ADVISOR BIO

David Alberto Ventura is a financial advisor at Mercer Global Advisors Inc. David is registered as an Investment Advisor Representative in California, Hawaii, and New Hampshire. David has been in the financial services industry since 2014 and has experience in providing financial planning, investment management, and trust services. David is a Certified Financial Planner™.

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ADVISOR BIO

David Lopez is a financial advisor with Wells Fargo Clearing Services, LLC. David has been in the financial industry since 2019. David is a registered representative in California and holds Series 7TO, Series 66, and SIE licenses. David has worked for several firms before joining Wells Fargo, including J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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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 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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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

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 Domingo Aldana is a financial advisor with over 15 years of experience in the industry. Davis is currently registered with LPL Financial LLC and Perennial Financial Services. Davis has a strong background in financial planning, portfolio management, and insurance, and is committed to providing personalized financial guidance to help clients achieve their financial goals. Davis has a Series 7, Series 9, Series 31, Series 66, and SIE licenses. Davis is also registered as an Investment Advisor Representative in several states.

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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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