ADVISOR BIO

David Handler is a financial advisor who has been working in the industry since 1994. Currently, David is registered as an investment advisor representative with Morgan Stanley. David is licensed in numerous states and holds several professional certifications, including Series 7, 9, 10, 31, and 63. David is a member of the Hagerstown Fire Police Association and serves as the Treasurer. In addition, David serves as a member of the Finance Committee of the Hagerstown Aviation Museum. David's specializations include investment clubs, insurance companies, investment companies, charitable organizations, high net worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions. David is committed to providing his clients with the highest level of service and expertise.

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ADVISOR BIO

David Mitchell Kanter is a partner and practicing attorney at Kanter & Wishnow, Chartered, located in Bethesda, Maryland. David has been providing general legal services to individuals and business entities since 1975. David joined Burt Wealth Advisors in 2010. David is registered as an Investment Advisor Representative (IAR) in Maryland. David is a Series 65 license holder and holds a Uniform Investment Adviser Law Examination license. David specializes in providing financial planning and investment advisory services to individuals and businesses. David's practice focuses on high net worth individuals and individuals other than high net worth.

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ADVISOR BIO

David Zinreich is an Investment Advisor Representative at Black Diamond Financial, LLC. David is licensed in Maryland and Oregon. David is a Certified Financial Planner and has been in the industry since March 2013. David specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, individuals other than high-net-worth, and pooled investment vehicles. David offers a range of financial planning services, including portfolio management for businesses and individuals, and pension consulting. David's firm manages over $700 million in assets.

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ADVISOR BIO

David William Conrad is an Ameriprise Financial Services, LLC investment advisor representative with over 20 years of experience in the financial services industry. David holds Series 7, 9, 10, 24, 66 and SIE licenses and has been registered with FINRA since July of 2003. David has worked in the financial services industry since July 10, 2003. David is licensed in 23 states and is also a registered investment advisor in 3 states, including Maryland, Tennessee, and Texas. Previously, David was employed with IDS Life Insurance Company. David is currently affiliated with the Timonium, MD and Ooltewah, TN branch offices of Ameriprise Financial Services, LLC. David is a member of Ameriprise's team and provides a range of services, including financial planning, asset allocation, and portfolio management. David is also experienced with portfolio management for businesses and individuals.

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ADVISOR BIO

David Nils Steinmetz is a financial professional registered with Northwestern Mutual Investment Services, LLC. David has been in the industry since June 2023 and is registered with the following states: Arkansas, Colorado, District of Columbia, Florida, Hawaii, Iowa, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Texas, and Virginia. David holds the Series 63, Series 6TO, and SIE licenses. David's current office location is 111 S CALVERT ST, STE 2500, BALTIMORE, MD 21202.

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ADVISOR BIO

David Dunn has been in the financial services industry since 1999. David is currently registered with Shot Tower Securities LLC. David has Series 7, 62, 24, 63, 79TO and SIE licenses. He is also a Principal with a Series 14 license. David has previously been registered with Stout Causey Capital Corporation, Signal Hill Capital Group LLC, Friedman, Billings, Ramsey & Co., Inc. and Deutsche Bank Securities Inc. David is registered with the state of Maryland, California, Tennessee and New York.

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ADVISOR BIO

David Frank is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc.. David has been in the financial industry since 1999. Previously, David was a financial advisor at MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC.. David holds a Series 7, 31, 63 and 65 license. David is registered as a broker-dealer in 29 states and an investment advisor in 2 states. David specializes in working with individuals, businesses, corporations, pension plans, charitable organizations, insurance companies, and state or municipal government entities. David is a registered principal with Merrill Lynch.

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ADVISOR BIO

David Turnbull is a Registered Investment Advisor Representative with DWT Financial Services in Cumberland, Maryland. David has been in the securities industry since 1987 and has a Series 6, 63, and 65 license. David previously worked at Legg Mason Wood Walker, Incorporated in Baltimore, Maryland and LM Financial Partners, Inc. in New Orleans, Louisiana. David is a Registered Investment Advisor Representative in Maryland.

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ADVISOR BIO

David Peter Brown is a financial professional with over 30 years of experience in the industry. David has held various positions at firms including Dominick & Dominick, Incorporated, Securities Settlement Corporation, National Financial Services LLC, and Fidelity Brokerage Services LLC. David is currently registered with Ceros Financial Services, Inc. and is a licensed Series 7, Series 24, and Series 27 representative. David holds a Series 63 license and has passed the SIE exam. David is also registered in Maryland and New York.

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ADVISOR BIO

David Voorhees is a financial advisor with over 13 years of experience in the financial services industry. David holds Series 66, Series 7 and SIE licenses and is registered in 17 states. David is currently employed at LPL Financial LLC, a large independent broker-dealer with over $50 billion in assets under management. David provides financial planning, portfolio management, and other services to individuals, families, and businesses. Prior to joining LPL Financial LLC, David worked at Grove Point Investments, LLC and Ameriprise Financial Services, Inc.

SPECIALIZATIONS