ADVISOR BIO

Matthew David White is a financial advisor registered with Endurance Investment Strategies, Inc. Matthew has been a registered investment advisor representative since 2010 and has experience in the financial services industry. Matthew is registered in California and holds the Series 66, Series 7, and the Securities Industry Essentials Examination licenses. Endurance Investment Strategies, Inc. provides financial planning, selection of other advisors, and portfolio management for individuals. The firm has approximately $25 million in assets under management.

SPECIALIZATIONS

ADVISOR BIO

Matthew Moses is a financial advisor with Morgan Stanley. Matthew is a Series 7, Series 66, and SIE licensed advisor with over 3 years of experience in the financial services industry. Matthew provides investment advice to individuals, businesses, high-net-worth individuals, charitable organizations, insurance companies, investment companies, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities. Matthew is registered in 55 states and the District of Columbia. Previously, Matthew worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew specializes in investment advice, asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.

SPECIALIZATIONS

ADVISOR BIO

Matthew Tarantino is a financial advisor with LPL Financial LLC, based in Novato, CA. Matthew has been in the industry since 2019. Matthew holds a Series 66 license, a Series 7TO license, and the SIE exam. Matthew specializes in providing a range of financial planning and advisory services, including consulting, portfolio management, and pension consulting. Matthew is also registered in Arizona, California, Georgia, Illinois, Texas and Washington. Matthew is committed to providing his clients with personalized financial guidance and strategies to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Matthew Santos is a registered Investment Advisor Representative with Corient. Matthew has been in the industry since 2012 and is licensed in California. Matthew has experience working in the financial services industry with previous experience at Brownson, Rehmus & Foxworth, Inc., and Portola Partners. Matthew has a Series 65 license and earned the Uniform Investment Adviser Law Examination on 10/24/2019.

SPECIALIZATIONS

ADVISOR BIO

Matthew Arthur Kasa is an investment advisor representative at Osaic Wealth, Inc. in Costa Mesa, CA. Matthew has been in the financial services industry since 2005, and holds the Series 6, 7, 26, 63 and 65 licenses. Matthew also has experience in insurance and offers a variety of advisory services including financial planning, pension consulting, educational seminars, and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

Matthew Gallo is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew Gallo has been in the industry for over 9 years. He is registered to provide investment advice in 39 states and the District of Columbia. Matthew Gallo's specializations include asset allocation, portfolio management, retirement planning and financial planning. Matthew Gallo has experience working with individuals, families, businesses, and institutions. He is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Matthew Cayelli is a registered representative with Cuso Financial Services, LP, a firm with 571 Investment Advisor Representatives and 663 Registered Representatives. Matthew Cayelli is licensed in California. Matthew Cayelli has been in the industry since April 28, 2024. Matthew Cayelli has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Cuso Financial Services, LP provides advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Cuso Financial Services, LP manages assets for individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Matthew M. Tieu is a registered representative with J.p. Morgan Securities LLC. Matthew has been in the industry since July 25, 2024. Matthew has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. The individual advisor is located in San Jose, CA. J.p. Morgan Securities LLC is headquartered in New York, NY.

SPECIALIZATIONS

ADVISOR BIO

Matthew Greene is a financial advisor with over 13 years of experience in the industry. Matthew is currently registered with Global Retirement Partners LLC, a firm based in San Rafael, California. He is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Matthew is a Certified Financial Planner and has passed the Series 63, Series 65, Series 7 and SIE exams. Matthew provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans.

SPECIALIZATIONS

ADVISOR BIO

Matthew Ryan Minick is an investment advisor representative at Ameriprise Financial Services, LLC. Matthew has been in the securities industry since July 2017 and has been registered with the state of California since December 2022. Matthew is a Series 7, 66 and SIE licensed advisor. Ameriprise Financial Services, LLC, is a large financial services firm with offices across the country. The firm specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. The firm is known for its commitment to providing personalized financial advice and its strong focus on client education.

SPECIALIZATIONS