ADVISOR BIO

Brian Yorty is a financial advisor who has been in the industry since 2004. Brian is currently registered with J.P. Morgan Securities LLC and has been with the firm since 2012. Before joining J.P. Morgan Securities LLC, Brian worked for WAMU INVESTMENTS, INC. Brian has a Series 7, Series 3, and Series 66 license as well as the SIE exam. Brian is also a Certified Financial Planner.

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ADVISOR BIO

Brian C. Smithers is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since July 2008. Brian is a Series 66, 10, 9, 3, 7, and SIE licensed professional with experience in providing investment advice to individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Brian's firm manages over $1 trillion in assets and provides a variety of investment services, including portfolio management, pension consulting, and educational seminars. Brian has been registered in over 50 states and the District of Columbia.

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ADVISOR BIO

Brian Ross Sullivan is a financial advisor with over 10 years of experience in the industry. Brian has a strong background in financial planning, portfolio management, and investment advisory services. Brian is currently registered with LPL Financial LLC and has previously held positions at Commonwealth Financial Network, Madison Avenue Securities, LLC, and Ameritas Investment Corp. Brian specializes in providing financial advice to individuals, families, and businesses. Brian has a strong track record of helping clients achieve their financial goals.

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ADVISOR BIO

Brian Sexton is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Brian has been in the financial services industry since 1994. Brian holds the Series 7, Series 31, Series 63, and Series 65 licenses. Brian is registered in multiple states and provides advisory services, portfolio management for businesses and individuals, and pension consulting.

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ADVISOR BIO

Brian Buehring is a financial advisor with D.a. Davidson & Co. Brian has been in the industry since April 1999. Brian has a Series 6, 7, 63 and 65 license and has been registered in California, Texas, and over 30 other states. Brian has experience working with high-net-worth individuals, individuals, and families, corporations, and charitable organizations. He provides financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Brian Whitney is a financial advisor with UBS Financial Services Inc. Whitney has been in the industry since May 1993 and has a broad range of experience in financial services. Whitney has a Series 7, Series 63, and Series 65 licenses and is registered to provide investment advice in 22 states. Whitney also holds a SIE license. Whitney has served a wide variety of clients, including individuals, families, trusts, estates, businesses, and charitable organizations. In addition to their work at UBS Financial Services Inc., Whitney has also been involved in a number of other business ventures. Whitney has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Brian Bechelli is a financial advisor who has been in the industry since 2012. Brian is currently registered with Morgan Stanley. Previously, Brian was registered with J.P. Morgan Securities LLC. Brian holds the Series 66, Series 7, and SIE licenses. Brian is registered to provide investment advisory services in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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ADVISOR BIO

Brian Gentry is an investment advisor representative licensed to provide investment advice in California. Brian Gentry is a registered representative of LPL Financial LLC and has been active in the securities industry since 2015. Prior to LPL Financial LLC, Brian Gentry worked at SORRENTO PACIFIC FINANCIAL, LLC. Brian Gentry holds the Series 6, Series 63, and SIE licenses. Brian Gentry's current registration at LPL Financial LLC is active. Brian Gentry's specializations include providing financial planning, portfolio management for individuals and businesses, educational seminars, and consulting and other non-discretionary advisory services. Brian Gentry's firm, LPL Financial LLC, is a national firm with offices in Fort Mill, South Carolina. LPL Financial LLC offers investment advice and other services to individuals, corporations, and institutions. LPL Financial LLC provides a full range of financial services including investment advisory, brokerage, insurance, and retirement planning services. LPL Financial LLC manages over $463 billion in assets for its clients.

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ADVISOR BIO

Brian Ruziecki is a financial advisor registered with Wells Fargo Clearing Services, LLC, based in Mission Viejo, CA. Brian has been in the financial services industry since July 11, 2011, and holds multiple industry certifications. Brian has a strong track record of providing financial advice and investment management services to individuals and businesses.

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ADVISOR BIO

Brian Finley is a financial advisor at LPL Financial LLC. Brian has been in the financial services industry since September 18, 1995. Brian has a Series 7, Series 63, and SIE licenses and has been registered with FINRA since 1995. Brian is also registered with the states of Arizona, California, Idaho, Oregon, Texas, Utah, and Washington. Brian has previously worked at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc.

SPECIALIZATIONS