ADVISOR BIO

Bradley Benini is a financial advisor registered with J.P. Morgan Securities LLC in SAN FRANCISCO, CA. Bradley has been in the industry since 2015 and has experience with a wide range of investment products and services. Bradley is a Series 7, 63, and 79 licensed professional. In addition to working with J.P. Morgan Securities LLC, Bradley has also worked with RBC Capital Markets, LLC. Bradley's expertise includes financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Bradley Barnblatt is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Bradley has been in the industry since 1995 and has a wide range of experience. Bradley holds Series 63, 65, 7 and SIE licenses. Bradley has been registered in 30 states and is also licensed in California as a Real Estate agent. Bradley's firm is based in St. Louis, Missouri. Bradley has a long history with Wells Fargo and has worked with Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Bradley offers a wide variety of financial planning and investment services.

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ADVISOR BIO

Bradley Quan is a financial advisor with UBS Financial Services Inc. Bradley has been in the industry since 2004 and has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Credit Suisse Securities (USA) LLC. Bradley holds both Series 63 and Series 66 licenses. Bradley has expertise in Financial Planning, Pension Consulting, Educational Seminars, Selection of other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals and Publication of Periodicals.

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ADVISOR BIO

Brady J. Dilena is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 6 years of experience in the financial services industry. Brady is registered to offer securities and investment advisory services in 52 states and the District of Columbia. Brady has a strong focus on providing comprehensive financial planning, investment management, and retirement planning services.

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ADVISOR BIO

Brandon West is a financial advisor with over 20 years of experience in the industry. Brandon is currently registered as a broker and investment advisor representative with Morgan Stanley. Brandon is licensed in 53 states and holds the Series 7TO, Series 66, and SIE licenses. Brandon’s areas of expertise include investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Brandon has worked in the financial services industry since 2021 and has experience with Bank of America, McCullough & Associates LLC, Red Boy Pizza, Scott Valley Swim and Tennis Club, and Full Time Education.

SPECIALIZATIONS

ADVISOR BIO

Brandon Michiyuki Nakamura is a registered investment advisor representative in California, Hawaii, Texas, and Virginia. Brandon is associated with Equitable Advisors, LLC and has been in the industry since October 3, 2017. Brandon has passed the Series 66, Series 7, and SIE exams. Brandon is a specialist in retirement planning, college savings, estate planning, and insurance. Brandon is committed to helping individuals and families achieve their financial goals.

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ADVISOR BIO

Brandon Jay Miller is a financial advisor registered with Brio Financial Group. Brandon has been working in the financial services industry since March 2000. Brandon has passed the Series 66, Series 7 and SIE exams. Brandon is a Certified Financial Planner and a Chartered Financial Consultant. Brandon has experience working with high-net-worth individuals, corporations or other businesses and individuals other than high-net-worth.

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ADVISOR BIO

Brandon Herrera is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Brandon has been in the securities industry since June 2018. Brandon is registered in 40 states and holds the Series 7, Series 66 and SIE exams. Brandon has a variety of specializations, including portfolio management, financial planning, and pension consulting. Brandon's areas of focus include working with high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Brandon Heiken is a registered representative with J.P. Morgan Securities LLC. Brandon has been in the securities industry since 2010 and is licensed in multiple states. Brandon is also a registered investment advisor representative in California and Texas. Brandon's previous experience includes working at Credit Suisse Securities (USA) LLC. Brandon's specializations include Portfolio Management for Individuals and Businesses, Financial Planning, and Pension Consulting.

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ADVISOR BIO

Bren Alise Johnson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Bren has been in the financial industry since 1998. Bren specializes in providing investment advice to corporations, individuals, and pension plans. Bren is also a Registered Investment Advisor (RIA) and holds the Series 66, Series 10, Series 24, and Series 7 licenses. Bren is also the 2024 Commodore of the Northern California Fleet for the Classic Yacht Association.

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