ADVISOR BIO

Brendan O Duffy is a financial advisor registered with Morgan Stanley and has been in the industry since 2023. Brendan is licensed to provide investment advice in 53 states and is Series 7TO and SIE licensed. Brendan also holds the Series 66 license. Brendan has provided investment advice to a variety of clients including high-net-worth individuals, insurance companies, charitable organizations, and corporations. Brendan provides financial planning services, asset allocation advice, pension consulting, and portfolio management services.

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ADVISOR BIO

Brent Thomas Jordan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Orlando, Florida. Brent Jordan has been in the securities industry since October 11, 1999. Brent Jordan is registered with the state of Florida as an Investment Advisor Representative and in Texas as a Resident Investment Advisor Representative. Brent Jordan holds FINRA Series 7, 31, and SIE licenses. Brent Jordan also holds the Series 66 license for the Uniform Combined State Law Examination. In addition to the firm's main office in New York, Brent Jordan has worked from the Orlando office of Merrill Lynch. Brent Jordan was previously registered with Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Brent Jordan is also involved in other business activities, including a rental property in Windermere, Florida.

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ADVISOR BIO

Brian Smith is a registered Investment Advisor Representative with Gradient Advisors, LLC. Brian has been in the financial services industry since 2008. Brian has a Series 63, Series 65, Series 7, Series 9 and Series 10 licenses. Brian is a registered Investment Advisor Representative in Florida. Brian's prior experience includes roles at Charles Schwab & Co., Inc., Sigma Financial Corporation and New England Securities. Brian also owns and operates Help Me Mr. B, LLC, a non-investment related business. Brian has a wide range of experience in the financial services industry and is committed to providing his clients with personalized service and sound financial advice.

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ADVISOR BIO

Brian Truxaw is an Investment Advisor Representative at Elevation Advisory Partners LLC. Brian has worked in the financial services industry since 2009. Brian specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses, and pension plans. Brian is registered with the state of Kansas as an Investment Advisor Representative and holds the Series 65 license. Brian is a dedicated professional with a passion for helping clients achieve their financial goals.

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ADVISOR BIO

Brian Richard Lubel is a financial advisor at MML Investors Services, LLC. Brian has been in the financial services industry since 2008. Brian holds the Series 6, 7, and 63 licenses as well as the SIE exam. Brian is also a Certified Financial Planner and Chartered Financial Consultant. Brian specializes in financial planning, portfolio management, and asset allocation.

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ADVISOR BIO

Brian Settle is a financial advisor with TD Private Client Wealth LLC, with over 15 years of experience in the industry. Brian holds licenses in Florida, South Carolina, Texas and Virginia, and is able to provide financial advice in each of these states. Brian has a strong background in securities and investment company products, having passed the Series 6, Series 7 and Series 66 exams. Brian is able to provide financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and institutions.

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ADVISOR BIO

Brian Joseph Prophete is an investment advisor representative registered with Florida Financial Advisors, LLC. Brian Joseph Prophete has been in the financial industry for over 2 years. Brian Joseph Prophete is registered in Florida and Texas. Brian Joseph Prophete has passed the Series 65, Series 6TO and SIE exams. Brian Joseph Prophete has experience in the financial industry and is dedicated to providing professional and ethical financial advice.

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ADVISOR BIO

Brian Kent is a financial advisor with over 10 years of experience in the industry. Brian has been registered with Cuso Financial Services, LP since 2019 and has previously been associated with LPL Financial LLC and Edward Jones. Brian has been active in the securities industry since 2011. Brian holds the Series 7, Series 66, and SIE licenses. Brian provides financial planning services, pension consulting, educational seminars, and portfolio management for individuals and businesses. Brian is also registered to provide investment advisory services in Florida.

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ADVISOR BIO

Brian Cary Russell is a financial advisor registered with J.p. Morgan Securities LLC in Orlando, Florida. Brian has been working in the financial industry since August 29, 2020. Brian has prior experience with MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Brian holds Series 66, Series 7, and SIE licenses and is currently registered in Florida, North Carolina, and Texas.

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ADVISOR BIO

Brian Benedetto Fucile is an active investment advisor representative registered with the state of Florida and Texas. Brian has been in the financial industry since 1996 and is currently associated with Edward Jones. Brian holds several industry licenses including Series 7 and Series 63. Brian is licensed to offer securities and advisory services in the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, Wisconsin, and Wyoming. Brian's firm, Edward Jones, manages more than $824 billion in assets for a diverse range of clients, including individuals, businesses, and institutions. Brian offers a variety of financial planning and investment management services to help clients achieve their financial goals.

SPECIALIZATIONS