ADVISOR BIO

Brian Hensley is a financial advisor with Fidelity Personal And Workplace Advisors, located in Sarasota, FL. Brian has been in the financial services industry since 2014 and holds the Series 7, Series 66, and SIE licenses. Brian also holds the Certified Financial Planner designation. Brian has experience working with individuals, high-net-worth individuals, and businesses. Brian offers financial planning, portfolio management, and educational seminars. Brian is registered to conduct business in California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, and Wisconsin.

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ADVISOR BIO

Brian Mohan is a registered investment advisor representative with Calton & Associates, Inc., a firm with offices in Sarasota, Florida. Brian has been in the industry since 1987 and has a wide range of experience, including securities trading, financial planning, and portfolio management. Brian is dedicated to helping clients reach their financial goals and providing them with the guidance and support they need to make informed decisions.

SPECIALIZATIONS

ADVISOR BIO

Brian Track is an investment advisor representative at Fisher Investments, specializing in financial planning, portfolio management, and portfolio assessment. Brian Track has been in the industry since 1997 and holds both Series 7 and Series 63 licenses. Brian Track currently works out of the Sarasota, Florida office of Fisher Investments.

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ADVISOR BIO

Brian Cubler is an active advisor registered with the Securities and Exchange Commission (SEC) and FINRA. Brian has over 20 years of experience in the financial services industry, specializing in investment consulting for both institutional clients and individuals. Brian's current affiliation is with Wells Fargo Clearing Services, LLC, a firm with over $10 billion in assets under management. Brian is also a Certified Financial Planner (CFP).

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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.

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ADVISOR BIO

Brian Valach is a financial advisor with Ameriprise Financial Services, LLC, located in Sarasota, FL. Brian has been in the industry since April 7, 1997, and holds Series 7 and Series 63 licenses. Brian's experience and knowledge in the financial services industry can help individuals and families achieve their financial goals. Ameriprise Financial Services, LLC, provides asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and other services to clients.

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ADVISOR BIO

Brian Kudick is a registered representative with Wells Fargo Clearing Services, LLC. Brian has been in the financial services industry since September 2012. Brian is registered with the state of Florida as both a broker and an investment advisor. Brian has passed the Series 7, Series 66, and SIE exams. Brian also holds registrations in 30 states as a broker. Brian's office is located at 1605 Main St, 12th & 14th Fls, Sarasota, FL 34236. Brian is a registered representative of Wells Fargo Clearing Services, LLC, member SIPC.

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ADVISOR BIO

Brianna Christine Paledino is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Sarasota, FL. Brianna has been in the securities industry since March 22, 2023. Brianna is licensed to sell securities in Alabama, Connecticut, Florida, Georgia, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, and Texas. Brianna is also registered as an investment advisor representative in Florida and Texas.

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ADVISOR BIO

Bruce Anthony Bittles has been in the industry since June 10, 1978 and is currently registered with Robert W. Baird & Co. Inc.. Bruce has been with this firm since August 2002. He is registered as an investment advisor representative in Florida and Tennessee. Bruce has previously worked at PAINEWEBBER INCORPORATED, J.C. BRADFORD & CO., DAVIS, MENDEL & REGENSTEIN, INC. and J.C. BRADFORD & CO.. Bruce has passed several industry exams including Series 7TO, Series SIE, Series 86, Series 5, Series 4, Series 40, and Series 1.

SPECIALIZATIONS

ADVISOR BIO

Bruce Lang is a registered investment advisor representative with Ameriprise Financial Services, LLC. Bruce has been in the industry since 2000 and has worked for several firms including Oppenheimer & Co. Inc., Stanford Group Company and UBS Financial Services Inc. Bruce holds the Series 7 and Series 66 licenses. Bruce's current employment is with Ameriprise Financial Services, LLC, where Bruce is registered with the state of Texas. Bruce specializes in providing financial planning, portfolio management for individuals and businesses, and asset allocation services.

SPECIALIZATIONS