ADVISOR BIO

Matthew Griggs has been in the financial services industry since 2000. Matthew is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and holds a Series 7 and Series 66 securities license as well as the SIE exam. Matthew is a financial advisor with Merrill Lynch and has a broad range of experience serving clients from high-net-worth individuals to corporations. He specializes in portfolio management, investment advice, and financial planning. Matthew has worked for a number of financial institutions over the years, most notably Bank of America and Chevy Chase Financial Services.

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ADVISOR BIO

Matthew Eric Larsen is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc.. Matthew has been in the financial services industry since August 6, 2013. Matthew has been registered with Merrill Lynch since June 2013. Matthew is licensed in 21 states and has experience in the areas of financial planning, portfolio management, securities and insurance.

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ADVISOR BIO

Matthew Eric Chen is a registered representative with Guggenheim Funds Distributors, LLC. Matthew has been in the securities industry since January 1, 2007. Matthew holds the Series 7 and SIE licenses. Matthew has been registered in Maryland since March 3, 2014. Previously, Matthew worked at Guggenheim Distributors, LLC and Rydex Distributors, Inc. Matthew is also a registered representative with Guggenheim Funds Distributors, LLC.

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ADVISOR BIO

Matthew Snyder is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since 2006. Matthew is a registered representative with both the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Matthew has worked with a wide range of clients, including individuals, families, businesses, and charitable organizations. Matthew has experience providing financial planning, asset allocation, and portfolio management services.

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ADVISOR BIO

Matthew Kramer is a financial advisor at Raymond James Financial Services Advisors, Inc. Matthew has been in the financial industry since 2016. Matthew is registered with the state of Maryland and is a Series 7 and Series 66 licensed representative. Matthew provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Matthew is also a Certified Financial Planner.

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ADVISOR BIO

Matthew Brodie Ruland is an investment advisor representative registered with ASB Capital Management LLC. Matthew Ruland is located in Bethesda, MD and has been in the industry since May 2013. He is registered with the state of Delaware and Maryland and holds the Series 65 license. The firm's focus is on portfolio management for individuals, businesses and pooled investment vehicles. ASB Capital Management LLC has a total of 81 accounts with $29,726,275,256 in assets under management.

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ADVISOR BIO

Matthew Lincoln is an Investment Advisor Representative at Cadence Planning, LLC. He is a Certified Financial Planner and has been working in the financial industry since 2013. Matthew is also the sole member and owner of Lincoln Tax Professionals LLC since 2018. Matthew has experience in providing financial planning, portfolio management for individuals and tax preparation services. Cadence Planning, LLC provides financial planning and portfolio management services to individuals, with a focus on high-net-worth clients. The firm has approximately $2,945,019 in assets under management, and serves 5 clients.

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ADVISOR BIO

Matthew Gregory Narayan Singh is a financial professional registered with Enterprise Equities, Inc.. Matthew has been in the industry for 1 year and is licensed to provide investment advice in 30 states. The advisor's areas of expertise include Direct Participation Programs, General Securities, and Securities Industry Essentials.

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ADVISOR BIO

Matthew Swanson is an Investment Advisor Representative with Kestra Advisory Services, LLC, a firm with offices in Bethesda, MD and Austin, TX. Matthew is a registered representative in 36 states and has been in the industry since 2006. Matthew has a Series 7, Series 63 and Series 65 license, as well as the SIE license. He works with individuals, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Matthew provides financial planning, pension consulting, and portfolio management services. Matthew previously worked for LPL Financial LLC and Signator Investors, Inc.

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ADVISOR BIO

Matthew Keller is a financial advisor with Northwestern Mutual Investment Services, LLC. Matthew has been in the financial services industry since February 9, 2022 and is registered in 20 states. Matthew holds Series 63, SIE and Series 6TO licenses.

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