ADVISOR BIO

David Elliot Rauseo is a financial advisor with over 20 years of experience in the financial services industry. David is registered with MML Investors Services, LLC and has been with the firm since 2002. David's experience includes working with individuals, families, businesses, and institutions to help them achieve their financial goals. David holds Series 7, 63, and 65 licenses and is also registered with the state of Texas.

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ADVISOR BIO

David Atkinson is a financial advisor with UBS Financial Services Inc. based in Bethesda, MD. David has been working in the financial services industry since 2002 and has extensive experience in the field. David holds a Series 7, Series 31, and Series 66 license. David offers a range of services, including financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

David Bormel is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., who has been in the industry since 1982. David holds Series 63, Series 65 and Series 7 licenses. David has worked with Merrill Lynch, Pierce, Fenner & Smith Inc. since August 1982. David is currently licensed to practice in 35 states.

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ADVISOR BIO

David Johnson is a financial advisor with over 23 years of experience in the financial services industry. David currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. and is registered with FINRA and the states of Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and West Virginia. David also has a background in serving as a committee member for the Maryland Association of CPA's (MACPA). Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., David worked at Morgan Stanley Smith Barney and T. Rowe Price Investment Services, Inc. David holds Series 7, 24, and 66 securities licenses.

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ADVISOR BIO

David Holman is a financial advisor with LPL Financial LLC and has been in the industry for over 13 years. David holds Series 66, 7, and SIE licenses and is registered in Maryland and Texas. He provides a range of services, including financial planning, consulting, and portfolio management for individuals and businesses. David also has experience working with charitable organizations and pension plans. David's previous firm was Edward Jones, where he worked from 2010-2023.

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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 Jason Upole is a financial advisor with Cetera Investment Advisers LLC in Cumberland, Maryland. David Upole has been in the securities industry since 1999. David Upole has passed the Series 63, Series 65, and Series 7 exams. He is currently registered as a Registered Representative and Investment Advisor Representative.

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ADVISOR BIO

David Hemler is a financial advisor with LPL Financial LLC, based in WESTMINSTER, MD. David has been in the financial services industry since 1999. David has a long history of working with clients, with previous experience at PNC INVESTMENTS, MERCANTILE BROKERAGE SERVICES, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., FINANCIAL NETWORK INVESTMENT CORPORATION and FSC SECURITIES CORPORATION. David specializes in providing financial planning, portfolio management and other consulting services to individuals, businesses, and charitable organizations. David holds a Series 7, Series 24, Series 26 and Series 66 license and has experience working with a diverse range of client needs.

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ADVISOR BIO

David Brian Murray is a financial advisor with Cambridge Investment Research Advisors, Inc. in Gaithersburg, MD. David has over 20 years of experience in the financial services industry. He is a registered representative and investment advisor representative. His experience includes providing financial planning, portfolio management, and investment advice.

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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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