ADVISOR BIO

David J Bauer is an Investment Advisor Representative at Perigon Wealth Management, LLC, a firm with a strong focus on financial planning and portfolio management for individuals and businesses. David is also a registered Investment Advisor Representative in Connecticut and Texas. David has been in the industry since July 2014, and has extensive experience working with high net worth individuals, charitable organizations, pension and profit sharing plans, corporations and other businesses, and individuals other than high net worth individuals. David is committed to providing clients with personalized financial advice that is tailored to their specific needs and goals.

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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 Michael Shaw is a financial advisor with UBS Financial Services Inc. David Michael Shaw has been in the industry since June 16, 2013. David Michael Shaw is registered with the following states: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Maine, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming. David Michael Shaw has been working with UBS Financial Services Inc. since May 2013. David Michael Shaw is also registered with the following firms: UBS Financial Services Inc..

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ADVISOR BIO

Davin James Lundgren is a financial advisor at Ameriprise Financial Services, LLC, based in San Jose, CA. Davin has been in the financial services industry since July 19, 2001. Davin holds the Series 66, Series 7, Series 9, Series 10, and Series 24 licenses and is registered to provide investment advice in several states. In addition to his role at Ameriprise, Davin has previously worked at IDS LIFE INSURANCE COMPANY. Davin has a strong background in financial planning, asset allocation services, and portfolio management. Davin is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Davin Carey has been in the financial industry since December 16, 2007. Davin Carey is currently registered with Avantax Advisory Services and Avantax Planning Partners, Inc.. Davin Carey offers financial planning, portfolio management for individuals and businesses, and participant enrollment meetings. Davin Carey is licensed to provide financial advice in 22 states.

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ADVISOR BIO

Davin Pao Chen is a financial advisor with Morgan Stanley. Davin is active in the financial services industry since 2009. Davin is registered as a Broker/Dealer (Series 7) and Investment Advisor Representative in California, Texas, and other states, specializing in asset allocation, financial planning, pension consulting, portfolio management, and selection of other advisors. Davin worked at BANCWEST INVESTMENT SERVICES, INC. from 2009 to 2013, before joining Morgan Stanley.

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Davion Chaidez is a registered representative with Wells Fargo Clearing Services, LLC. Davion holds Series 7TO, SIE, and Series 66 licenses. Davion is registered with the state of California. Davion is a financial advisor with over 10 years of experience in the industry, providing investment consulting services to institutional clients.

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ADVISOR BIO

Davis Hans Riemer is an investment advisor representative at Hightower Advisors, LLC with over 30 years of experience. Davis has a strong track record of providing financial advice to individuals, families, and businesses. Davis is committed to helping clients achieve their financial goals through personalized investment strategies. Davis has held previous positions with Protected Investors of America, TBA Financial Corporation and CG Equity Sales Company. Davis holds Series 1, 63 and 65 licenses.

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ADVISOR BIO

Davis Jackson Rich is an investment advisor representative with Fermata Advisors, registered with the state of California and Texas. Davis has a Series 65 license. Davis has been in the financial services industry since January 2013 and previously worked at Skyline Country Club, Asset Management Group, Rich Financial, and University of Arizona. Davis has a background in financial planning and portfolio management. Davis specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.

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ADVISOR BIO

Davis Alan Blomquist is a Certified Financial Planner™ and a Registered Investment Advisor Representative (IAR) with Allworth Financial, LP. Davis has been in the financial services industry since 2015 and has a history of working with individuals, high-net-worth individuals, businesses, and retirement plans. Davis is based in Folsom, California and provides a wide range of financial planning services to clients. Davis has extensive experience in financial planning, retirement planning, investment management, and insurance. Davis is dedicated to providing personalized financial advice and helping clients achieve their financial goals. Davis is a member of the California Society of Certified Public Accountants (CSCPA) and the National Association of Personal Financial Advisors (NAPFA).

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