Clearing through Fidelity Clearing & Custody Solutions, a Fidelity Investments® company, Pershing LLC, and Wedbush Securities Inc. Member FINRA and SIPC

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An experienced advisor and industry sage.

Don Bizub

President

Known for his dynamic style and personal communication, Don draws from his history as an advisor to lead and instruct Securities Industry organizations. This includes his time as President of the Securities Industry Management Association (SIFMA) of Southern California, a Board position at the National Association of Independent Brokers (NAIBD), and active involvement with Vistage, a network of fellow executives who challenge assumptions and provide feedback for advanced decision making.

An architect for success in independent wealth management

Bill Morrissey

Head of Independent Channel

With extensive experience and a successful track record of designing a value proposition that drives growth for financial professionals and wealth management firms, Bill is an authority in combining the best elements of highly effective growth and practice management strategies that optimize the culture and quality of the financial professional community.

A proven background in executive leadership at prominent independent, wirehouse and regional broker-dealers gives him unmatched insight into developing an environment that best positions the independent financial professional for success in every area of a financial practice.