ADVISOR BIO

David Lewis Klein is an investment advisor representative for Morgan Stanley. David has been in the financial services industry since 1993 and has a Series 7, Series 63, and Series 65 license. David provides financial planning, portfolio management, and asset allocation advice to a wide range of clients, including individuals, businesses, and institutions. David has worked for a number of other financial institutions, including Merrill Lynch, Citigroup Global Markets, and Morgan Stanley & Co. Incorporated, in addition to Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank.

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ADVISOR BIO

David Afzal has been in the financial industry since 1999. David is registered as an investment advisor representative and has a Series 7, Series 24, Series 63 and Series 66 licenses. David is currently with Osaic Wealth, Inc., located in San Diego, CA. Previously, David was with SAGEPOINT FINANCIAL, INC. and NATIONAL PLANNING CORPORATION. David is a licensed insurance agent, licensed real estate broker and Legal Document Assistant Preparer. In addition to securities products, David also offers life insurance and real estate services to his clients.

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ADVISOR BIO

David Maupin is a financial advisor at LPL Financial LLC, a large financial services firm based in Fort Mill, South Carolina. David is registered with the state of California and Texas. David has been in the securities industry since June 1984 and is a registered representative, investment advisor representative and has earned the Series 7, Series 24 and SIE licenses.

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ADVISOR BIO

David Meagher is an Investment Advisor Representative at Flyway Advisors. David has been in the financial industry for over 17 years. David is registered as an Investment Advisor in California and Idaho. David holds the Series 63, Series 65, Series 7TO, and SIE licenses. David specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. David is committed to providing his clients with the highest level of service and expertise.

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ADVISOR BIO

David Jenkins is a financial advisor at Ameriprise Financial Services, LLC and has been in the industry since July 3, 2000. David is registered to provide investment advice in Arizona, California, Georgia, Massachusetts, New Hampshire, New York, North Carolina, Oregon, Texas and Virginia. David has also passed the Series 66, Series 7, Series 9, Series 10, Series 31 and SIE exams. Prior to joining Ameriprise Financial Services, LLC, David worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley & Co. Incorporated. David specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, Educational Seminars, Asset Allocation Services, and Selection of Other Advisors.

SPECIALIZATIONS

ADVISOR BIO

David Stubbs is an Investment Advisor Representative at Raymond James & Associates, Inc. David has been working in the financial services industry since 2002. David has experience with various investment products and services including: portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. David is also registered in California with a Series 7, Series 63, and Series 79TO license. Previously, David has held positions at KEMA PARTNERS LLC, STANFORD GROUP COMPANY, THOMAS WEISEL PARTNERS LLC, DEUTSCHE BANK SECURITIES INC., and CITIGROUP GLOBAL MARKETS INC.

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ADVISOR BIO

David Shaw is a financial advisor with over 18 years of experience in the industry. David has a Series 6, 7, 63 and 65 licenses. David currently works for Avantax Advisory Services and is registered in 19 states. David is also a licensed life agent. David has been involved with Meyer Bookkeeping & Tax Service Inc. DBA Shaw & ASSC. as well as Shaw & Associates since 1992. David currently works in Yuba City, CA and has been registered with Avantax Advisory Services since 2010.

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ADVISOR BIO

David Chen-yu Lu is a registered Investment Advisor Representative associated with Lodestone Capital Solutions LLC in Torrance, California. David has a strong background in financial services, with experience at firms such as Ameriprise Financial Services, Inc. and Farmers Financial Solutions, LLC. David holds the Series 6, 7, and 63 licenses and is a Certified Financial Planner. David has a strong focus on financial planning and portfolio management. Lodestone Capital Solutions LLC specializes in providing financial planning and investment management services to individuals and businesses. David has 2 high-net-worth clients and 3 other clients, with a total of $4 million in assets under management.

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ADVISOR BIO

David Neate is a financial advisor with over 20 years of experience in the industry. David is registered with LPL Financial LLC and has been with the firm since 2015. David is a Series 66, Series 7, Series 9, Series 10 and Series 24 licensed professional. David has previously worked with CETERA ADVISOR NETWORKS LLC, WELLS FARGO ADVISORS, LLC, NFP SECURITIES, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and LINCOLN FINANCIAL ADVISORS CORPORATION.

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ADVISOR BIO

David Earhart Lin is a financial advisor with over 30 years of experience in the industry. David Earhart Lin is currently registered with Morgan Stanley and has been with the firm since June 2009. Prior to joining Morgan Stanley, David Earhart Lin worked at CITIGROUP GLOBAL MARKETS INC., Lehman Brothers Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Paine Webber Incorporated, and First Investors Corporation. David Earhart Lin specializes in a wide range of financial services, including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals, and investment companies. David Earhart Lin has earned a number of licenses and certifications over the years including the Series 3, 5, 6, 7, 8, 9, 10, 63 and 65. David Earhart Lin is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.

SPECIALIZATIONS