ADVISOR BIO

Brian Scarr is an investment advisor representative associated with LPL Financial LLC in REDDING, CA. Brian Scarr has been in the industry since August 22, 2016. Prior to joining LPL Financial LLC, Brian Scarr was employed by Edward Jones in REDDING, CA. Brian Scarr holds a Series 66 and a Series 7 license and has been registered with the state of California as an investment advisor representative.

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ADVISOR BIO

Brian Beggs is a registered representative with Wells Fargo Clearing Services, LLC, offering securities and investment advisory services in California and Texas. Brian has been in the financial services industry since 2020. He has a Series 7TO, Series 66, and SIE license. Prior to joining Wells Fargo Clearing Services, Brian worked with Pruco Securities, LLC.

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ADVISOR BIO

Brian Lam is a financial advisor with over 16 years of experience in the financial services industry. Brian Lam is currently registered with Edward Jones and holds a Series 7, Series 66, and SIE license. Brian Lam has been a registered representative with Edward Jones in the Mission Viejo, CA area since 2007. Brian Lam previously worked at Waddell & Reed, Inc. and Banc of America Investment Services, Inc. Brian Lam specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans.

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ADVISOR BIO

Brian Rossney is a financial advisor with over 20 years of experience in the industry. Brian has been registered with Wells Fargo Clearing Services, LLC since 2003 and has experience working with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Brian has held a series 7, 31, and 66 registration and holds a Series SIE. Prior to joining Wells Fargo Clearing Services, LLC, Brian worked for Prudential Securities Incorporated and Pruco Securities Corporation.

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ADVISOR BIO

Brian Gates is a registered investment advisor representative with Cuso Financial Services, LP. Brian has been in the financial services industry since 1996. Brian is registered with the state of California and Texas as an investment advisor representative. Cuso Financial Services, LP is an investment advisor firm with a long history of serving clients, with approximately $4.7 billion in assets under management. Brian's experience and expertise provide him with the necessary skills to effectively serve a wide range of client needs.

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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 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 Solomon is an investment advisor with Independent Financial Group, LLC. Brian is a registered representative in California and Texas, and has been in the securities industry since 1987. Brian has worked in the investment industry at several firms in addition to Independent Financial Group, LLC, including Sentra Securities Corporation and Linsco/Private Ledger Corp. Brian's current employer is an independent broker-dealer with a client base of individuals, corporations, trusts and estates, and charitable organizations. Brian is currently licensed to sell securities in the states of California, Colorado, Florida, Indiana, Missouri, North Carolina, Oklahoma, Oregon, Texas, Utah, and Washington.

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ADVISOR BIO

Brian Hanna is a financial advisor at J.P. Morgan Securities LLC. Brian is registered to provide investment advice in California. Brian has been working in the financial services industry since 2024 and has passed the Series 63, SIE, and Series 6TO exams.

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ADVISOR BIO

Brian Robert Houle is a financial advisor with Morgan Stanley. Brian is registered with the state of California and Texas. Brian has over 5 years of experience in the financial services industry. Brian specializes in asset allocation advice, financial planning, portfolio management for businesses, individuals, and investment companies. Brian is committed to helping clients achieve their financial goals.

SPECIALIZATIONS