ADVISOR BIO

Brian Robert Peter has been in the financial services industry since December 2, 1993. Brian is a Registered Representative with Morgan Stanley and has been with the firm since June 1, 2009. Before that, Brian was a Registered Representative with CITIGROUP GLOBAL MARKETS INC. Brian is licensed to provide investment advice in California and Texas. Brian has passed the Series 63, Series 65, Series 7, and Series 31 examinations.

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ADVISOR BIO

Brian Hoai Dinh is a financial advisor with J.p. Morgan Securities LLC. Brian has been in the financial industry since 2014 and is licensed to provide financial advice in Arizona and California. Brian has experience working with high net worth individuals, corporations, and pension plans.

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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 Douglas Talgo is a financial advisor at Stifel, Nicolaus & Company, Inc.. Brian has been in the industry since 1988. Brian is registered with the state of California and Texas. Brian's firm manages over $100 billion in assets.

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ADVISOR BIO

Brian Self is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Brian has been in the securities industry for over 14 years. Brian holds Series 7, 24, 51, and 66 licenses and is registered in several states. Brian specializes in providing portfolio management services to individuals, businesses, and institutions. Brian also provides financial planning services, including retirement planning, investment planning, and estate planning. Brian has a strong understanding of the financial markets and a commitment to providing clients with personalized investment advice. In addition to his work at Merrill Lynch, Pierce, Fenner & Smith Inc., Brian is also active in his community, serving as Vice President of a networking group.

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ADVISOR BIO

Brian Johnson is a registered investment advisor representative (IAR) with Monarch Wealth Strategies, an independent investment advisor firm. Brian has over 10 years of experience in the financial services industry. Brian holds the Series 66, SIE, and Series 7 licenses. Brian is based in Santa Barbara, CA. Brian specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, and small businesses.

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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 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 Christopher Echeverria is an active investment advisor representative and registered representative for Merrill Lynch, Pierce, Fenner & Smith Inc. Brian has been in the securities industry since February 2018. Brian's registrations are currently active in California and Texas. Brian has passed the Series 66, Series 7, and the SIE exam.

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ADVISOR BIO

Brian Freeman is a financial advisor who has been in the industry since 1986. Brian is currently registered with Cetera Investment Advisers LLC. Brian has also previously been registered with Securian Financial Services, Inc. and Consolidated Resources, Inc. Brian is licensed in a number of states and has a variety of financial designations. Brian is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS