ADVISOR BIO

Brian Campbell is a financial advisor with over 20 years of experience in the financial services industry. Brian has held positions at several reputable firms including Vanguard Marketing Corporation, PNC Investments and Pruco Securities Corporation. Brian is currently an Investment Advisor Representative at Bryn Mawr Capital Management, LLC and is registered to provide investment advisory services in Delaware and Pennsylvania. Brian holds a Series 6, 7, 63 and 65 licenses, as well as the SIE Exam. He is a Certified Financial Planner (CFP) and specializes in Financial Planning, Portfolio Management for Individuals and Pension Consulting.

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ADVISOR BIO

Brian David Snyder is a financial advisor with Pinnacle Investments, LLC, where he has been registered since December 20, 2020. Brian has been in the financial industry since November 11, 1999. He is a licensed Investment Advisor Representative in Pennsylvania. Brian has previously worked at Essex Securities LLC, Investors Capital Corp. and Empire Financial Group, Inc.

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ADVISOR BIO

Brian Beversluis is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Brian has been in the industry since 2016 and holds the Series 6, 7, and 66 licenses as well as the SIE exam. Brian is currently registered as a Registered Representative in Pennsylvania, offering investment advice services. Brian is also an Associate/Employee of Fulton Bank and Fulton Financial Advisors, offering investment related services. Brian has a strong track record of helping clients reach their financial goals, and is committed to providing personalized, high-quality service.

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ADVISOR BIO

Brian Hines is a financial advisor with Cambridge Investment Research Advisors, Inc., a firm headquartered in Fairfield, IA. Brian has been in the industry since November 6, 2000. Brian has passed the Series 6, Series 7, Series 63, and Series 65 exams. Brian is registered with the following states: Delaware, Florida, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Pennsylvania, Texas, Virginia, and Washington. Brian is also an Independent Insurance Agent for various independent insurance companies. Brian has worked with Cambridge Investment Research Advisors, Inc., since January 2010 and previously worked with ING FINANCIAL PARTNERS, INC., VALIC FINANCIAL ADVISORS, INC., PRIME CAPITAL SERVICES, INC., and SEI INVESTMENTS DISTRIBUTION CO. Brian specializes in working with individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Brian David Stout is a financial advisor at Confluence Financial Partners. Brian has been in the financial services industry for over 20 years. Brian has a Series 6, 7, 24, 63, and 65 licenses and has experience working with individuals, families, trusts, and businesses. Brian holds designations as a Certified Financial Planner and has been recognized for his financial planning services. Brian's experience spans a broad range of investment products and services including financial planning, retirement planning, and investment management. Brian also holds a property and casualty insurance license and provides insurance services through Confluence Financial Partners.

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ADVISOR BIO

Brian D. Platt is a financial advisor with over 30 years of experience in the financial services industry. Brian is currently registered as an Investment Advisor Representative with Independence Square Holdings, LLC. Brian previously worked with FINANCIAL NETWORK INVESTMENT CORPORATION, PRINCOR FINANCIAL SERVICES CORPORATION, 1717 CAPITAL MANAGEMENT COMPANY, PRUCO SECURITIES CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Brian is a Certified Financial Planner™ and holds Series 6, 7, 63 and 65 licenses. Brian is a strong advocate for his clients and their long-term financial success. Brian specializes in providing financial planning, cash management and mortgage services to high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans.

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ADVISOR BIO

Brian Anderson is a financial advisor with over 17 years of experience in the industry. Brian currently works with Oneamerica Securities, Inc. and specializes in providing financial planning, pension consulting and educational seminars. Brian has a Series 6, Series 26, and Series 63 license. Brian has a strong background working with individuals and corporations. Brian’s previous experience was with W&S Brokerage Services, Inc.

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ADVISOR BIO

Brian Kearon is a financial advisor with Morgan Stanley. Brian has been in the industry since 1990 and is registered to provide investment advice in Pennsylvania and Texas. Brian has experience with a variety of investment products and services, including securities, futures, and managed funds. Brian has experience working with a range of clients, including individuals, corporations, and institutions. Brian is committed to providing his clients with the highest level of service and expertise.

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ADVISOR BIO

Brian Bobeck is an investment advisor representative with M Holdings Securities, Inc. Brian has been in the industry since 2005 and is registered in 6 states. Brian holds the Series 7, Series 66, and SIE exams. Brian also has the Chartered Financial Consultant designation. Brian has experience working with individuals, businesses, and pension plans.

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ADVISOR BIO

Brian Hungarter is a Certified Financial Planner and Investment Advisor Representative. He is currently registered with Girard Advisory Services, LLC in Pennsylvania and is in active status as an Investment Advisor Representative. Brian has been in the financial industry since June 2011 and has worked at several other firms before joining Girard Advisory Services, LLC. Brian's experience includes working with charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

SPECIALIZATIONS