Matthew Eckberg is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 65 and Series 63 registrations and six years of industry experience. Prior to joining Steward Partners, he worked at Merrill, UBS Financial Services, and Ameriprise Financial Services. Outside of his advisory role, he is involved with Edleys BBQ. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals—including high-net-worth clients—corporations, pension plans, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions.

Thomas Doerfler is a CFP® professional with 17 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Raymond James Financial and Lighthouse Wealth Group, which he has been associated with since 2012. Doerfler also maintains ownership of Lighthouse Wealth Group as a DBA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and trusts, offering a range of portfolio management and financial planning services through both in-house and third-party solutions.