ADVISOR BIO

Brian Whitney is a financial advisor with UBS Financial Services Inc. Whitney has been in the industry since May 1993 and has a broad range of experience in financial services. Whitney has a Series 7, Series 63, and Series 65 licenses and is registered to provide investment advice in 22 states. Whitney also holds a SIE license. Whitney has served a wide variety of clients, including individuals, families, trusts, estates, businesses, and charitable organizations. In addition to their work at UBS Financial Services Inc., Whitney has also been involved in a number of other business ventures. Whitney has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Brian Penzel is a financial advisor with over 20 years of experience in the industry. Brian currently works at Morgan Stanley, and is registered with the state of California and Texas. Brian specializes in asset allocation, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses, individuals, and investment companies. Brian has experience working at CITIGROUP GLOBAL MARKETS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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ADVISOR BIO

Brian Harward is a financial advisor with Goldman Sachs & Co. LLC, where Brian is registered to provide investment advice and brokerage services. Brian joined Goldman Sachs & Co. LLC on 09/09/2022 and is registered in 53 states. Brian's focus is on providing investment advice and brokerage services to individuals, corporations, pooled investment vehicles, and charitable organizations. Brian holds the Series 7TO, Series 63, and SIE licenses.

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ADVISOR BIO

Brian Lundberg is a financial advisor with Edward Jones. Brian has been in the financial industry since 2014. Brian is registered with the state of California. Brian holds Series 66, Series 7TO and SIE licenses. Brian specializes in financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Brian Wiese is a financial advisor registered with LPL Financial LLC. Brian has been in the financial industry since 1997. Brian is licensed to provide investment advisory services in California and Texas and brokerage services in Alabama, Arizona, Arkansas, California, Colorado, Florida, Idaho, Kentucky, Maryland, Nevada, New Mexico, North Carolina, Ohio, Pennsylvania, Tennessee and Texas. Brian has a broad range of experience and specializes in providing financial planning, portfolio management, and consulting services to individuals, corporations, and other businesses. Brian is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

Brian F Arias is a registered representative with J.p. Morgan Securities LLC. Brian holds the Series 63, Series 6TO, and SIE licenses and is registered to conduct business in California. Brian has been in the securities industry since September 2021. Brian's firm, J.p. Morgan Securities LLC, is a large, national firm that offers a wide range of financial products and services. The firm has a strong track record of success and is highly regarded in the industry.

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ADVISOR BIO

Brian Basilio is a financial advisor at J.P. Morgan Securities LLC. Brian has been in the financial services industry since 2017 and is registered to provide investment advice in California and Texas. Brian holds Series 6, 7, 63, and 66 securities licenses, as well as the SIE. Brian has experience providing financial planning, pension consulting, and portfolio management services for individuals and businesses.

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ADVISOR BIO

Brian Ramirez is a registered representative with J.P. Morgan Securities LLC. Brian is licensed to sell securities in California. Brian is also a licensed Investment Company Products/Variable Contracts Representative and has passed the Securities Industry Essentials Examination. Brian is affiliated with the Sacramento office of J.P. Morgan Securities LLC.

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ADVISOR BIO

Brian Hernandez is a registered representative with J.P. Morgan Securities LLC based in San Diego, California. Brian has been in the industry since 2014 and has passed both the Series 6 and Series 63 exams. Brian is licensed to sell investment products to individuals, businesses, and institutions in California.

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ADVISOR BIO

Brian Nichols Mann is a financial advisor with over 8 years of experience in the financial services industry. Brian is currently registered with Osaic Institutions, Inc. in Santa Barbara, California. Brian is also a registered representative of TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated, where they previously worked. Brian provides investment advisory services to individuals, corporations, and charitable organizations.

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