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 Wells is a financial advisor with RBC Capital Markets, LLC. Brian has been in the industry since 1998 and holds several licenses including Series 7, Series 31 and Series 63. Brian also holds the Series 65 license to advise on investment strategies. Brian is located in Greenbrae, California, and has a history of working with individuals, corporations, high-net-worth individuals and institutions.

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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 Dawidowicz is a financial advisor with Osaic Wealth, Inc. Brian has been in the financial services industry since 2002 and holds a Series 6, 7, 24, 53 and 66 license. Brian has a wide range of experience and is committed to providing his clients with personalized financial planning and investment management services. Brian is also a Certified Financial Planner and a Chartered Financial Consultant.

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ADVISOR BIO

Brian Tokarik is a financial advisor registered with LPL Financial LLC. Brian has been working in the financial services industry since 2015. Brian has experience in financial planning, consulting and other non-discretionary advisory services. Brian holds Series 7, Series 24, Series 4, Series 52, Series 53, and Series 66 licenses. Brian's office is located in San Diego, California.

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ADVISOR BIO

Brian Edward Canning is a financial advisor with Abacus Wealth Partners in Santa Monica, CA. Brian has been a registered investment advisor since 2012, with previous experience at Fidelity Brokerage Services LLC and TD Ameritrade, Inc. Brian specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Brian also provides financial planning and educational seminars. Brian is a Certified Financial Planner.

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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 Soon is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Brian is active in 27 states and has been in the industry since August 1998. Brian has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since September 2013. Previous to that, Brian was registered with CHARLES SCHWAB & CO., INC. Brian is a Series 66, Series 7 and SIE qualified advisor. Brian's background includes experience with Bank of America, N.A.

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ADVISOR BIO

Brian Ramirez is a registered representative with J.P. Morgan Securities LLC. Brian is licensed to sell securities in California. Brian is also a licensed Investment Company Products/Variable Contracts Representative and has passed the Securities Industry Essentials Examination. Brian is affiliated with the Sacramento office of J.P. Morgan Securities LLC.

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ADVISOR BIO

Brian Angel Castellanos is a registered representative with J.P. Morgan Securities LLC. Brian has been in the financial services industry since 2021. Brian's areas of specialization include investments, insurance, mutual funds, annuities and retirement planning. Brian has a Series 63, Series 6TO and SIE license. Brian is registered in California.

SPECIALIZATIONS