ADVISOR BIO

David Bruce Utter is a financial advisor with over 40 years of experience in the industry. David is currently registered with Onedigital Investment Advisors and holds licenses in multiple states, including California and Texas. David also has prior experience with other firms, including LPL Financial, Triad Advisors, and Prudential Securities Incorporated. David has held various roles in the financial services industry, including senior vice president, partner, and trustee, and currently focuses on providing retirement planning, financial advice, and wealth management services to clients.

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ADVISOR BIO

David Fricke is a financial advisor who has been in the industry since September 14, 2015. David is currently registered with Edward Jones as a Registered Representative and Investment Advisor Representative in California and Texas. David has a Series 66, Series 7 and SIE license. David also holds licenses in 20 states and is registered with FINRA and the SEC. David specializes in financial planning, portfolio management, and retirement planning.

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ADVISOR BIO

David Michael Harrison is a financial advisor with over 30 years of experience in the industry. David has held various positions in the financial services sector, including roles with Lehman Brothers Inc., Smith Barney Inc., and Prudential Securities Incorporated. David is currently registered with Wells Fargo Clearing Services, LLC and holds Series 3, 7, 63, and 65 licenses. David has earned the Certified Financial Planner designation and offers financial planning, investment management, and consulting services to individuals, families, and businesses.

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ADVISOR BIO

David William Jacobs is a financial advisor at Navalign, LLC. David has been in the industry for over 20 years and has experience working for both Sanford C. Bernstein & CO., INC. and Sanford C. Bernstein & CO., LLC. David specializes in working with high-net-worth individuals and pension plans, and is registered with the state of California and Utah as an Investment Advisor Representative.

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ADVISOR BIO

David James Trogan is a registered investment advisor with Morgan Stanley. David has been in the industry since January 13, 1993. David holds the Series 7, Series 63, and Series 65 licenses as well as the SIE exam. David also holds registrations in 19 states. David was previously registered with CITIGROUP GLOBAL MARKETS INC., UBS FINANCIAL SERVICES INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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ADVISOR BIO

David Feeney is a financial advisor at LPL Financial LLC in San Diego, CA. David has over 10 years of experience in the industry and holds Series 7, Series 99TO and SIE licenses. David specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations.

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ADVISOR BIO

David Degrandmont is a financial advisor with Wells Fargo Clearing Services, LLC. David is a registered representative with over 5 years of experience in the financial services industry. David has Series 7 and Series 66 securities registrations as well as a Securities Industry Essentials (SIE) certification. David is licensed to conduct business in Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Michigan, Missouri, Montana, Nebraska, Nevada, Oregon and Washington. David has worked for both Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America prior to joining Wells Fargo Clearing Services, LLC. David's experience and registrations make him a valuable resource for clients seeking comprehensive financial advice and guidance.

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ADVISOR BIO

David J Lustig is a registered representative with Independent Financial Group, LLC. David has been in the financial services industry for over 20 years and has experience working with a variety of clients, including individuals, families, businesses, and non-profit organizations. David's previous firms include LPL Financial LLC, MML Investors Services, LLC, and Signator Investors, Inc. David is licensed to sell securities in California and is a member of FINRA.

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ADVISOR BIO

David Howard Blaugh is an Investment Advisor Representative registered with Stifel, Nicolaus & Company, Inc. in Chico, California. David has been in the industry since 1992 and is a Series 7, Series 31, Series 63 and Series 65 licensed professional. David has held the position of Investment Advisor Representative at UBS Financial Services Inc. and Stifel, Nicolaus & Company, Inc.. David is currently registered in 13 states including California, Arizona, Florida, Idaho, Illinois, Iowa, Nevada, Oregon, and Washington.

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ADVISOR BIO

David Jasper is a financial advisor with UBS Financial Services Inc. David has been in the industry since 1995 and is licensed to provide investment advice in multiple states, including California, Texas, Colorado, and New York. David has a strong track record of success in the financial services industry and is committed to providing his clients with personalized investment advice and guidance. David has also worked for firms such as Goldman, Sachs & Co., Morgan Stanley & Co., Incorporated, and CS First Boston Corporation. David's current registrations include a Registered Representative (RA) in California and a Registered Representative (RA) in Texas. David is also a Registered Investment Advisor in California. David has a broad range of experience in the financial services industry, specializing in providing advice to individual clients and institutional investors, as well as corporate and business clients. David is committed to providing his clients with the highest level of service and expertise.

SPECIALIZATIONS