ADVISOR BIO

Bryan Alan Leinart is an investment advisor representative with SCF Investment Advisors, Inc., registered with the state of Texas. Bryan Alan Leinart has been in the industry since August 2014. Bryan Alan Leinart holds a Series 65 license. SCF Investment Advisors, Inc. provides financial planning, pension consulting, and educational seminars, among other services. The firm manages assets for individuals, businesses, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Bryan Ludwig is a financial advisor with Ameriprise Financial Services, LLC. Bryan has been in the industry since October 2008. Bryan has a strong background in financial planning and portfolio management, and is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Bryan Stanley Koppel is a financial advisor with Ameritas Advisory Services, LLC. Bryan has been working in the financial industry since 2016. Bryan holds a Series 7, Series 63, and Series 65 license. Bryan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Bryan is also an associate financial planner with Canvas Financial and is a financial services associate with Boom Planning.

SPECIALIZATIONS

ADVISOR BIO

Bryan Fabian Herrera is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Bryan has been in the securities industry since December 7, 2021 and has a Series 7, Series 66, and SIE licenses. Bryan is registered in California and has experience in the securities industry, financial planning, and other business related activities. Bryan is also registered to provide investment advisory services.

SPECIALIZATIONS

ADVISOR BIO

Bryan Barrow is a financial professional registered with J.p. Morgan Securities LLC. Bryan holds the Series 6, 63 and SIE licenses. Bryan is also registered in California and Nevada. The firm offers a wide range of financial services, including portfolio management, financial planning and pension consulting. The firm primarily works with high-net-worth individuals and corporations.

SPECIALIZATIONS

ADVISOR BIO

Bryan Nelson is a financial advisor with LPL Financial LLC. Bryan has been in the financial services industry since 2004. Bryan holds Series 6, 7, 63, and 65 licenses. Bryan is also a Certified Financial Planner. Bryan provides financial planning, investment management, and consulting services to a wide range of clients. Bryan's primary area of focus is providing investment management and financial planning services to individuals, businesses, and retirement plans. Bryan's previous employer was OSAIC WEALTH, INC. and before that Securities America, Inc.

SPECIALIZATIONS

ADVISOR BIO

Bryan Carp is a registered representative with Morgan Stanley. Bryan has been in the financial services industry for 10 years. Bryan is licensed in 53 states and holds the Series 7, Series 66, and SIE exams. Bryan is located in the Palo Alto office of Morgan Stanley, and serves clients in several locations. Bryan's primary focus areas are portfolio management for individuals, businesses, and investment companies, as well as financial planning. Bryan can also provide services for individuals, businesses and investment companies, including asset allocation advice, selection of other advisors, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Bryan Gutierrez is a financial advisor with over 8 years of experience in the industry. Bryan is registered with the state of California as an Investment Advisor Representative. Bryan Gutierrez is currently employed by Statheros Financial Solutions, Inc. in the El Dorado Hills, California office. Bryan has been with Statheros Financial Solutions, Inc. since November 2019. Bryan Gutierrez specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

SPECIALIZATIONS

ADVISOR BIO

Bryanna Gleason is a financial advisor with LPL Financial LLC. Bryanna has been in the industry for over 15 years and has a wide range of experience in helping clients achieve their financial goals. Bryanna holds the Series 7, Series 63, and Series 66 licenses and is registered to provide investment advice in 20 states. Bryanna's previous experience includes working with CETERA INVESTMENT SERVICES LLC and CUNA BROKERAGE SERVICES, INC.

SPECIALIZATIONS

ADVISOR BIO

Bryant Shan Tchan is a financial advisor at Wells Fargo Clearing Services, LLC. Bryant has been in the financial services industry since 2008. Bryant is registered with the state of California. Bryant is also registered with FINRA. Bryant has Series 6, 7, 63 and 66 licenses. Bryant has experience with investment companies, insurance companies, charitable organizations, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, state or municipal government entities, and individuals other than high-net-worth. Bryant is a registered representative of Wells Fargo Clearing Services, LLC and an investment advisor representative of Wells Fargo Advisors, LLC.

SPECIALIZATIONS