ADVISOR BIO

David Reiss is a financial advisor with Wells Fargo Clearing Services, LLC. David has been in the industry since 1998 and is registered with the state of California. David specializes in financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients. David's previous experience includes roles at Prudential Securities Incorporated and Prudential Investment Management Services LLC.

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ADVISOR BIO

David Allen Dewolf is an Investment Advisor Representative with Quantum Financial Advisors, LLC. David is a Certified Financial Planner and has been working in the financial services industry since 2012. David has a Series 65 license and is registered with the states of California and Texas. David specializes in providing financial planning, pension consulting, and portfolio management services to individuals and high-net-worth individuals.

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ADVISOR BIO

David Luangpraseuth is a financial professional with Wedbush Securities Inc. and is registered in 15 states. David has worked in the financial industry since 2020 and holds the Series 6, 7, 57, 63, and 99 licenses. David is committed to providing clients with comprehensive financial planning and investment management services. David specializes in working with high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

David Fender is a financial advisor with Avantax Advisory Services. David has been in the financial industry for over 30 years and has a strong track record of success. David is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. David is a registered representative of Avantax Investment Services, Inc. and an investment advisor representative of Avantax Advisory Services. David holds Series 6, 63, 26 and 65 licenses and is also a registered representative of the firm in Arizona, California, Nevada, North Carolina, Oregon and Texas. David is a member of the firm's wealth management team and specializes in providing financial planning and investment advice to individuals, families, and businesses.

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ADVISOR BIO

David Lyle is a financial advisor with over 29 years of experience in the industry. David is currently registered with Wells Fargo Clearing Services, LLC and has been with them since 2016. David has held the Series 7 and Series 63 licenses since 1994 and added the Series 66 license in 2010. David also holds a Securities Industry Essentials Examination (SIE) license, which they obtained in 2018. David provides a range of services to clients, including investment consulting, financial planning, portfolio management for individuals and businesses, and selection of other advisors. Prior to joining Wells Fargo Clearing Services, LLC, David worked at A. G. Edwards & Sons, Inc. David is also a trustee for their mother's trust.

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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 Heroux is a financial advisor with over 19 years of experience in the financial services industry. David is currently registered with NFP Retirement Inc. and has previously worked with LPL Financial LLC, Questar Capital Corporation and USALLIANZ Securities, Inc. David has a wide range of experience, including financial planning, retirement readiness evaluations, and portfolio management. David is also a licensed insurance agent and a board member of the Boys and Girls club of Greater Conejo Valley. David is committed to helping individuals and families achieve their financial goals.

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ADVISOR BIO

David Willett is a financial professional with over 18 years of experience in the financial services industry. David is currently registered with Cetera Investment Advisers LLC. Prior to this, David was a financial advisor with LPL Financial LLC and National Planning Corporation. David is a Series 6, 7, 63, and 65 licensed professional. David has worked with a diverse range of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans. David provides a variety of financial services, including financial planning, investment management, and insurance.

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ADVISOR BIO

David Stoddard is a financial advisor who is registered with Edward Jones. David has been working in the securities industry for over 20 years, and holds Series 66, SIE and Series 7 licenses. David is currently registered to provide investment advice in California and Texas. David works with clients who are individuals, families, and businesses. David also offers financial planning services.

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ADVISOR BIO

David Arakelyan is a financial advisor registered with Cetera Investment Advisers LLC, a firm with a strong track record in providing a wide range of financial services. David's expertise includes financial planning, pension consulting, and portfolio management for both individuals and businesses. He is committed to providing personalized financial advice to his clients, taking into account their unique needs and goals. David holds the Series 66, Series 7 and SIE licenses and is also a Certified Financial Planner. He has been providing financial advice since March 2010. David's experience and commitment to his clients make him a valuable resource for anyone seeking financial guidance.

SPECIALIZATIONS