ADVISOR BIO

Matthew James Dougherty is a registered representative with Vanguard Advisers, Inc. with 1 year of experience in the financial services industry. Matthew Dougherty currently holds Series 7, Series 66 and SIE licenses. Matthew Dougherty is registered to provide securities and investment advisory services in 53 states and the District of Columbia. Matthew Dougherty's branch office is located in Charlotte, North Carolina.

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ADVISOR BIO

Matthew Verrochi is a licensed broker with Goldman Sachs & Co. LLC. Matthew has been in the industry since 2004 and has a broad range of experience. Matthew is registered to provide investment advice and services in 53 states and is licensed in all states. Matthew is also a FINRA-registered representative.

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ADVISOR BIO

Matthew Crowther is an investment advisor representative at MFS Institutional Advisors Inc. in Boston, Massachusetts. Matthew has been in the financial services industry since 1997. Matthew has a Series 6, 7, 63, and 65 license. Previously, Matthew was with JOHN HANCOCK FUNDS, INC. and SIGNATOR INVESTORS, INC. Matthew works with clients that include: high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, insurance companies, corporations or other businesses, charitable organizations, and pooled investment vehicles.

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ADVISOR BIO

Matthew Lodise is a registered investment advisor representative with Vanguard Advisers, Inc. Matthew has been in the financial services industry since April 2004. Matthew is registered in New Jersey, Pennsylvania and Texas. Matthew has earned both the Series 63 and Series 66 securities licenses. Matthew is also a Series 7, Series 6, Series 24 and Series 26 license holder. Matthew has experience in providing financial planning, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Matthew Simonetti is a financial advisor at Stifel, Nicolaus & Company, Inc. Matthew has been in the industry since February 2022 and is registered with the state of New York and 50 other states. Matthew specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, and more. Matthew also has experience in Financial Planning, Pension Consulting, and Educational Seminars.

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ADVISOR BIO

Matthew Quigley is an investment advisor representative with RBC Capital Markets, LLC. Matthew has been in the industry since August 18, 1982. Matthew has held various positions within the industry. Matthew has passed the Series 6, 7, 9, 10, 63, and 65 exams and is currently registered as a broker-dealer and an investment advisor representative in several states including Pennsylvania and the Virgin Islands. In addition to being with RBC Capital Markets, LLC, Matthew has experience with other firms including Raymond James & Associates, Inc., Janney Montgomery Scott LLC, Dean Witter Reynolds Inc., and Vanguard Marketing Corporation. Matthew is also a board member of Malvern Preparatory School Bash Fund Raising Event.

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ADVISOR BIO

Matthew Richert is a registered representative with HSBC Securities (USA) Inc. Matthew is also a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities (USA) Inc., and engages in the sale of bank related products and services. Matthew has been in the industry since 2018. Matthew has a Series 7, Series 6, Series 63 and Series 66 licenses and is registered in GA, NJ, NY and TX. Matthew specializes in retirement planning, insurance, and investment strategies.

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ADVISOR BIO

Matthew M. Adkins is a registered representative with Blackrock Investment Management, LLC located in Princeton, NJ. Matthew M. Adkins has been in the industry since August 2009 and currently holds a Series 7, Series 24, Series 66 and SIE. Matthew M. Adkins has been registered with Blackrock Investment Management, LLC since July 2018. Previously, Matthew M. Adkins was registered with FS Investment Solutions, LLC and AXA Advisors, LLC.

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ADVISOR BIO

Matthew Danahy is a financial advisor at Fisher Investments. Matthew has been in the financial services industry since July 2016 and holds the Series 7, Series 63, and Series 7TO licenses. Matthew is a Certified Financial Planner™. The advisor works with individual investors, high-net-worth individuals, businesses, corporations, investment companies, pooled investment vehicles, pension and profit-sharing plans, and charitable organizations. The advisor provides portfolio management services, financial planning, and portfolio assessment. Matthew's previous experience includes roles at The Vanguard Group, Inc. and Target.

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ADVISOR BIO

Matthew Richter is a financial advisor with 1900 Wealth in San Antonio, TX. Matthew has been in the industry for over 22 years. Matthew is licensed to provide investment advice in the state of Texas. Prior to joining 1900 Wealth, Matthew worked at MKM PARTNERS LLC, WESTLAKE SECURITIES, TEJAS SECURITIES GROUP, INC., WM SMITH SECURITIES INCORPORATED, STIFEL, NICOLAUS & COMPANY, INCORPORATED, HANIFEN, IMHOFF INC., and BROKERAGE ADMINISTRATORS CORPORATION. Matthew holds the Series 6, 7, 55, 63, and 65 licenses.

SPECIALIZATIONS