ADVISOR BIO

Brian Kepp is an investment advisor representative with Fisher Investments. Brian is registered with the state of California and Texas and has been in the industry since October 2005. Brian is a Chartered Financial Analyst and has passed the Uniform Investment Adviser Law Examination (Series 65). Brian specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Brian Dixon is a registered investment advisor with Charles Schwab Investment Management, Inc.. Brian has been in the financial services industry since August 2012. Brian is a Chartered Financial Analyst and holds a Series 65 license. Brian's specializations include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Charles Schwab Investment Management, Inc. is a large firm with over 300,000 client accounts.

SPECIALIZATIONS

ADVISOR BIO

Brian Asher is a financial professional with over 35 years of experience in the industry. Brian has been registered with Morgan Stanley since 2009 and has held previous registrations with several other firms, including Citigroup Global Markets Inc., PaineWebber Incorporated, and Financial Network Investment Corporation. Brian holds a Series 63, Series 65, Series 3, Series 7, Series 9, and Series 10 license, and is a licensed Investment Adviser Representative in both California and Texas. Brian Asher is a dedicated and experienced financial professional who is committed to providing clients with the best possible financial advice.

SPECIALIZATIONS

ADVISOR BIO

Brian K Hioe is a financial advisor with Morgan Stanley, a large firm with headquarters in Purchase, New York. Brian has been in the industry since April 2016. His firm offers financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. Brian is registered in 26 states and works in Pasadena, California, serving clients nationwide.

SPECIALIZATIONS

ADVISOR BIO

Brian James Hannibal is an investment advisor representative registered with the state of California. Brian is associated with Pacific Investment Management Co. LLC and has been in the industry since 2013. Brian's primary business is investment advisory services. Brian provides financial advice to individuals, businesses, and pooled investment vehicles. Brian is a Chartered Financial Analyst (CFA). Brian's prior work experience includes roles at Gurtin Municipal Bond Management and Pacific Investment Management Company LLC. Brian is a specialist in the areas of portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles. Brian also specializes in pension consulting, selection of other advisers, and certain non-discretionary services. Brian's firm, Pacific Investment Management Co. LLC, is headquartered in Newport Beach, California.

SPECIALIZATIONS

ADVISOR BIO

Brian Bechelli is a financial advisor who has been in the industry since 2012. Brian is currently registered with Morgan Stanley. Previously, Brian was registered with J.P. Morgan Securities LLC. Brian holds the Series 66, Series 7, and SIE licenses. Brian is registered to provide investment advisory services in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

SPECIALIZATIONS

ADVISOR BIO

Brian David Wood is a financial advisor who has been in the industry since 2003. Brian is currently registered with Morgan Stanley and has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., CUNA Brokerage Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Brian is registered to provide investment advice in California.

SPECIALIZATIONS

ADVISOR BIO

Brian Armston is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with Morgan Stanley as a Registered Representative and Investment Advisor Representative in California and Texas. Brian has a strong background in providing financial advice to individuals, families, and businesses. Brian has held previous positions at Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and AXA Advisors, LLC. Brian has a wide range of experience in financial planning, investment management, and retirement planning.

SPECIALIZATIONS

ADVISOR BIO

Brian Brogan is a financial advisor registered with Morgan Stanley and has been in the industry since 1999. Brian holds the Series 7, Series 63, and SIE licenses. Brian is currently registered with FINRA and is active in 27 states including California, Texas, New York and Illinois. Brian also has experience with Citigroup Global Markets Inc.

SPECIALIZATIONS

ADVISOR BIO

Brian Medina is an investment advisor representative at T. Rowe Price Associates, Inc. Brian has been in the financial services industry since 1997. Brian has a wide range of experience, having worked at multiple firms such as Invesco Distributors, Inc., OppenheimerFunds Distributor, Inc., and A. G. Edwards & Sons, Inc. Brian is currently registered to provide investment advisory services in California and Maryland. Brian holds the Series 6, 7, 63, 65, and 66 licenses. Brian's specializations include financial planning, portfolio management, and selection of other advisors. Brian has been moderating whiskey tastings on the side for the last year.

SPECIALIZATIONS