ADVISOR BIO

David Joseph Hill is an investment advisor representative registered with LNW Wealth Management, LLC, based in Seattle, WA. David has been in the financial services industry since 2011, and has experience working with a variety of clients including high-net-worth individuals, charitable organizations, and pooled investment vehicles. David has a strong academic background, holding the Chartered Financial Analyst designation. He is also a licensed investment advisor representative in both Pennsylvania and Washington. Previous to joining LNW, David worked for firms such as YieldX Securities, LLC, M HOLDINGS SECURITIES, INC., and Jefferies LLC. He has a proven track record of success in providing financial advice and managing investment portfolios.

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ADVISOR BIO

David Friello is a financial professional with over 20 years of experience in the industry. David is registered with Cambridge Investment Research Advisors, Inc. David's experience includes working with various independent insurance companies and holding advisory roles with MML INVESTORS SERVICES, LLC. and MSI FINANCIAL SERVICES, INC. David specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

David Harth is a financial advisor registered with Janney Montgomery Scott LLC. David has been in the industry since 2007. David has been active in the financial industry since 2007 and provides financial advice to a variety of client types, including individuals, businesses, and charitable organizations. David is registered in multiple states.

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ADVISOR BIO

David Mebs is a financial advisor registered with Equitable Advisors, LLC and has been in the industry since August 3, 2013. David is a registered representative in Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Pennsylvania, and Texas. David also holds a Series 6, 7, 63, and 65 license, as well as the SIE. David offers financial planning services to a variety of clients including high-net-worth individuals, corporations, and charitable organizations. David has worked with both MetLife Securities Inc and AXA Advisors, LLC in the past. David is also a licensed Independent Insurance Agent for Firstrust Financial Resources (DBA).

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ADVISOR BIO

David Eckhart is a financial advisor with Raymond James & Associates, Inc. David has been in the financial services industry since 2009. He is a registered representative in Pennsylvania, and holds the following licenses: Series 63, Series 50, Series 52, and Series 7. David's previous experience includes roles at NW Capital Markets Inc., LINTZ GLOVER WHITE & COMPANY, INC., SHEARSON LEHMAN HUTTON INC., and E. F. HUTTON & COMPANY INC.

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ADVISOR BIO

David Scott Duncan is a financial advisor with over 39 years of experience in the industry. David is a Certified Financial Planner™ and holds a Series 6, 7, 24, and 63 license. David is currently registered with Cambridge Investment Research Advisors, Inc. and Duncan Financial Planning Advisors. David has experience working with individuals, high net worth individuals, families, pension and profit sharing plans, charitable organizations, and state or municipal government entities. David is committed to providing clients with personalized financial planning and investment management services.

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ADVISOR BIO

David Alan Locher is a registered investment advisor representative with CMS Wealth Management. David has been a registered investment advisor for over 10 years and has extensive experience in the financial services industry. David is licensed in Pennsylvania and has a Series 7, 63, and 65 license. Prior to joining CMS Wealth Management, David worked for Hopper Soliday & Co., Inc., Philips, Appel & Walden, Inc., and Elkins & Co. David specializes in providing financial planning, portfolio management, and selection of other advisors. David is committed to providing his clients with personalized financial advice to help them reach their financial goals.

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ADVISOR BIO

David Pratti is a financial advisor with Equitable Advisors, LLC. David has been in the industry since January 2007 and is registered in 23 states. Equitable Advisors, LLC is a national financial services firm with a focus on providing financial planning, investment management, and insurance solutions to individuals, families, and businesses.

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ADVISOR BIO

David Anthony Perfett is a financial advisor with Equitable Advisors, LLC, a firm that offers a variety of investment services. David is a licensed and registered representative with experience in the financial services industry dating back to 1995. He is located in Conneaut Lake, Pennsylvania.

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ADVISOR BIO

David M Garres is a financial advisor at LPL Financial LLC. David has been a registered representative for over 20 years. David is also an Investment Advisor Representative. David is currently registered in 15 states for broker-dealer activity. David is also registered in Pennsylvania as an Investment Advisor. David has worked with a number of firms during his career including The Huntington Investment Company, PNC Investments, CUSO Financial Services, LP, and CUNA Brokerage Services, Inc.

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