ADVISOR BIO

Brian G Cheney is a financial advisor with Wells Fargo Advisors Financial Network, LLC, a company that provides investment consulting services to institutional clients. Brian has been in the financial industry since 2005. Brian has been registered with Wells Fargo Advisors Financial Network, LLC since 2021 and has been registered in Nevada since 2021 and in Texas since 2021. Brian's previous affiliations include Morgan Stanley and Goldman Sachs & Co. LLC. Brian is a Registered Representative and an Investment Advisor Representative, has a Series 66 license, and holds a Series 7, 9, 10, and 99TO licenses. Brian holds a SIE license and is a Series 66 licensee. Brian is also an adjunct professor at the University of Nevada Reno where Brian teaches Fundamentals of Investing.

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ADVISOR BIO

Brian Casey is a financial advisor with over 12 years of experience in the industry. Brian is currently registered with Wells Fargo Clearing Services, LLC and is licensed to conduct business in Arizona, California, Colorado, Florida, Montana, Nevada, Oregon, Texas and Utah. Brian has previously worked with Morgan Stanley and Wells Fargo Advisors, LLC. Brian is a Series 66, Series 31, Series 7 and SIE licensed financial advisor.

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ADVISOR BIO

Brian Woods is an investment advisor representative with LPL Financial LLC. Brian has been in the industry since 1993. Brian's primary business is Investment Related. Brian is registered with FINRA and the Securities and Exchange Commission and has been approved by the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin.

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ADVISOR BIO

Brian Repko is a financial advisor with Edward Jones, a firm based in St. Louis, MO. Brian has been in the financial industry since 2022. Brian has Series 7, 63, and 66 licenses. Brian's previous employer was Key Investment Services LLC. Brian is registered to provide investment advisory services in Nevada and Texas. Brian specializes in providing financial advice to individuals, corporations, partnerships, investment clubs, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Brian Darzev is a financial advisor at Ameriprise Financial Services, LLC. Brian has been working in the financial industry for over 2 years. Brian is registered with the state of Nevada as an Investment Advisor Representative. Brian holds Series 7TO and SIE licenses. Brian also holds a Series 66 license. Brian is currently registered in Florida, Georgia, Kentucky, Nevada, North Carolina, Ohio, South Carolina, Virginia and West Virginia. Brian offers portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and asset allocation services.

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ADVISOR BIO

Brian Westly Phillips is a financial advisor associated with Ameriprise Financial Services, LLC. Brian has been working in the financial industry since 2014. Brian holds FINRA registrations for both Series 66, Series 7TO and SIE. Brian specializes in Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Businesses, and Portfolio Management for Individuals. Ameriprise Financial Services, LLC is a well-established firm, managing over $479 billion in assets under management. Ameriprise offers financial planning, portfolio management, retirement planning, and other services to a variety of clients including individuals, families, businesses, and institutions.

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ADVISOR BIO

Brian Roberts is an investment advisor representative with Integrated Financial Management. Brian has been in the securities industry since 1992 and has been associated with Integrated Financial Management since January 1993. Brian is registered in California and Nevada as an Investment Advisor Representative.

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ADVISOR BIO

Brian Davis is a financial advisor with LPL Financial LLC. Brian is registered with the state of Nevada and Texas and has over 14 years of experience in the financial services industry. Brian holds the Series 7, Series 66, and SIE licenses. Brian also holds the Certified Financial Planner designation. Brian provides financial planning and investment management services to individuals, families, and businesses. Brian is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Brian Caccamo is a registered representative of J.P. Morgan Securities LLC and has been in the financial services industry since 2010. Brian has a Series 7, Series 6, Series 63, and Series 66 licenses and is registered in multiple states to provide investment advice. Brian currently provides investment advice and financial planning services to individuals and businesses.

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ADVISOR BIO

Brian Urbani is a financial advisor registered with Edward Jones and has been in the industry for over 7 years. Brian is a Series 66, Series 7TO, and SIE licensed advisor and is registered in 22 states. Brian is located in Reno, Nevada, where he is registered with Edward Jones. Brian can provide financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses. Brian specializes in working with high net worth individuals, individuals other than high net worth, corporations or other businesses, partnerships, and charitable organizations.

SPECIALIZATIONS