ADVISOR BIO

David Richter is a financial professional with over 30 years of experience in the financial industry. David is a registered representative with M Holdings Securities, Inc. in San Rafael, California. David specializes in a broad range of financial planning services for individuals and businesses. Prior to joining M Holdings Securities, Inc., David worked as a financial advisor with several firms including ARETE WEALTH MANAGEMENT, LLC, PRIVATE CONSULTING GROUP, INC., NFP SECURITIES, INC., FORTIS INVESTORS, INC., MML INVESTORS SERVICES, INC., and G. R. PHELPS & CO., INC. David is committed to providing personalized financial solutions for his clients and helping them achieve their financial goals.

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ADVISOR BIO

David McHugh is a financial advisor with Edward Jones, a firm that has been serving clients since 1922. David is currently registered in California, Texas, Arizona, Colorado, Florida, Idaho, Indiana, Kansas, Maine, Michigan, Nevada, New Mexico, Ohio, Oklahoma, Oregon, South Carolina, Virginia, Washington, West Virginia, and Wisconsin. David has been in the financial services industry for over 27 years. Prior to joining Edward Jones, David was a financial advisor for NYLIFE Securities LLC, Sun Life Financial Distributors, Inc., Sentinel Financial Services Company, Allstate Distributors, L.L.C., AFD, INC., and Dean Witter Reynolds Inc. David is dedicated to helping his clients reach their financial goals and providing them with the guidance and support they need to make informed investment decisions.

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ADVISOR BIO

David Thatcher is an investment advisor representative with Cypress Wealth Services, LLC. David is based in Palm Desert, CA and has been in the industry for over 14 years. David's previous experience includes positions at PURSHE KAPLAN STERLING INVESTMENTS, MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. David is a CERTIFIED FINANCIAL PLANNER™ professional. David is registered with the state of California as an Investment Advisor Representative and has passed several exams including the Series 7, Series 31 and Series 66.

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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 Waitrovich is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the industry since 1982 and is licensed in multiple states. David has a wide range of experience in the financial services industry and has been with Merrill Lynch for over 30 years. David has also been a registered representative with Becker Paribas Incorporated and Lehman Brothers Kuhn Loeb Incorporated. David's areas of specialization include investment management, financial planning, and retirement planning. David's approach to financial planning is comprehensive and personalized. David works with clients to develop a financial plan that meets their specific needs and goals.

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ADVISOR BIO

David Neunuebel is a financial advisor with Raymond James & Associates, Inc. David has been in the industry since June 1982. David is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7 and Series 63 license. David has experience working with a wide range of clients, including individuals, families, businesses, and institutions. David specializes in retirement planning, investment management, and financial planning. David has held previous roles at Wells Fargo Advisors, LLC, Prudential Securities Incorporated, and Morgan Stanley DW Inc.

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ADVISOR BIO

David Shnapek is a financial advisor with Sageview Advisory Group, LLC based in Newport Beach, California. David has been in the financial industry since April 17, 2005. David is a registered representative and investment advisor representative. David holds the Series 7, Series 66, and SIE licenses. David previously worked at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc.

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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 Ray Smith is a financial advisor with over 30 years of experience in the industry. David is a registered representative of Stifel, Nicolaus & Company, Inc. and holds Series 7 and 63 licenses. David has previously worked at WELLS FARGO ADVISORS, LLC and UBS FINANCIAL SERVICES INC.. Stifel, Nicolaus & Company, Inc. provides financial planning, pension consulting, and portfolio management for businesses and individuals.

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ADVISOR BIO

David Baldwin is a financial advisor at Commonwealth Financial Network. David has been in the industry since 2006. David has a Series 7, Series 66 and SIE license. David is registered in Arizona, California, Florida, Idaho, Illinois, Oregon, Texas and Utah. David has experience in portfolio management for individuals and businesses, financial planning, and pension consulting. David is also a Certified Financial Planner.

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