ADVISOR BIO

Brian Anderson is a registered representative with Bofa Securities, Inc. Brian has been in the securities industry since May 14, 2015. Brian is registered in the state of New York. Brian is a Series 7, Series 6 and SIE licensed representative. Brian previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Chase Investment Services Corp. Brian is based in Stamford, CT.

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ADVISOR BIO

Brian Sullivan is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with Osaic Institutions, Inc. and is licensed to provide investment advisory services in New York. Brian has held previous roles at TD Private Client Wealth LLC, Infinex Investments, Inc., Essex National Securities, LLC, Chase Investment Services Corp., NFB Investment Services Corp., Greenpoint Securities LLC, MVP Financial LLC, New World Securities, Inc., and Island Securities, Inc. Brian has a comprehensive understanding of the financial markets and is committed to providing clients with personalized financial guidance.

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ADVISOR BIO

Brian Beck is an investment advisor representative with Wmgna, a firm based in Farmington, CT. Brian has been in the financial services industry since 1992, working with both individual clients and high-net-worth individuals. Wmgna offers a range of financial planning and portfolio management services. In addition to their work with Wmgna, Brian is also involved in several other businesses, including a self-insurance business, asset based lending and rental property. Brian holds several licenses and certifications, including Series 6, 7, 24, 63 and 65, and has been registered in multiple states.

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ADVISOR BIO

Brian Grippi is a financial professional with over 14 years of experience in the industry. Brian is currently registered with Empower Financial Services, Inc., and is licensed to offer investment advice in 52 states. Brian holds Series 6, Series 63 and SIE licenses. Brian's previous experience includes working with Prudential Investment Management Services LLC.

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ADVISOR BIO

Brian Donovan McGrath is a financial professional who has been active in the securities industry since September 15, 2018. Brian is currently registered with Grayscale Securities, LLC. Brian has a Series 7, Series 63 and SIE license and holds a state registration in Connecticut. Prior to working with Grayscale Securities, LLC, Brian worked at PIMCO INVESTMENTS LLC from May 15, 2018 to March 7, 2024.

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ADVISOR BIO

Brian McKenna is a licensed financial professional with over 25 years of experience in the financial services industry. Brian McKenna has a strong track record of success in providing investment advice and guidance to clients. Brian McKenna is currently registered with Roth Capital Partners, LLC, a full-service investment banking firm that provides a comprehensive range of financial services to a wide range of clients. Brian McKenna is also registered with the states of California, Connecticut, and South Carolina.

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ADVISOR BIO

Brian A. Marshall is a financial advisor with The Colony Group, LLC. Brian has been in the financial industry since 1995. Brian holds Series 63 and 66 licenses. Brian specializes in helping high-net-worth individuals, families, and foundations achieve their financial goals. Brian's services include investment management, financial planning, and wealth transfer strategies.

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ADVISOR BIO

Brian Charles Farrell is a financial advisor who has been in the industry since 1986. Brian is currently registered with MML Investors Services, LLC and is licensed to provide financial advice in multiple states. Brian has a wealth of experience in the financial services industry, having worked with MSI Financial Services, Inc., Tower Square Securities, Inc., Advantage Capital Corporation, Travelers Equities Sales, Inc., and First Investors Corporation. Brian's expertise includes working with a wide variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Brian holds the Series 6, 7, and SIE licenses, as well as the Uniform Securities Agent State Law Examination (Series 63). Brian is committed to providing his clients with the highest level of service and guidance.

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ADVISOR BIO

Brian Sheehan is an investment advisor representative at Rossmore Private Capital, LLC. Brian Sheehan has been in the industry since 2014. Brian Sheehan's registrations are currently active with the state of Connecticut and the state of Texas. Brian Sheehan also serves as a Director for the Malta House of Care, Inc. Brian Sheehan has worked in the financial services industry for over 10 years, with experience at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian Sheehan is a Registered Representative and Investment Advisor Representative.

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ADVISOR BIO

Brian Michael Odonoghue is a financial advisor with over 17 years of experience in the industry. Brian Michael Odonoghue is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Melville, NY. Brian Michael Odonoghue has previously been registered with NYLIFE DISTRIBUTORS LLC and SENTINEL FINANCIAL SERVICES COMPANY. Brian Michael Odonoghue holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Brian Michael Odonoghue is also registered in 10 states and has a total of 8 approved registrations.

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