ADVISOR BIO

Brian Gilroy is a financial advisor with Edelman Financial Engines and Confidence Wealth Management, LLC. Brian has a background in financial services and is dedicated to providing personalized financial advice to help clients reach their financial goals. Brian holds licenses to provide investment advice in Florida, Texas, and Nevada.

SPECIALIZATIONS

ADVISOR BIO

Brian Maxted is an investment advisor representative at Morgan Stanley. Brian has been in the industry since 2014, working for firms such as Charles Schwab & Co., Inc. and G-2 Trading, LLC before joining Morgan Stanley. Brian holds several licenses and certifications, including Series 7, Series 63, and Series 65.

SPECIALIZATIONS

ADVISOR BIO

Brian Wise is a financial advisor at LPL Financial LLC. Brian has been in the industry since March 9, 2009. Brian has experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Brian is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses. Brian is registered to provide investment advisory services in Florida, Indiana, and Texas.

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ADVISOR BIO

Brian Calka is a financial advisor with Edward Jones. Brian has been working in the financial services industry since 1997 and has a wide range of experience. He specializes in providing financial advice to individuals, corporations and businesses, pension and profit-sharing plans, and charitable organizations. Brian has a strong commitment to helping clients achieve their financial goals. Brian holds a Series 7TO, Series 66, and Series 27 licenses. He is also registered as an investment advisor in Florida. Prior to joining Edward Jones, Brian worked at D.E. Frey & Company, Inc. and Horizon Capital, Inc.

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ADVISOR BIO

Brian Miller is a financial advisor currently registered with LPL Financial LLC in Plantation, Florida. Brian Miller has been in the financial services industry since July 2005. Brian Miller previously worked for SunTrust Investment Services, Inc., Citigroup Global Markets Inc., LPL Financial Corporation, IFMG Securities, Inc. and Oppenheimer & Co. Inc. Brian Miller has a total of 11 state registrations and one investment advisor registration.

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ADVISOR BIO

Brian Seits is a financial advisor with Wells Fargo Clearing Services, LLC. Brian has been in the financial services industry since 1999. Brian has Series 6, 7, 63, and 66 licenses. Brian holds a Series 66 license and has been a registered representative in Florida since October 1, 2000 and in Texas since January 20, 2015. Brian has extensive experience in financial planning and portfolio management. Brian is committed to helping clients reach their financial goals.

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ADVISOR BIO

Brian G. Alexander is a financial advisor with Raymond James & Associates, Inc., registered with FINRA and the state of Florida. Brian has been in the financial industry since November 1, 2000. Brian holds the Series 7, Series 24 and Series 87 licenses.

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ADVISOR BIO

Brian Lickert is a financial professional with over 10 years of experience in the industry. Brian is registered with Wells Fargo Clearing Services, LLC and holds the Series 6, Series 63 and SIE licenses. Brian specializes in investment consulting services to institutional clients, financial planning, pension consulting and portfolio management for individuals and businesses.

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ADVISOR BIO

Brian Rolfe is a financial advisor with Wells Fargo Clearing Services, LLC. Brian has been in the financial industry since 2002 and holds the Series 7, Series 31, and Series 66 licenses. He is also a Certified Financial Planner. Brian has experience working with individual investors, businesses, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Brian Stover is a financial advisor with Raymond James Financial Services Advisors, Inc., a firm with over 5,000 advisors and nearly $345 billion in assets under management. Brian has been in the financial services industry since 2016 and is registered in multiple states. Brian is able to provide financial planning, portfolio management, and pension consulting services to individuals and businesses. Brian also provides support services through Peoples Investment Services.

SPECIALIZATIONS