ADVISOR BIO

Brett Robert Harner is an active investment advisor representative with Cetera Investment Advisers LLC in Dunedin, Florida. Brett has been in the financial industry since December 2006. Prior to joining Cetera Investment Advisers LLC, Brett worked for LPL Financial LLC and CUSO Financial Services, L.P.. Brett is registered in California and Florida. Brett holds the Series 66, Series 7 and SIE licenses. Brett offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Dan Allan Bragg is a financial professional with over 40 years of experience in the industry. Dan is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Florida and Ohio. Dan provides portfolio management services to individuals, corporations, and pension plans. Dan's experience includes working with Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America, N.A. Dan holds Series 7, 9, 10, 63, and 65 licenses. Dan is also a board member of the Elyria Community Improvement Corporation.

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ADVISOR BIO

David Curtis Turner is a financial advisor with Cetera Investment Advisers LLC. David Turner is registered in 11 states, including Florida, Texas, and New York. David Turner has been in the industry since 2016 and is a Certified Financial Planner. David Turner specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. David Turner works with individuals, businesses, and charitable organizations.

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ADVISOR BIO

Donald Henriksen Gage has been in the financial industry since May 30, 1977. Donald is a Registered Representative and Investment Advisor Representative. Donald has been with IP Financial Advisory Services LLC since May 2022. Prior to that, Donald was with InterVest International Equities Corporation for 15 years and Robert W. Baird & Co. Incorporated for 10 years. Donald has a Series 3, 5, 7, and 63 license. Donald is also a Certified Financial Planner. Donald has a broad range of experience in the financial industry and is committed to providing clients with personalized financial advice and services. Donald specializes in consulting services to qualified retirement plans, financial planning, and portfolio management for individuals and businesses.

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ADVISOR BIO

Eric David Coyner is a financial advisor with over 8 years of experience in the financial services industry. He is currently registered with Charles Schwab & Co., Inc. and holds Series 66, 7, and SIE licenses. Eric has previously held positions with USAA Financial Advisors, Inc., AXA Advisors, LLC, and Morgan Stanley Smith Barney. Eric is a Certified Financial Planner and Chartered Financial Consultant and has extensive experience in financial planning. Eric works with clients to achieve their financial goals, including retirement planning, investment management, and estate planning.

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ADVISOR BIO

Heather Rene Sickler is a registered representative of Wells Fargo Clearing Services, LLC. Heather has been in the financial industry since January 21, 2009. Heather is registered with FINRA as a Series 7, Series 6, and Series 63 representative. Heather is also registered with the state of Florida as an Investment Advisor Representative. Heather has held previous positions with SunTrust Investment Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Heather is dedicated to providing her clients with personalized financial advice and investment strategies to help them achieve their financial goals.

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Ian Richard Hall is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since 2023. Ian Richard Hall is currently registered in Florida and Georgia and has passed the Series 63, Series 7TO and SIE exams. Prior to joining Wells Fargo Clearing Services, LLC, Ian Richard Hall worked at OSAIC WEALTH, INC. in Tampa, Florida.

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ADVISOR BIO

James Donoghue is a financial advisor with over 20 years of experience in the industry. James is currently registered with Ameriprise Financial Services, LLC and is a Certified Financial Planner. James has a proven track record of providing investment advice and financial planning services to individuals, families, and businesses. James has experience in a variety of financial services, including asset allocation, financial planning, portfolio management, and insurance. James has held positions with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company.

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ADVISOR BIO

Jessie Owen Brock is an active registered representative with Wells Fargo Clearing Services, LLC. Jessie has been in the financial industry since June 24, 2000, and holds the Series 6, SIE, and Series 63 licenses. Jessie is registered in Florida and Georgia and previously worked for VALIC FINANCIAL ADVISORS, INC. and THE VARIABLE ANNUITY MARKETING COMPANY.

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ADVISOR BIO

John Charles Tunstall is an investment advisor representative at Florin Pensions LLC. John has been with the firm since April 2012 and is registered as an investment advisor in Florida, Louisiana, New York and Texas. John holds the Series 65 license and has been in the industry since June 2011. Florin Pensions LLC is a Registered Investment Advisor (RIA) headquartered in San Francisco, California. They have approximately 470 clients with a combined $0 in regulatory assets under management. The firm offers a wide range of services to individuals, corporations and businesses.

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