew holds the Series 6, 7, 63 and 66 licenses. Matthew is also a Certified Financial Planner. Matthew previously worked at LPL Financial LLC and SagePoint Financial, Inc. The firm has a total of $2,593,632,962 under management, and Matthew's clients are primarily individuals, businesses, investment companies, pension plans, and charitable organizations. Matthew's compensation arrangements include fixed fees, hourly charges, and a percentage of assets.

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ADVISOR BIO

Matthew Montini is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Matthew has been a registered financial advisor for over 30 years, with experience at a number of firms including UBS Financial Services Inc, Prudential Securities Incorporated, Dean Witter Reynolds Inc., and Paine Webber Incorporated. Matthew currently holds FINRA Series 7, 9, 10, 63, and 65 licenses, as well as state securities licenses in 36 states and the District of Columbia. Matthew specializes in portfolio management for both individuals and businesses. Matthew also provides investment consulting services to institutional clients.

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ADVISOR BIO

Matthew Gregory Correia is an active financial advisor with LPL Financial LLC, a firm with more than 168,000 clients and more than $50 billion in assets under management. Matthew has been in the financial services industry since August 2007, specializing in advising corporations, individuals, and high-net-worth individuals. Matthew holds Series 7, 24, 52TO, 53, 63, 66, 86, and 87 licenses, and is registered with the Financial Industry Regulatory Authority (FINRA). Matthew is also registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

SPECIALIZATIONS