ADVISOR BIO

David Allen Treece has over 25 years of experience in the financial services industry. David is a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. David has worked at several firms including J.W. COLE FINANCIAL, INC., INVESTACORP, INC., WORKMAN SECURITIES CORPORATION, THE O.N. EQUITY SALES COMPANY, SAMMONS SECURITIES COMPANY, LLC, NATIONAL PLANNING CORPORATION, LEGACY FINANCIAL SERVICES, INC., and WMA SECURITIES, INC. David has extensive experience in the financial services industry.

SPECIALIZATIONS

ADVISOR BIO

David Joseph Stella is a financial advisor with over 20 years of experience in the financial services industry. David has been registered with Morgan Stanley since October 2016. Prior to that, David was a financial advisor with Wells Fargo Advisors, LLC from February 2010 to October 2016. David is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 24, Series 63 and Series 65 licenses.

SPECIALIZATIONS

ADVISOR BIO

David Nagel is a financial advisor with over 6 years of experience in the financial services industry. David is currently registered with Raymond James & Associates, Inc. in Florida and Texas, and also holds a Series 66 license, Series 7 license, and the SIE exam. David has previously been registered with MORGAN STANLEY in Florida. David has worked with a range of clients, including individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and insurance companies. David provides a range of financial services, including financial planning, portfolio management, selection of other advisors, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

David Alexis Diaz velasquez is a financial advisor with J.P. Morgan Securities LLC. David has been in the financial services industry since February 17, 2023. David holds a Series 6TO and a SIE license and is registered in Florida.

SPECIALIZATIONS

ADVISOR BIO

David Bowman is a financial advisor with World Equity Group, Inc. David has been in the financial industry since 2001 and has experience working with a wide range of clients. David is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 66, and 65 licenses. David has a wide range of experience, including financial planning, portfolio management, and investment advisory services. David is committed to providing his clients with personalized financial advice and helping them reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

David Carlton Keith is a registered representative with Oneamerica Securities, Inc., a firm that has been in business for over 100 years. David has been in the financial industry for over 3 years. David specializes in financial planning, retirement planning, and investment management. David is licensed to sell securities in the state of Florida.

SPECIALIZATIONS

ADVISOR BIO

David Anderson Sutton is an experienced financial advisor with over 30 years of experience in the industry. David Anderson Sutton is currently registered with Raymond James & Associates, Inc. and has been with the firm since 2014. David Anderson Sutton holds multiple licenses and designations including Series 3, 7, 24, 50, 53, 63, 65, and 79TO. David Anderson Sutton is a dedicated professional with a strong commitment to providing personalized financial guidance to his clients.

SPECIALIZATIONS

ADVISOR BIO

David Richard Geller is a financial professional with over 20 years of experience in the industry. David is a registered representative with Stephens, a firm headquartered in Little Rock, Arkansas. David holds Series 3, 7 and 63 licenses and is also a registered representative in Arizona, Arkansas, Florida, Maine, New York and Ohio. Prior to joining Stephens, David was employed at RBC DAIN RAUSCHER INC. and WILLIAM R. HOUGH & CO.

SPECIALIZATIONS

ADVISOR BIO

David Bailin is a financial advisor with over 35 years of experience in the industry. David is currently registered with Osaic Wealth, Inc. and has previously worked with Woodbury Financial Services, Inc. and Securian Financial Services, Inc., among others. David is a Chartered Financial Consultant and holds multiple licenses, including Series 6, 7, 26, 63, and 65. David's primary focus is on providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. David's expertise is in a variety of areas, including investments, insurance, and retirement planning. David is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

David Scott Wenig is a financial advisor with UBS Financial Services Inc., working out of their New York, NY office. David has been in the financial industry since 1991. In addition to being registered with FINRA, David is also registered in 53 states and the District of Columbia.

SPECIALIZATIONS