ADVISOR BIO

Matthew Cabral Giresi is a financial advisor with Morgan Stanley, a firm headquartered in Purchase, NY. Matthew Cabral Giresi has been in the industry since 2006. Matthew Cabral Giresi has a Series 3, Series 7, Series 9, Series 10, and Series 66 license. Matthew Cabral Giresi provides financial services such as asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.

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Matthew Medvesky is a financial advisor with Osaic Wealth, Inc. based in Sarasota, Florida. Matthew has been working in the financial industry since 2009. Matthew offers financial planning, pension consulting, and educational seminars.

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Matthew Gordon Ellis is a financial advisor with Fidelity Personal And Workplace Advisors. Matthew Ellis is registered as a broker-dealer and investment advisor in 24 states. Matthew Ellis has been a financial advisor since August 25, 2011, and provides financial planning, portfolio management for individuals, and portfolio management for businesses.

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Matthew Reall is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Sarasota, Florida. Matthew is licensed to provide investment advice in 53 states and the District of Columbia. Matthew has extensive experience in the financial services industry and is committed to providing personalized financial advice to help clients achieve their financial goals. Matthew has a strong background in portfolio management, retirement planning, and wealth management. Matthew's expertise and dedication make him a valuable resource for clients looking for comprehensive financial guidance.

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Maureen Maritim is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. She is a Series 7, Series 66, and SIE licensed professional and has been in the financial services industry since 2018. Maureen is registered with the Securities and Exchange Commission and is currently working towards becoming an investment advisor representative (IAR) in the state of Florida. Maureen can assist clients in both the brokerage and investment advisory arenas. Her areas of expertise include portfolio management, financial planning, retirement planning, and insurance. Maureen is committed to providing her clients with personalized and comprehensive financial advice.

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Maureen Dye is a financial advisor with Wells Fargo Clearing Services, LLC. Maureen has been in the financial services industry since 1985 and has experience working with various clients, including individuals, high-net-worth individuals, businesses, charitable organizations, and pension plans. Maureen is registered in several states and holds the Series 63, 65, 66, and 7 licenses, as well as the SIE. Maureen specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management.

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Melanie Veronica Barber is a financial advisor with over 17 years of experience in the industry. Melanie is currently registered with Morgan Stanley and has been with the firm since June 2009. Melanie is a licensed investment advisor representative in Florida and a resident investment advisor representative in Texas. Melanie's previous employment included working for Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Melanie has passed the Series 31, Series 7, Series 10, and Series 9 exams in addition to the Series 63 and Series 65. Melanie's areas of specialization include: Asset Allocation Advice, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Investment Companies.

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Melissa M. Stochl is an Investment Advisor Representative with Prince Asset Management, Inc. located in Sarasota, FL. Melissa has been with the firm since November 2021. Melissa also has a CPA firm, Magill & Stochl, LLC, in addition to being a sole member of Melissa M Stochl, CPA, LLC. These firms provide tax and accounting services. Melissa holds a Series 65 license and has been registered with the state of Florida since December 2021.

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Melissa Walsh is a financial advisor with Clarity Financial Design. Melissa has been in the industry since 2008. Melissa is registered to provide investment advisory services in Florida and Texas. Melissa also has experience with Commonwealth Financial Network and Pioneer Funds Distributor, Inc.. Melissa holds the Series 66, Series 7 and SIE securities licenses. Melissa is also a Certified Financial Planner. Melissa provides financial planning services to individuals, charitable organizations, and high-net-worth individuals. Melissa has over 106 clients with approximately $30 million in assets under management.

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Michael Anthony Paz is a financial advisor with Edward Jones. Michael Anthony Paz is registered with the state of Florida as an investment advisor representative and is also registered with FINRA as a registered representative. Michael Anthony Paz is licensed in several states, including Alabama, California, Colorado, Connecticut, and Florida, and has been in the industry since 2011. Michael Anthony Paz works with individuals, businesses, and trusts to provide them with financial advice and services.

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