ADVISOR BIO

David Steven Scheid is an investment advisor representative, registered with Morgan Stanley. David has been in the industry since September 1983 and is also registered as an investment advisor in multiple states. David’s previous employment includes Citigroup Global Markets Inc., Lehman Brothers Inc. and E. F. Hutton & Company Inc. David is also licensed as a General Securities Representative. David provides portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS

ADVISOR BIO

David Warfield Bennett is a financial professional with over 30 years of experience in the industry. David is currently registered with MML Investors Services, LLC, and has been with the firm since 1996. David specializes in providing financial planning and investment management services to individuals, businesses, and pension and profit-sharing plans. David is also a Certified Financial Planner. In addition to his work with MML Investors Services, LLC, David is also a registered representative of the firm in the state of California. David is committed to providing his clients with the highest level of personalized service and guidance.

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ADVISOR BIO

David Robert Lee is a financial advisor at Stifel, Nicolaus & Company, Inc., with over 36 years of experience in the industry. David is registered with FINRA as a General Securities Representative and holds the Series 6, 7, 31, and 63 licenses, as well as the SIE designation. David is also a Certified Financial Planner and holds a Series 65 license, allowing him to act as an Investment Advisor Representative.

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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 Hess is a financial professional with over 30 years of experience in the industry. David has been registered with Charles Schwab & CO., Inc. since 1993. David is licensed to provide investment advice in California and Texas and is also licensed as a securities agent in over 30 states. In addition to being a registered representative, David is also a registered investment advisor. Prior to working at Charles Schwab, David was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated. David has passed the Series 3, 7, 8, 9, 10, and 63 exams. David is a strong proponent of financial planning and specializes in providing investment advice to high-net-worth individuals.

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ADVISOR BIO

David Randall Lehnertz is a financial advisor with Morgan Stanley. David has been in the industry since November 1992. David holds Series 7, 31, and 63 securities licenses as well as the SIE and Series 65 licenses. David is licensed to provide investment advice in 30 states and is also a Registered Representative in California and Texas. David's previous experience includes employment with Morgan Stanley DW Inc. and Morgan Stanley & Co. Incorporated.

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ADVISOR BIO

David Tracy is a financial advisor with The Colony Group, LLC. David has been in the financial services industry since 2007. David has a Series 66 and Series 7 license, and is a Certified Financial Planner. Previously, David has worked at M. S. HOWELLS & CO., TRIAD ADVISORS LLC, and COMMONWEALTH FINANCIAL NETWORK.

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ADVISOR BIO

David Lanshe is a financial advisor who has been in the industry since 1986. David is currently registered with J.P. Morgan Securities LLC and has previously worked at other firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Wachovia Securities, LLC, UBS Financial Services Inc., SunTrust Capital Markets, Inc., Deutsche Bank Securities Inc., DB Alex. Brown LLC, Alex. Brown & Sons Incorporated, Thomson McKinnon Securities Inc., Shearson Lehman Hutton Inc., and E. F. Hutton & Company Inc. David is licensed to provide investment advice in a number of states and is a Series 7, Series 3, Series 10, Series 9, and Series 65 licensed representative. David is a registered investment adviser representative in the state of California and Colorado.

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ADVISOR BIO

David Michael Eurton is a registered representative with Westpark Capital, Inc. based in Irvine, California. David has been in the securities industry since 1999. David is also registered as an investment advisor representative and holds licenses in both California and other states. David has a strong background in securities and investment advisory services, and is committed to providing clients with personalized financial guidance.

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ADVISOR BIO

David Arthur Cuellar is a financial advisor registered with Wells Fargo Clearing Services, LLC. David has over 30 years of experience in the financial services industry. David has held previous positions at Morgan Stanley, Citigroup Global Markets Inc. and UBS Financial Services Inc. David has a strong background in financial planning and investment management. David is also a Certified Financial Planner. David is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS