ADVISOR BIO

David Raphael Kotok is an investment advisor representative associated with Cumberland Advisors, Inc. David holds Series 63, Series 65 and Series 53 securities licenses. David has been with Cumberland Advisors, Inc. since February 1998. Prior to this, David worked for Cumberland Brokerage Corporation from 1983 to 2005, and Ryan Beck & Co. from 1998 to 2003. David's previous employment was at locations in Ardmore, PA and Florham Park, NJ. Cumberland Advisors, Inc. has an office in Sarasota, FL where David works. The firm manages over $3.34 billion in assets and serves a wide range of clients, including individuals, corporations, charitable organizations, and state and municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

David Ryan Thompson is an Investment Advisor Representative at J. L. Bainbridge & Co., Inc. David has been in the industry since May 2012, working previously at Cavanaugh & Company LLP and Wealth Pro Advisors. David holds the Series 65 license, and is registered with Florida, Louisiana, and Texas. The firm's main office is located in Sarasota, FL. The firm has an approximate regulatory asset amount of $1.1 billion across 1,882 accounts. David specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations.

SPECIALIZATIONS

ADVISOR BIO

David Jonathan Haile is a registered representative with RBC Capital Markets, LLC in Sarasota, Florida. David is a licensed financial advisor who has passed the Series 7TO and Series 66 exams. David has been in the financial industry since 2021 and has a broad background in finance. David has a wide range of experience, and is dedicated to providing clients with financial advice and guidance, including financial planning, portfolio management and pension consulting. David is also a registered investment advisor representative and holds a Series 66 registration. David is currently working as a licensed financial advisor at RBC Capital Markets, LLC.

SPECIALIZATIONS

ADVISOR BIO

David Robert Kennon is a financial advisor, licensed in the state of Florida. David is currently affiliated with Kennon Financial and has been in the industry for over 20 years. David has experience with working with both high-net-worth individuals and individuals other than high-net-worth. David also has experience with First Allied Securities, Inc. and Woodbury Financial Services, Inc.

SPECIALIZATIONS

ADVISOR BIO

David R. Begala is a financial advisor at UBS Financial Services Inc. David has been in the industry since 2003 and is registered with the state of Florida. David has a diverse set of qualifications, including Series 7, Series 31, and Series 66 licenses. In addition to the SIE license, David is also a registered investment advisor representative in Texas. Before joining UBS Financial Services Inc., David worked for Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.

SPECIALIZATIONS

ADVISOR BIO

David John Berns is an investment advisor representative registered with HD Money, Inc. in Sarasota, FL. David has over 10 years of experience in the financial services industry. Previously, David was registered with Fifth Third Securities, Inc., J.P. Morgan Securities LLC, and Wells Fargo Clearing Services, LLC. David holds FINRA Series 6, 63, 65, and SIE licenses and is also a licensed life and health insurance agent. David specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and insurance companies. David is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

David Quintero is a financial advisor with LPL Financial LLC in Sarasota, Florida. David has been in the financial industry since October 1993. David holds the Series 6 and SIE licenses and is registered in Florida and Ohio. David has experience working with individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors.

SPECIALIZATIONS

ADVISOR BIO

David Gregg is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the securities industry since March 1988. David is registered with the state of Florida and has previous experience with BANC of America Investment SERVICES, INC., Barnett Investments, Inc., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and SHEARSON LEHMAN HUTTON INC.. David is also registered with the state of Texas as an Investment Advisor Representative. David is licensed to sell securities in 28 states.

SPECIALIZATIONS

ADVISOR BIO

David Decker is a financial advisor with Quadrant Private Wealth Management, LLC. David has over 30 years of experience in the financial services industry. David holds Series 7, 63, and 65 licenses. David specializes in providing financial advice, portfolio management, and insurance solutions. David has been with Quadrant Private Wealth Management, LLC since 2020. David's previous experience includes positions at Purshe Kaplan Sterling Investments and Merrill Lynch.

SPECIALIZATIONS

ADVISOR BIO

David Szabo is a financial advisor with over 20 years of experience in the industry. David is currently registered with Wealth PRO Advisors, Inc. and is located in Sarasota, FL. David has a broad range of experience, having previously worked with Trustmont Financial Group, Inc. and Securities Service Network, Inc. David has a strong background in financial planning and portfolio management.

SPECIALIZATIONS