ADVISOR BIO

Brian Russell darden Gilbert is a financial advisor with Commonwealth Financial Network, a firm with over 3,300 investment advisor representatives. Brian Gilbert has been in the industry since 1992 and is registered to offer securities and investment advisory services in 17 states. Brian Gilbert works with individuals, families, and businesses. Brian Gilbert specializes in financial planning, pension consulting, portfolio management, and educational seminars.

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ADVISOR BIO

Brian Edward Hale is a financial advisor who has been in the industry since March 2004. Brian is currently registered with LPL Financial LLC in Dana Point, California. Previously, Brian worked for Waddell & Reed, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Brian is licensed to conduct business in several states, including California, Idaho, Nevada, and Oregon. Brian holds several industry credentials, including Series 7, 31, and 63 licenses. He is also a Series 65 licensed investment advisor representative. Brian's areas of expertise include life insurance, long-term care insurance, health insurance, and investments.

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ADVISOR BIO

Brian Janssen is a financial advisor with over 17 years of experience in the industry. Brian is currently registered with Osaic Wealth, Inc. and has previously held roles with SAGEPOINT FINANCIAL, INC., LPL FINANCIAL LLC, and SIGMA FINANCIAL CORPORATION. Brian holds Series 63, Series 7, and SIE licenses and is a registered representative in California. Brian specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Brian David Wood is a financial advisor who has been in the industry since 2003. Brian is currently registered with Morgan Stanley and has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., CUNA Brokerage Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Brian is registered to provide investment advice in California.

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ADVISOR BIO

Brian Donaldson is a financial advisor with UBS Financial Services Inc. Brian has been in the industry since November 1994, and has a wide range of experience in providing financial advice to individuals and businesses. Brian has served clients in a variety of roles over the years, including with Morgan Stanley and Prudential Securities. Brian is registered in 37 states, and has a number of professional designations.

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ADVISOR BIO

Brian Conrad is an investment advisor representative with Independent Financial Group, LLC. Brian has over 16 years of experience in the financial services industry. Brian specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Brian is licensed to provide investment advisory services in California and Texas. Brian Conrad has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Brian Wilkinson is a financial advisor registered with Stifel, Nicolaus & Company, Inc. in STOCKTON, CA. Brian has been working in the financial services industry for over 20 years and holds the Series 7 and Series 63 licenses. Brian provides a variety of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and pension consulting. Brian is committed to providing clients with personalized advice and helping them achieve their financial goals.

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ADVISOR BIO

Brian Krueger is a financial advisor with Morgan Stanley. Brian has been in the industry since 1991. He currently holds registrations in California and Texas. He is also registered to conduct business as an investment advisor in California and Texas. Brian's previous employers include MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., and INVEST FINANCIAL CORPORATION. He is Series 3, 6, 7, 8, 9, 10, 31, 63, and 65 licensed and holds the SIE designation.

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ADVISOR BIO

Brian Vincent Fox is a financial advisor with over 2 years of experience in the industry. Brian is registered with Cetera Investment Advisers LLC and is currently licensed in California and Texas. Brian offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. Brian has experience working with individuals, businesses, and charitable organizations.

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ADVISOR BIO

Brian Kofoed is an Investment Advisor Representative at Alpha Cubed Investments, LLC located in Irvine, California. Brian has been in the financial services industry since 2007 and has a strong background in investment management and financial planning. Brian holds the Series 63, 66, 7, 9, and 10 licenses and is a Certified Financial Planner. Brian is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

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