Brian Shulstad is a Managing Director at Bridgemark Strategies and an independent consultant who has spent nearly three decades helping financial advisors make informed, confident decisions about their careers and their businesses.

Brian began his career as a financial advisor with A.G. Edwards before moving into leadership as a complex manager at a regional broker‑dealer. In 2007, he joined LPL Financial as Vice President of Business Development, where he focused on recruiting and advising advisors exploring independence and hybrid RIA models. He later served as Senior Vice President of Business Development for Triad Advisors/Advisor Group, working closely with advisors across every channel and business model.

Over the course of his career, Brian has consulted with thousands of advisors from wirehouses, regionals, independents, and RIAs. He brings a deep understanding of how firms operate, where they differ, and how those differences impact an advisor’s long‑term success.

For the past three years at Bridgemark Strategies, Brian has leveraged that experience as an objective, no‑cost consultant. With access to more than 100 broker‑dealer and RIA options, he helps advisors evaluate their choices, avoid common transition pitfalls, and find the firm that best aligns with their goals, values, and vision for the future.

Brian earned his BS in Finance from the University of Georgia. He and his wife, Christy, live at Lake Oconee, outside Atlanta. Outside of work, he enjoys golf, fishing, water sports, and cheering on the Georgia Bulldogs.

Email: brian@bridgemarkstrategies.com
Phone: 770-715-7140
Schedule time with Brian directly.