ADVISOR BIO

Brendan Lynch is a financial advisor with over 10 years of experience in the industry. Brendan has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since December 2022. Prior to that, Brendan was with Morgan Stanley and UBS Financial Services Inc. Brendan holds Series 66, Series 7, and SIE licenses and is registered in 33 states. Brendan specializes in providing financial advice to individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Brendan is committed to helping clients reach their financial goals.

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ADVISOR BIO

Brendan Moore is a financial advisor at Raymond James & Associates, Inc. Brendan has been in the industry since December 7, 2016. Brendan holds Series 6, 7, 63, and 66 securities licenses. Brendan is registered with the Financial Industry Regulatory Authority (FINRA) and is registered in 24 states. Brendan previously worked at Morgan Stanley and Northwestern Mutual Investment Services, LLC.

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ADVISOR BIO

Brendan Dempsey is a financial advisor associated with Wells Fargo Clearing Services, LLC. Brendan has been in the financial industry for over 10 years. Brendan is currently registered with the state of California and Texas. Brendan is also a registered representative of Wells Fargo Clearing Services, LLC, and a financial advisor with Wells Fargo Advisors LLC. Brendan is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Brendan Andrew Cathers is a financial advisor with Wells Fargo Clearing Services, LLC. Brendan is licensed in California. Brendan holds a Series 63, Series 6TO, and SIE license and has been in the industry since May 14, 2023. Brendan provides financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Brendan Ignatius Stone is an active investment advisor representative registered with the state of California and several other states. Brendan Stone has been in the industry since January 3, 2019 and is currently employed by LPL Financial LLC in Walnut Creek, California. Brendan Stone has been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining LPL Financial LLC. Brendan Stone has passed the Series 66, Series 7TO and the SIE exams.

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ADVISOR BIO

Brendan McGrath is a registered investment advisor representative with Equitable Advisors, LLC. Brendan has been in the financial services industry since 2013 and holds Series 63, 65, 7 and SIE licenses. Brendan is licensed in California, Hawaii, Louisiana and Rhode Island. Brendan is also a member of Equitable Advisors, LLC, which is a leading provider of financial services, including financial planning, investment management, and insurance.

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ADVISOR BIO

Brendan Fraleigh is an Investment Advisor Representative registered with Moment Private Wealth. Brendan is licensed in California. Brendan has been working in the financial industry since 2017. Brendan has worked for several organizations prior to joining Moment Private Wealth, including ICONIQ Capital and the University of Notre Dame. Brendan has a Series 65 license and is a registered Investment Advisor Representative with the state of California. Brendan specializes in working with high-net-worth individuals and families. Brendan also provides financial planning and portfolio management services.

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ADVISOR BIO

Brendan Wilmot Wells is a registered investment advisor representative with J.p. Morgan Securities LLC. Brendan has been in the industry since 2019 and has a Series 63, Series 65, and Series 7TO licenses. Brendan has been registered with J.p. Morgan Securities LLC since 2019. Brendan's office is located in Irvine, California.

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ADVISOR BIO

Brendan W. Halick is a financial advisor at Ameritas Advisory Services, LLC, a firm with a focus on providing comprehensive financial planning and investment management services. Brendan has a proven track record in the financial services industry, holding a Series 6, 7, 63 and 66 licenses. Brendan has experience in providing financial guidance to a range of clients, including individuals, families, businesses, and retirement plans. Brendan is committed to understanding the unique needs of each client and providing customized solutions that help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Brendan Francis O'Brien is a financial advisor with over 20 years of experience in the industry. Brendan has been with Morgan Stanley since 2009 and has a proven track record of success in providing investment advice to a wide range of clients, including individuals, families, businesses, and institutions. Brendan holds the Series 7, 63, and 65 licenses. Brendan is also a Registered Representative and Investment Advisor Representative. Brendan is committed to providing his clients with personalized financial advice and investment strategies that are designed to help them achieve their financial goals.

SPECIALIZATIONS