ADVISOR BIO

Brett Gersack is a financial advisor at Halbert Hargrove. Brett has been working in the financial industry since 2000 and has a wide range of experience in providing financial advice to individuals and institutions. Brett holds the Series 7, 63 and 66 licenses and is a Certified Financial Planner. Brett is committed to providing his clients with personalized financial advice that meets their individual needs. Brett is experienced in providing financial planning, investment consulting, portfolio management, and educational seminars.

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ADVISOR BIO

Brett Faitlowicz is an Investment Advisor Representative with Asset & Wealth Management Search LLC. Brett is licensed to provide investment advice in California and New York. Brett has been in the industry since July 2013. Brett has also worked as a recruiter for Asset & Wealth Management Search LLC since July 2013. Brett specializes in recruiting for asset management and wealth management firms. Asset & Wealth Management Search LLC is an executive search firm that specializes in the asset management and wealth management industries. The firm primarily serves as a referral service for other investment advisors.

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ADVISOR BIO

Brett Curran is a financial advisor at Western International Securities, Inc. Brett has been in the industry since 1991. Brett has experience with clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Brett is registered in California, Colorado, Idaho, Nevada, North Carolina, Virginia, and Washington. Brett offers a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Brett also has experience working with GO Mortgage Broker.

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ADVISOR BIO

Brett Alan Schroeder is a financial advisor at Stifel, Nicolaus & Company, Inc. Brett has been in the financial industry since 1992. Brett has a strong background in securities, investments and financial planning. Brett has extensive experience working with clients on a variety of financial needs, including retirement planning, college savings, and estate planning. Brett holds a Series 3, 7, 9, 10, 63 and SIE licenses. Brett is currently registered with the state of California and Texas. Brett is also a member of the Tulare Sunrise Rotary Club and serves on the board of the Turnberry Home Owners Association.

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Brett Frazier is a financial advisor with Raymond James & Associates, Inc. Brett is licensed to provide investment advice in the states of California, Colorado, Connecticut, Florida, North Carolina, and Texas. Brett has been a registered advisor in the securities industry since January of 2023 and has a total of 6 years in the financial services industry. Brett holds the Series 66, Series 7TO, and SIE licenses. Brett provides investment advice for individuals, businesses, and pension and profit-sharing plans. Brett's clients include corporations, individuals, other investment advisors, and pension and profit-sharing plans. Brett also offers financial planning and portfolio management services.

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ADVISOR BIO

Brett Allen Bonecutter is an investment advisor representative registered with Hightower Advisors, LLC. Brett Allen Bonecutter has been active in the financial services industry since July 2022. Brett Allen Bonecutter is licensed in California and has completed the Series 7TO, SIE, Series 63, and Series 66 exams.

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Brett Zylstra is a financial advisor with Morgan Stanley. Brett has been working in the financial industry since 2012 and has a wide range of experience working with clients in various industries, including insurance companies, investment companies, charitable organizations, and individuals. Brett is registered to offer financial advice in 53 states. Brett can provide financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Brett Wilson Everhart is a financial advisor with Raymond James Financial Services Advisors, Inc. Brett has been in the industry since 1982. Brett has a total of 29 state registrations, 2 approved IA state registrations, and 1 approved FINRA registration. Brett holds Series 7, Series 63, Series 24, Series 53 and Series 65 licenses. Brett is a Certified Financial Planner. In addition to Brett's current role at Raymond James Financial Services Advisors, Inc., Brett also has a number of other business relationships. Brett's other business activities include working as an agent for Addison Avenue, selling non-variable insurance, and serving as an Associate/Employee for Addison Avenue Investment Services and First Tech Fed Credit Union. Brett provides financial planning services for CU members and is a Financial Advisor for the Investment Services Division of the Credit Union.

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Brett Bouchet is a registered representative with Planmember Securities Corp. Brett's professional experience includes providing investment supervisory services. Brett is also a Series 6TO and SIE licensed representative.

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ADVISOR BIO

Brett Edward Tank is a registered investment advisor representative. Brett has been in the securities industry for 22 years. Brett is currently registered with UBS Financial Services Inc. and has offices in Sacramento, California and Nevada. Brett has passed the Uniform Combined State Law Examination, the Series 3, the Series 7 and the Securities Industry Essentials Examination. Brett is licensed in 37 states.

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