ADVISOR BIO

Matthew Stephen Wright is an investment advisor representative currently registered with Donaldson Capital Management LLC in Indiana. Matthew has been in the financial services industry since January 2013 and has a Series 65 license. Matthew is a licensed investment advisor representative in Indiana. Matthew Wright specializes in providing portfolio and investment consultation services, financial planning, pension consulting, educational seminars, publication of periodicals, and portfolio management services for businesses, individuals, and pooled investment vehicles.

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ADVISOR BIO

Matthew Callan Carey is a financial advisor at Keebeck Wealth Management LLC. Carey has been a registered Investment Advisor since 2020 and has a Series 65 license. Matthew has experience in the financial industry and has worked with clients in a variety of sectors. Keebeck Wealth Management LLC is an independent investment advisory firm that specializes in providing financial advice to individuals, families, and businesses. The firm has a strong focus on providing personalized investment management services, as well as a wide range of other financial planning services.

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ADVISOR BIO

Matthew Gaspar is a financial advisor with Prospera Financial Services, Inc. Matthew Gaspar has been in the industry since May 17, 2010. Matthew Gaspar is registered in Arizona, New Mexico and Texas. Matthew Gaspar has worked at both Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. before joining Prospera Financial Services, Inc.

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ADVISOR BIO

Matthew Richard Grennell is an Investment Advisor Representative with Chicago Partners Investment Group LLC. Matthew has been in the industry since 2014 and is registered with the state of Illinois. Matthew is a Series 65 licensed holder. Matthew works primarily with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Matthew also provides advisory services for businesses. Matthew’s focus is on financial planning, portfolio management, and selection of other advisers.

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ADVISOR BIO

Matthew Patterson is a Certified Financial Planner™ who has been with Brighton Jones LLC since May 2012. Matthew is registered as an Investment Advisor Representative in Washington. Matthew is an experienced financial advisor with a proven track record of success in helping individuals and families achieve their financial goals. Brighton Jones LLC is a fee-only firm that provides a variety of financial planning and investment management services to high-net-worth individuals, families, and institutions. The firm has a long history of providing personalized financial advice and a commitment to helping clients achieve their financial goals.

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ADVISOR BIO

Matthew Stephenson Bryant is a financial advisor with over 16 years of experience in the industry. Matthew is a Certified Financial Planner (CFP) and currently holds registrations with D.a. Davidson & Co., a broker-dealer and investment advisor. Matthew has previously worked with BB&T Securities, LLC and Truist Investment Services, Inc.. Matthew is a Series 66, Series 7, Series 24 and SIE licensed individual registered in 38 states. The Leland, NC office of D.a. Davidson & Co. offers financial planning, portfolio management, educational seminars and pension consulting.

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ADVISOR BIO

Matthew Mark Lucas is a registered representative with Goldman Sachs & Co. LLC. Matthew has been in the industry since August 21, 2014 and is currently based in San Francisco, CA. Matthew is a Series 79 and Series 24 licensed professional. Goldman Sachs & Co. LLC is a large financial services company with over $50 billion in assets under management and serves a diverse range of clients including individuals, institutions and corporations.

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ADVISOR BIO

Matthew Christopher Johnson is a registered representative of First Trust Advisors LP. Matthew has been in the financial services industry for over 16 years. Prior to joining First Trust Advisors LP in 2012, Matthew was employed by Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Chase Investment Services Corp., and Country Capital Management Company. Matthew is licensed to conduct securities business in the state of Illinois. Matthew has passed the Series 6, 7, 63, and 66 exams.

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ADVISOR BIO

Matthew Curry is a financial advisor who works for Vanguard Advisers, Inc. Matthew has been in the industry for over 2 years. Matthew is licensed in 53 states and 2 jurisdictions. Matthew is registered with both FINRA and the SEC. Matthew provides financial planning, selection of other advisors, and portfolio management for businesses and individuals. Matthew is also registered to manage portfolios for pooled investment vehicles.

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ADVISOR BIO

Matthew Dicalogero is an investment advisor representative with Knights Of Columbus Asset Advisors LLC. Matthew has been in the industry since June 2013. Matthew is registered with the state of Massachusetts and Connecticut. Matthew's firm specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Knights Of Columbus Asset Advisors LLC is a registered investment advisor firm based in New Haven, Connecticut.

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