ADVISOR BIO

Matthew Berka is a registered representative of Morgan Stanley. Matthew has been in the financial services industry since 2016 and has experience with both Merrill Lynch and Morgan Stanley. Matthew is a Series 7, Series 66, and SIE licensed professional. Matthew is registered to conduct business in 53 states and the District of Columbia. Matthew is active in both Broker Dealer and Investment Advisor capacities.

SPECIALIZATIONS

ADVISOR BIO

Matthew Craig McAleer is an Investment Advisor Representative with Cumberland Advisors. Matthew has been in the industry since 1992 and has a strong background in both investment advisory and brokerage services. Matthew holds a Series 6, Series 7, Series 63, and Series 65 license. Matthew has held previous positions with RBC DAIN RAUSCHER INC., TUCKER ANTHONY INCORPORATED, WHEAT, FIRST SECURITIES, INC., A. G. EDWARDS & SONS, INC., ESSEX NATIONAL SECURITIES, INC., and USLIFE EQUITY SALES CORP. Cumberland Advisors is a Registered Investment Advisor firm based in Sarasota, Florida. The firm manages a wide range of assets for individuals, corporations, investment companies, insurance companies, and governmental clients.

SPECIALIZATIONS

ADVISOR BIO

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.

SPECIALIZATIONS

ADVISOR BIO

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.

SPECIALIZATIONS

ADVISOR BIO

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.

SPECIALIZATIONS

ADVISOR BIO

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.

SPECIALIZATIONS

ADVISOR BIO

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.

SPECIALIZATIONS

ADVISOR BIO

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.

SPECIALIZATIONS

ADVISOR BIO

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.

SPECIALIZATIONS

ADVISOR BIO

Michael Melton is a registered investment advisor with RBC Capital Markets, LLC. Michael has been in the financial services industry since 1992 and has a wide range of experience in the securities industry. Michael's current registrations are in California, Florida, and Texas.

SPECIALIZATIONS