ADVISOR BIO

Darrell Hesford is an active Registered Representative and Investment Advisor Representative for Wells Fargo Clearing Services, LLC. Darrell is a veteran of the financial services industry, with over 30 years of experience. Darrell began his career in 1990 and has been a part of Wells Fargo since 2001. He is a registered Investment Advisor in California and Texas, and is a Registered Representative in a total of 31 states. Darrell also holds the Series 7, 63 and 65 securities licenses.

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ADVISOR BIO

David Larkin George is a financial advisor with over 30 years of experience in the financial services industry. David is currently registered with Carlsbad Wealth Advisory Group, Inc. in Carlsbad, CA. David is a Certified Financial Planner and holds Series 7, 24, 51 and 63 securities licenses and a Series 65 investment advisor license. David has been with Carlsbad Wealth Advisory Group, Inc. since 2008. Prior to joining Carlsbad Wealth Advisory Group, Inc., David worked with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. David specializes in providing financial planning and portfolio management services for individuals and high-net-worth individuals. David is a board member of the Sidney Kimmel Cancer Center and is committed to supporting cancer research.

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ADVISOR BIO

David Bradley Reyes is a financial advisor at Intelligence Driven Advisers, LLC. David is a Certified Financial Planner with over 6 years of experience in the financial industry. David is registered to provide investment advice in California. David specializes in helping individuals, corporations, and charitable organizations reach their financial goals. David has a passion for helping people understand their financial situation and make informed decisions about their money.

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David Millheim is an active Investment Advisor Representative in Utah. David has been in the financial industry for over a decade and is registered with Axxcess Wealth Management, LLC. David also has prior experience with other firms including Wells Fargo Advisors, LLC, Great American Advisors, Inc., MetLife Securities Inc., and P.J. Robb Variable Corporation. David holds Series 63, 65, and 66 securities licenses. David also holds the Series 6 and 7 licenses, as well as the SIE. David specializes in Retirement Planning, Insurance, Estate Planning, and Financial Planning.

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David Robert Klenske is a financial advisor in Carlsbad, California. David Klenske is registered with LPL Financial LLC. He has been in the securities industry since December 4, 1986. David Klenske is also registered with the state of California, Florida, Idaho, Kentucky, Massachusetts, North Carolina, Pennsylvania and Texas. David Klenske has passed the Series 63, Series 65, Series 7, and SIE exams. Previously, David Klenske was registered with SagePoint Financial, Inc., Sentra Securities Corporation, Wachovia Securities, LLC, Prudential Securities Incorporated, A. G. Edwards & Sons, Inc., Paine Webber Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

David Michael Delino is a financial advisor with Wells Fargo Clearing Services, LLC in Carlsbad, CA. David Delino has over 10 years of experience in the financial services industry. Prior to joining Wells Fargo Clearing Services, LLC, David Delino was a financial advisor with Morgan Stanley for 6 years. David Delino is a Series 6, 7, 63, and 66 licensed advisor.

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Debra Krepps is a financial advisor at Morgan Stanley in Carlsbad, CA. Debra has been a registered representative since 1998 and has held licenses in a variety of states, including California and Texas. Debra has extensive experience in the financial services industry, working with a variety of clients, including individuals, families, businesses, and institutions. Debra is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals.

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ADVISOR BIO

Dee House is an Investment Advisor Representative at Belpointe Asset Management LLC. Dee has been in the industry since 1994 and has been registered with the state of California since 2023. Dee has Series 6, Series 22 and Series 63 licenses. Prior to joining Belpointe Asset Management LLC, Dee was a Financial Advisor at Securities America Advisors, Inc. and Pacific Premier Bank. Dee also owns Financial Network and Dee House and Company, which are not investment-related. Dee specializes in providing financial planning and investment advisory services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.

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Denise Aileen Barrett is a financial advisor at Cornerstone Wealth Advisors, Inc. in Carlsbad, CA. Denise has been in the financial services industry since 2013 and holds a Series 65 license. Denise specializes in providing financial planning, pension consulting, and portfolio management services to individuals, families, and businesses. Denise is passionate about helping clients achieve their financial goals and is committed to providing personalized service. Denise is also the owner/CEO of Cornerstone Family Office, Inc. and the Founder/President of Barrett Solutions Inc.

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ADVISOR BIO

Dennis Wayne Manzo is an Investment Advisor Representative at Axxcess Wealth Management, LLC. Dennis Manzo is registered with the state of California. Dennis Wayne Manzo has been in the securities industry since November 2014. Dennis Wayne Manzo has 1 state exam and has passed the Uniform Investment Adviser Law Examination. Dennis Wayne Manzo has been associated with Axxcess Wealth Management, LLC since February 2018. Dennis Wayne Manzo specializes in retirement planning, estate planning, insurance and college savings planning. Dennis Wayne Manzo is also a licensed insurance agent with expertise in life, disability, long term care, health and group insurance.

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