ADVISOR BIO

David Tinney is a financial advisor with over 40 years of experience in the industry. David has a long history of working with clients on their financial goals, helping them to build and protect their wealth. David has worked for a number of prominent firms, including Woodbury Financial Services, Inc., Securities America, Inc., and Triad Advisors LLC. David is currently registered as a financial advisor with Osaic Wealth, Inc. David's expertise includes financial planning, portfolio management, and retirement planning. David has the expertise to help clients achieve their financial goals.

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ADVISOR BIO

David Masters is a financial advisor with Edward Jones. David has been a financial advisor in the industry for 10 years and has a Series 7, SIE and Series 66 license. David has offices in Scottsdale, Arizona and provides financial advice to individuals, businesses and retirement plans. David is committed to providing personalized financial advice to help clients achieve their goals.

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ADVISOR BIO

David Edgerton is a financial advisor with over 48 years of experience in the financial services industry. David is currently registered with United Planners' Financial Services Of America A Limited Partner and has been with the firm since January 2022. Prior to that, David was registered with Securities America, Inc. and Securities Service Network, LLC. David has a Series 7TO, SIE, and Series 1 license. David is also a Chartered Financial Consultant. David's specialties include financial planning, portfolio management for individuals, and selection of other advisers.

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ADVISOR BIO

David Michael Kutz is an investment advisor representative with over 40 years of experience in the financial services industry. David has a broad range of experience, having previously worked with firms such as Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., Paine Webber Incorporated, First American National Securities, Inc., and E. F. Hutton & Company Inc. David is currently registered with Ameriprise Financial Services, LLC.

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ADVISOR BIO

David McLenachen is a financial advisor with over 30 years of experience in the industry. David McLenachen is registered with United Planners' Financial Services Of America A Limited Partner and holds the Series 6, 7, 24, 63 and 65 licenses. In addition to his work with United Planners' Financial Services Of America A Limited Partner, David McLenachen is the president of McLenenachen Financial, Inc., a firm that provides tax preparation, accounting, bookkeeping and CPA services. David McLenachen also serves as the president of David A. McLenachen, Jr., which provides non-variable insurance.

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ADVISOR BIO

David Vidal is a registered investment advisor representative with Vanguard Advisers, Inc. David holds Series 6, 7, 63, and 65 licenses and the SIE exam. David has been in the industry since September 2010 and has worked with a wide variety of clients, including individuals, high-net-worth individuals, corporations, trusts, and charitable organizations. David provides financial planning, portfolio management, and selection of other advisers.

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ADVISOR BIO

David Mowad is an Investment Advisor Representative at Balboa Wealth Partners, Inc. David has been in the financial services industry since 1995. David is registered with the state of Arizona, California and Texas. David Mowad holds the following securities licenses: Series 7, Series 63, Series 65 and the SIE. David Mowad specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and businesses.

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ADVISOR BIO

David William Cabral is an Investment Advisor Representative associated with U.S. Bancorp Investments, Inc.. David Cabral is registered in Arizona and Idaho and has been in the financial services industry for over 20 years. David Cabral is actively licensed and registered in the securities industry and also holds a Series 66 license. David Cabral specializes in providing financial planning, portfolio management for individuals and businesses and other advisory services. David Cabral has experience with individuals, high-net-worth individuals, corporations, trusts and retirement plans.

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ADVISOR BIO

David Brian Hudson is a financial advisor with Oppenheimer & Co. Inc. David Brian Hudson has been in the financial services industry since August 14, 1994 and has a broad background with experience in both advisory and brokerage services. David Brian Hudson is registered with FINRA and licensed in several states, including Arizona and New York. David Brian Hudson is also registered with the SEC as an Investment Advisor Representative. David Brian Hudson has held prior positions at Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., AIG Financial Advisors, Inc., Wachovia Securities, LLC, U.S. Bancorp Piper Jaffray Inc., CIBC World Markets Corp., Paine Webber Incorporated, Everen Securities, Inc., Smith Barney Inc., and Lehman Brothers Inc. David Brian Hudson specializes in working with high net worth individuals and businesses.

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ADVISOR BIO

David Jazo is a financial advisor with LPL Financial LLC in Scottsdale, Arizona. David has over 20 years of experience in the financial services industry and is a Certified Financial Planner. David specializes in providing financial planning and investment management services to individuals, families, businesses, and retirement plans. He also provides consulting and other non-discretionary advisory services. David is committed to helping his clients achieve their financial goals. Prior to joining LPL Financial, David was a financial advisor at Wells Fargo Clearing Services, LLC and INVEST Financial Corporation. David is registered with the state of Arizona, Illinois and other states.

SPECIALIZATIONS