ADVISOR BIO

David Wood is a financial advisor with Edward Jones. David Wood has been in the industry since 1999 and is registered in 24 states. David Wood has experience in portfolio management for businesses and individuals, financial planning, pension consulting and selection of other advisors. Edward Jones is a full-service financial firm that has been in business for over 100 years and provides a wide range of investment products and services.

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ADVISOR BIO

David Stevens is a financial advisor with over 20 years of experience in the industry. He is currently registered with Wells Fargo Clearing Services, LLC and has been associated with Wells Fargo Advisors LLC and Wells Fargo Investments, LLC in the past. He provides a variety of services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. David Stevens holds licenses for Series 6, 7, 63 and 66 exams. He is registered in numerous states including California, Alabama, Arizona, Florida, Georgia, Idaho, Massachusetts, Nevada, New Mexico, South Carolina, Tennessee, Texas, Utah, and Virginia.

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ADVISOR BIO

David Rene Martinez is a financial advisor who has been in the industry since March 1998. David is currently registered with Morgan Stanley and is licensed to operate in multiple states. David has a strong track record of success in the financial services industry, having worked at various firms such as Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. David holds a wide range of licenses and credentials, including the Series 7, Series 31, and Series 63 exams. David is also licensed as an investment advisor in multiple states. David specializes in providing financial advice to individuals and businesses.

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ADVISOR BIO

David Luecke is an investment advisor representative for The Ayco Company, LP. He is a licensed investment advisor in California and New York and has been active in the industry since September 2021. David is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 66, Series 7, and SIE licenses. David specializes in providing financial planning and investment advice to individuals, businesses, and investment companies.

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ADVISOR BIO

David Ha is a registered representative with J.P. Morgan Securities LLC. David has been in the financial services industry since February 14, 2022. David has passed the Series 63, Series 6TO, and SIE exams. David is registered in California and Wyoming.

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ADVISOR BIO

David Richman is a financial advisor with over 25 years of experience in the financial services industry. David is currently registered with Raymond James & Associates, Inc., and holds licenses in Broker/Dealer and Investment Advisor. David has held previous positions with firms such as ComERICA Securities, NFP ADVISOR SERVICES, LLC, LPL FINANCIAL LLC, Morgan Stanley, and Morgan Stanley & Co. Incorporated. David has a wide range of experience and expertise in various financial products and services, including portfolio management, financial planning, and investment advisory.

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ADVISOR BIO

David Hellewell is a financial professional with over 20 years of experience in the industry. David is currently registered with Charles Schwab & CO., Inc., and has previously held positions at Fidelity Brokerage Services LLC and BANC OF AMERICA INVESTMENT SERVICES, INC. David is licensed to provide investment advice in California and Texas, as well as various other states. In addition to investment advisory services, David also offers financial planning services.

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ADVISOR BIO

David Stockton is a financial advisor with LPL Financial LLC, located in Roseville, CA. David has been in the financial services industry since December 2011. David specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. David has a Series 66 license, a Series 7 license, and a SIE license. David is also registered with the state of California.

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ADVISOR BIO

David Laplante is a financial advisor with over 30 years of experience in the financial services industry. David is a registered representative of Ameritas Advisory Services, LLC and holds a Series 6, 63, 22 and 65 licenses. David is a dedicated professional who strives to provide his clients with sound financial advice. David has specialized in the financial services industry in a variety of fields including fixed insurance products, retirement planning, college savings and estate planning. David serves clients in the Grass Valley, CA area.

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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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