ADVISOR BIO

Matthew Stegman is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Osaic Wealth, Inc. and is based in Weeki Wachee, FL. Prior to joining Osaic Wealth, Inc., Matthew was registered with Sagepoint Financial, Inc., FSC Securities Corporation, Royal Alliance Associates, Inc., Edward Jones, and Charles Schwab & Co., Inc. Matthew holds a Series 66, Series 63, Series 10, Series 9, Series 24, Series 6TO, SIE, and Series 7 licenses. Matthew specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Matthew is also a President of Floridafin, a S corporation.

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ADVISOR BIO

Matthew Brookins is a financial advisor with Raymond James & Associates, Inc. based in Clearwater, FL. Matthew has been in the financial industry since 2014 and has a combined 26 years of experience in the brokerage and investment advisory fields. Matthew holds Series 6, 7, 66 and SIE securities licenses and is registered to provide investment advice in 28 states. Matthew previously worked at NYLIFE SECURITIES LLC, where he was an Investment Advisor Representative.

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ADVISOR BIO

Matthew Burke Roberts is a registered representative with Raymond James & Associates, Inc., holding Series 7, 63 and 87 licenses and the SIE exam. Matthew has been in the securities industry since 2016 and is registered in Florida. Matthew provides financial planning and portfolio management services to individuals, businesses, corporations, investment companies, insurance companies, pension and profit sharing plans, charitable organizations, and banking or thrift institutions.

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ADVISOR BIO

Matthew Wayne Wegner is a financial advisor with over 20 years of experience in the industry. Matthew has been with Raymond James Financial Services Advisors, Inc. since May 2022. Prior to that, Matthew worked at Edward Jones and A. G. Edwards & Sons, Inc. Matthew is registered to offer securities and investment advisory services in 37 states. Matthew is a graduate of [Graduate School Name] with a degree in [Major]. Matthew provides financial planning, investment management, and retirement planning services to individuals, families, and businesses. Matthew also offers educational seminars and consultations on various financial topics.

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ADVISOR BIO

Matthew James Fountain is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Matthew has been in the industry since March 13, 2005. Matthew is licensed in 53 states for Broker-Dealer and Investment Advisor activities and has 2 current registrations as a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. The firm has been in business since 1915 and has 27,997 Registered Representatives across 12,506 offices. Matthew has previously worked at FIDELITY BROKERAGE SERVICES LLC. Matthew holds Series 66, 65, 7, 10 and 9 licenses.

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ADVISOR BIO

Matthew Menkhaus is a financial advisor currently registered with Concurrent Investment Advisors, LLC. He holds both a Series 7 and Series 66 license and is also licensed in Florida and Texas. Matthew is a Partner at Moussa LLC, an e-commerce and software development company, and has over 10 years of experience in the financial services industry. Previously, Matthew worked at Fidelity Brokerage Services LLC in Covington, Kentucky. His areas of expertise include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

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Matthew Hamilton is a financial advisor who has been in the industry since 2017. Matthew is registered as a Registered Representative and Investment Advisor Representative with Commonwealth Financial Network. Matthew's current firm is located in Vero Beach, Florida. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Matthew is registered in 15 states, including Florida, Georgia, and Texas.

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ADVISOR BIO

Matthew David Abers is an investment advisor representative at Morgan Stanley. Matthew has been in the industry since 2014 and is registered in 31 states and the District of Columbia. Matthew has experience in various investment areas including securities, insurance and financial planning.

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ADVISOR BIO

Matthew H. Lacour is a financial advisor with Morgan Stanley. Matthew Lacour has been in the securities industry since February 2007 and has worked for Morgan Stanley since May 2012. Matthew Lacour is registered with the following securities regulators: Florida, Texas. Matthew Lacour holds the following licenses: Series 7, Series 66, SIE. Matthew Lacour is currently registered as an investment advisor representative with Morgan Stanley, a registered investment advisor firm. Matthew Lacour is also registered as an investment advisor representative with Wells Fargo Advisors, LLC, a registered investment advisor firm.

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ADVISOR BIO

Matthew Wayne Schmidt is a financial advisor with Raymond James Financial Services Advisors, Inc. Matthew has been in the financial services industry for over 20 years. He is a registered representative and investment advisor representative with the firm and holds Series 66, SIE, and Series 7 licenses. Matthew specializes in providing investment advice to high-net-worth individuals, businesses, corporations, charitable organizations, and retirement plans. His areas of expertise include portfolio management, financial planning, and pension consulting. Matthew's experience and expertise make him a valuable resource for clients seeking financial guidance.

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