ADVISOR BIO

Brian Riley is a financial advisor registered with Ameritas Advisory Services, LLC. Brian is a licensed professional with extensive experience in the financial services industry. Brian has been active in the industry since 1993 and has held various positions with prominent companies including The Advisors Group, Inc. and Ameritas Investment Corp. Brian provides a range of services including financial planning, investment management, pension consulting, and educational seminars. Brian's commitment to providing comprehensive financial guidance has earned him a reputation for excellence in the financial services industry.

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ADVISOR BIO

Brian Penn is a financial advisor at Robert W. Baird & Co. Inc. with over 37 years of experience in the industry. Brian has extensive experience in the financial services industry, having worked with several firms including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian is registered with the state of Maryland and other states, and is a member of FINRA. Brian is a member of the investment committee at Associated Jewish Charities.

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ADVISOR BIO

Brian Sweeney Smith is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Brian has been working in the financial industry for over 6 years and has a Series 7, Series 66, and SIE licenses. Brian is registered with the Securities and Exchange Commission (SEC) and with state securities regulators in Delaware, District of Columbia, Florida, Maryland, Nebraska, New Jersey, New York, Pennsylvania, Texas, Virginia, and West Virginia. Brian works with a variety of clients, including individuals, businesses, trusts, and institutions. Brian's areas of specialization include investment management, financial planning, and retirement planning.

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ADVISOR BIO

Brian Sigwart is a financial professional with over 15 years of experience in the financial services industry. Brian has a wide range of experience, having worked with MML Investors Services, LLC, MSI Financial Services, Inc., and T. Rowe Price Investment Services, Inc. Brian currently is a registered representative with MML Investors Services, LLC. Brian holds the Series 6, 7, 63, and 65 licenses and is also a Certified Financial Planner. Brian specializes in retirement planning, investments, and insurance. Brian is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Brian Stevenson is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Brian has been in the financial industry since 2022 and has a strong track record of success in providing financial advice to individuals, businesses, and institutions. Brian holds the Series 7TO and Series 66 licenses and is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative (IAR). Brian specializes in financial planning, portfolio management, and investment advisory services. Brian is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Brian Horn is a financial advisor with Osaic Wealth, Inc. Brian has been a financial advisor since 1996, holding both state and series licenses. Brian has extensive experience working with individuals, corporations, and charitable organizations. Osaic Wealth, Inc. offers financial planning, educational seminars, portfolio management, and pension consulting to their clients.

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ADVISOR BIO

Brian Silvestri is an Investment Advisor Representative with Silvestri Financial and Tax Advisors, Inc. He is registered with the state of Maryland as an Investment Advisor Representative (IAR). Brian has been in the financial services industry since 2012. Brian Silvestri has also worked as a Lead Associate and Project Manager for Booz Allen Hamilton from September 2012. Brian Silvestri holds a Series 65 license and has taken the Uniform Investment Adviser Law Examination. Silvestri Financial and Tax Advisors, Inc. is a financial firm based in Forest Hill, Maryland. Brian Silvestri and the firm specialize in providing financial consulting and educational seminars.

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ADVISOR BIO

Brian Edward Koch is a financial advisor who has been in the industry since April 2010. Brian Koch is currently registered with RBC Capital Markets, LLC and is licensed in Maryland and Texas. Brian Koch is a Certified Financial Planner and has experience working with individuals, corporations, and institutions. Brian Koch has worked for Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc.

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ADVISOR BIO

Brian Shea is an investment advisor representative at Eagle Strategies LLC and has been in the industry since December 2011. Brian holds a Series 6, 7TO and 66 licenses. Brian has earned designations in 1, 2, 3, 4, 6 and 9 specializations. Brian is registered in Maryland as an Investment Advisor Representative and as a Broker-Dealer. Brian is also registered as a Broker-Dealer in Texas. Brian has also previously worked at NYLIFE SECURITIES LLC, NEW YORK LIFE and TACTICAL FINANCIAL GROUP.

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ADVISOR BIO

Brian McCully is a financial advisor who is registered in 10 states including Maryland, California, Colorado, Delaware, District of Columbia, Florida, Nevada, Pennsylvania, and Virginia. Brian has worked with Pruco Securities, LLC since 2009 and has been in the industry since 2009. Brian has passed a number of exams, including the Series 6, Series 7, Series 63, and Series 65 exams. Brian has a designation as a Chartered Financial Consultant.

SPECIALIZATIONS