ADVISOR BIO

David Alexander Thomas is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since 2003. David has extensive experience in the financial services industry, holding various positions at firms including BANC OF AMERICA INVESTMENT SERVICES, INC., CITICORP INVESTMENT SERVICES, WM FINANCIAL SERVICES, INC., and MORGAN STANLEY DW INC.. David has also worked as a financial advisor for BANK OF AMERICA, N.A. in Roseville, CA. David is registered to provide investment advice in 32 states, and is active in both the broker-dealer and investment advisor space.

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ADVISOR BIO

David Ari Cooper is an investment advisor representative at Ameriprise Financial Services, LLC. David has been in the industry since April 2, 1997. David's registration is active in both California and Texas. David has a Series 7 and Series 63 securities license as well as the SIE. David is also registered with FINRA and a number of states, including Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Kansas, Minnesota, Nevada, New Hampshire, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Dakota, Tennessee, Texas, Utah, Washington, Wisconsin and Wyoming.

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ADVISOR BIO

David William Souter is a financial professional with over 17 years of experience in the financial services industry. David is currently a registered representative with Equitable Advisors, LLC, where David has been a financial advisor since 2022. Previously, David has worked as a financial advisor at Pruco Securities, LLC, and Ascendiant Securities, LLC. David specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. David holds a variety of licenses and certifications, including Series 7, Series 6, Series 63, Series 65, and Series 66. David is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

David Hicks is a financial professional with over 12 years of experience in the industry. David is currently registered with LPL Financial LLC and has held previous positions at TD Ameritrade Clearing, Inc., TD Ameritrade, Inc., MML Investors Services, Inc., and Ameriprise Financial Services, Inc. David has a strong background in securities and holds the Series 66, Series 7, Series 24, and SIE licenses. David provides a wide range of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

David Albin is a financial advisor with Independent Financial Group, LLC in San Diego, CA. David has been in the industry since 2009 and has experience with CETERA ADVISOR NETWORKS LLC, CETERA ADVISORS LLC, CETERA FINANCIAL SPECIALISTS LLC, CETERA INVESTMENT SERVICES LLC, FIRST ALLIED SECURITIES, INC., SUMMIT BROKERAGE SERVICES, INC. and GIRARD SECURITIES, INC. David holds licenses for both Securities and Investment Advisor. David is licensed in the state of California. David specializes in retirement planning, mutual funds, investment advisory services, variable life insurance, and other investment products. David works with individuals, families, and business owners. David's approach to financial planning is to work with clients to develop a personalized plan that meets their individual needs. David's firm, Independent Financial Group, LLC, has approximately $1 billion to $10 billion in assets under management. Independent Financial Group, LLC, has been in business since 1980 and has offices in California.

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ADVISOR BIO

David Ellman is an investment advisor representative registered with LPL Financial LLC. David Ellman has been in the industry since June 15, 2002 and has experience with BANCWEST INVESTMENT SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and BANC OF AMERICA INVESTMENT SERVICES, INC. David Ellman currently holds a Series 6, 7, 26 and 66 licenses as well as a Series 63 license in California. David Ellman's firm has offices in Walnut Creek, CA, Castro Valley, CA, Walnut Creek, CA, and Oakland, CA.

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ADVISOR BIO

David Frederiksen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the industry since December 2017 and holds a variety of securities licenses, including Series 6, 7, 63 and 66. David has a broad range of experience in financial planning, investment management and retirement planning. David has previously worked at T. Rowe Price Investment Services, Inc. David is registered with the Securities and Exchange Commission (SEC) and with the state regulators of 51 states.

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ADVISOR BIO

David Van dyke is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been a financial professional since 1994. David has a wide range of experience in financial planning, portfolio management, and investment advice. David is dedicated to providing personalized service to each client and is committed to helping clients achieve their financial goals. David is also registered with the State of California and the State of Texas as an Investment Advisor Representative.

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ADVISOR BIO

David Bolduc is an investment advisor representative with Equitable Advisors, LLC. David has over 26 years of experience in the financial services industry. David is registered in 16 states including Arizona, California, Colorado, Louisiana, Michigan, New Hampshire, New Jersey, New Mexico, Oklahoma, Oregon, Pennsylvania, Texas, Utah, and Washington. David is also a licensed insurance agent. Previously, David worked at LPL Financial LLC in Huntington Beach, CA and Charles Schwab & Co., Inc. in Westlake, TX. David is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

David Youngwirth is an experienced financial professional with over 10 years of experience in the industry. David is registered with Commonwealth Financial Network and offers a range of financial services to individuals and businesses. David is licensed to offer investment advice in multiple states.

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