ADVISOR BIO

Matthew Puccinelli has been a registered representative in the financial services industry since 1999. Matthew is currently registered with Osaic FS, Inc. and holds licenses in 25 states, including Virginia, Texas, Florida, and California. Matthew has extensive experience providing financial planning, retirement plan consulting, and portfolio management services to individual clients, businesses, and pension and profit-sharing plans. Matthew has also worked for a variety of other firms throughout his career, including Cambridge Investment Research, Inc. and Tower Square Securities, Inc. In addition to his financial services experience, Matthew also owns and operates a real estate business, and is the president of a disability, health, and life insurance agency. Matthew has also worked as a Certified Public Accountant for over 20 years. Matthew is committed to providing his clients with personalized financial advice and services that meet their individual needs.

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ADVISOR BIO

Matthew Edgar is a financial advisor with Edward Jones and has been in the industry since January 18, 2010. Matthew is registered with FINRA and has passed the Series 66, Series 7 and SIE exams. Matthew is licensed in multiple states, including Virginia, Texas and Colorado. Matthew Edgar is a registered Investment Advisor Representative and has several years of experience working with individuals, high-net-worth individuals, corporations, and other entities.

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ADVISOR BIO

Matthew Daniel is a registered representative with Thompson Davis & Co., Inc., who has been in the industry since 2003. Matthew is currently registered with both the Financial Industry Regulatory Authority (FINRA) and the State of Florida. Matthew has a total of 3 approved state registrations, including Virginia and Florida, and is licensed to provide both securities and investment advisory services. In addition to being registered with Thompson Davis & Co., Inc., Matthew has previously worked at RBC DAIN RAUSCHER INC., TUCKER ANTHONY INCORPORATED, and BRANCH, CABELL & CO., INC. Matthew has passed the Series 66, Series 7, and SIE exams. Matthew holds both a Broker-Dealer and Investment Adviser license.

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ADVISOR BIO

Matthew T. Duran is a financial advisor with Cetera Investment Advisers LLC. Matthew has been in the financial services industry since May 2005 and has a strong background in financial planning and portfolio management. He holds the Series 6, 63, and 65 licenses and the SIE exam. Matthew's primary business is focused on individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. He provides financial planning, portfolio management, and other services to help clients reach their financial goals. Matthew is committed to providing personalized service and building long-term relationships with his clients.

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ADVISOR BIO

Matthew Keith Merkey is a financial professional registered with Robert W. Baird & Co. Inc. and has been in the industry since August 2023. Matthew specializes in various areas including, Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Pension Consulting, and Educational Seminars.

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ADVISOR BIO

Matthew Melton is a financial advisor with Edward Jones. Matthew has been working in the financial services industry since August 2010 and has held previous roles with RBC Capital Markets LLC and United Brokerage Services, Inc. Matthew is registered with the Securities and Exchange Commission as a broker and investment advisor representative and is licensed to sell securities in 25 states. Matthew has passed the Series 7, Series 66, and SIE exams.

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ADVISOR BIO

Matthew Roper is a financial advisor at J.P. Morgan Securities LLC. Matthew is registered with FINRA as a Series 63, Series 6TO and SIE licensed professional and has been in the industry since November 1, 2023. Matthew is also registered as a broker in District of Columbia, Maryland and Virginia. Matthew specializes in providing financial advice to a variety of clients including individuals, corporations, charitable organizations, high net worth individuals, and pension and profit-sharing plans. Matthew focuses on financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

Matthew Peterson is a financial advisor with PFS Investments Inc. Matthew has been in the industry since December 2009. Matthew is registered with the state of Virginia and is licensed to sell securities and investment advisory products. Matthew holds the Series 6, 26, 63, and 65 licenses. Matthew offers financial planning and portfolio management services to individuals.

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ADVISOR BIO

Matthew Fusaro is a financial advisor with Edward Jones. Matthew has been in the financial services industry since January 2013. Matthew is registered with FINRA and the state of Virginia. Matthew has a Series 7 and Series 66 license. Matthew is also a Board Member for the Salvation Army in Warrenton, VA.

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ADVISOR BIO

Matthew Slater is an investment advisor representative at RP Slater Financial Management, LLC. Matthew is registered with the state of Virginia and has a Series 65 license. Matthew Slater has been in the financial services industry since 2022. Matthew has a background in environmental science and worked at the Chesapeake Bay Foundation before starting in finance. Matthew specializes in financial planning, portfolio management for individuals, and the selection of other advisors.

SPECIALIZATIONS