ADVISOR BIO

David McDermott is a financial advisor currently registered with LPL Financial LLC. David has been in the industry since January 22, 2001, and holds Series 7, Series 63, and Series 66 licenses. David is registered in 22 states and has worked for several firms throughout their career, including CUSO Financial Services, L.P., ING Financial Partners, Inc., and Atlas Securities, Inc.

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ADVISOR BIO

David Gomez-avila is a financial professional with LPL Financial LLC. David has been in the financial services industry since February 15, 2018. David is registered with FINRA and holds the Series 99 and SIE licenses. The advisor's firm, LPL Financial LLC, is headquartered in Fort Mill, SC and provides investment advisory services to individuals, corporations, charitable organizations, pension plans, and others. The firm manages over $463 Billion in assets for over 1.9 million accounts.

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ADVISOR BIO

David Cleason is an investment advisor representative at The Ayco Company, LP. David has been in the financial services industry for over 1 year. David is registered with the state of California and New York. David offers a variety of financial planning services, including portfolio management, financial planning, and educational seminars. David has experience working with individual clients, businesses, and high-net-worth individuals.

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ADVISOR BIO

David Guowei Wu is a registered investment advisor representative with Transamerica Financial Advisors, Inc. David Wu has been in the securities industry since January 24, 2018. David Wu holds Series 6, Series 63, Series 65 and SIE licenses. David Wu is registered to provide securities and investment advisory services in California, Massachusetts, Michigan, Nevada, New Jersey, Texas and Washington. David Wu has also worked at WFGIA, Bowdoin College, Wyzant Tutoring, Uber, Varsity Tutors, Heartland Institute of Financial Education, Toastmasters International SF Branch, Tiny Seeds Family Daycare, Francisco Middle School, Link(Legacy Shield), LSPN Pro, LLC, JAR Insurance, MJ MArketing LLC and Inheritguard, LLC.

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ADVISOR BIO

David Bastoni is a financial advisor with Allworth Financial, LP in Folsom, California. David has been in the financial services industry since August 18, 1994 and is registered with the state of California. David has a wide range of experience in the industry and is able to provide financial planning, investment management, and other services to a variety of clients, including individuals, families, businesses, and charitable organizations. David holds the Series 6, 7, 24, 63, 99TO, and SIE licenses. David is also a volunteer for the annual Ducks Unlimited Folsom banquet and is an owner of rental property in Folsom, California.

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ADVISOR BIO

David Lazar is a financial advisor registered with Avantax Advisory Services. David has been in the financial services industry since 1998, and has held licenses to provide financial advice in 17 states. David is a registered investment advisor representative and holds the Series 6, 7 and 65 licenses, and has passed the SIE exam. David has a strong background in tax preparation and accounting. David also provides insurance products, including equity indexed annuities.

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ADVISOR BIO

David Jabczenski is a financial advisor with over 30 years of experience in the industry. David is currently registered with CUSO Financial Services, LP and has previously worked with several other firms including Wescom Financial Services, J.P. Morgan Securities LLC, and BancWest Investment Services, Inc. David holds several licenses including Series 7, 6, 63, 65, 24, 4, and 53 and has a wide range of experience in the industry, including providing financial planning, portfolio management for individuals and businesses, and educational seminars.

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ADVISOR BIO

David Hyam Zuckerman is an investment advisor representative with Zuckerman Capital Management, LLC. David has been in the industry since 2003 and has a Series 6, 7, 63 and 65 licenses. David provides financial planning, portfolio management for businesses and individuals and selection of other advisors to clients. David has over 85 million dollars under management.

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ADVISOR BIO

David Hjorth is a financial advisor with over 40 years of experience in the financial services industry. David is registered with Eagle Strategies LLC and is licensed to provide investment advisory services in California and Texas. David has a deep understanding of the financial markets and can provide personalized financial advice to individuals and businesses.

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ADVISOR BIO

David Cereghino is a financial advisor with over 25 years of experience in the industry. David is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. David is a registered investment advisor and holds Series 63, 65 and 7 licenses and the SIE designation. David has previous experience with Citigroup Global Markets Inc., Citicorp Investment Services and U.S. Bancorp Piper Jaffray Inc.

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