ADVISOR BIO

David Jefferson Evans is a financial advisor with Cetera Investment Advisers LLC. David has been in the industry since 1986. David has a Series 7 and Series 63 licenses and is a Certified Financial Planner. David is registered in 31 states and is also registered with the Texas State Securities Board as an Investment Advisor Representative. David specializes in providing financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Dawna Alberty is a financial advisor registered with J.P. Morgan Securities LLC in Dallas, Texas. Dawna has been in the financial services industry since December 2022. Dawna is a Series 63, Series 6TO and SIE licensed representative.

SPECIALIZATIONS

ADVISOR BIO

Dax Aaron Seale is a financial advisor with Raymond James & Associates, Inc. Dax has been in the financial industry for over 15 years and is a registered representative in Texas. He is also a Certified Financial Planner. Dax's firm is a large firm based out of St. Petersburg, Florida. The firm has over 7,700 registered representatives and approximately $433 Billion under management. Dax specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and retirement plans.

SPECIALIZATIONS

ADVISOR BIO

Daxton Cade Martin is a registered representative with Cetera Investment Advisers LLC. Daxton Martin is a financial professional with over 18 years of experience in the financial services industry. Daxton Martin is registered in 35 states. Prior to joining Cetera Investment Advisers LLC, Daxton Martin was associated with Securian Financial Services, Inc. Daxton Martin holds the Series 66, Series 7, Series 24, and SIE licenses. Daxton Martin's professional experience includes positions at Minnesota Life Ins Co and Martin Financial Group.

SPECIALIZATIONS

ADVISOR BIO

Dayna Moser is a financial advisor at UBS Financial Services Inc. Dayna has been working in the financial services industry since December 2008. Dayna Moser is registered to provide securities and investment advisory services in Arizona, California, Colorado, Florida, Hawaii, Illinois, Kansas, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, Pennsylvania, Texas, and Washington. Dayna is also registered to provide investment advisory services in California, Florida, Hawaii, Illinois, Kansas, Michigan, Montana, New York, and Texas. Dayna Moser holds Series 3, 7, 57TO and SIE licenses. Dayna holds a Series 66 license, which is a combined securities and investment advisory license. Dayna Moser has been registered with UBS Financial Services Inc. since March 2023. Before that, Dayna worked at Goldman Sachs & Co. LLC.

SPECIALIZATIONS

ADVISOR BIO

Dean Ernest Morris is an Investment Advisor Representative with Prospera Financial Services, Inc. Dean has been in the financial industry since 1991 and is registered with the state of Montana. Dean holds both Series 65 and Series 27 licenses. Dean specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Dean Robert Johns is a financial advisor with Avantax Advisory Services. Dean has been in the financial services industry since 2012. Dean is a Certified Financial Planner™ professional. Dean provides comprehensive wealth management services to individuals and businesses. Dean is registered with the state of Ohio.

SPECIALIZATIONS

ADVISOR BIO

Dean Somes is an investment advisor representative with Three Bell Capital LLC. Dean has been in the industry since July 2004 and holds a Series 65 license. Dean is registered with the state of Texas and specializes in investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Dean's firm, Three Bell Capital LLC, is a Registered Investment Advisor (RIA) with approximately $1 billion to $10 billion in assets under management. They offer a range of services including financial planning, estate planning, tax planning, and portfolio management for individuals and institutions.

SPECIALIZATIONS

ADVISOR BIO

Debbie Sue Hines is a financial advisor with Stifel, Nicolaus & Company, Inc. Debbie has been in the industry since July 25, 2000 and has a long history of experience working with individuals, corporations, charitable organizations, and retirement plans. Debbie is registered to provide investment advice in 51 states and is also registered as a Registered Representative in Texas.

SPECIALIZATIONS

ADVISOR BIO

Deborah Sue Reed is an Investment Advisor Representative who has been in the financial industry for over 38 years. Deborah is currently registered with ISC Advisors, Inc. and has been with the firm since 2014. Deborah has previously worked at Brecek & Young Advisors, Inc., Donahue Securities, Inc., Citistreet Equities LLC, Nationwide Investment Services Corporation and Hartford Equity Sales Company Inc. Deborah holds Series 6, 63, and 65 licenses.

SPECIALIZATIONS