ADVISOR BIO

Cynthia Roberson is a financial advisor with over 18 years of experience in the financial services industry. Cynthia is currently registered with Osaic Wealth, Inc. as a Registered Representative and Investment Adviser Representative. Cynthia has held previous roles with TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., NATIONWIDE SECURITIES, LLC, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Cynthia is licensed in Georgia and has experience working with a wide range of clients including individuals, families, businesses, and institutions.

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ADVISOR BIO

Dakota Endres is an Investment Advisor Representative with Mercer Global Advisors Inc., registered with the state of Arizona. Dakota has been in the industry since January 23, 2020. Dakota has a Series 7TO, SIE and Series 66 license. Dakota has previously worked at Morgan Stanley.

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ADVISOR BIO

Dale Edward Lewis is an active advisor with Stifel, Nicolaus & Company, Inc. Dale has been in the industry since March 19, 1990. He holds both Series 63 and 65 licenses and is registered as a broker-dealer and investment advisor in 20 states. Dale specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Dale Malleck is a financial advisor at LPL Financial LLC. Dale has been in the financial industry for over 10 years. Dale is registered to provide investment advice in 51 states and 7 jurisdictions. Dale's current primary branch office is in Tempe, Arizona. In addition to their primary branch, they have other business operations in Phoenix, Arizona.

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ADVISOR BIO

Dale Soutas is a registered investment advisor representative with Foundations Investment Advisors LLC. Dale Soutas is also licensed in California and Texas and has been in the industry for over two decades. Dale Soutas has experience with both Mutual Securities, Inc. and Metropolitan Investment Securities, Inc. Dale Soutas is a member of the Series 7, Series 63 and Series 65 exams. Dale Soutas is a Registered Representative. In addition, Dale Soutas is also a licensed insurance agent. Dale Soutas works with individuals, high net worth individuals, corporations, and other businesses. The focus of Dale Soutas's practice is financial planning, educational seminars, and selection of other advisors. Dale Soutas is available to provide investment advice, including portfolio management for individuals.

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ADVISOR BIO

Dale Lamar Shafer is a financial advisor with Life Moves Wealth Management. Dale has been in the financial services industry for over 7 years. Dale holds the Series 7, Series 66 and SIE licenses and is a Certified Financial Planner. Prior to joining Life Moves Wealth Management, Dale worked as a financial advisor with Ameriprise Financial Services, LLC and UBS Financial Services Inc.

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ADVISOR BIO

Dallas Allen Fox is an Investment Advisor Representative at Kingdom Financial Group, LLC in Peoria, AZ. Dallas is licensed to provide investment advice in Arizona, California, Idaho, Louisiana, Minnesota, New Hampshire, Texas, and Washington. Dallas earned the Series 65 license in 2023.

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ADVISOR BIO

Dallas Porter Brignone is a financial advisor currently registered with Osaic Wealth, Inc. Dallas has been in the industry since 2018 and is licensed to provide financial advice in Colorado. Dallas has a diverse background in the industry, having worked with a variety of firms including TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, and SAGEPOINT FINANCIAL, INC. Dallas is a skilled financial advisor with a strong understanding of the industry and a commitment to helping clients achieve their financial goals.

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ADVISOR BIO

Dallas Register is a financial advisor with over 16 years of experience in the financial services industry. Currently Dallas is registered with Osaic Wealth, Inc. Dallas's career has included previous positions with several financial institutions. Dallas is a Series 7, Series 6, Series 55, Series 57TO, and SIE licensed representative. Dallas's areas of expertise include financial planning, pension consulting, and portfolio management. Dallas's goal is to provide clients with personalized financial advice and strategies to help them reach their financial goals.

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ADVISOR BIO

Dallen Haws is an Investment Advisor Representative at Haws Financial Planning LLC. Dallen has been in the industry for 15 years and has over 11.8 Million in assets under management. Dallen specializes in Financial Planning, Portfolio Management for Individuals, and Educational Seminars.

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