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Hayden M

Series 66

West Seneca, NY

LPL Financial

Hayden Mumbach is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior experience with Rich Products Corporation and Sgroi Financial LLC. Outside of his advisory role, he is involved with Sgroi Lawley Group LLC, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools for operational and research purposes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew C

Series 66

West Seneca, NY

LPL Financial

Matthew Clouden is a Series 66 licensed financial advisor with LPL Financial, based in West Seneca, NY. He has three years of industry experience and previous roles at Cadaret, Grant & Co., Inc., Sgroi Financial, LLC, and several law firms. Clouden is also involved with the Sgroi Lawley Group LLC and Sgroi Wealth Advisory Group, which operate as d/b/a entities related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, utilizing both proprietary and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew S

Series 63, Series 65

West Seneca, NY

LPL Financial

Matthew Scheff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Scheff Thompson Cress Investment Group, Raymond James Financial Services, Inc., and ACV Auctions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of investment strategies and financial planning solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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