ADVISOR BIO

Matthew Christian Tache is an investment advisor representative at Fisher Investments, a firm that manages over $300 billion in assets. Matthew has been with Fisher Investments since September of 2016. Prior to joining Fisher Investments, Matthew worked at The GMS Group, LLC in Houston, Texas, where he worked from 2013 to 2016. Matthew holds Series 63, 65, 7, and SIE licenses. Matthew is a specialist in financial planning, portfolio management, and portfolio assessment.

SPECIALIZATIONS

ADVISOR BIO

Matthew Randall Loff is a financial advisor who is currently registered with RBC Capital Markets, LLC. Matthew has been in the industry since 2019 and holds a variety of licenses including Series 7, 66, and SIE. Matthew has a proven track record of providing financial advice and portfolio management services to individuals, corporations, and charitable organizations. Matthew is committed to providing personalized financial advice that meets the unique needs of each client.

SPECIALIZATIONS

ADVISOR BIO

Matthew Alan Broom is a financial advisor registered with Corient, specializing in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Matthew has a Series 65 license and has been in the industry since 2014, working with clients across a range of needs, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Corient is a firm based in Miami, Florida, with a strong focus on providing personalized financial advice and investment management services.

SPECIALIZATIONS

ADVISOR BIO

Matthew Roscetti Brown is an investment advisor representative at Fisher Investments. Matthew has been in the industry since October 2005 and has been registered with the state of Washington since July 2015. Matthew has passed the Series 65 Uniform Investment Adviser Law Examination and is currently licensed to provide financial and investment advice. Matthew specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Matthew Simons is a financial advisor with over 8 years of experience in the financial services industry. Matthew is registered with New York Life Investment Management LLC, which provides financial services such as investment management for individuals, businesses, pooled investment vehicles and investment companies. Matthew has experience with both investment advisory and brokerage services. Matthew is a Registered Representative, and holds the Series 66, Series 7, and SIE exams. Matthew has experience in the states of Illinois, Indiana, Iowa, Kentucky, Maine, New Hampshire, New Jersey, New York, and Vermont.

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ADVISOR BIO

Matthew Quigley is a financial advisor currently registered with Vanguard Advisers, Inc. Matthew is registered with both state and federal authorities. Matthew is a series 7TO, 66, and 63 licensed representative and has been working in the financial services industry since 2019. Matthew provides investment advice for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Matthew Alan Batson is an investment advisor representative with Fisher Investments. Matthew has been in the industry for over 6 years and has experience with a variety of clients, including high-net-worth individuals, corporations, and institutions. Matthew holds the Series 7, Series 63, Series 65 and SIE licenses.

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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 Gordon Dines is a registered Investment Advisor Representative with Build Asset Management, located in Seattle, WA. Matthew holds a Chartered Financial Analyst designation and has been in the industry since 2014. Prior to joining Build Asset Management, Matthew worked at Amazon.com, also in Seattle. Matthew currently holds a state registration with the state of Washington and is actively working with clients in the state. Matthew specializes in portfolio management for businesses, individuals, investment companies and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Matthew Sherman Thomas is a financial advisor with Belle Haven Investments, LP in RYE BROOK, NY. Matthew Sherman Thomas has been in the industry since 2012. Matthew Sherman Thomas is registered with FINRA and the state of New York and specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS