ADVISOR BIO

Bruce Steven Horowitz is a financial advisor currently registered with LPL Financial LLC. Bruce has been in the financial industry since 1996 and has a wide range of experience working with both individuals and businesses. Bruce has a variety of licenses and designations including Series 7, Series 6, Series 22, and Series 63. Bruce's previous employers include The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, and Cigna Financial Advisors, Inc. Bruce offers a wide range of services including financial planning, portfolio management, and consulting.

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ADVISOR BIO

Bruce Stone has been a Registered Representative for over 45 years, serving clients in California and Arizona. Bruce is affiliated with Independent Financial Group, LLC, a firm that manages over $6.75 billion in assets. Stone also has a DBA named StoneKimbro Financial Services used for marketing purposes, and offers insurance products through Stone Insurance Services. Bruce has a variety of specializations, including financial planning, portfolio management for businesses and individuals, and pension consulting.

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ADVISOR BIO

Bruce Beerbower is an Investment Advisor Representative with J.P. Morgan Securities LLC. Bruce has been in the industry since 2023. Bruce is registered with FINRA as a Registered Representative and has passed both the Series 7TO and Series 66 exams. Bruce is also registered with the states of Texas and California. Bruce's firm, J.P. Morgan Securities LLC, is a large firm with over $50 billion in assets under management. Bruce primarily works with high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. The firm provides a wide range of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Bruce McMillan is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Bruce has been in the financial industry since 1981. Bruce has worked for various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Brae Securities Corporation, Winthrop Securities Co., Inc., and Itel Securities Corporation. Bruce is a registered investment advisor in several states and is licensed with FINRA. Bruce holds a Series 63, Series 65, Series 7, Series 1, and Series 39 license. Bruce is a co-trustee for his father's trust, executor for his brother's estate, trustee for his brother's trust, trustee for his sister-in-law's trust, and trustee for his brother's family trust. Bruce is also an investment committee member for the St. Andrew's Society of San Francisco.

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ADVISOR BIO

Bruce James Lagnese is an Investment Advisor Representative associated with LPM Advisors, LLC. Bruce has been in the industry since July 2003 and holds a Series 65 license. Bruce is registered in California. The firm's main office is located in Los Angeles, California. LPM Advisors, LLC manages assets for individuals, pension and profit-sharing plans.

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ADVISOR BIO

Bruce Lessinger is a financial advisor with over 40 years of experience in the industry. Bruce has been with Oppenheimer & Co. Inc. since 2009, prior to which he worked at UBS Financial Services Inc. and Prudential Securities Incorporated. Bruce holds a Series 7, Series 63, and Series 65 license, as well as the Securities Industry Essentials Examination (SIE). Bruce specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Bruce A Galbraith, Jr. is a registered representative with J.P. Morgan Securities LLC. Bruce has been in the industry since 2019 and is licensed in Arizona, California, Florida, Hawaii, Nevada, North Carolina, South Carolina, and Utah. Bruce's specializations include securities, mutual funds, variable annuities, fixed annuities, and retirement plans. Bruce is a graduate of Pennsylvania State University.

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ADVISOR BIO

Bruce Fredrick Agne is a financial professional with over 40 years of experience in the industry. Bruce is currently registered with LPL Financial LLC and is located in Greenville, Ohio. Bruce has a strong background in providing financial advice, particularly for high-net-worth individuals, corporations, and charitable organizations. Prior to joining LPL Financial LLC, Bruce held positions at American Portfolios Financial Services, Inc. and United Securities Alliance, Inc. Bruce holds the Series 63, Series 6TO, SIE, and Series 1 licenses. Bruce is also a Chartered Financial Consultant.

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ADVISOR BIO

Bruce Wilson has been working in the financial industry since December 1997. Bruce is a registered representative with Mariner Independent, located in San Tan Valley, California. Bruce specializes in portfolio management for individuals, businesses, and pension consulting. Bruce previously held positions at CITIGROUP GLOBAL MARKETS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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ADVISOR BIO

Bruce T. Cacho-negrete is a financial advisor with Raymond James & Associates, Inc. Bruce has been in the industry since May 2007 and has a Series 7, Series 66 and SIE license. Bruce has a strong track record of success in helping clients achieve their financial goals. Bruce specializes in helping individuals, families and businesses with their financial planning, retirement planning, investment management and college savings needs. Bruce is committed to providing personalized service and a high level of professionalism. Bruce is a member of the financial planning community and regularly participates in continuing education to stay up-to-date on the latest industry trends and best practices.

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