ADVISOR BIO

Bryan Buchert is a registered investment advisor representative with Kera Capital Partners. Bryan has been in the financial industry for over 10 years and holds Series 6, 7, 63, and 65 securities licenses as well as the SIE. Bryan is a Certified Financial Planner. Bryan's previous experience includes positions at Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and MML Investors Services, LLC.

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ADVISOR BIO

Bryan Greaves is a financial advisor with Edward Jones in OAKDALE, CA. Bryan has been in the financial services industry since 1998. Bryan is registered with FINRA as a Registered Representative, and also registered with the following states: Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Missouri, Montana, Nevada, New Mexico, Oregon, South Dakota, Texas, Utah, and Washington.

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ADVISOR BIO

Bryan McCollam is a financial advisor who has been in the industry since November 2, 1988. Bryan is currently registered with UBS Financial Services Inc. and is licensed in California and Texas. Bryan has experience working with a variety of clients including high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Bryan offers a range of financial services including financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Bryan Choo is an investment banking registered representative with Goldman Sachs & Co. LLC. Bryan has been in the financial industry since August 2023 and is registered in the state of California. Bryan specializes in a range of financial services including investment banking, brokerage, and financial planning. Bryan also holds the Series 79TO and SIE licenses.

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ADVISOR BIO

Bryan Hori is a financial advisor with Edward Jones, a firm that manages between $10 billion and $50 billion in assets. Bryan has been in the financial industry since 2001. Bryan currently holds licenses in Alabama, Arizona, California, Colorado, Georgia, Nevada, North Carolina, Ohio, Oregon, Tennessee, Texas, Utah, Virginia, and Washington. Bryan has been with Edward Jones since 2001.

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ADVISOR BIO

Bryan Muth is an Investment Advisor Representative at Pasadena Private Wealth, LLC. Bryan has been in the financial services industry since June 2004. Bryan has a Series 7, 66, 31, and SIE license and is registered to provide investment advisory services in California. Bryan has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Purshe Kaplan Sterling Investments, and Pensionmark Securities, LLC. Bryan specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Bryan James Hickingbottom is a financial advisor in Lodi, California with over 20 years of experience in the financial industry. Bryan is registered with Raymond James Financial Services Advisors, Inc. and has a Series 7, Series 66, and Series 24 license. He is also registered as an Investment Advisor Representative in California and Texas. Bryan has held previous positions at National Planning Corporation, American Express Financial Advisors, Inc., IDS Life Insurance Company, VALIC Financial Advisors, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Bryan specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.

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ADVISOR BIO

Bryan Le is a financial advisor with over eight years of experience in the financial services industry. Bryan is currently registered with Fidelity Personal And Workplace Advisors. Bryan has held previous positions with Morgan Stanley, E*TRADE SECURITIES LLC, and Wells Fargo Clearing Services, LLC. Bryan specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Bryan has a strong background in investments and a commitment to providing personalized financial guidance.

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ADVISOR BIO

Bryan Rentschler is an investment advisor representative with Exencial Wealth Advisors. Bryan is a registered investment advisor in California, Connecticut, Florida, North Carolina, Oklahoma, Pennsylvania, and Texas. Bryan has been in the industry for over 10 years. Bryan has experience working with clients of all types including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Bryan is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals. Bryan holds a Series 6, 7, and 66 license.

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ADVISOR BIO

Bryan Freisinger is an investment advisor representative with Cetera Investment Advisers LLC, a registered investment advisor firm. Bryan has over 19 years of experience in the financial services industry. Bryan is licensed to provide financial advice in California. Bryan has worked with a number of different firms over the years, including First Allied Securities, Inc., LPL Financial Corporation, and PFS Investments Inc. Bryan has a broad range of experience in the financial services industry and is well-positioned to help clients achieve their financial goals.

SPECIALIZATIONS