ADVISOR BIO

David J Lustig is a registered representative with Independent Financial Group, LLC. David has been in the financial services industry for over 20 years and has experience working with a variety of clients, including individuals, families, businesses, and non-profit organizations. David's previous firms include LPL Financial LLC, MML Investors Services, LLC, and Signator Investors, Inc. David is licensed to sell securities in California and is a member of FINRA.

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ADVISOR BIO

David Morris Richardson is a financial advisor with over 20 years of experience in the industry. David is registered with Cetera Investment Advisers LLC and has held previous registrations with Avantax Investment Services, Inc.. David has a broad range of experience providing financial advice to a variety of clients, including individuals, families, businesses, and charitable organizations. David also offers a variety of financial planning services, including retirement planning, college savings, and estate planning.

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ADVISOR BIO

David Reasoner is an investment advisor representative with LPL Financial LLC in Orange, CA. David has over 40 years of experience in the securities industry. David has held various roles in the financial services industry and has been with LPL Financial LLC since 2010. David is registered with FINRA as a General Securities Representative and also holds the Series 3 and SIE licenses. David is also a registered investment advisor representative in California and Texas. David's firm, LPL Financial LLC, provides a wide range of financial services, including investment management, financial planning, and retirement planning. David's previous employers include Securities America, Inc., CitiCorp Investment Services, UBS Financial Services Inc., Dean Witter Reynolds Inc., Smith Barney, Harris Upham & Co., Incorporated, and Paine Webber Incorporated. David's experience and expertise make him a valuable resource for clients seeking investment advice and financial guidance.

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ADVISOR BIO

David Penniall is a financial advisor at Beacon Pointe Advisors, LLC. David has been in the financial services industry since 1983 and is a Certified Financial Planner. David has worked at a number of firms, including United Planners' Financial Services of America, NRP Financial, Inc., AIG Financial Advisors, Inc., and Sunamerica Securities, Inc. David is licensed to sell insurance products, and David also owns and operates an independent insurance agency, Penniall Insurance Services. David is a member of AWM Capital LLC and is a business manager of LLCs that PHC helps create and manage. David is also a real estate agent and refers clients to buy and sell real estate.

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ADVISOR BIO

David Morris is a financial advisor with over 30 years of experience in the financial services industry. David currently works as a Registered Representative for J.P. Morgan Securities LLC and is licensed to provide financial advice in California and Texas. David has held various positions in his career at numerous firms including Avondale Partners, LLC, Electronic Trading Group, LLC, Rothschild Lieberman Ltd., First New York Securities L.L.C., and Oppenheimer & Co., Inc.

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ADVISOR BIO

David Bachert is a financial advisor with over 49 years of experience in the industry. David is currently registered with Osaic Wealth, Inc. in California and has been with the firm since January 2025. David previously worked with The Lincoln National Life Insurance Company from September 2003 until March 2006 and with CIGNA Financial Advisors, Inc. from September 1987 to June 1998. David holds the Series 1, Series 7TO, and Series 63 licenses. David is a Chartered Financial Consultant and is also registered in Arkansas, California, Colorado, Connecticut, Georgia, Illinois, Ohio, and Virginia.

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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 Michael Ethell is an Investment Advisor Representative associated with Independent Financial Group, LLC and has been in the industry since 1996. David is registered with Financial Industry Regulatory Authority (FINRA) as a registered representative and with the state of California as an investment advisor representative. David's previous employment experience includes roles with NATIONAL PLANNING CORPORATION, MAIN STREET SECURITIES, LLC, MUTUAL OF OMAHA INVESTOR SERVICES, INC., PRUCO SECURITIES CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA.

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ADVISOR BIO

David Robert Bennette is a financial advisor who has been in the industry since 2004. David Robert Bennette is currently registered with Morgan Stanley and has been a registered representative for over 16 years. Prior to joining Morgan Stanley, David Robert Bennette worked with PROSPERA FINANCIAL SERVICES, INC. and WELLS FARGO ADVISORS, LLC. David Robert Bennette is a Registered Representative and Investment Advisor Representative. David Robert Bennette holds a Series 7, 66, and SIE licenses.

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ADVISOR BIO

David Lee Bland is a financial advisor registered with D.a. Davidson & Co.. David has been working in the financial industry since March 21, 1983 and has been with D.a. Davidson & Co. since November of 2013. David is licensed in 39 states and holds Series 63, 66, and 7 licenses.

SPECIALIZATIONS