ADVISOR BIO

David Lazar is a financial advisor registered with Avantax Advisory Services. David has been in the financial services industry since 1998, and has held licenses to provide financial advice in 17 states. David is a registered investment advisor representative and holds the Series 6, 7 and 65 licenses, and has passed the SIE exam. David has a strong background in tax preparation and accounting. David also provides insurance products, including equity indexed annuities.

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ADVISOR BIO

David Enemark is a financial advisor with Morgan Stanley, a firm with over $1.4 trillion in assets under management. David has been in the industry since 2004 and holds the Series 7, 31, and 66 licenses. David is registered in 33 states for securities and in two for investment advisory. David's experience includes positions with Citigroup Global Markets Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. David's specializations include portfolio management, financial planning, and pension consulting. David is registered in 33 states for securities and in two for investment advisory.

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ADVISOR BIO

David Cereghino is a financial advisor with over 25 years of experience in the industry. David is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. David is a registered investment advisor and holds Series 63, 65 and 7 licenses and the SIE designation. David has previous experience with Citigroup Global Markets Inc., Citicorp Investment Services and U.S. Bancorp Piper Jaffray Inc.

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ADVISOR BIO

David McManus is a financial advisor with over 25 years of experience in the industry. David is a Registered Representative and Investment Advisor Representative, holding licenses in numerous states. David works with McManus Cooper and previously worked with Securities America, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, American Express Financial Advisors Inc., IDS Life Insurance Company, and La Jolla Securities Corporation. David specializes in financial planning, portfolio management, and pension consulting. David offers a wide range of services to help clients achieve their financial goals.

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ADVISOR BIO

David Milles Daniel has been in the financial services industry since January 11, 1992. David is currently registered with Citigroup Global Markets Inc. and holds Series 63 and 65 licenses, as well as Series 7 and SIE. David's past employment includes positions at TD Ameritrade, Inc., Citicorp Investment Services, Cal Fed Investments, Investors Capital Corp., BA Investment Services, Inc., Federation for Financial Independence, Griffin Financial Services, Kennedy, Cabot & Co., and Patrick-Riley Securities Inc. David also owns and operates a plumbing products business.

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ADVISOR BIO

David Loseke is a financial advisor at J.p. Morgan Securities LLC in San Diego, California. David has been in the financial industry since 2013 and holds the Series 63, Series 7, and SIE licenses. David's current firm is J.p. Morgan Securities LLC. Before joining J.p. Morgan Securities LLC, David was registered with First Republic Securities Company, LLC. David specializes in providing financial advice to a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

David Meucci is a financial advisor with over 20 years of experience. David is a Certified Financial Planner and holds both Series 6 and Series 7 licenses. David's career has spanned multiple firms, including Western International Securities, Inc. and Financial West Group. David currently works with Western International Securities, Inc. in Petaluma, California and Sebastopol, California.

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ADVISOR BIO

David Jabczenski is a financial advisor with over 30 years of experience in the industry. David is currently registered with CUSO Financial Services, LP and has previously worked with several other firms including Wescom Financial Services, J.P. Morgan Securities LLC, and BancWest Investment Services, Inc. David holds several licenses including Series 7, 6, 63, 65, 24, 4, and 53 and has a wide range of experience in the industry, including providing financial planning, portfolio management for individuals and businesses, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

David Williams is a registered representative with Morgan Stanley. David has been in the financial services industry since March 20, 2018. David is registered to provide investment advice in 44 states. David is a Series 66, Series 7 and Series SIE licensed representative. David’s current office is in Oakland, CA.

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ADVISOR BIO

David Robert Whitney is a financial advisor with over 20 years of experience in the industry. David is currently registered with Morgan Stanley and has been with them since June 2009. Prior to that, David was with Citigroup Global Markets Inc. from January 2003 to June 2009. David is licensed to sell securities in multiple states and holds several professional licenses, including the Series 63, Series 66, Series 7, and SIE exams. David is also a board member of a real estate company in San Mateo, California. David specializes in providing asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS