ADVISOR BIO

David Kuang is a financial advisor at UBS Financial Services Inc. in Newport Beach, California. He is registered with the state of California as a Broker-Dealer and Investment Advisor Representative. David has been in the financial services industry for over 20 years. He is a Certified Financial Planner and holds Series 7TO, Series 63 and SIE licenses. David specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. He is committed to helping clients achieve their financial goals through personalized financial planning and investment management strategies.

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ADVISOR BIO

David Teper is a financial advisor with Osaic Wealth, Inc. based in IRVINE, CA. David has been in the industry since 2014. David has been registered with the state of California since 2015. David specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. David's firm, Osaic Wealth, Inc. is a registered investment advisor with the SEC. The firm manages over $94 billion in assets and has over 437,000 client accounts. David's firm is dedicated to providing clients with a comprehensive suite of financial services, including investment management, financial planning, and retirement planning.

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ADVISOR BIO

David Hsieh is a financial advisor at Stifel Independent Advisors, LLC, with over a decade of experience in the industry. David has been registered with the Financial Industry Regulatory Authority (FINRA) since 2012 and holds both Series 7 and Series 66 licenses. Previously, David held roles at Wells Fargo Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David's expertise spans financial planning, portfolio management, and pension consulting, focusing on meeting the needs of high-net-worth individuals, families, and businesses.

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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 Edward Bell is a registered investment advisor representative with Morgan Stanley. David has been in the industry since September 7, 1988. David holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. David has been registered with Morgan Stanley since March 9, 2020. Prior to Morgan Stanley, David worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MONY SECURITIES CORP., and JOHN HANCOCK DISTRIBUTORS, INC. David currently has registrations in Arizona, California, Colorado, Delaware, Idaho, Illinois, Michigan, Nevada, New Jersey, New York, Virginia, and Washington.

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ADVISOR BIO

David William Frank is a registered investment advisor representative in California, Louisiana, and Texas. He is affiliated with Turning Point Planning LLC and has been in the industry since 2003. His primary focus is on providing financial planning and portfolio management services to individuals. David holds the Series 63 and Series 65 licenses and the Series 7 designation. David has a strong track record of success, working with a diverse range of clients.

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ADVISOR BIO

David Juras has been working in the financial industry since December 1988. David is a registered investment advisor representative with Cuso Financial Services, LP. David is currently licensed in 22 states and is also licensed in Indiana as an investment advisor representative. Prior to joining Cuso Financial Services, LP, David held positions at INVEST FINANCIAL CORPORATION, LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, B C FINANCIAL CORPORATION, and POWER SECURITIES CORPORATION. David has passed the Series 63, Series 65, Series 7, Series 24, and SIE exams. David is also a Chartered Financial Consultant.

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ADVISOR BIO

David Bernard Kruebbe is a financial advisor registered with The Ayco Company, LP and has been in the industry since September 14, 1997. Kruebbe is currently registered with the state of California and Texas and is licensed to provide financial advice to individuals, businesses, and institutions. David Bernard Kruebbe's areas of specialization include financial planning, portfolio management, educational seminars, and selection of other advisors.

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ADVISOR BIO

David Caillier is an investment advisor representative at Robert W. Baird & Co. Inc. in Mill Valley, California. David has been in the industry since 2005. David is registered with the state of Texas as an Investment Adviser Representative, and the state of California as a Broker and an Investment Adviser Representative. David has passed numerous industry exams, including the Series 7, Series 9, Series 10, Series 66 and the SIE exam. David has prior experience at Credit Suisse Securities (USA) LLC and Jefferies & Company, Inc.

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ADVISOR BIO

David Berger is a financial advisor in Los Angeles, California. David is an active advisor and has been in the industry since 1998. David has a broad array of licenses and registrations, including Series 63, 66, 7, 9, 10 and 24. David is registered with J.P. Morgan Securities LLC and holds registrations in multiple states. David has previously worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, U.S. BANCORP INVESTMENTS, INC., and COLUMBIA MANAGEMENT DISTRIBUTORS, INC..

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