ADVISOR BIO

Brian Scott Field is a financial advisor who has been working in the industry since 2001. Brian is currently registered with LPL Financial LLC and Lifetime Financial Advisors Inc. in California and Texas. Brian has a wide range of experience, having previously worked at TD Waterhouse Investor Services, Inc., Charles Schwab & Co., Inc., and H&R Block Financial Advisors, Inc. Brian holds Series 7, 6, 63, and 66 securities licenses, as well as the SIE exam. Brian is also a Registered Investment Advisor with Lifetime Financial Advisors Inc. Brian provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, and consulting services. Brian's primary business location is in Encinitas, California.

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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 Hernandez is a registered representative with J.P. Morgan Securities LLC based in San Diego, California. Brian has been in the industry since 2014 and has passed both the Series 6 and Series 63 exams. Brian is licensed to sell investment products to individuals, businesses, and institutions in California.

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ADVISOR BIO

Brian Howarth is a financial advisor with Principal Securities, Inc. located in ENCINITAS, CA. Brian has over 14 years of experience in the financial services industry. Brian is a registered representative with FINRA and is also registered as an investment advisor representative in multiple states. Brian's professional experience includes positions at PRINCOR FINANCIAL SERVICES CORPORATION and PRINCIPAL LIFE INSURANCE COMPANY.

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ADVISOR BIO

Brian Hsieh is a financial advisor with LPL Financial LLC. Brian has been working in the financial services industry for over 17 years. Brian is registered as an investment advisor representative in California and Texas. Brian holds Series 7, Series 66 and SIE securities licenses. Brian has a broad range of experience and can assist clients with financial planning, portfolio management and other advisory services. Previous to working at LPL, Brian worked at Waddell & Reed.

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ADVISOR BIO

Brian Michael Nash is a financial advisor working at Morgan Stanley. Brian has been in the financial industry since March 12, 2000. Prior to joining Morgan Stanley, Brian worked at Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Brian holds the Series 31, Series 7, and Series 66 licenses. Brian has over 20 years of experience in the financial industry and is registered to provide investment advice in 22 states. Brian provides a variety of financial services, including asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management. Brian specializes in working with high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Brian Mishler is an investment advisor representative at Edward Jones, a firm with over 20,000 employees and $824 billion in assets under management. Brian has been in the financial industry since 1993. Brian holds Series 63, 66 and 7 licenses. Brian has been registered with the state of California since 1994. Brian is also a member of the Rotary Club Investment Policy Committee. Brian works with individuals and families, businesses and charitable organizations. Brian provides financial planning, portfolio management and selection of other advisors.

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ADVISOR BIO

Brian Orrico is a financial advisor with over 30 years of experience in the industry. Brian currently works at Robert W. Baird & Co. Inc., where Brian is registered as a broker-dealer in California, Florida, Texas, and Washington. Brian has worked at a number of financial firms, including MCADAMS WRIGHT RAGEN, INC., RBC DAIN RAUSCHER INC., DAIN RAUSCHER INCORPORATED, KIDDER, PEABODY & CO. INCORPORATED, PRUDENTIAL-BACHE SECURITIES INC., and DREXEL BURNHAM LAMBERT INCORPORATED. Brian holds a Series 3, 7, 63, and 65 license. Brian's expertise includes providing investment advice to individuals, corporations, investment companies, and pooled investment vehicles. Brian also offers financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Brian Lopipero is a registered representative with UBS Financial Services Inc. Brian has been in the industry since December 2020 and holds Series 63, Series 7TO and Series 6TO licenses. Brian has experience with J.P. Morgan Securities LLC.

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ADVISOR BIO

Brian Watterson is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Brian has been in the industry since 2012 and is licensed in 24 states. Brian's areas of expertise include portfolio management for businesses and individuals. Brian has a long history of working with high-net-worth individuals and has experience working with clients in a variety of industries. Brian is committed to providing clients with personalized financial advice and investment strategies that meet their specific needs.

SPECIALIZATIONS