ADVISOR BIO

Matthew Koelzer is an investment advisor representative registered with First Trust Advisors LP. Matthew has been in the industry for over 10 years and holds Series 66, Series 7TO and SIE licenses. Matthew works in First Trust Advisors LP's Austin, TX and Wheaton, IL offices. Matthew is licensed in Illinois and Texas. Matthew has a strong background in finance, having worked with several financial institutions and companies throughout their career.

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ADVISOR BIO

Matthew Breunig is an Investment Advisor Representative with Orion Portfolio Solutions, LLC. Matthew is registered with the state of Nebraska and has been in the industry since April 2019. Matthew has a Series 65 license. Matthew's primary office is in Omaha, Nebraska, but he also works out of the Hebron, Kentucky office.

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ADVISOR BIO

Matthew Craig McAleer is an Investment Advisor Representative with Cumberland Advisors. Matthew has been in the industry since 1992 and has a strong background in both investment advisory and brokerage services. Matthew holds a Series 6, Series 7, Series 63, and Series 65 license. Matthew has held previous positions with RBC DAIN RAUSCHER INC., TUCKER ANTHONY INCORPORATED, WHEAT, FIRST SECURITIES, INC., A. G. EDWARDS & SONS, INC., ESSEX NATIONAL SECURITIES, INC., and USLIFE EQUITY SALES CORP. Cumberland Advisors is a Registered Investment Advisor firm based in Sarasota, Florida. The firm manages a wide range of assets for individuals, corporations, investment companies, insurance companies, and governmental clients.

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ADVISOR BIO

Matthew Herrick is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Prospera Financial Services, Inc. Prior to joining Prospera, Matthew worked at Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew holds the Series 6, 7, 63, and 66 securities licenses, as well as the SIE. Matthew is a licensed investment advisor in Arizona, California, Colorado, District of Columbia, Florida, Maryland, Michigan, Nevada, New York, Oregon, Texas, and Virginia. Matthew specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and trusts. Matthew is committed to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

Matthew Lawrence Preddy is a financial advisor at Robert W. Baird & Co. Inc. Matthew is a registered Investment Advisor in Virginia and Texas. Matthew has been a financial advisor for over 20 years and has held prior roles at EF Legacy Securities, LLC, Sanders Morris Harris LLC, TD Ameritrade, Inc., UBS Financial Services Inc., and Waddell & Reed, Inc. Matthew earned his Series 66, Series 7, and SIE licenses. Matthew specializes in working with high-net-worth individuals, corporations, and individuals other than high-net-worth individuals.

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ADVISOR BIO

Matthew Clifford is a financial advisor with City National Rochdale. Matthew has been in the financial services industry since 2011. Matthew holds the Series 66, Series 7, and SIE licenses. Matthew is registered to provide investment advice in 13 states. Matthew works with a wide variety of clients, including high net worth individuals, charitable organizations, corporations, and pension plans.

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ADVISOR BIO

Matthew Rembish is a financial advisor with OneDigital Investment Advisors. Matthew holds the Series 7TO, Series 66, and SIE licenses. Matthew is also a Certified Financial Planner. Matthew has been a financial advisor since 2019 and has experience in various aspects of financial planning, including retirement planning, investment management, and wealth management. Matthew is committed to providing personalized financial advice to individuals and families.

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ADVISOR BIO

Matthew Martindale is an investment advisor representative at Keel Point, LLC, registered with both the state of Maryland and Virginia. Matthew has been in the financial industry for over 5 years, starting with Amazon and transitioning to Keel Point in 2021. Matthew has a Series 65 license. Matthew specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and pooled investment vehicles. Matthew's firm, Keel Point, LLC, has a strong track record of providing personalized financial advice and investment management services to clients of all types. The firm prides itself on a client-centric approach, and is committed to building long-term relationships based on trust and transparency.

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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 Godleski is a financial advisor with over 10 years of experience in the financial services industry. He has been registered with Captrust since 2021. Prior to that, Matthew worked with CETERA ADVISORS LLC from 2010 to 2021. Matthew holds the Series 7, Series 63, and Series 65 licenses. Matthew is a Certified Financial Planner™ professional and a Chartered Financial Analyst. Matthew's areas of expertise include investment management, financial planning, and retirement planning.

SPECIALIZATIONS