ADVISOR BIO

Brian Shupe is a registered investment advisor representative with Corient. Brian is also a Chartered Financial Analyst. Brian has been in the industry since June 1992. Brian has passed the Uniform Investment Adviser Law Examination (Series 65).

SPECIALIZATIONS

ADVISOR BIO

Brian Douglas Orton is a registered investment advisor representative with Corient. Brian has been in the industry since 1994 and holds Series 6, 7 and 63 licenses. Brian is an active Investment Advisor Representative (IAR) in Washington and Texas. Brian has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, insurance companies, and other trusts. The advisor provides portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Brian is also able to offer financial planning services.

SPECIALIZATIONS

ADVISOR BIO

Brian Michael Rodriguez is a financial advisor with Cetera Investment Advisers LLC. Brian has been in the industry since January 2015 and is registered with FINRA and the state of Florida. Brian has a Series 7, 6, 63, and 65 license and is currently working at the Miami, FL branch office. Cetera Investment Advisers LLC specializes in financial planning, portfolio management, and investment advisory services for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Brian Klein is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Brian has been in the industry since 2000 and is registered in 53 states. Brian has a broad range of experience with investment companies, insurance companies, and pension and profit sharing plans. Brian also provides portfolio management services to individuals and businesses.

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ADVISOR BIO

Brian Rudenberg is a financial advisor associated with Wells Fargo Advisors Financial Network, LLC. Brian has been in the financial services industry since June 11, 2012. Brian is a registered representative with the state of Florida and is also a registered investment advisor representative with the state of Texas. Brian offers investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Brian Harrison is an Investment Advisor Representative registered with J.P. Morgan Securities LLC and has been in the industry since August 2022. Brian Harrison is currently registered in 53 states and jurisdictions. Brian Harrison is also licensed to provide investment advisory services. Brian Harrison’s firm has an approximate asset amount of more than $50 billion and manages the assets of over 262,026 clients.

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ADVISOR BIO

Brian De souza is a financial advisor at Stifel, Nicolaus & Company, Inc., with over 20 years of experience in the industry. Brian has worked with a variety of clients, including individuals, families, businesses, and institutions. Brian is also a Registered Investment Advisor, and he offers a range of financial services, including investment management, financial planning, and retirement planning. Brian is committed to providing his clients with personalized and professional financial advice. Prior to joining Stifel, Nicolaus & Company, Inc., Brian worked with Morgan Stanley and Morgan Stanley Smith Barney.

SPECIALIZATIONS

ADVISOR BIO

Brian R Mercado is a financial advisor currently registered with Citigroup Global Markets Inc. in Miami, Florida. Brian has been a registered representative since 1999, and specializes in Asset Allocation Advice, Financial Planning, Pension Consulting, Portfolio Management for Businesses, and Portfolio Management for Individuals. Brian previously worked with Barclays Capital Inc. and Lehman Brothers Inc.

SPECIALIZATIONS

ADVISOR BIO

Brian Betancurth is an investment advisor representative at IFB Wealth Management LLC. Brian has been in the financial industry since 2011. Brian holds a Series 65 license. Brian is registered in Florida. In addition to Brian's investment advisory practice, Brian also works as an AVP-Preferred Banker at International Finance Bank.

SPECIALIZATIONS

ADVISOR BIO

Brian Saba is a financial advisor at J.P. Morgan Securities LLC. Brian has been in the financial industry for over five years. Brian has a Series 7, Series 66, and SIE licenses. Brian has worked at a few different firms over the years, including Florida International University and JPMorgan Chase Bank, N.A. Brian is registered in multiple states including Florida, California, Texas, Illinois, and Massachusetts. Brian specializes in providing financial advice to individuals and businesses. Brian provides financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS