ADVISOR BIO

David Norris is a financial advisor with over 15 years of experience in the financial services industry. David is a registered representative of T. Rowe Price Investment Services, Inc. and holds Series 6, 7, 63 and 66 securities licenses. David is licensed in 53 states and the District of Columbia. David specializes in providing financial advice to individual investors.

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ADVISOR BIO

David Woolford is an investment advisor representative at Snowden Capital Advisors LLC. David has over 30 years of experience in the financial industry. David is registered with the Securities and Exchange Commission (SEC) and several state securities regulators. David's current registrations include California, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, New Jersey, Ohio, Pennsylvania, and Virginia. David has held previous positions at J.P. Morgan Securities LLC, UBS Financial Services Inc., Capital Dynamics Broker Dealer LLC, Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Deutsche Banc Alex. Brown Inc., DB Alex. Brown LLC, and Alex. Brown & Sons Incorporated. David specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and high net worth individuals.

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ADVISOR BIO

David McDonough is a financial advisor with Edward Jones and has been in the financial industry since September 20, 2001. David has a Series 6, 7, 63 and 66 licenses and has been registered with FINRA since May 2018. David is currently registered with the following states: Arizona, California, District of Columbia, Florida, Maine, Maryland, Massachusetts, New Hampshire, New York, North Carolina, Pennsylvania, South Carolina, Vermont, Virginia and Washington. David has previous experience with Franklin/Templeton Distributors, Inc., First Trust Portfolios L.P., and American Skandia Marketing, Inc.

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ADVISOR BIO

David Vang is a financial advisor with over 27 years of experience in the financial services industry. David is registered with LPL Financial LLC in Gaithersburg, Maryland. David has held previous positions with MML Investors Services, LLC, Signator Investors, Inc., and New England Securities. David is a Series 6, 26, 63, and 65 licensed professional.

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ADVISOR BIO

David Greene is a financial advisor with over 30 years of experience in the industry. David has been registered as a broker-dealer and investment advisor representative in multiple states throughout their career. They currently work at Osaic Wealth, Inc. where they provide a range of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. David has a proven track record of success in helping clients reach their financial goals. They are a member of the Financial Industry Regulatory Authority (FINRA) and hold several industry certifications.

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ADVISOR BIO

David McAvoy is a financial advisor with over 20 years of experience in the financial services industry. David is currently registered with T. Rowe Price Investment Services, Inc. and holds Series 6, 7, and 63 licenses as well as the SIE exam. David has previously held positions at TIAA-CREF, Merrill Lynch and Fidelity Brokerage Services LLC. David has a proven track record of helping clients achieve their financial goals.

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ADVISOR BIO

David Warner is a financial advisor with over 17 years of experience in the industry. David is currently registered with Warner Financial, Inc. and has been associated with them since April 2005. David is also a Chartered Financial Analyst. David's previous employment includes roles at Cambridge Investment Research, Inc. and Mutual Service Corporation. David is registered as an Investment Advisor Representative (IAR) in Maryland.

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ADVISOR BIO

David Moler is a financial advisor with over 9 years of experience in the industry. David is currently registered as a broker-dealer and investment advisor representative with Eagle Strategies LLC. David has held previous roles with Northwestern Mutual Investment Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and T. Rowe Price Investment Services, Inc. David holds the Series 63, Series 66, Series 7, and SIE licenses and is registered in 18 states. David specializes in providing financial planning services to individuals and corporations. David is also a registered insurance broker and provides insurance services to clients through BluePoint Financial, LLC.

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ADVISOR BIO

David Lawrence Straus is an investment advisor representative who is currently registered with New Potomac Partners LLC. David is a Chartered Financial Analyst and has been in the industry since 2001. David is currently working for New Potomac Partners LLC, where he has been employed since 2014. Prior to that, David worked for JOHNSTON, LEMON & CO. INCORPORATED, in Washington, DC, from 2001 to 2015. David has passed the Uniform Investment Adviser Law Examination (Series 65) and the NYSE Supervisory Analyst Examination (Series 16). David specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

David Novak is a financial professional with over a decade of experience in the financial services industry. David has held various positions at several firms, including Charles Schwab & Co., Inc. and Ameriprise Financial Services, Inc. David currently works at Stifel, Nicolaus & Company, Inc., where he specializes in providing financial planning and investment management services to a diverse clientele. David is dedicated to helping his clients achieve their financial goals through personalized and comprehensive strategies.

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