Brian is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of Wall Street experience. He began his career as a corporate bond trader. In 1999, Steve and Brian joined their practices to form the Jeffers McGuinness Group.

Brian is Portfolio Manager in the Wells Fargo Advisors Portfolio Investment Management (PIM) program. His responsibilities include asset allocation, investment selection and trading in the group’s individually customized investment strategies. In addition, Brian coordinates the wealth management efforts. His areas of expertise include life insurance and variable annuities.

Brian is a graduate of Lehigh University. He resides in Lloyd Harbor, NY, with his family.

Away from the office, Brian enjoys tennis and skiing, playing bass guitar and is an avid motorcycle and sports car enthusiast. He is a long-time Director and Officer of his local community board. He actively supports and raises money for the Long Island food bank and is active with the Volunteers of America.

<sup>The PIM Program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account side for this program is $50,000.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

CA Insurance License Number: 0G63303. Resident State (NY).</sup>