ADVISOR BIO

Brandon Dalgarno is a financial advisor with Avantax Advisory Services, based in Carlsbad, California. Brandon has been in the financial industry since April 2006. Brandon holds a Series 7, Series 66, and SIE license and is registered in Arizona, California, Colorado, Florida, Hawaii, Illinois, Indiana, Minnesota, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Texas, Virginia, and Washington. Brandon is a Certified Financial Planner.

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ADVISOR BIO

Brandon Picone is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in SAN JOSE, CA. Brandon has been in the industry since February 26, 2013, and has experience working at both Merrill Lynch and Transamerica Financial Advisors. Brandon has a Series 66, Series 7, Series 9 and Series 10 license. Brandon is also registered in 53 states and the District of Columbia, providing a wide range of services to clients.

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ADVISOR BIO

Brandon Arnold is a financial advisor with Edward Jones. Brandon has been in the financial industry since 1998 and is registered in 29 states. Brandon holds the Series 63, Series 7, and SIE licenses. He specializes in retirement planning, college savings, and investment strategies. Brandon also offers financial planning services to individuals and businesses. Brandon Arnold is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Brandon Estrada is a financial advisor with J.p. Morgan Securities LLC, with offices in Redlands and Moreno Valley, California. Brandon has been in the financial industry since 2012, working previously with Chase Investment Services Corp. He holds a Series 6, 7TO, 63, and 66 licenses. Brandon holds the designations of Certified Financial Planner and Chartered Financial Consultant, and specializes in financial planning for individuals, families, and businesses.

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ADVISOR BIO

Brandon Scott Schwartz is a financial advisor with over 20 years of experience in the industry. Brandon is currently registered with Wells Fargo Clearing Services, LLC and has been with them since 2010. Prior to that, Brandon worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., WELLS FARGO INVESTMENTS, LLC and MORGAN STANLEY DW INC. Brandon is a CERTIFIED FINANCIAL PLANNER™ professional.

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ADVISOR BIO

Brandon Theodore Asher is an Investment Advisor Representative, Registered Representative, and a Financial Advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Brandon has over 12 years of experience in the industry. Brandon's practice focuses on providing investment advice and portfolio management to individuals, families, businesses, and institutions. Brandon has a wide range of investment experience and specializes in various types of investments, including stocks, bonds, mutual funds, and alternative investments.

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ADVISOR BIO

Brandon Smith is a financial advisor with Flywheel Private Wealth LLC. Brandon has been in the financial services industry since 2006 and has a strong track record of success. Brandon is a Certified Financial Planner™ and has a Series 7 and Series 66 licenses. Brandon has experience working with a variety of clients, including high-net-worth individuals and businesses. Brandon has been affiliated with Flywheel Private Wealth LLC since June 2023. Before that, Brandon worked for Wells Fargo Clearing Services, LLC from June 2012 to June 2023. In addition to his work as a financial advisor, Brandon is also a board member and investment committee member of the Los Altos Rotary Endowment Fund.

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ADVISOR BIO

Brandon Geer is a registered representative with Goldman Sachs & Co. LLC. Brandon has been in the industry since 2012 and holds licenses for both broker-dealer and investment advisor activities. Brandon is licensed in all 50 states and is currently located in the Century City office of Goldman Sachs. Brandon's specializations include investment management for individuals, corporations and pooled investment vehicles.

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ADVISOR BIO

Brandon Lee Jenkins is a financial advisor with over 19 years of experience in the industry. Brandon currently works for U.S. Bancorp Advisors, LLC and holds Series 66, Series 7 and SIE licenses. He has been a registered representative and investment advisor in many states including California, Colorado, Florida, Indiana, Maryland, Massachusetts, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Tennessee, Texas, Utah, Virginia, and Washington. In addition to his financial advisor role, Brandon has prior experience working with Citigroup Global Markets, Inc. and Unionbanc Investment Services.

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ADVISOR BIO

Brandon Georges Laborde is an investment advisor representative with Assetmark, Inc. in CONCORD, CA. Brandon has been in the financial services industry since 2013. Brandon holds the following licenses: Series 6, Series 63, Series 65, and SIE. Brandon is registered with the state of California as an investment advisor representative and also holds licenses in Arkansas, Louisiana, and Texas. Brandon's primary areas of focus are individuals, investment companies, and pension consulting.

SPECIALIZATIONS