ADVISOR BIO

Brenden Patrick Melrose is a financial advisor at Halbert Hargrove. Brenden has been with Halbert Hargrove since November 2014 and is registered with the state of California. Brenden is a Certified Financial Planner and specializes in portfolio management for individuals, businesses, and charitable organizations.

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ADVISOR BIO

Brenden Oliver Meek is a financial advisor registered with the state of California and Texas. Brenden is an investment advisor representative with Canterbury Consulting Inc. Brenden has been in the financial services industry for over five years, with experience in portfolio management for individuals and businesses, as well as pension consulting. Brenden has a Chartered Financial Analyst (CFA) designation. Canterbury Consulting Inc. provides financial planning services, pension consulting, selection of other advisors, portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Brendon Michael Terry is a financial advisor at Morgan Stanley. Brendon Michael Terry has been in the industry since August 2012. Brendon Michael Terry is registered with FINRA and is licensed in 43 states, as well as Puerto Rico, and the Virgin Islands. Brendon Michael Terry specializes in Portfolio Management for Businesses, Individuals, and Investment Companies. Brendon Michael Terry has experience working with various clients including individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations, state or municipal government entities, and banking or thrift institutions. Brendon Michael Terry is a financial advisor who can provide you with the advice and support you need to reach your financial goals.

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ADVISOR BIO

Brendon Makana Kempin is an Investment Advisor Representative with IEQ Capital, LLC. Brendon has been in the industry for 1 year and is currently licensed in California. Brendon is a registered Investment Advisor Representative and is authorized to provide financial advice to individuals, businesses, and charitable organizations. Brendon has a broad range of experience in the financial industry, including investment management, financial planning, and portfolio management. Brendon earned the Series 7, Series 66, and SIE licenses. IEQ Capital, LLC is an investment advisor that offers a wide range of financial services, including investment management, financial planning, and portfolio management. The firm's investment philosophy is based on a long-term, value-oriented approach to investing.

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ADVISOR BIO

Brendon Seyfried is a financial advisor with J.P. Morgan Securities LLC. Brendon has been in the industry since August 2019 and is registered in all 50 states and the District of Columbia. Brendon has Series 63, 79TO and SIE licenses. The firm specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals. The firm manages over $249.7 billion in assets for over 1 million clients.

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ADVISOR BIO

Brenna Gabrielle Cancilla is an Investment Advisor Representative at Mission Street Wealth Planning. Brenna has been in the industry for over two years and is registered in California as an Investment Advisor Representative. Brenna holds the Series 65 license. Brenna is a member of the outreach team at CicLAvia, a non-profit organization that creates large events in Los Angeles where people can ride their bikes, walk, and enjoy their neighborhoods.

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Brenna Killoran is a financial advisor currently registered with Charles Schwab & CO., Inc. Brenna is located in Walnut Creek, California. Brenna has been in the financial services industry since 2010, and has passed Series 66, Series 7TO, and SIE exams.

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ADVISOR BIO

Brenna Marie Bonillas is a financial advisor with LPL Financial LLC. Brenna has been in the industry for over 10 years and has experience with Ameritas Investment Company, LLC, Girard Securities, Inc., SCF Securities, Inc., and Thrivent Investment Management Inc.. Brenna is registered with the state of California and holds Series 7, 66, and SIE licenses. Brenna is a skilled financial professional with a strong track record in helping clients achieve their financial goals.

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ADVISOR BIO

Brennan William Fontana is an investment advisor representative with Lido Advisors, LLC. Brennan has been in the financial services industry since 2018. Brennan holds the Series 7, Series 66, and Series 65 securities licenses. Brennan also has experience working with Westin Vacation Club, Fortune Builders, and Marcus & Millichap. Brennan is a Registered Investment Advisor and is currently licensed in California.

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ADVISOR BIO

Brennan Kurtela is an investment advisor representative associated with Mariner Independent Advisor Network LLC. Brennan is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 66, 7, and SIE licenses. Brennan has been in the industry since December 2015 and holds a number of state registrations as well. Brennan has worked with clients that include individuals, corporations, charitable organizations, and pension and profit-sharing plans. Brennan specializes in the areas of financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS