ADVISOR BIO

David Wexler is a financial professional with over 40 years of experience in the industry. David is currently registered with M Holdings Securities, Inc. and has previously worked with Mutual Service Corporation, W. S. Griffith & Co., Inc., EQUICO SECURITIES, INC., and The Equitable Life Assurance Society of the United States. David holds the Series 6, Series 63, Series 65 and SIE licenses. David specializes in financial planning, portfolio management for individuals and businesses, pension consulting and provides educational seminars. David has worked in various locations including Bethesda, Maryland; Boston, Massachusetts; Hartford, Connecticut; Boynton Beach, Florida; and Portland, Oregon. David is a partner in Freedman Risk Management, LLC and Greenberg Wexler & Eig, LLC.

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ADVISOR BIO

David Purcell is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in HUNT VALLEY, MD. David is also a registered investment advisor. David has been in the financial services industry for 2 years. David has a Series 7TO, Series 66 and SIE license. David has registrations in 55 states. David is actively registered as a broker-dealer and investment advisor.

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ADVISOR BIO

David Edward Weinstein is a financial advisor with over 23 years of experience in the industry. He is registered as a broker-dealer with Ameriprise Financial Services, LLC, and has also worked as a broker-dealer with IDS LIFE INSURANCE COMPANY. David is currently licensed to provide advisory services in 23 states and the District of Columbia. His primary office is located in Bethesda, MD with branch offices in Lake Ridge, VA and Rockville, MD. David specializes in providing financial planning, asset allocation services, portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

David Adams is a financial advisor with over 15 years of experience in the industry. David has a Series 66, Series 7, and SIE licenses. David is currently registered with Robert W. Baird & Co. Inc. in Easton, MD. David is a registered representative and investment advisor representative in 33 states. David is also the owner of Preston Self Storage. David has been with Robert W. Baird & Co. Inc. since May 2009, and previously worked for CITIGROUP GLOBAL MARKETS INC. for two years.

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ADVISOR BIO

David Hall is a financial professional registered with State Farm VP Management Corp. David has been in the financial industry since March 13, 2001 and is currently registered with the state of Maryland. David holds the Series 6 and SIE licenses. David's current office is located at 400 Redland Court, Suite 110, Owings Mills, MD 21117.

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ADVISOR BIO

David Middleton is a financial advisor registered with Middleton Advisory in Bethesda, Maryland. David has been in the industry since 2007 and has experience working with individual and institutional investors. David provides financial planning, portfolio management, and pension consulting services. David is a Certified Financial Planner (CFP) and holds Series 65, 66, and 7 licenses. David has experience working with both individual and institutional clients. David is committed to providing personalized service and helping clients achieve their financial goals.

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ADVISOR BIO

David Baker is a financial advisor with Edward Jones. David has been in the industry since 2017 and has a wide range of experience in providing financial advice to individuals, businesses, and retirement plans. David holds a Series 66, Series 7 and SIE licenses, which allows him to provide a variety of investment products and services. David is registered to provide advisory services in 18 states.

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ADVISOR BIO

David Holloway is a financial advisor currently registered with LPL Enterprise, LLC. David is also a registered Investment Advisor, and is licensed to provide investment advice in Maryland and Virginia. He has a wide range of experience in the financial services industry, having worked for several well-known companies including TIAA-CREF Individual & Institutional Services, LLC, SunTrust Investment Services, Inc., and Wells Fargo Advisors, LLC. David has a solid background in both securities and investment advisory services, holding Series 6, 7, 63 and 65 licenses, and the SIE designation. He specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services.

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ADVISOR BIO

David Gonzalez is a financial advisor registered with Financial Dimensions, Inc. David has been in the financial industry since 2018. David currently provides financial planning and portfolio management services for individuals and high net worth individuals. David also offers hourly charges and a percentage of assets compensation arrangements. David holds a Certified Financial Planner designation and has passed the Series 63, Series 66, Series 7, and SIE exams. David has experience working with T. Rowe Price Investment Services, Inc. and AXA Advisors, LLC.

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ADVISOR BIO

David Gibson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the industry since 2016 and holds Series 66, Series 10, Series 9, SIE, and Series 7 licenses. David is registered to offer investment advisory services in 57 states and territories. David is a co-owner of a rental property business in Landover, Maryland.

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