ADVISOR BIO

Brian Logue is a registered representative at J.P. Morgan Securities LLC. Brian has been in the financial services industry since 2015. Brian is licensed to provide investment advice in 53 states and is a Registered Investment Advisor in California and Texas. Brian has a Series 7, Series 66, and SIE license. Brian specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Brian has over $100 billion in assets under management.

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ADVISOR BIO

Brian Wisniewski is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Brian has been in the securities industry since March 17, 1988. Brian has passed the Series 3, Series 7, Series 63, and Series 65 exams and holds registrations in 28 states. Brian is currently registered with Wells Fargo Clearing Services, LLC, and previously worked at Prudential Securities Incorporated.

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ADVISOR BIO

Brian Jeffery Sharpes is a registered investment advisor representative with Morgan Stanley. Brian has been in the securities industry since September 1994. Brian has worked at both UBS Financial Services, Inc. and Citigroup Global Markets Inc. prior to joining Morgan Stanley. Brian has experience in securities and investment advising, including portfolio management for individuals, businesses, and investment companies. Brian also has experience in financial planning and pension consulting.

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ADVISOR BIO

Brian David Fox is a financial advisor with over 25 years of experience in the industry. Brian is currently registered with Stifel, Nicolaus & Company, Inc. and is active in both the broker-dealer and investment advisor spaces. Brian is registered to provide investment advice in all 50 states. Prior to joining Stifel, Nicolaus & Company, Inc. Brian was with Stone & Youngberg LLC. Brian holds the Series 7, 63, and 53 licenses.

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ADVISOR BIO

Brian Williams is a financial advisor at J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management. Brian has been in the financial services industry since January 2022 and is licensed to provide financial advice in 53 states. Brian holds the Series 63, Series 79TO, and SIE licenses. Brian specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting.

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ADVISOR BIO

Brian Mackenzie Clarke is an active advisor with Morgan Stanley. Brian has been in the industry since July 2016 and is registered in 28 states with both securities and investment advisor licenses. Brian's registrations cover both Broker/Dealer and Investment Advisor activities. Brian holds Series 66, SIE and Series 7 licenses. Brian's experience is in a range of sectors including financial planning and portfolio management.

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ADVISOR BIO

Brian Ullmann is a financial advisor with over 15 years of experience in the financial services industry. Brian is currently registered with LPL Financial LLC and Perennial Financial Services. Brian is a Certified Financial Planner™ professional and specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Brian is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Brian Trowbridge is a financial advisor registered with LPL Financial LLC in the states of Colorado and Texas. Brian has over 20 years of experience in the financial services industry, having previously worked with H.D. Vest Investment Services, Waddell & Reed, Inc., NEXT Financial Group, Inc., and 1st Global Capital Corp.. Brian holds the Series 66, Series 7 and SIE licenses. Brian specializes in Retirement Planning, College Savings Plans, Estate Planning, and Insurance.

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ADVISOR BIO

Brian Thomas Chandler is a financial advisor with Edward Jones. Brian has been in the financial industry since June 2008 and has been registered with Edward Jones since April 2009. Brian is licensed to provide securities and investment advisory services in Alaska, Arizona, California, Florida, Georgia, Idaho, Montana, Nebraska, New Mexico, Oregon, Tennessee, Texas, and Washington. Brian has specialized in assisting individuals, partnerships, investment clubs, limited liability companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and high-net-worth individuals with their financial needs.

SPECIALIZATIONS

ADVISOR BIO

Brian Alan McAdams is a registered investment advisor representative with Morgan Stanley, based in San Francisco, California. Brian has been in the financial industry since July 2015 and holds Series 66, SIE, and Series 7 licenses. Brian's registrations cover various states, including Texas, where he has a resident registration. Brian is a member of the Financial Industry Regulatory Authority (FINRA).

SPECIALIZATIONS