ADVISOR BIO

David Bentley Crawford is a registered Investment Advisor Representative with Crawford Investment Counsel Inc. David has been with the firm since March 1992. The firm is based in Atlanta, GA. David has a Chartered Financial Analyst designation and has been registered with the state of Georgia since 2003. Crawford Investment Counsel Inc. provides investment advisory services to Individuals, Investment Companies, and Businesses.

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ADVISOR BIO

David Craighead Maxwell has been in the financial services industry since December 1992 and is currently registered with Aristotle Capital Management, LLC. David has worked with a number of firms in the past, including IMST Distributors, LLC, Franklin/Templeton Distributors, Inc., and Prudential Securities Incorporated. David is active in the following states: Alabama, Arkansas, California, Florida, Georgia, Kentucky, Louisiana, Maryland, Mississippi, North Carolina, Oklahoma, Puerto Rico, South Carolina, Tennessee, Texas, Virgin Islands, Virginia, and West Virginia. David provides advisory services including portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

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ADVISOR BIO

David Alan Culley is a financial advisor with over 30 years of experience in the securities industry. David has been registered with M Holdings Securities, Inc. since 2001 and has been actively providing financial advice to clients in various states. David is licensed to offer a range of financial products and services, including portfolio management, financial planning, and educational seminars.

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ADVISOR BIO

David Burch is a financial professional with over 45 years of experience in the financial services industry. David has a diverse background, having worked for several prominent firms including Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Park Avenue Securities LLC. David is currently a registered representative with Cambridge Investment Research Advisors, Inc. David specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. David is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

David McClanahan is a financial advisor with over 11 years of experience in the financial services industry. David is a registered representative with Wells Fargo Clearing Services, LLC, and provides a variety of financial services, including financial planning, investment consulting services to institutional clients, portfolio management for individuals and businesses, and selection of other advisors. David has a Series 6, 7, 63 and 65 license, and holds the Certified Financial Planner designation. Prior to joining Wells Fargo Clearing Services, LLC, David was a financial advisor at Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David is licensed in 30 states and serves a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

David Clarken is a financial advisor at FWI Wealth Management LLC. David has been in the industry for over 10 years and holds both Series 7 and Series 63 licenses. David has experience working with both high-net-worth individuals and other clients. David offers financial planning, portfolio management, and educational seminars. David is also a Certified Financial Planner and a Chartered Financial Analyst.

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ADVISOR BIO

David M. Michaux is a financial advisor with over 15 years of experience in the industry. David is registered with Valic Financial Advisors, Inc. and has offices in Atlanta, GA. David holds licenses in 12 states. David has earned the Certified Financial Planner designation. David's areas of specialization include retirement planning, investment management, and college savings planning.

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ADVISOR BIO

David Hamilton Gaynes is a financial advisor at LPL Financial LLC, based in Atlanta, GA. David has been in the financial industry since August 1991, working previously with Securities America, Inc., and VeraVest Investments, Inc. David has a wide range of experience and holds a number of industry designations, including Certified Financial Planner and Chartered Financial Consultant. David is registered to provide investment advice in 27 states, and is registered to provide brokerage services in 29 states. David’s firm, LPL Financial LLC, is a large firm headquartered in Fort Mill, SC, with over 20,000 licensed agents and advisors. LPL Financial LLC provides financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, families, businesses, and institutions.

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ADVISOR BIO

David Kritzer is a financial advisor with J.P. Morgan Securities LLC in Atlanta, GA. David has over 25 years of experience in the financial industry. David holds Series 3, 7, 63, and 65 licenses as well as the SIE exam. Previously, David was a financial advisor with UBS Financial Services Inc. and Deutsche Bank Securities Inc. David's specialties include Portfolio Management for Individuals and Businesses, Financial Planning, and Selection of Other Advisors. David is registered in 30 states including Georgia, Louisiana, North Carolina, Ohio, and Texas.

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ADVISOR BIO

David Wayne Tice is an investment advisor representative and principal with Moran Tice Capital Management LLC, which is located in Highlands, NC. David has been in the industry since January 1995 and is registered in Georgia and Texas. He has a Series 7, 24, 28, and 63 license. David provides portfolio management services for individuals and pooled investment vehicles. David Tice has been the Chief Executive Officer of Tice Capital, LLC since January 2011 and provides consulting services to investment firms/professionals regarding macro themes. He has been with Moran Tice Capital Management LLC since June 2020.

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