ADVISOR BIO

Matthew Sargent is a financial advisor at Morgan Stanley. Matthew has been working in the industry since 2018. Matthew is a registered representative in Connecticut and Texas, as well as a registered investment advisor in Connecticut and Texas. Matthew provides a variety of services to clients, including financial planning, investment management, and asset allocation advice. Matthew also works with individuals, corporations, businesses, pension and profit sharing plans, insurance companies, and investment companies. Matthew is committed to providing his clients with the highest level of personalized service.

SPECIALIZATIONS

ADVISOR BIO

Matthew Cowles is a financial advisor with Kestra Investment Services, LLC in West Hartford, Connecticut. Matthew has been in the financial services industry since November 2, 2000. He has a Series 7, Series 6, Series 63 and Series 65 license, along with the SIE exam. Matthew has a Bachelor's Degree in Business Administration from the University of Connecticut. He is a member of the National Association of Personal Financial Advisors (NAPFA). Matthew is committed to providing his clients with personalized financial advice and investment strategies. Matthew is registered with the Securities and Exchange Commission (SEC) and with the states of Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Rhode Island and South Carolina.

SPECIALIZATIONS

ADVISOR BIO

Matthew Craig Northrop is a financial advisor at Main Street Research LLC. Matthew has been in the industry since 2012. Matthew is a Certified Financial Planner™ and holds the Series 66, SIE, and Series 7 licenses. Matthew is registered to provide investment advice in California, Connecticut, Massachusetts, New Jersey, New York, and Pennsylvania. Matthew has experience working with individuals, high net worth individuals, corporations, charitable organizations, and pension plans. Matthew is also able to provide consulting services. Matthew's previous experience includes working for E*TRADE Securities LLC and Fidelity Brokerage Services LLC.

SPECIALIZATIONS

ADVISOR BIO

Matthew Miles Boardman is a financial advisor at RBC Capital Markets, LLC. Matthew has over 40 years of experience in the financial services industry. Matthew is registered with the state of Connecticut and has been with RBC Capital Markets, LLC since March 2003. Previously, Matthew worked at First Institutional Securities, L.L.C., Broadway Financial Investment Services Corp., Glickenhaus & Co. - New Jersey and Ryan, Beck & Co.. Matthew has a wide range of experience in the financial services industry, including securities trading and municipal securities. Matthew is also a Series 24, Series 53, Series 10, and Series 12 principal. Matthew is committed to providing his clients with the highest level of service and expertise.

SPECIALIZATIONS

ADVISOR BIO

Matthew Walston is a registered investment advisor with Strategic Financial, LLC. Matthew has been working in the financial services industry since January 1985. He is a Certified Public Accountant and has a Personal Financial Specialist designation. Matthew's areas of expertise include financial planning, portfolio management for businesses and individuals. He is also a 50% owner of Walston & Ignagni, P.C., which provides tax and accounting services.

SPECIALIZATIONS

ADVISOR BIO

Matthew Charles Coutcher is a financial advisor with Coastal Bridge Advisors in Westport, CT. Matthew has been in the financial services industry for over 5 years and holds the Series 65 license. Matthew has a strong background in financial planning and portfolio management and is committed to helping his clients reach their financial goals. Matthew's clients include high-net-worth individuals, corporations, insurance companies, and individuals other than high-net-worth. Matthew also has a background in wealth management, working with CBA Management Co. LLC as a Partner – Wealth Advisor.

SPECIALIZATIONS

ADVISOR BIO

Matthew Dechello is an investment advisor representative associated with Fidelity Personal And Workplace Advisors. Matthew is a registered investment advisor in Connecticut and Texas, and holds Series 66, Series 7 and SIE licenses. Matthew has been in the securities industry for over 6 years and has prior experience with MML Investors Services, LLC, Barnum Financial Group, MSI Financial Services and The Orthopedic Group. Matthew can provide financial planning, educational seminars, and portfolio management for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Matthew Robert Marini is a financial advisor in Westport, Connecticut, currently employed at Coastal Bridge Advisors. Matthew has been in the financial industry since April 2015 and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is a Certified Financial Planner. Matthew Marini is a Registered Investment Advisor and holds a Series 7 and 66 license as well as the Series SIE exam. Matthew has over 20 years of experience in the financial services industry and focuses on providing personalized financial advice to individuals and families.

SPECIALIZATIONS

ADVISOR BIO

Matthew John Shomo is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Voya Financial Advisors, Inc. and Voya Investments Distributor, LLC. Prior to joining Voya Financial Advisors, Inc., Matthew worked at SLD AMERICA EQUITIES, INC., DIRECTED SERVICES LLC, VOYA RETIREMENT ADVISORS, LLC, METLIFE INVESTORS DISTRIBUTION COMPANY, METLIFE SECURITIES INC., NEW ENGLAND SECURITIES, TOWER SQUARE SECURITIES, INC., WALNUT STREET SECURITIES, INC., MML INVESTORS SERVICES, INC., and FIRST UNION BROKERAGE SERVICES, INC. Matthew is licensed to provide financial advice to individuals, businesses, and charitable organizations. Matthew specializes in portfolio management, financial planning, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Matthew Pastor is a financial advisor with Johnson Brunetti, a registered investment advisor in Wethersfield, Connecticut. Matthew has been in the financial industry since 2015.

SPECIALIZATIONS