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 James Park is an investment advisor representative registered with Harvest Investment Services, LLC. Brian has been in the industry since 2014. Brian has been registered with Harvest Investment Services, LLC since 2015. Brian has passed the Series 63, Series 65, Series 7 and SIE exams. Brian's registrations include investment advisor in California. Brian is also a Founder/CEO of GLOCAL OUTREACH, a non-profit organization. Brian is licensed to provide investment advisory services to individuals, high-net-worth individuals, businesses, and pooled investment vehicles. Brian offers financial planning, pension consulting, and selection of other advisors. Brian's current firm Harvest Investment Services, LLC is based in Oakbrook Terrace, Illinois.

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ADVISOR BIO

Brian Emil Britt is a financial advisor with Ameriprise Financial Services, LLC. Brian has been in the financial services industry since April 1994 and has a broad range of experience. Brian is registered with FINRA and has offices in Torrance, California. Brian is a CERTIFIED FINANCIAL PLANNER™ professional and is dedicated to providing his clients with personalized financial advice. He is committed to helping his clients achieve their financial goals, whether it be retirement planning, college savings, or estate planning. Brian is a strong advocate for his clients and works hard to ensure that they understand their financial options and make informed decisions. Brian previously worked for IDS Life Insurance Company and Mercer Allied Corporation.

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ADVISOR BIO

Brian Marshall is a financial advisor with over 23 years of experience in the industry. Brian has held various roles at different financial firms, including CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC., before joining Morgan Stanley. Brian is registered with the state of Texas and California. Brian holds Series 7, 9, 10, 31, and 66 licenses. Brian has a broad range of experience and expertise to help clients with their financial goals.

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ADVISOR BIO

Brian Chew is a registered investment advisor representative with Cetera Investment Advisers LLC, a firm with 6645 investment advisor representatives nationwide. Brian has been in the financial services industry for over 22 years, having previously worked with VOYA FINANCIAL ADVISORS, INC. and VALIC FINANCIAL ADVISORS, INC. Brian holds Series 6, 63, and 65 licenses. Brian's firm, Cetera Investment Advisers LLC, manages approximately 104 billion dollars in assets under management. The firm caters to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, banking institutions, and state or municipal government entities. The firm provides services like financial planning, pension consulting, educational seminars, and portfolio management.

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ADVISOR BIO

Brian Kamhung Lee is a financial advisor with over 25 years of experience in the financial services industry. Brian has been registered with MML Investors Services, LLC since 2002. Brian holds Series 6, 7, 24, 53, and 63 securities licenses and is a Certified Financial Planner and a Chartered Financial Consultant. Brian's areas of expertise include financial planning, asset allocation, portfolio management, and pension consulting. Brian is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Brian Yukio Horiuchi is a financial advisor currently registered with Cuso Financial Services, LP, and has been in the industry since April 28, 1988. Brian Yukio Horiuchi has passed the Series 6, 7, 24, 63, and 66 exams, as well as the SIE exam. Brian Yukio Horiuchi has previously been registered with multiple other firms including CUE, CITICORP INVESTMENT SERVICES, FINANCIAL HORIZONS SECURITIES CORPORATION, GUARDIAN INVESTOR SERVICES CORPORATION, EQUICO SECURITIES, INC., THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, MIMLIC SALES CORPORATION, and LINCOLN NATIONAL PENSION INSURANCE COMPANY. Brian Yukio Horiuchi specializes in providing financial advice to individuals and businesses and has extensive experience in financial planning, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Brian William Matter is a financial advisor with Creative Capital Management Investments LLC, a firm that is based in SAN DIEGO, CA. Brian is registered in California and Texas. Brian is a CERTIFIED FINANCIAL PLANNER™ professional. Brian has over 10 years of experience in the financial services industry and has been with Creative Capital Management Investments LLC since May 2017. The firm works with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm provides financial planning, portfolio management, and publication of periodicals services.

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ADVISOR BIO

Brian Alan Minkler is a financial advisor associated with World Investment Advisors, LLC and has been in the industry since August 6, 2015. Brian is registered to provide investment advice in California and Texas. Brian has passed the Series 63, 65, and 26 exams. He is also a Series 6 representative and has taken the SIE exam. Brian's prior experience includes working with ADP Broker-Dealer, Inc. and ADP LLC. Brian's current firm specializes in providing investment advice to high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.

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ADVISOR BIO

Brian Westcoat is an active investment advisor representative at Sanctuary Advisors, LLC. Brian has been in the industry since 1999 and has a wealth of experience in providing financial advice. Brian previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, RBC Dain Rauscher Inc. and UBS PaineWebber Inc. Brian is a Certified Financial Planner and holds the Series 7, 31, and 63 licenses. Brian provides financial planning, portfolio management and other advisory services to individuals, businesses, and charitable organizations.

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