ADVISOR BIO

Danielle Ohle is a financial professional with PFS Investments Inc., a firm with offices in Riverside, California. Danielle has been in the industry since March 2016. Danielle has a Series 6 license, along with a Series 63 and the SIE. PFS Investments Inc. is a Registered Investment Adviser, with offices in Duluth, Georgia. The firm is registered in the states of Arizona and California, and has 3515 investment advisor representatives and approximately 8.5 billion in assets under management.

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ADVISOR BIO

Darren Gunnell is a registered investment advisor representative associated with Eagle Strategies LLC. Darren has been in the financial industry for 12 years. Darren is licensed to provide investment advice in Arizona, California, Idaho, Michigan, Texas, Utah, and Washington. Darren is also a registered representative and investment adviser representative, with current registrations in both California and Texas. Darren specializes in working with high net worth individuals, corporations, and charitable organizations. Darren's expertise includes financial planning, portfolio management, pension consulting, and educational seminars.

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ADVISOR BIO

David Maxwell is a financial advisor with over 14 years of experience in the industry. David has a strong background in providing investment advice to both individuals and businesses. David is currently registered with Wells Fargo Clearing Services, LLC and has held previous roles at Waddell & Reed, Inc. David is licensed in multiple states including California, Texas, Arizona, Colorado, Connecticut and more. David's specializations include retirement planning, college savings, estate planning, insurance and more.

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ADVISOR BIO

David Evan Fong is a registered investment advisor representative with UBS Financial Services Inc. based in RIVERSIDE, CA. David Evan Fong has been in the financial services industry since 1981. David Evan Fong has passed the Series 3, 7, 63 and 65 exams. David Evan Fong is also registered in 24 states including Arizona, Arkansas, California, Colorado, Florida, Idaho, Indiana, Kansas, Maine, Michigan, Nevada, New Jersey, New Mexico, North Carolina, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Virginia, and Washington.

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ADVISOR BIO

David Floyd is an investment advisor representative who has been working in the securities industry since 1993. David is currently registered with PFS Investments Inc., where he is a financial advisor. David is also a registered representative with the firm and has both Series 6 and Series 26 licenses. David is a resident of RIVERSIDE, CA and works at PFS Investments Inc.'s office in RIVERSIDE, CA. David has experience in various investment-related areas, and his previous employers include PFS INVESTMENTS INC. in LOS ANGELES and DULUTH. David has a commitment to his clients and has been working to help them achieve their financial goals for many years.

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ADVISOR BIO

David Wieme is a financial advisor who has been in the industry since 2013. David is currently registered with PFS Investments Inc. and is licensed in 7 states. David is a Series 6 and Series 63 licensed representative.

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ADVISOR BIO

David Vitela is a financial professional with PFS Investments Inc. David has been in the financial services industry since 2022. David is registered with the state of Texas and holds Series 63, Series 6TO and SIE licenses. David's current office is located in RIVERSIDE, CA.

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ADVISOR BIO

David Kemp is a financial professional with PFS Investments Inc. based in RIVERSIDE, CA. David has been in the financial industry since 2014 and holds the Series 6, Series 63 and SIE licenses. David is registered in Florida and Michigan. David primarily works with high-net-worth individuals, corporations, and other businesses. David offers portfolio management services to individuals.

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ADVISOR BIO

David Pepper is a financial advisor with PFS Investments Inc. David has been in the financial services industry since 2003 and is registered with the state of Michigan. David has extensive experience in investment company products and variable contracts. David has a Series 6, Series 63, and SIE license.

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ADVISOR BIO

Dean Sanderson is a financial advisor with Transamerica Financial Advisors, Inc. Dean is licensed to provide investment advice in California and Texas. Dean has been in the financial services industry since December 2008. Dean has also worked with World Group Securities, Inc. Dean is a Series 6, Series 63, Series 65, and SIE licensed representative. Dean holds a registration as a Registered Representative and Investment Advisor Representative. Dean has over 14 years of experience in the financial services industry. Dean specializes in providing financial advice to individuals, businesses, and charitable organizations.

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