Brian Hamlin is a financial advisor with Somerset Wealth Management, LLC in Portland, OR, holding Series 63 and Series 65 licenses and with three years of industry experience. He has worked at various related firms including Somerset Securities and Somerset Wealth Strategies since 2022. Outside of advisory roles, he contributes to AnnuityFYI.com, a resource providing free annuity information online. Somerset Wealth Management offers discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm uses institutional-style managers, a tactical asset-allocation approach, and provides access to annuities, private placements, and third-party money managers.

Thomas Hamlin is the founder and CEO of Somerset Wealth Management, LLC in Portland, OR, with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has been involved with multiple Somerset-related entities since 2008, including roles in consulting and insurance services. Outside of his advisory work, Hamlin leads Somerset Charitable, a nonprofit group that distributes grants to various charities. Somerset Wealth Management provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm employs a tactical asset-allocation approach using institutional-style managers and offers access to annuities, private placements, and third-party money managers.