ADVISOR BIO

Brian Hayden is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Brian has been in the securities industry since July 2023. Brian holds the Series 7TO and SIE licenses. Brian works with a variety of clients, including individuals, businesses, insurance companies, charitable organizations, and pension and profit sharing plans. Brian provides a variety of services, including portfolio management, financial planning, and investment research. Brian is committed to providing clients with personalized service and a comprehensive approach to wealth management.

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ADVISOR BIO

Brian Suskevich is an investment advisor representative at Dakota Wealth, LLC. Brian has been in the industry since May 2011. Brian is registered in Montana and Texas. Brian has earned the Series 65 license and specializes in providing financial planning, pension consulting, and portfolio management for individuals, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Brian Hoffman is a financial advisor with over 17 years of experience in the financial services industry. Brian currently works with Gladstone Wealth Partners and has a strong track record of providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Brian is licensed to provide financial advice in multiple states and holds a Series 66, Series 7, and SIE license. Brian's expertise lies in investment advisory services, retirement planning, financial planning, and general consulting.

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ADVISOR BIO

Brian Worgan is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with Mariner Wealth Advisors in Palm Beach Gardens, Florida. Prior to joining Mariner Wealth Advisors, Brian was a financial advisor with BNY Mellon Securities Corporation in New York and LPL Financial in Fort Lauderdale. Brian holds the Series 7, 63, and 66 licenses, as well as the SIE. Brian provides financial planning, portfolio management, and investment advice to individuals, families, and businesses. Brian specializes in retirement planning, college savings, and estate planning.

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ADVISOR BIO

Brian Edgar is a financial advisor with over 25 years of experience in the industry. Brian is currently registered with Wells Fargo Clearing Services, LLC and is licensed in Florida, Michigan, and Texas. Brian Edgar has a broad range of experience in providing investment advice and financial planning services to individuals, families, and businesses.

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ADVISOR BIO

Brian Lacrosse is a financial advisor with over 17 years of experience in the industry. Brian Lacrosse is currently registered with GWN Securities Inc. Brian Lacrosse also has experience with AXA Advisors, LLC. Brian Lacrosse holds a Series 66, Series 24, SIE and Series 7 licenses. Brian Lacrosse is also a Certified Financial Planner. Brian Lacrosse is currently registered in Arizona, California, Florida, Georgia, Nevada, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas and Washington. Brian Lacrosse specializes in Financial Planning, Market Timing Services, Selection of Other Advisers, and Portfolio Management For Individuals.

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ADVISOR BIO

Brian Esposito is a financial professional with over 30 years of experience in the industry. Brian is currently registered with Charles Schwab & Co., Inc. Brian has been associated with Charles Schwab & Co., Inc. since March 1993. Previously, Brian was associated with Lehman Brothers Inc. Brian has a strong background in financial services and has held a variety of roles throughout his career. Brian is committed to providing his clients with personalized financial advice and guidance. Brian holds licenses in multiple states and has specialized expertise in financial planning and advisory services.

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ADVISOR BIO

Brian Pitell is a financial advisor with over 24 years of experience in the financial services industry. Brian currently holds registrations with Lincoln Investment and Capital Analysts. Brian's previous experience includes positions at Cetera Advisor Networks, Park Avenue Securities, Natcity Investments, AXA Advisors, and The Equitable Life Assurance Society of the United States. Brian specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Brian Beattie is a financial advisor with over 15 years of experience in the financial industry. Brian is registered with Wells Fargo Clearing Services, LLC, and has a Series 7, 9, 10, 31, 66 and SIE licenses. Brian specializes in providing financial planning and investment management services to individuals, corporations, and other businesses. Brian also provides pension consulting services to institutional clients. Brian is committed to helping clients achieve their financial goals and objectives.

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ADVISOR BIO

Brian Gary is a financial advisor at Janney Montgomery Scott LLC. Brian has been in the financial services industry since November 22, 2015. Brian is registered with FINRA as a Registered Representative and with the state of Florida as an Investment Advisor Representative.

SPECIALIZATIONS