ADVISOR BIO

Matthew Dugan is an Investment Advisor Representative with Fisher Investments. Matthew has been with Fisher Investments since July of 2022. Prior to joining Fisher Investments, Matthew had a long and varied career in various industries. Matthew specializes in providing financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. Matthew is registered with the state of Florida.

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ADVISOR BIO

Matthew Jaskolka is an investment advisor representative at Oppenheimer & Co. Inc. located in Virginia Beach, VA. Matthew has been working in the financial industry for over 10 years and has experience in various sectors. Matthew is registered with the Securities and Exchange Commission (SEC) and the state of Virginia. Matthew holds the Series 7, Series 63, Series 65, and SIE licenses and is also licensed in multiple other states. Matthew's firm is a full-service brokerage firm that provides a wide range of financial services including investment management, financial planning, and retirement planning.

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ADVISOR BIO

Matthew Vargochik is a financial advisor with Vanguard Advisers, Inc. Matthew is licensed and registered in North Carolina and Texas. He has been in the industry for 1 year. Matthew works in the Charlotte, NC office of Vanguard Advisers, Inc. Matthew is a licensed Investment Advisor Representative. Matthew Vargochik focuses on providing financial planning and investment advice for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Matthew Zarrella is a financial advisor with Stifel, Nicolaus & Company, Inc. and Stifel Capital Management, LLC. Matthew has been in the industry for over 10 years. Matthew holds Series 7TO, Series 63 and Series 65 licenses and is registered to provide investment advice in 53 states and the District of Columbia. Matthew specializes in providing financial planning services, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses and pooled investment vehicles.

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ADVISOR BIO

Matthew Alan Stratton is a financial advisor who has been working in the financial services industry since 2003. Matthew is currently registered with Onedigital Investment Advisors and has previously been registered with Raymond James & Associates, Inc. and Northwestern Mutual Investment Services, LLC. Matthew is licensed in North Carolina and holds the Series 7, Series 63, and Series 66 licenses. Matthew is also a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Matthew specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Matthew Wolff is a registered representative with Goldman Sachs & Co. LLC. Matthew has over 20 years of experience in the financial services industry. Matthew is licensed to sell securities in all states. Matthew has been with Goldman Sachs & Co. LLC since 2013. Previously, Matthew worked for Riversource Distributors, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company.

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ADVISOR BIO

Matthew Schulz is an Investment Advisor Representative at Validus Capital LLC. Matthew has been in the industry since January 2013, and is currently licensed and registered in California. Matthew has specialized in family office type services, financial planning and selection of other advisors. Matthew is also a portfolio manager for individuals and pooled investment vehicles.

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Matthew Hepner is a registered investment advisor representative with Vanguard Advisers, Inc.. Matthew has been in the financial industry since September 2014. Matthew is licensed in North Carolina and Texas. Matthew has passed the Series 63, 66, 7 and SIE examinations, as well as the Series 24 General Securities Principal Examination.

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ADVISOR BIO

Matthew Logan is a financial advisor with HSBC Securities (USA) Inc., a firm with more than $50 billion in assets under management. Matthew has been a registered representative since 1997 and holds the Series 7, Series 63 and SIE licenses. Matthew's experience and expertise make him a valuable asset to his clients.

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ADVISOR BIO

Matthew Ogus is an investment advisor representative at Corient, based in Miami, Florida. Matthew joined the company in December of 2022 and holds a Series 65 license. Matthew has prior experience at RegentAtlantic, UBS, and Hackensack Gold Club.

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