ADVISOR BIO

Brian Winnen is a registered investment advisor representative with J.P. Morgan Securities LLC. Brian has been in the securities industry since August 27, 2012. Brian has passed the Series 7, Series 66 and SIE exams. Brian has been registered with FINRA since July 2017. Brian has been registered with the state of California since July 25, 2017 and has been registered with the state of Texas since November 2, 2017. Brian is a Certified Financial Planner. Brian is currently employed at J.P. Morgan Securities LLC in Roseville, California. Brian's previous employers include Chase Investment Services Corp., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. J.P. Morgan Securities LLC is a large financial services firm with over $50 billion in assets under management. J.P. Morgan Securities LLC provides financial planning, portfolio management, pension consulting and selection of other advisors services to individuals, businesses, investment companies and pooled investment vehicles.

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ADVISOR BIO

Brian James Lineberger is a financial advisor at UBS Financial Services Inc. with over 15 years of experience in the industry. Lineberger holds the Series 66, Series 7 and SIE licenses. Brian is registered to provide investment advice in 23 states. Lineberger's office is located at 3030 Old Ranch Pkwy, SUITE 300 in SEAL BEACH, CA. UBS Financial Services Inc. provides a range of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. The firm manages over $700 Billion in assets under management for over 1 million clients.

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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 C. Smithers is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since July 2008. Brian is a Series 66, 10, 9, 3, 7, and SIE licensed professional with experience in providing investment advice to individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Brian's firm manages over $1 trillion in assets and provides a variety of investment services, including portfolio management, pension consulting, and educational seminars. Brian has been registered in over 50 states and the District of Columbia.

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ADVISOR BIO

Brian Wilbur Nelson is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with Cuso Financial Services, LP and Sorrento Pacific Financial, LLC, both located in San Diego, CA. Brian also has prior experience with Cadaret, Grant & CO., Inc. in Syracuse, NY. Brian focuses on financial planning, portfolio management for businesses and individuals, and pension consulting.

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ADVISOR BIO

Brian McPartland is a financial advisor at J.P. Morgan Securities LLC. Brian is active in the financial services industry since March 2007. Brian provides financial services to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. Brian offers investment advisory services including portfolio management for individuals, corporations, and businesses and financial planning services.

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ADVISOR BIO

Brian Bickford is an investment advisor representative with Equitable Advisors, LLC, having been in the industry since 2008. Brian is registered to provide investment advice in 22 states and is currently affiliated with the firm's San Diego, California office.

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ADVISOR BIO

Brian Holland is a financial advisor with over 5 years of experience in the financial services industry. Brian is currently registered with PlanMember Securities Corporation and has previously held positions with National Pension & Group Consultants, Inc, Farmers Financial Solutions, LLC, and Lockton Affinity, LLC. Brian is licensed to provide investment advisory services in Kansas and Missouri and holds licenses for both Series 6 and 63 exams. Brian specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Brian Matthew Cooke is an investment advisor representative with LPL Financial LLC in CAPITOLA, CA. Brian has been in the financial industry since 2002 and holds Series 63, Series 66 and Series 7 licenses. Brian is registered in 27 states, including California and Texas, and has previously worked at EDWARD JONES.

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ADVISOR BIO

Brian Grimditch is an investment advisor representative for Highline Wealth Partners, a registered investment advisor in Sherman Oaks, California. Brian has been in the financial services industry for over 17 years. Brian is a licensed Series 6, 7, 63, and 65 representative and holds the SIE exam. Brian has experience working for Northwestern Mutual Investment Services LLC and Thrivent Investment Management Inc. Brian specializes in working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Brian has been a registered representative since 2006.

SPECIALIZATIONS