ADVISOR BIO

David Charles Gore is an investment advisor representative with West Coast Financial, LLC. David has been in the financial services industry since February 1986. David is a Chartered Financial Analyst (CFA) and has experience in providing financial planning, pension consulting and portfolio management for individuals, businesses and pooled investment vehicles. David's experience includes working with high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans and pooled investment vehicles.

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ADVISOR BIO

David Andrew Allen is a registered investment advisor with Oppenheimer & Co. Inc. in Los Angeles, California. David has been in the securities industry since February 24, 2000. David's firm has offices in Los Angeles and New York. David's primary area of specialization is Portfolio Management for Individuals.

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ADVISOR BIO

David Nicholas Spiegel is a financial advisor at UBS Financial Services Inc. with over 48 years of experience in the industry. He is registered with the state of California and Texas as an Investment Advisor Representative (IAR). David Nicholas Spiegel holds Series 1, 7TO, 63, 65, SIE, and PC licenses. He is also registered with the state of Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. He is currently associated with the Pasadena branch office of UBS Financial Services Inc. and has previously been associated with BLYTH EASTMAN DILLON & CO. INCORPORATED.

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ADVISOR BIO

David McDermott is a financial advisor currently registered with LPL Financial LLC. David has been in the industry since January 22, 2001, and holds Series 7, Series 63, and Series 66 licenses. David is registered in 22 states and has worked for several firms throughout their career, including CUSO Financial Services, L.P., ING Financial Partners, Inc., and Atlas Securities, Inc.

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ADVISOR BIO

David Nevell is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the financial industry since 1993, and is registered in 42 states. David has both broker-dealer and investment advisor licenses. David is based in Los Angeles, CA.

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ADVISOR BIO

David Moeller is an Investment Advisor Representative associated with Knights of Columbus Asset Advisors LLC. David is licensed in California and has been in the industry since 2011. David has passed the Series 65, Series 66, and Series 7 exams. David has experience working with a variety of clients including individuals, corporations, investment companies, and pooled investment vehicles.

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ADVISOR BIO

David Pietruszewski is a registered investment advisor representative with Allworth Financial, LP. David is also a pilot for Delta Air Lines. David has been a registered representative in the securities industry since January 2020 and has a history of experience in the financial services industry, dating back to August 2013 when David began working with RAA in Addison, Texas. David is based out of Allworth Financial, LP's office in Sacramento, California.

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ADVISOR BIO

David Yoo is a financial advisor with J.P. Morgan Securities LLC and has been in the industry since November 2011. David is a registered representative in California and Texas. David is a licensed Series 6, 7, and 66. David has experience providing financial advice to individuals, corporations, and charitable organizations. David's areas of expertise include investment management, financial planning, and pension consulting.

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ADVISOR BIO

David Lebrun is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the industry since 1994. David is registered with the states of California and Texas. David is also a registered representative with FINRA and the state of Texas as an Investment Advisor Representative. David Lebrun's experience includes working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. David Lebrun's services include performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

David Bradley Reyes is a financial advisor at Intelligence Driven Advisers, LLC. David is a Certified Financial Planner with over 6 years of experience in the financial industry. David is registered to provide investment advice in California. David specializes in helping individuals, corporations, and charitable organizations reach their financial goals. David has a passion for helping people understand their financial situation and make informed decisions about their money.

SPECIALIZATIONS