ADVISOR BIO

David Ginsberg is a financial advisor with over 30 years of experience in the industry. David currently works with TLG Advisors, Inc., a firm with over 240 licensed agents and 264 investment advisor representatives. David has a wide range of experience working with high-net-worth individuals, corporations, and other businesses. David has a Series 6, Series 7, Series 26, Series 63 and Series 65 licenses. David also holds the SIE designation.

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ADVISOR BIO

David Raymond Travis is a financial advisor with Commonwealth Financial Network and Financial Council, LLC in Towson, MD. David Travis has been in the financial services industry since 1997 and is a Certified Financial Planner. David Travis is registered to offer investment advice in 27 states and holds both Series 7 and Series 63 licenses. David Raymond Travis has a broad range of experience and specializations including financial planning, portfolio management, and retirement planning. David Raymond Travis is committed to providing personalized financial advice and helping clients reach their financial goals.

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ADVISOR BIO

David Wisniewski is a financial advisor with Wells Fargo Advisors Financial Network, LLC. David has been in the financial services industry since 1986. David is registered to provide investment advice in Delaware and Maryland. David is also registered with FINRA and the Securities Investor Protection Corporation. David has a Series 3, Series 7 and Series 63 license. David has extensive experience in the financial services industry. David can help you with your financial planning needs.

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ADVISOR BIO

David Sharps is an investment advisor representative at Cetera Investment Advisers LLC, located in Oakland, MD. David is a licensed investment advisor representative in Maryland and Texas. David has been in the financial industry since October 12, 2005. David is registered with FINRA as a Registered Representative and is licensed to conduct business in 19 states. David's services include portfolio management, financial planning, educational seminars, and selection of other advisors.

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ADVISOR BIO

David Kalvar is a financial advisor with over 6 years of experience in the financial services industry. David has a strong background in securities, having passed both the Series 7 and Series 66 exams. David is currently registered as a Registered Representative with Morgan Stanley and is licensed in several states including Maryland, Texas, Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Massachusetts, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Utah, Virginia, and West Virginia. David was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Maryland.

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ADVISOR BIO

David Richard Bird is a financial advisor with The O.n. Equity Sales Co. based in Waldorf, Maryland. David has over 15 years of experience in the financial services industry and has a wide range of experience in the industry. He has been registered with the Financial Industry Regulatory Authority (FINRA) since July 2006. David is a Series 7, Series 63, and Series 66 licensed representative. He is also a registered representative in 15 states including Alabama, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, and Virginia.

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ADVISOR BIO

David James Bolten is a financial advisor with over 30 years of experience in the industry. David is currently registered with Wells Fargo Clearing Services, LLC. David has experience with a range of clients, including high-net-worth individuals, corporations, and charitable organizations. David is a well-rounded financial advisor who has passed the Series 7, 8, 9, 10, 31, 63, and 65 exams. David is licensed to provide financial advice in a variety of states, including Maryland, Texas, and others.

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ADVISOR BIO

David Manley is a registered representative with State Farm Investment Management Corp., holding a Series 6, Series 26 and Series 63 license. David has been in the financial services industry since 1998. His current employment with State Farm Investment Management Corp. began in February of 2022 and is based in Annapolis, MD. David Manley provides portfolio management for individuals and portfolio management for investment companies.

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ADVISOR BIO

David Costaney is a financial advisor with Morgan Stanley & Co. LLC in Baltimore, Maryland. David has been in the industry since March 14, 2024, and holds both the Securities Industry Essentials Examination (SIE) and Series 99TO licenses.

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ADVISOR BIO

David Johnson is a registered investment advisor representative with Exg Nexus Solutions Llc. David has been working in the financial services industry since 2014, and has experience in a variety of areas, including financial planning, portfolio management, and advisory consulting. David holds the Series 6, 7, 63 and 65 licenses. In addition to his work at Exg Nexus Solutions Llc, David also owns and operates a 501(c)(3) company and is a licensed insurance producer for Principal Life Insurance Company and Crump. David specializes in working with individual clients, and has helped many people achieve their financial goals. He is passionate about providing high-quality advice and service to his clients, and is committed to helping them make informed financial decisions.

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