ADVISOR BIO

Brian Friday is a registered representative with Goldman Sachs & Co. LLC. Brian has been in the securities industry since 2014 and is licensed in all states except Iowa. Brian is also a Series 3, 7, 57TO and SIE exam holder and specializes in equities, fixed income, mutual funds, options, and variable products.

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ADVISOR BIO

Brian Truscott is a financial advisor with UBS Financial Services Inc. Brian has been in the financial services industry since 2005. Brian is registered with FINRA and has a Series 6, 7 and 66 license. Brian is also registered as an investment advisor representative in Texas.

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ADVISOR BIO

Brittany Stephens Steitz is a financial advisor with UBS Financial Services Inc. based in Houston, Texas. Brittany has been in the industry since 2014 and has a Series 66, Series 7, and SIE license. Prior to UBS, Brittany worked at Sanders Morris Harris LLC and Salient Capital, L.P. Brittany specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.

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ADVISOR BIO

Brittany Kornmann is an advisor with Ameriprise Financial Services, LLC, a financial services firm with a strong focus on providing individual and business financial planning services. Brittany has been in the financial industry since 2005, working with Ameriprise Financial Services, LLC, and previously with IDS LIFE INSURANCE COMPANY. Brittany is licensed to provide financial services in multiple states, including Texas, California, New York, and Florida. Brittany is a strong advocate for helping clients with their financial planning and investment needs.

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ADVISOR BIO

Brooke Caudell is a financial advisor with over 27 years of experience in the financial industry. Brooke is currently registered with UBS Financial Services Inc. as a Registered Representative. Brooke has held previous positions at MORGAN STANLEY & CO. INCORPORATED and GOLDMAN, SACHS & CO.. Brooke specializes in Portfolio Management for individuals and businesses, Financial Planning, Pension Consulting, and Educational Seminars. Brooke is also licensed to provide security ratings. Brooke's experience, expertise, and commitment to client service make Brooke a valuable resource for clients seeking financial guidance.

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ADVISOR BIO

Brooke Madrue Walker is a registered representative at Citigroup Global Markets Inc. Brooke has been in the industry since 2023. Brooke is registered with FINRA as a registered representative and holds the Series 63, Series 79TO and SIE licenses. Brooke is registered to sell securities in 53 states and the District of Columbia. Brooke specializes in providing investment advice to individuals, businesses, and institutions. Brooke is committed to providing her clients with the highest level of service and expertise.

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ADVISOR BIO

Bruce Elliot Schwartz is a financial advisor registered with Goldman Sachs & Co. LLC, a large investment firm with offices across the United States. Bruce Schwartz is licensed to provide financial advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Bruce Schwartz specializes in providing financial advice to individuals, businesses, and institutions.

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ADVISOR BIO

Bruce Quick is a financial advisor with Ameriprise Financial Services, LLC, located in Houston, TX. Bruce has been a financial advisor since 1986. Bruce is a Certified Financial Planner and Chartered Financial Consultant. Ameriprise Financial Services, LLC is a large financial services company that offers a wide range of financial products and services, including investment management, financial planning, and insurance. Bruce specializes in working with high-net-worth individuals, trusts, and estates, pension and profit-sharing plans, and businesses. Bruce is licensed in several states, including Texas, California, Florida, and New York. Bruce has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Bruce Philip McGaugh is an investment advisor representative and has been in the industry since May 29, 1984. Bruce is currently registered with Ameriprise Financial Services, LLC in Houston, Texas and is licensed to provide financial advice in several states. Bruce has a wide range of experience working with various clients including high-net-worth individuals, corporations, charitable organizations, trusts and estates, as well as pension and profit sharing plans. Bruce holds both Series 7 and Series 63 licenses and has a proven track record of providing clients with tailored financial solutions.

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ADVISOR BIO

Bryan McDavid is a financial professional with over 13 years of experience in the financial services industry. Bryan is currently registered with Citigroup Global Markets Inc. and holds Series 7, 63, 57TO, 79TO, 99TO, and SIE licenses. Bryan has previously worked at WELLS FARGO SECURITIES, LLC. Bryan's specializations include investment banking, securities trading, and operations. Bryan specializes in providing advisory services to individuals and businesses.

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