ADVISOR BIO

Brian Copeland is a financial advisor currently registered with Edward Jones. Brian is a dedicated professional in the financial services industry, having worked with a variety of financial firms throughout their career. Brian is committed to providing personalized financial guidance and working with clients to achieve their financial goals. Brian is committed to helping individuals, families, and businesses achieve their financial goals. Brian is also registered as an Investment Advisor Representative in the state of Florida.

SPECIALIZATIONS

ADVISOR BIO

Brian Stone is a financial advisor registered in Florida since 2011. Brian is currently affiliated with Wells Fargo Clearing Services, LLC and has been in the industry since 2000. Brian has experience with various investment products and services, including but not limited to portfolio management, financial planning, and investment consulting services. Brian has previously worked at MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC.

SPECIALIZATIONS

ADVISOR BIO

Brian English is a financial advisor with over 20 years of experience. Brian is currently registered with Osaic Wealth, Inc. in Florida and Texas. Brian holds several licenses and certifications, including the Series 6, Series 63, and Series 65 exams. Brian provides a range of services, including financial planning, portfolio management, and educational seminars. Brian has a strong commitment to helping clients reach their financial goals. Previously, Brian was registered with Securities America, Inc. and Park Avenue Securities LLC. Brian offers financial planning services to a variety of clients, including individuals, families, businesses, and retirement plans.

SPECIALIZATIONS

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.

SPECIALIZATIONS

ADVISOR BIO

Brian Krauthamer is a financial advisor with J.P. Morgan Securities LLC. Brian has been in the industry since 2006 and holds Series 7, Series 63, Series 65, and SIE licenses. Brian has a CFP designation. Brian has experience working with individuals, high-net-worth individuals, corporations, businesses, labor unions, charitable organizations, pension and profit sharing plans, insurance companies and insurance companies. Brian has registrations with the following states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Brian's previous employers were Chase Investment Services Corp. and Ameriprise Financial Services, Inc.

SPECIALIZATIONS

ADVISOR BIO

Brian Wahlfeld is a financial professional who has been active in the industry since 1996. Brian is registered with Stonex Advisors Inc. Brian's experience includes working with clients of various types, including individuals, corporations and charitable organizations. Brian provides financial planning services as well as portfolio management services for individuals and businesses. Brian also offers educational seminars and selects other advisors when necessary.

SPECIALIZATIONS

ADVISOR BIO

Brian Moroz is a financial advisor with Wells Fargo Clearing Services, LLC. Brian has been in the industry since 2010 and has experience with both Wells Fargo Advisors LLC and MBSC Securities Corporation. Brian holds Series 6, 7, 63 and 66 securities licenses.

SPECIALIZATIONS

ADVISOR BIO

Brian Hoffman is a registered representative with Citigroup Global Markets Inc. Brian is licensed to provide investment advice in California and Florida. Brian has over 5 years of experience in the financial industry. Brian is currently working for Citigroup Global Markets Inc. in Jacksonville, FL. Brian's professional experience includes work with Proper Image Mobile Auto Detailing, 1-800-PackRat, Citibank NA, First Baptist Church of Orange Park, and Citigroup. Brian has passed the Uniform Combined State Law Examination, the General Securities Representative Examination, and the Securities Industry Essentials Examination. Brian's areas of specialization include Asset allocation advice, financial planning, pension consulting, and portfolio management for both businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Brian Mariash is a financial advisor with UBS Financial Services Inc. in Sarasota, FL. Brian has been in the financial services industry since 2001 and has a wide range of experience, including investments, financial planning, and insurance. Brian is registered with the Securities and Exchange Commission and holds the Series 7, 9, 10, 31, 63, and 66 licenses. Brian is also a member of the Financial Industry Regulatory Authority (FINRA) and the National Association of Securities Dealers (NASD). UBS Financial Services Inc. is a leading global financial services firm, providing a wide range of financial products and services to individuals, businesses, and institutions. Brian is dedicated to providing his clients with personalized financial advice and solutions to meet their unique needs.

SPECIALIZATIONS

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.

SPECIALIZATIONS