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 Wallace is a registered representative with RBC Capital Markets, LLC. Matthew has been in the industry since March 2019. Matthew previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew has passed the Series 7TO, SIE and Series 66 exams. Matthew is registered to provide securities and investment advisory services in a variety of states including California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Kansas, Kentucky, Maryland, Minnesota, Nebraska, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia. Matthew specializes in public and private employee benefit plans, endowment funds, foundations, family trusts, and various capital/operating funds.

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ADVISOR BIO

Matthew Ulsas is a financial advisor in the Indianapolis, IN area. Matthew Ulsas is currently registered with Corient. Matthew Ulsas has a Series 65 license and a Certified Financial Planner designation. Matthew Ulsas has been working in the financial industry since 1994 and has previously worked at Windsor Wealth Management.

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ADVISOR BIO

Matthew Carl Ehinger is a financial advisor with Stifel, Nicolaus & Company, Inc. Matthew Ehinger has been in the financial industry since 2006. Matthew Ehinger has passed the Series 7, Series 66, and SIE exams and is registered in 22 states and the District of Columbia. Matthew Ehinger is also a Chartered Financial Consultant.

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ADVISOR BIO

Matthew John Brady is an investment advisor representative with William Blair. Matthew Brady has been in the financial industry for over 7 years. Matthew Brady has passed the Series 66, Series 7, and the SIE exams. Matthew Brady is registered to provide investment advice in Illinois.

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ADVISOR BIO

Matthew Daponte is a registered representative with Stifel, Nicolaus & Company, Inc. and has been in the industry for over 5 years. Matthew is licensed in 43 states and the District of Columbia. Matthew holds the Series 7TO, SIE, and Series 66 licenses. Matthew specializes in a variety of areas, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

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ADVISOR BIO

Matthew Scott Hecker is a registered investment advisor representative with Vanguard Advisers, Inc. based in Scottsdale, AZ. Matthew has been in the financial services industry since March 2018. Matthew holds Series 6, 7TO, 63, and 66 licenses and is registered with the state of Arizona and Texas. Matthew has prior experience in the restaurant and service industry.

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ADVISOR BIO

Matthew Robert Spezialetti is a financial advisor at The Colony Group, LLC. Matthew is registered with the state of Pennsylvania and has been in the industry for over 10 years. Matthew holds both the Series 65 license and has several designations including the Certified Financial Planner and Chartered Financial Analyst designation. He is experienced in advising individuals, families, and businesses on a variety of financial matters. Matthew's focus is on providing financial planning and investment management services to clients. Matthew is also involved in the community, volunteering with several local organizations.

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ADVISOR BIO

Matthew Wilkinson is a registered Investment Advisor Representative (IAR) with Azalea Investment Partners, LLC, located in Nashville, Tennessee. Matthew has been in the industry since 2011 and is licensed in Tennessee. Matthew previously worked at Michigan Department of Treasury-Bureau of Investments, Kayne Anderson Capital Advisors, ICG Advisors, LLC, and Great Mountain Partners.

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ADVISOR BIO

Matthew Pistorio is an active investment advisor representative with Geneva Capital Management LLC. Matthew has been in the industry since 2006. Matthew is registered with FINRA and holds the Series 7 and Series 66 licenses. Geneva Capital Management LLC provides model portfolio services to financial firms. Matthew also manages client portfolios for Geneva Capital Management LLC and serves as a principal. Matthew is registered in multiple states including Wisconsin, Illinois, and New York.

SPECIALIZATIONS