ADVISOR BIO

David Wiley is a financial advisor at LPL Financial LLC. David has been in the industry since 2022 and has registrations in California, Texas, and 38 other states. David's prior experience includes a role at Wells Fargo Advisors Financial Network, LLC. David holds the Series 66, Series 7TO, and SIE licenses. In addition to the LPL Financial LLC business, David also provides non-variable insurance through Advisors Choice Insurance Brokerage Services.

SPECIALIZATIONS

ADVISOR BIO

David Botwinick is an investment advisor representative registered with LPL Financial LLC. David has been in the industry since June 1985. David has a Series 6, 7, 22 and 66 license, and holds an active registration in 13 states. Previously, David was associated with SII INVESTMENTS, INC., AXA ADVISORS, LLC, and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES.

SPECIALIZATIONS

ADVISOR BIO

David Racusin is an investment advisor representative with Ameriprise Financial Services, LLC. David has been in the financial services industry since 1998, specializing in providing financial planning, asset allocation services, and portfolio management for individuals and businesses. David is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). David has a wide range of experience, having worked previously with firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Paine Webber Incorporated. David holds Series 7, 63, and 65 licenses. David's goal is to help clients achieve their financial goals through personalized financial planning.

SPECIALIZATIONS

ADVISOR BIO

David Wagner is a Certified Financial Planner® with over 15 years of experience in the financial services industry. David has a strong track record of providing personalized financial planning and investment management services to individuals, families, and businesses. David has worked with Morgan Stanley, Merrill Lynch and most recently, Tidecrest Wealth Management, LLC where David serves as an Investment Advisor Representative. David has a passion for helping his clients achieve their financial goals and is committed to providing them with the highest level of service. David's focus is on providing comprehensive financial planning services, including retirement planning, college savings, estate planning, and tax planning. David specializes in working with high-net-worth individuals, families, and businesses. David holds a Series 7, Series 31, Series 65 and Series 66 licenses. David is registered as an investment advisor representative in the state of California.

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ADVISOR BIO

David Charles Seymour is a financial advisor with Wedbush Securities Inc.. David has been in the financial services industry since 1975. He is registered with the state of California, and Oregon. David is also a Registered Investment Advisor with the state of California and Oregon.

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ADVISOR BIO

David Treffry is an Investment Advisor Representative with J.P. Morgan Securities LLC, with over 19 years of experience in the industry. David has experience in offering investment advice to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations. David has been registered with FINRA and is currently registered in 12 states. He has passed the Series 7, Series 66, and SIE exams. David previously worked at Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC.

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ADVISOR BIO

David Whitman Fleming is an active investment advisor representative at Oppenheimer & Co. Inc. David has been in the industry since August 9, 1997. Prior to joining Oppenheimer & Co. Inc., David was with Stifel, Nicolaus & Company, Incorporated and Barclays Capital Inc. David is registered in 13 states. David is a Series 66, Series 9, Series 10, Series 24, Series 99TO, Series SIE, Series 3 and Series 7 licensed professional. David specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals.

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ADVISOR BIO

David Barnett is a financial advisor with over 15 years of experience. David is a Registered Investment Advisor Representative with Barnett Financial Planning in Tustin, California. Barnett Financial Planning provides a wide range of advisory services including financial planning, portfolio management for individuals, and selection of other advisors. David serves clients of all types, including high-net-worth individuals. The firm’s client assets are primarily managed on a non-discretionary basis, and David charges clients based on hourly fees or fixed fees.

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ADVISOR BIO

David Lawrence Tuyo is a financial advisor currently registered with Copper Financial. David has over 18 years of experience in the financial services industry. David has been with Copper Financial since July 2020. Previously, David was a financial advisor with CUSO FINANCIAL SERVICES, L.P. for over 6 years. David holds a Series 7, Series 63, Series 66 and SIE license. David provides a range of financial services including financial planning, educational seminars and portfolio management for individuals. David also provides selection of other advisers.

SPECIALIZATIONS

ADVISOR BIO

David D. Ehlert is a financial advisor with Arbor Family Wealth Advisors, Inc. in Lodi, California. David has been in the financial services industry for over 35 years. David holds Series 6, 63, 22, and 65 licenses. David is a Chartered Financial Consultant. David is currently registered with the state of California as a Registered Investment Advisor (IA) and as a Broker-Dealer (BD) and also holds licenses in the following states: Delaware, Florida, Hawaii, Missouri, Montana, Nevada, New Jersey, New York, Ohio, Oregon, South Carolina, South Dakota, Texas, Utah, and Wyoming. Arbor Family Wealth Advisors, Inc. provides financial planning and selection of other advisors to individuals, high net worth individuals, and corporations.

SPECIALIZATIONS