ADVISOR BIO

David Luna is a financial professional with over 40 years of experience in the securities industry. David is a Registered Representative with Stifel, Nicolaus & Company, Inc. and has been with the firm since 2007. Prior to Stifel, Nicolaus & Company, Inc., David was employed by A. G. Edwards & Sons, Inc. David holds several industry licenses and designations, including Series 7, 9, 10, 24, 53, and 63. David’s specializations include investments, securities, equities, bonds, mutual funds, variable annuities, and fixed annuities.

SPECIALIZATIONS

ADVISOR BIO

David Anthony Cherbak is a registered representative with Wells Fargo Clearing Services, LLC. David has been in the securities industry since 2004 and has a Series 7, Series 66, and SIE license. David's background includes experience with Wells Fargo Investments, LLC and Wells Fargo Bank NA. David's specializations include retirement planning, mutual funds, variable annuities, investment advisory services and equity securities. David also acts as a Trustee for his father. David is registered in California for both securities and investment advisory services.

SPECIALIZATIONS

ADVISOR BIO

David Richmond is a financial advisor with Centaurus Financial, Inc. located in San Dimas, CA. David has been in the financial industry since 1993 and has a strong background in financial planning, portfolio management, and investment advice. David Richmond is also a registered representative and is currently registered with the following states: Alaska, California, New Jersey, and Utah.

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ADVISOR BIO

David Ransom is a financial advisor with over 20 years of experience in the financial services industry. David is registered with J.P. Morgan Securities LLC and is licensed to provide investment advice in numerous states including California, Texas, New York, Florida and others. David has worked in previous roles with Chase Investment Services Corp., Wells Fargo Investments, LLC, Fidelity Brokerage Services LLC, WM Financial Services, Inc. and Pacific Coast Financial Securities, Inc. David is also registered with the Securities Industry and Financial Markets Association (FINRA).

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ADVISOR BIO

David Sadkin is an Investment Advisor Representative with Hightower Advisors, LLC, a firm registered with the SEC and headquartered in Chicago, IL. David has been active in the financial industry since April 2006. David also holds a Series 66 and a Series 7 license. He is associated with the Los Angeles, CA branch of Hightower Advisors, LLC. David has prior experience with Bel Air Securities LLC, which is also located in Los Angeles, CA. Prior to joining Hightower, David also held various positions with Bel Air Investment Advisors and Bel Air Management Company, LLC, both based in Los Angeles, CA. David specializes in providing financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

David Waldrop is an Investment Advisor Representative with Bridgeview Capital Advisors, Inc. David specializes in working with individuals, providing financial planning and portfolio management. David has been in the financial services industry since 2000. David has a Series 6, 7, 26, 51, 63 and 65 license. David is also a Certified Financial Planner. David is registered in California and Texas.

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ADVISOR BIO

David Jay Lowi is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. David has been in the industry since 1998 and has experience working with high net worth individuals, corporations, and other businesses. David is also a member of The Grandview Group, LLC, a real estate investment group.

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ADVISOR BIO

David Pinto is a financial advisor with Ameriprise Financial Services, LLC. David has been in the financial services industry since October 2003. David is registered to provide investment advice in the state of California and Texas. David is also a Certified Financial Planner and a Chartered Financial Consultant. David holds a Series 6, 7, and SIE securities license. David has worked with a variety of clients, including high net worth individuals, corporations, pension plans, and trusts. David provides financial planning, portfolio management, and asset allocation services.

SPECIALIZATIONS

ADVISOR BIO

David Matthew Simula is a financial advisor with over 20 years of experience in the industry. David currently works at LPL Financial LLC in Folsom, CA. Previously, David has held positions at UnionBanc Investment Services, LLC, Global Atlantic Distributors, LLC, MWA Financial Services Inc., BBVA Compass Investment Solutions, Inc, Guaranty Brokerage Services, Inc., Capital Brokerage Corporation, Essex National Securities, Inc. and Princor Financial Services Corporation. David holds licenses for Series 63, Series 24, SIE and Series 7 exams. David specializes in providing financial advice to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. David also offers educational seminars and consulting services.

SPECIALIZATIONS

ADVISOR BIO

David Lytle is a registered representative with LPL Financial LLC. David has been in the securities industry since 2011 and is currently licensed in Arizona, Arkansas, California, Hawaii, Idaho, New Jersey, Oregon, Texas and Washington. David has a Series 7, Series 66 and SIE license. David has prior experience with Waddell & Reed.

SPECIALIZATIONS