ADVISOR BIO

Matthew William Egge is a registered representative with Sanford C. Bernstein & Co., LLC. Matthew has been in the industry since October 2009. Matthew holds the Series 63, Series 7, and SIE licenses. Matthew is currently registered to conduct business in Tennessee.

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ADVISOR BIO

Matthew Robert Peters is a financial professional who has been in the industry since November 2012. Matthew is a registered investment advisor representative (IAR) in North Carolina, South Carolina and Texas. Currently, he is associated with Vanguard Advisers, Inc., and is also an employee of The Vanguard Group, Inc. Matthew holds Series 63, 65, 66 and 7 licenses and has passed the SIE exam. He is a Certified Financial Planner. Matthew provides financial planning and portfolio management services for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Matthew Dellatorre is a financial advisor registered with Goldman Sachs & Co. LLC, a firm with more than $50 billion in assets under management. Matthew Dellatorre is licensed in 53 states and the District of Columbia. Matthew Dellatorre has been active in the financial services industry since June 2020.

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ADVISOR BIO

Matthew De Long is a financial advisor with Mariner Wealth. Matthew is a chartered financial analyst who is registered in Wisconsin and has been in the industry for over 14 years. Matthew has experience with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Matthew provides a range of services, including financial planning, portfolio management, and family office services. Matthew was previously with Signator Investors, Inc.

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ADVISOR BIO

Matthew Forrest Welborn is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Fort Myers, Florida. Matthew Welborn has been in the financial industry since March 20, 1996. Matthew Welborn holds FINRA registrations for Series 3, 7, 9, 10, 31, 63, and 65 as well as licenses in multiple states. Matthew Welborn also holds the Certified Financial Planner designation.

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ADVISOR BIO

Matthew Joseph Pitzer is a financial advisor registered with Creative Planning and holds a Series 7 and Series 63 license. Matthew has over 10 years of experience in the financial services industry. Before joining Creative Planning in 2020, Matthew worked at Lenox Wealth Management and U.S. Bank Private Wealth Management. Matthew is a Certified Financial Planner™ professional. Matthew specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, businesses, and retirement plans.

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ADVISOR BIO

Matthew Boyer is a financial advisor with Stifel, Nicolaus & Company, Inc. in St. Louis, Missouri. Matthew has been in the industry since January 22, 2023 and is registered with FINRA and the state of Missouri. Matthew has passed the Series 7TO, SIE and Series 66 exams. Matthew is a financial advisor who specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Matthew Nathan Eglseder is a financial advisor at Bridges Investment Management Inc. Matthew has been in the financial services industry since 2017. Matthew has a Series 7, Series 63, and Series 66 licenses. Matthew is also a Certified Financial Planner. Matthew has worked for several other financial firms, including RBC Capital Markets, LLC and TD Ameritrade. Matthew is located in Omaha, Nebraska and has been registered in Nebraska since July 2020. Matthew has experience working with individuals, corporations, pension and profit-sharing plans, investment companies, charitable organizations, and pooled investment vehicles.

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ADVISOR BIO

Matthew Reilly is a registered representative with Stifel, Nicolaus & Company, Inc. Matthew has been in the securities industry since April 2024. Matthew is licensed in NY and holds the Series 7TO and SIE licenses. Matthew is a licensed financial advisor and can provide financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars.

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ADVISOR BIO

Matthew Damon Tingler is a financial advisor at Robert W. Baird & Co. Inc. with over 16 years of experience in the industry. Matthew is a registered representative in Illinois and holds the Series 7, 79TO, 87, and SIE licenses. Matthew previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Matthew's areas of specialization include a wide range of financial services including Portfolio Management for Individuals, Businesses, and Investment Companies.

SPECIALIZATIONS