ADVISOR BIO

Matthew Allen Koth is a registered investment advisor representative with Invesco Advisers, Inc. Matthew has been in the financial services industry since April 12, 2003. Matthew has worked for a number of firms including Russell Investments Financial Services, LLC, BlackRock Investments, LLC, J.P. Morgan Institutional Investments Inc., Allianz Global Investors Distributors LLC, A. G. Edwards & Sons, Inc., Intersecurities, Inc., and Prudential Securities Incorporated. Matthew is registered with the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Illinois, Missouri, New York, North Carolina, and Texas. Matthew is also a registered Investment Advisor in Texas.

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ADVISOR BIO

Matthew Montano is an Investment Advisor Representative at Fisher Investments. Matthew is a licensed Investment Advisor Representative in Texas and has been in the industry since 2015. Matthew specializes in Portfolio Management for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles. Matthew is also licensed to provide Financial Planning services.

SPECIALIZATIONS

ADVISOR BIO

Matthew Alexander Weatherbie is a Registered Investment Advisor with Weatherbie Capital, LLC. Matthew has been registered with the state of Massachusetts since January 21, 1996. Matthew is a Chartered Financial Analyst. The firm's main office is located in Boston, Massachusetts. The firm provides portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Matthew Steven Mikula is a financial advisor with Corient. Matthew has been in the financial services industry since 1998 and has a strong background in financial planning, portfolio management, and investment advisory services. Matthew holds the Series 7, Series 63 and Series 65 licenses. Matthew is also a Certified Financial Planner. In addition to working with Corient, Matthew has also worked with Raymond James Financial Services, Inc., Robert W. Baird & Co. Incorporated and Vision Investment Services, Inc. Matthew's areas of specialization include individuals, corporations, pooled investment vehicles, insurance companies, charitable organizations, and pension and profit sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Matthew R. Doone is a financial advisor with over 10 years of experience in the financial industry. He is currently registered with Sanford C. Bernstein & Co., LLC. He is licensed in Florida and Georgia. Matthew holds the Series 63, Series 7, Series 9, Series 10, and SIE licenses. Matthew specializes in portfolio management for pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Matthew Feldman is a financial advisor with Oppenheimer & Co. Inc. Matthew has been in the financial services industry since 2008. Previously, Matthew was a registered representative at UBS Securities LLC, J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., and Bear, Stearns & Co. Inc. Matthew is registered with the state of New York, as well as all other states.

SPECIALIZATIONS

ADVISOR BIO

Matthew Kenaston is a financial advisor with Cerity Partners LLC. Matthew has been in the financial services industry since 1998 and has experience in various areas of financial planning, including portfolio management, retirement planning, and tax planning. Matthew is a Certified Financial Planner and has a Series 7, Series 31, Series 63 and Series 65 license. Matthew has a strong track record of success in helping individuals and families achieve their financial goals.

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ADVISOR BIO

Matthew Morrissey is an investment advisor representative with Vanguard Advisers, Inc. Matthew has been in the securities industry since 1995 and has been with Vanguard Advisers, Inc. since 2018. Matthew is registered with the state of Pennsylvania and Texas as an investment advisor representative. Matthew is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

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ADVISOR BIO

Matthew Stubblefield is a financial advisor with Dimensional Fund Advisors LP in Austin, TX. Matthew has 5 years of experience in the financial services industry. Matthew holds a Series 7, Series 63 and SIE license. Matthew is also a Chartered Financial Analyst. Matthew is registered to provide investment advice in 50 states. Matthew is a highly experienced and qualified advisor who is committed to providing his clients with the best possible financial advice. Prior to joining Dimensional, Matthew was a financial advisor at Fidelity Brokerage Services LLC and John Hancock Distributors LLC.

SPECIALIZATIONS

ADVISOR BIO

Matthew Stephen Morgan is a financial advisor with over 20 years of experience in the industry. Matthew is registered with Stifel, Nicolaus & Company, Inc. and holds Series 63, 65, 7 and SIE licenses. Matthew is also a Certified Financial Planner. Matthew has previously worked with Butler, Wick & Co., Inc. In addition to his work as a financial advisor, Matthew is also a Notary Public and is active in several community organizations. Matthew has extensive experience working with high-net-worth individuals, corporations and other businesses, charitable organizations, and pooled investment vehicles. Matthew provides a range of financial services, including financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS