ADVISOR BIO

David Ponder is an investment advisor representative with Eagle Strategies LLC, based in EDGEWATER, MD. David has been in the financial services industry since 1987. David is registered with FINRA and the state of Maryland, and is also registered with the state of Delaware, District of Columbia, Florida, South Carolina, Virginia, and West Virginia. David has passed the Series 6, 63, and 65 exams, as well as the SIE. David has worked for several firms in the past, including NYLIFE Securities INC, Transamerica Financial Resources, INC, and Transamerica Securities Sales Corporation. David specializes in providing financial planning, portfolio management, and other financial services. David is also a Planned Giving Professional Advisory Committee member for Maharishi University of Management.

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ADVISOR BIO

David Emig is a financial advisor with over 20 years of experience in the industry. David has worked at Wells Fargo Clearing Services, LLC since 2009, where he is registered as a Registered Representative in Maryland. David has also held previous positions with Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. David is a Series 7, Series 31 and Series 66 licensed individual who holds certifications for the Securities Industry Essentials Examination. David has a broad range of experience in the financial services industry, including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals. David is also a trustee for nephews/nieces/brother and is an active member of the community.

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ADVISOR BIO

David Edward Donahoo is a financial advisor with Franklin Distributors, LLC. David has been in the financial services industry since 2009. David is licensed to sell securities in all 50 states and the District of Columbia. David is also a Registered Principal.

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ADVISOR BIO

David Hilton White is a financial advisor with over 20 years of experience in the industry. David White is registered with State Farm Investment Management Corp. and offers investment advisory services to individuals and investment companies. David White is also a Chartered Financial Consultant and has a Series 6 license. David White's current office is located in Glen Burnie, MD. David White is also the owner and agent of David White's Insurance Agency.

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ADVISOR BIO

David Seth Lerer is an investment advisor representative with State Farm Investment Management Corp. David has been in the industry since May 1998. David has a Series 6, 63, and 65 license and a SIE exam. David is registered with the following states: Delaware, District of Columbia, Florida, Maryland, New Jersey, and Virginia. David specializes in providing portfolio management for individuals and investment companies.

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ADVISOR BIO

David Andrew Trossman is an investment advisor representative with Passive Capital Management, LLC. He is a Certified Financial Planner and a Chartered Financial Analyst. David Andrew Trossman has been in the industry since 1993. David Andrew Trossman has held previous positions at Wachovia Capital Markets, LLC, Wachovia Securities, LLC, First Union Capital Markets Corp., Legg Mason Wood Walker, Incorporated, and BT Alex. Brown Incorporated. David Andrew Trossman's previous roles included roles with Alex. Brown & Sons Incorporated.

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ADVISOR BIO

David Sizemore is a financial advisor with over 12 years of experience. David is currently an Investment Advisor Representative with Scarborough Capital Management and provides services to a wide range of clients, including individuals and families. David also has prior experience as an Investment Advisor Representative with SII INVESTMENTS, INC., and is a Certified Financial Planner. David is registered with the state of Maryland and 26 other states.

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ADVISOR BIO

David Hurwitz is a financial advisor who has been in the industry since 2002. David is currently registered with Ameriprise Financial Services, LLC in Maryland and Texas. David has a Series 66 license and Series 7 license. David has experience providing financial services to individuals, corporations, and other entities. David also has experience providing financial planning, portfolio management, and asset allocation services.

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ADVISOR BIO

David Bowie is an investment advisor representative with UBS Financial Services Inc., a leading global wealth management firm. David has been in the industry since 2001, holding licenses in Maryland, North Carolina and Texas. David works with individuals, corporations and other institutions. David is committed to providing his clients with personalized financial advice and investment strategies.

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ADVISOR BIO

David Mott is a financial advisor with Morgan Stanley. David has been in the industry for over 23 years and has experience providing financial advice to individuals, high-net-worth individuals, corporations, and other businesses. David holds licenses to offer investment advisory services in 53 states and has earned the Series 6, 7, 9, 10, 63, and 65 licenses. David's experience and credentials position David well to help clients with a range of financial needs, including investment management, financial planning, and retirement planning.

SPECIALIZATIONS