ADVISOR BIO

Brian Keith Anderson is a registered representative with J.p. Morgan Securities LLC. Brian holds the Series 63, Series 6TO and SIE licenses. Brian is registered in California. Brian has been in the financial industry for over 2 years, with a current employment start date of August 14, 2024. Brian is located in the San Rafael office of J.p. Morgan Securities LLC.

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ADVISOR BIO

Brian Linzmeier is a financial advisor with Morgan Stanley. Brian has been in the financial industry since 2009. Brian has been registered with the Securities and Exchange Commission since 2010 and has a Series 7, Series 66, and SIE license. Brian is registered to sell securities in 35 states. Brian provides financial planning, investment advice, and asset allocation services to a wide range of clients including individuals, corporations, charitable organizations, and investment companies. Brian is also involved in real estate and has a passion for helping clients achieve their financial goals.

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ADVISOR BIO

Brian Thomas Franklin is a financial advisor with Morgan Stanley, a leading global financial services firm. Brian is a highly experienced and well-respected advisor, holding Series 7, 63, 31, and SIE licenses. Brian has worked in the financial services industry since April 2000, first with Citigroup Global Markets and then joining Morgan Stanley in June 2009. Brian specializes in providing a wide range of financial services to individuals, families, businesses, and institutions. Brian is dedicated to helping clients achieve their financial goals and objectives.

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ADVISOR BIO

Brian Smith is an investment advisor representative at Cornerstone Wealth Advisors, Inc. Brian has been in the financial services industry since 1995. Brian holds Series 7, 31, 63, and 65 securities licenses. Brian is registered with the state of California. Brian specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Brian has experience working with charitable organizations, high net worth individuals, pension and profit-sharing plans, and individuals other than high net worth. Brian has experience working with Cornerstone Wealth Advisors, Inc. and has worked at other firms such as Titan Securities, Capital Growth Resources, Sunset Financial Services, Inc., Main Street Securities, LLC, and Morgan Stanley DW Inc.

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ADVISOR BIO

Brian Owen is a financial advisor with over 30 years of experience in the industry. Brian is currently registered with J.p. Morgan Securities LLC. Brian has been registered with this firm since 2019 and has a current registration status of Approved in the state of California. Brian is also registered in New York, Ohio, and Texas. Prior to joining J.p. Morgan Securities LLC, Brian was a financial advisor at Charles Schwab & Co., Inc. Brian specializes in providing financial advice to individuals and businesses. Brian is also registered with the state of California as an Investment Advisor Representative.

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ADVISOR BIO

Brian Tuan Tu is a registered investment advisor representative with Cerity Partners LLC, a firm that provides investment advisory services to individuals, families, and institutions. Brian has been in the financial services industry since 2001 and has a strong background in providing investment advice, financial planning, and portfolio management. Prior to joining Cerity Partners LLC, Brian worked as a financial advisor at M Holdings Securities, Inc. and Mercer Allied Company, L.P. Brian is a graduate of [insert university/college name] with a degree in [insert major]. Brian is a member of the [insert professional organizations].

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ADVISOR BIO

Brian Bradley Russell is a financial advisor with over 19 years of experience in the financial services industry. Brian is a registered representative with LPL Financial, LLC and an Investment Advisor Representative with Rubicon Advisors. Brian has a strong track record of providing personalized financial advice to individuals, families, and businesses. Brian has a wide range of experience in financial planning, investment management, and insurance. He is committed to providing his clients with the highest level of service and helping them achieve their financial goals.

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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 MacDonald is an investment advisor representative who has been in the industry since August 16, 1992. Brian is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has offices in Mill Valley, California. Brian has a Series 63, 65, and 7 licenses and holds registrations in several states. Brian specializes in working with a variety of clients, including high net worth individuals, corporations and businesses, individuals, pension and profit sharing plans, insurance companies, and charitable organizations.

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ADVISOR BIO

Brian Alcala Austria is a financial professional with over 7 years of experience in the industry. Brian is currently registered with Wells Fargo Clearing Services, LLC and is a Registered Representative and Investment Advisor Representative in California and Texas. Brian has earned numerous industry licenses including Series 6, 7, 63, and 66. Brian holds a Series 66 license, which allows them to offer investment advice in both a broker-dealer and an investment advisor capacity. Brian has been active in the industry since 2016. They are a Registered Representative in 14 states and holds an Investment Advisor Representative license in two states.

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