ADVISOR BIO

David Steine is a financial advisor registered with Captrust in Brentwood, TN. David has been in the industry since 1985. David is licensed to provide advisory services in New York and Tennessee. David specializes in providing financial advice to individuals, businesses, high-net-worth individuals, charitable organizations, insurance companies, pension and profit-sharing plans, state or municipal government entities, and corporations or other businesses. David's past experience includes working at The Steine & Gooch Company, Inc., TrustCore Financial Services, LLC, and JJB Hilliard WL Lyons,LLC.

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ADVISOR BIO

David Michael Blindman is a registered representative with UBS Financial Services Inc. He is a registered advisor in Tennessee and Texas. David has been working in the financial services industry since 1987. David has worked with UBS Financial Services Inc. since March of 1991. Before UBS Financial Services Inc., David has worked with PROGRESSIVE CAPITAL SECURITIES CORPORATION, UNION PLANTERS INVESTMENT BANKERS GROUP, INC., and BRENNER STEED, INC. David holds a Series 7, 24, 63, 72 and SIE licenses and is also a registered Investment Advisor. David has experience in a wide range of financial services, including financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. David is committed to providing his clients with the highest level of service and expertise.

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ADVISOR BIO

David Layne Reynolds is a registered investment advisor representative with UBS Financial Services Inc.. David is a licensed investment advisor and securities agent. David has been in the financial services industry since 2014. David has a Series 63 and Series 65 license, and Series 7, 9, 10 and 31 licenses. David also holds a SIE certification. David is registered to provide investment advisory services in Tennessee and Texas.

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ADVISOR BIO

David Wattenbarger is a financial advisor with Drw Financial, a firm registered with the SEC. David is based in Chattanooga, Tennessee. David has been in the industry since 2000 and has Series 7, 55, 24, 4, 53, 65 and 66 licenses. David specializes in investment advisory services for individuals and charitable organizations and holds the Certified Financial Planner designation. David is also registered as an Investment Advisor Representative in Georgia, Illinois, Oklahoma, Tennessee and Texas.

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ADVISOR BIO

David Wilkins Lofton is a financial advisor who has been in the industry since 1998. David has a strong background in financial planning and investment management. David is currently registered with Raymond James Financial Services Advisors, Inc. and has previously been registered with Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc. David is also a Certified Financial Planner. David is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.

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ADVISOR BIO

David Walden is a financial advisor with over 20 years of experience in the industry. David is registered with Raymond James Financial Services Advisors, Inc. and holds a Series 7 and Series 63 license. David is also a Vice President at Wilson Bank & Trust, where he has worked since 2005. David's focus is on providing financial advice to individuals and businesses. David's experience and expertise allow him to provide a wide range of financial services, including investment management, financial planning, and retirement planning.

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ADVISOR BIO

David Randall Schadel is a financial advisor with over 13 years of experience in the financial services industry. David has worked for both Raymond James Financial Services, Inc. and Wiley Bros.-Aintree Capital, LLC. He is currently registered with LPL Financial LLC, a firm with over 27,000 registered representatives and more than $50 billion in assets under management. David is a Certified Financial Planner® and specializes in a variety of services, including financial planning, portfolio management, and investment consulting. He has earned the Series 7, Series 66, and SIE securities licenses. David works with a range of clients, including high-net-worth individuals, corporations, and pension plans. David’s commitment to providing personalized and comprehensive financial services has earned him the trust and respect of his clients.

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ADVISOR BIO

David Christopher Mruk is a financial advisor currently working at U.S. Bancorp Investments, Inc. in Nashville, Tennessee. David has been in the financial services industry since April 17, 2007, and is registered in Tennessee. David holds FINRA Series 6, 7, 63, 79 and SIE licenses. David has worked previously at OppenheimerFunds Distributor, Inc. in New York, New York.

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ADVISOR BIO

David Sproles is an investment advisor representative at Ameriprise Financial Services, LLC. David has been working in the securities industry for over 10 years. David is registered in 15 states and has Series 7 and Series 66 licenses. David is also a registered investment advisor in Tennessee and Texas. David is affiliated with Ameriprise Financial Services, LLC in Murfreesboro, TN. David specializes in asset allocation services, financial planning, and portfolio management for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

David Young is a financial professional with over 15 years of experience in the financial services industry. David is currently registered with Raymond James & Associates, Inc. David is a Series 63, Series 7, Series 9 and Series 10 licensed representative. David's areas of specialization include Retirement Planning, College Savings, Estate Planning and Business Planning. David is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS