ADVISOR BIO

Brett Adam Lemmon is an Investment Advisor Representative at Thomas Doll, a firm with over 1400 million dollars in regulatory assets under management. Brett holds a Series 65 license and is registered with the state of California. Brett has been with Thomas Doll since 2015 and has also worked at Earned Wealth and Earned Wealth Advisors, LLC. The firm specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, pension and profit-sharing plans, and charitable organizations.

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ADVISOR BIO

Brett Grimes is a financial advisor with Wells Fargo Clearing Services, LLC. Brett has been in the financial services industry since 1984. Brett has a wide range of experience and holds several licenses and registrations, including Series 7, 31, 63, 66, and SIE. Brett has worked for several other firms in the past, including Morgan Stanley, Citigroup Global Markets Inc., and UBS Financial Services Inc. Brett is registered to provide advisory services in 48 states. Brett is also a member of the City of Santa Barbara Airport Commission.

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ADVISOR BIO

Brett Ryan Pernicano is a financial advisor with over 17 years of experience in the industry. Brett is a CERTIFIED FINANCIAL PLANNER™, CHARTERED FINANCIAL CONSULTANT, and CHARTERED FINANCIAL ANALYST. Brett is currently registered with Corient. Brett has also been registered with AXA ADVISORS, LLC, DOWLING & YAHNKE, LLC, CIPW Service Company, LLC, and Corient Services LLC. Brett specializes in providing financial advice to a variety of clients, including individuals, families, businesses, and institutions. Brett holds several industry certifications, including the Series 7, Series 24, and Series 66 exams. Brett is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.

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ADVISOR BIO

Brett Richard Clarke is an investment advisor with Independent Financial Group, LLC. Brett has been in the financial services industry since 2004 and is registered with FINRA and the state of California. Brett has experience working with individuals, corporations, businesses, charitable organizations, and pension and profit sharing plans. Brett also has experience with financial planning, portfolio management, and selection of other advisers.

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ADVISOR BIO

Brett Barbour Whitten is a financial advisor with UBS Financial Services Inc., working in the ROSEVILLE, CA office. Brett has been in the industry since 1987 and is registered with FINRA and the states of Arizona, California, Florida, Hawaii, Idaho, Iowa, Kansas, Minnesota, Nevada, New Jersey, New Mexico, New York, Oregon, Tennessee, Texas, Utah, and Washington. Brett is a Series 7, Series 63, and Series 65 licensed professional.

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ADVISOR BIO

Brett McCarty is a registered representative with Citigroup Global Markets Inc. Brett has been in the industry since 2008. Brett is licensed in California.

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ADVISOR BIO

Brett Michael MacAuley is a financial advisor with Ameriprise Financial Services, LLC. Brett has been in the financial industry since 1993 and holds Series 6, 7, 24, 63, and 65 licenses. Brett works with clients of all types, including individuals, families, businesses, and trusts. Brett specializes in financial planning, asset allocation, and investment management.

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ADVISOR BIO

Brett Allen Gookin is a financial advisor registered in California and is associated with Aspiriant, LLC. Brett has been in the industry since 1998 and specializes in a wide range of financial services including financial planning, portfolio management, and educational seminars. Brett holds the Certified Financial Planner designation and is a dedicated advisor who is passionate about helping clients achieve their financial goals. Aspiriant, LLC is a well-established firm with a strong focus on providing comprehensive financial advice and solutions for high-net-worth individuals, families, and institutions.

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ADVISOR BIO

Brett Lane Threlkeld is a financial professional with over 20 years of experience in the industry. Brett has been with Planmember Securities Corp. since 2020. Brett has held positions with a number of other financial institutions, including TIAA-CREF, Franklin Templeton, Charles Schwab, and Merrill Lynch. Brett provides a range of services to individual clients, businesses, and institutions, including financial planning, portfolio management, pension consulting, and investment supervisory services.

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ADVISOR BIO

Brett Michael Signaigo is an investment advisor representative who has been working in the financial services industry since May 2014. Brett is currently registered with LPL Financial LLC, where he has been employed since April 2021. Prior to his current role, Brett held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley. Brett is licensed to provide investment advice in California and holds Series 7 and Series 66 licenses.

SPECIALIZATIONS