ADVISOR BIO

Matthew Edmiston is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Matthew has been in the financial services industry since 2003. Previously, Matthew was registered with LPL Financial LLC and Fifth Third Securities, Inc. Matthew is licensed to provide investment advisory services in Florida, Indiana, Kentucky, Michigan, North Carolina, and Ohio. Matthew is also registered as an investment advisor representative in Ohio.

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ADVISOR BIO

Matthew Bernard Kocanda is a financial advisor currently registered with Corient. Matthew has been in the industry for over 10 years and has a strong background in financial planning and portfolio management. Matthew holds the Series 66, SIE and Series 7 licenses. Matthew is a Certified Financial Planner and has experience working with various client types, including high-net-worth individuals, corporations, and charitable organizations. Matthew has previously worked at Goldman, Sachs & Co. and Balasa Dinverno Foltz LLC. Matthew provides a range of advisory services to clients including financial planning, portfolio management, market timing services, and pension consulting.

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ADVISOR BIO

Matthew Riley is a financial advisor with Centaurus Financial, Inc., working in the Middletown, Delaware area. He has been active in the securities industry since 1997 and holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Matthew's registrations cover multiple states across the country, and he specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Matthew Bailey is a financial advisor with over 20 years of experience in the industry. Matthew currently works at Cambridge Investment Research Advisors, Inc. located in Germantown, TN. Matthew holds a variety of licenses and certifications, including the Series 66, Series 51, Series 24, Series 99TO, SIE, and Series 7. Matthew is also registered with the states of Alabama, Arkansas, Florida, Georgia, Louisiana, Massachusetts, Mississippi, Missouri, Tennessee, Texas, Virginia, and West Virginia. Matthew's main focus is on helping individual and institutional investors develop a financial plan that meets their specific needs.

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ADVISOR BIO

Matthew Alan Broom is a financial advisor registered with Corient, specializing in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Matthew has a Series 65 license and has been in the industry since 2014, working with clients across a range of needs, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Corient is a firm based in Miami, Florida, with a strong focus on providing personalized financial advice and investment management services.

SPECIALIZATIONS

ADVISOR BIO

Matthew Pustover is a financial advisor with over 27 years of experience in the industry. He is a Registered Representative and Investment Advisor Representative, and is registered with Cambridge Investment Research Advisors, Inc. Matthew has a strong understanding of financial markets and investment strategies. He works with individual investors and families, including high-net-worth individuals. He is also experienced in providing financial planning services to clients. His areas of expertise include retirement planning, college savings, and estate planning. Matthew is committed to providing personalized financial advice that meets his clients' unique needs. He is a Certified Financial Planner and holds Series 7, Series 63, and Series 65 licenses. Matthew previously worked with Grove Point Investments, LLC, and Locust Street Securities, Inc.

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ADVISOR BIO

Matthew King has been an investment advisor representative since 1999. Matthew is registered with Cambridge Investment Research Advisors, Inc. in Helotes, Texas. Previously, Matthew was also registered with Ameriprise Financial Services, Inc., ScotTrade, Inc., and The Avantus Group, Inc. Matthew holds a Series 7, Series 24, Series 4, Series 52TO, Series 53, and Series 63. Matthew also holds the Series 66. Matthew is a founder of KING ESTATE LAW PLLC. Matthew specializes in providing financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.

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ADVISOR BIO

Matthew Havens is a financial advisor with over 30 years of experience in the industry. He is currently registered with Cambridge Investment Research Advisors, Inc. and Global Vision Advisors in Massachusetts and Texas. Matthew Havens has a wide range of experience, specializing in various areas, including retirement planning, investment management, and estate planning. Matthew Havens is committed to providing personalized financial advice and working closely with his clients to achieve their financial goals.

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ADVISOR BIO

Matthew Trefethen is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Matthew has been in the financial services industry since 2006. Matthew has a Series 6, 7, 63, and 65 license and is registered in 18 states. Matthew also holds the SIE designation. Matthew specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses. Matthew is a member of the Cambridge Investment Research Advisors, Inc. team, which has over 3,000 investment advisor representatives and $87.37 billion in assets under management.

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ADVISOR BIO

Matthew Masterson is a financial advisor with over 14 years of experience in the industry. He has been with Corient since December 2022, previously working at RegentAtlantic. Matthew specializes in providing financial planning and portfolio management services to individuals, families, businesses, and institutions. He holds the Series 6, 7, and SIE licenses and is a Certified Financial Planner (CFP®). Matthew is passionate about helping his clients achieve their financial goals.

SPECIALIZATIONS