ADVISOR BIO

David Yaffee is a financial advisor with Pruco Securities, LLC. David has been a registered representative in the securities industry for over 20 years. David is a highly experienced advisor with a proven track record of success. He is committed to providing his clients with personalized financial advice and guidance. David has a broad range of experience in the financial services industry, including experience working with individuals, families, and businesses. He is also a certified financial planner, which allows him to provide comprehensive financial planning services to his clients. David is dedicated to helping his clients achieve their financial goals.

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ADVISOR BIO

David Langhorne is a financial advisor with over 30 years of experience in the industry. He is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. David has worked for other reputable financial institutions including UBS Financial Services Inc., Morgan Stanley & Co. Incorporated and Oppenheimer & Co., Inc. David offers portfolio management services for individuals and businesses. He is also able to offer financial planning, pension consulting and educational seminars. He holds Series 7, Series 63 and Series 65 licenses.

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ADVISOR BIO

David Morris Lalich is a financial advisor with Ameriprise Financial Services, LLC. David has been in the financial industry since 2004. David is registered with the state of Connecticut and New Jersey. Ameriprise Financial Services, LLC offers a variety of financial products and services, including financial planning, asset allocation, portfolio management, and pension consulting. David has been with Ameriprise Financial Services, LLC since 2020. Prior to that, David was with IDS Life Insurance Company. David holds a Series 7, Series 66 and SIE license.

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ADVISOR BIO

David Tyler Hindermann is a financial advisor registered with Usi Advisors and has been in the industry since January 28, 2004. David has a Series 6, Series 63, Series 65, and SIE licenses. David currently resides in Glastonbury, Connecticut and is registered to provide financial advice in Massachusetts. Prior to joining Usi Advisors, David was affiliated with Oberlin Financial Corp. and Signator Investors, Inc.

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ADVISOR BIO

David Volpe is a financial advisor with Morgan Stanley. David has been in the industry since August 9, 2000. David has a Series 66, Series 7, Series 31 and Series 9 license. David also holds registrations in 32 states. Prior to joining Morgan Stanley, David worked at CITIGROUP GLOBAL MARKETS INC. and A. G. EDWARDS & SONS, INC..

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ADVISOR BIO

David Michael Spangler is an Investment Advisor Representative with Knights of Columbus Asset Advisors LLC. David has been registered with the Securities and Exchange Commission since April 5, 2024. David holds a Series 65 license. David is currently registered in 50 states. David's firm provides a range of investment advisory services, including portfolio management for individuals, businesses, and investment companies, as well as pension consulting and selection of other advisors. David is also involved in the Dallas Ballers Club Podcast.

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ADVISOR BIO

David Burr is a registered representative with Prudential Annuities Distributors, Inc. David has been in the financial services industry since February 6, 1997. David holds the Series 6, Series 7 and Series 63 licenses. David has previously worked with firms such as FNEX CAPITAL, LLC, SHARESPOST FINANCIAL CORPORATION, CR CAPITAL DISTRIBUTORS, LLC, GWFS EQUITIES, INC., TRANSAMERICA CAPITAL, INC., METLIFE INVESTORS DISTRIBUTION COMPANY and MFS FUND DISTRIBUTORS, INC..

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ADVISOR BIO

David Alan Margulies is a financial professional with over 20 years of experience in the industry. David has a strong background in securities trading and investment management. David currently holds a Series 7, Series 24, Series 55, Series 57TO, and Series 63 license and is registered with Piper Sandler & Co. in Connecticut, New York, California, and Texas. David has held previous positions at WEEDEN & CO. L.P., PRAGMA SECURITIES LLC, SUSQUEHANNA FINANCIAL GROUP, LLLP, HARBORSIDE SECURITIES, LLC, KNIGHT SECURITIES, L.P., and ROBERTSON STEPHENS, INC. David specializes in portfolio management for businesses and analytical reports/public finance consulting programs.

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ADVISOR BIO

David Sydney Forrester is a financial advisor who has been active in the industry since 2006. David is currently registered with PFS Investments Inc. in Milford, Connecticut. David is also registered in New Jersey and New York. David has passed the Series 6, Series 63 and SIE exams. David has experience working with individuals and businesses.

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ADVISOR BIO

David Clifford Becker is a financial professional with over 20 years of experience in the industry. David is currently registered with Osaic Institutions, Inc., American Portfolios Financial Services, Inc., Ladenburg Thalmann & Co. Inc., and Osaic Wealth, Inc. David's professional background includes previous experience with TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., INVESTACORP, INC., ASSOCIATED SECURITIES CORP., MUTUAL SERVICE CORPORATION, and CONTEMPORARY FINANCIAL SOLUTIONS, INC. David holds the Series 27, Series 99TO, and SIE licenses. David is a specialist in Financial Planning, Pension Consulting, and Educational Seminars, and has expertise in Portfolio Management for Individuals.

SPECIALIZATIONS