ADVISOR BIO

Matthew Byrley is a financial advisor with Fifth Third Securities, Inc. based in Newport, Kentucky. Matthew has been in the financial services industry since May 2003. Matthew holds licenses for both securities and investment advisory services, and specializes in offering a range of financial services to individuals and businesses, including financial planning, portfolio management, and selecting other advisors. Matthew has been registered with Fifth Third Securities, Inc. since December 2012. Previously, Matthew was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Mutual of America Life Insurance Company, Mutual of America Securities Corporation, and NYLIFE Securities Inc.

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ADVISOR BIO

Matthew Justin Record is an investment advisor representative and registered with Fidelity Personal And Workplace Advisors. Matthew has been in the industry since July 18, 2013. Matthew holds a Series 63, Series 66, Series 7 and Series 9 licenses. Matthew is also a registered investment advisor in Kentucky and Texas.

SPECIALIZATIONS

ADVISOR BIO

Matthew Spencer is a registered representative with Fidelity Brokerage Services LLC. Matthew is licensed in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Matthew has been in the securities industry since July 2017.

SPECIALIZATIONS

ADVISOR BIO

Matthew Moore is a registered representative with Edward Jones. Matthew is licensed to conduct business in California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Missouri, Tennessee, Texas, and Washington. Matthew has been in the securities industry since August 2018 and has a total of 15 years of work experience in the securities industry. Matthew has passed the Securities Industry Essentials Examination (SIE), the General Securities Representative Examination (Series 7), and the Uniform Combined State Law Examination (Series 66). Matthew has a specialization in the areas of fixed income, equities, mutual funds, variable annuities, and insurance. Edward Jones is a firm with over 20,000 employees and specializes in providing investment advice and financial planning services to individuals and families. The firm has over $824 billion in assets under management.

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ADVISOR BIO

Matthew Richard Baker is a financial professional with over 20 years of experience in the industry. Matthew has been registered with Fidelity Brokerage Services LLC since 2001 and is currently registered with the firm in Covington, Kentucky. Matthew holds Series 7, 63, 66, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) as well as in 53 states.

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ADVISOR BIO

Maura Boyd is a registered representative of Northwestern Mutual Investment Services, LLC. Maura is licensed in Kentucky and has been in the industry for 2 years. Maura's office is located in Lexington, KY.

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ADVISOR BIO

Maureen Anne Shires is a registered representative with Fidelity Brokerage Services LLC and has been in the securities industry since 2014. Maureen holds Series 7 and Series 63 licenses. Prior to joining Fidelity Brokerage Services LLC, Maureen worked at ROBERT W. BAIRD & CO. INCORPORATED, STIFEL, NICOLAUS & COMPANY, INCORPORATED, and FIRST EMPIRE SECURITIES, INC.. Maureen is registered to sell securities in 53 states and the District of Columbia.

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ADVISOR BIO

Maurice Schaefer is a financial advisor with over 23 years of experience in the financial services industry. Maurice is currently registered with LPL Financial LLC and holds Series 7, Series 63, and Series 66 securities licenses. Maurice has previously worked with J.P. Morgan Securities LLC, TIAA-CREF Individual & Institutional Services, LLC, Fifth Third Securities, Inc., BANC One Securities Corporation, and Charles Schwab & Co., Inc. Maurice's expertise includes providing financial planning, investment management, and consulting services. Maurice is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Maurico Tate is a financial advisor registered with J.p. Morgan Securities LLC. Maurico is located in LEXINGTON, KY and has been in the financial industry since 2023. Maurico holds the Series 63, Series 6TO, and SIE licenses. Maurico's firm, J.p. Morgan Securities LLC, has been in business since 1970 and manages over $50 Billion in assets.

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ADVISOR BIO

Maverick Jay Echivarre is a registered representative with Fidelity Brokerage Services LLC. Maverick has been in the securities industry since December 2021 and is registered in 53 states. Maverick has passed the Series 7, Series 63 and the SIE exams.

SPECIALIZATIONS