ADVISOR BIO

David Lowell Secrist is an investment advisor representative with LPL Financial LLC. David has been in the industry since April 2007 and is licensed to conduct business in multiple states. David is a licensed investment advisor representative in Virginia and Texas and has been active in the industry for over 15 years. David's primary office is located in Harrisonburg, Virginia. David is registered to offer financial advice, securities, and investment products to individuals, businesses, and other institutions.

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ADVISOR BIO

David Lopez is a financial advisor registered with the state of Virginia, David has been in the financial services industry since October 2008. David is currently an Investment Advisor Representative with Alphastar Capital Management. David holds the Series 65 license. David works with individuals, high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Alphastar Capital Management provides financial planning, portfolio management for individuals, and pension consulting services.

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ADVISOR BIO

David Maynard is a financial advisor with over 20 years of experience in the financial services industry. He is registered with Osaic Wealth, Inc. and has previously worked with a variety of firms, including Securities America, Inc., Securities Service Network, LLC, and LPL Financial LLC. David holds a Series 7, Series 63, and Series 65 license and provides a range of financial services, including financial planning, portfolio management, and retirement planning. David has a strong commitment to helping clients achieve their financial goals and is dedicated to providing personalized service and advice.

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ADVISOR BIO

David Winn is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since April 2005. David has experience with Morgan Stanley and State Farm VP Management Corp. David has a broad array of securities registrations and holds Series 6, 7, 31, 63, 65 and SIE exams. David has an extensive background in working with corporations, individuals, pension and profit sharing plans, insurance companies, and charitable organizations.

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ADVISOR BIO

David John O'Neill is a financial advisor with over 17 years of experience in the industry. David is currently registered with Heritage Financial LLC in Gainesville, VA. David previously worked at Spire Securities, LLC in McLean, VA. David holds Series 7, Series 65, and Series 66 securities licenses. David's areas of expertise include financial planning, portfolio management, and selection of other advisors. David has experience working with a variety of clients, including individuals, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

David William Harrell is a financial advisor with over 30 years of experience in the industry. David has been registered with Ameriprise Financial Services, LLC since 2009 and previously worked with firms such as Morgan Stanley DW Inc. and Lehman Brothers Inc. David is a Series 7, Series 31, and Series 63 licensed professional and has a Series 65 license. He also holds the SIE designation. David offers financial planning, portfolio management, and educational seminars. He specializes in serving individuals, high-net-worth individuals, and families, and has a passion for helping clients achieve their financial goals.

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ADVISOR BIO

David Gerrard Mount has been in the financial services industry since March 1, 2001. David is currently registered with Raymond James & Associates, Inc. in Virginia and Texas. David is a registered investment advisor representative in Texas and Virginia. David is also a licensed securities professional in the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. David is licensed to sell securities in the United States. David is registered with FINRA. David is also registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). David is a member of the Series 31, Series 63, Series 66, and Series 7.

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ADVISOR BIO

David Brennan is a financial advisor who has been in the industry since 1987. David Brennan is currently registered with Osaic Wealth, Inc. and is licensed in several states. David Brennan has experience in financial planning, pension consulting, and portfolio management for businesses and individuals.

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ADVISOR BIO

David Armstrong is a financial advisor with Monument Wealth Management. David Armstrong is a Registered Investment Advisor (RIA) registered with the states of Maryland, Texas, and Virginia. David Armstrong has been in the industry for over 20 years, previously working with LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David Armstrong holds the Series 7, 9, 10, 65 and 66 securities licenses. David Armstrong is a Chartered Financial Analyst (CFA).

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ADVISOR BIO

David McKnight is a financial professional with over 30 years of experience in the industry. David is currently registered with Ultimate Retirement Products, Inc. in California, Florida, New York, and Virginia. David is a Certified Financial Planner™ professional. David has experience providing investment advice to individuals and businesses, including retirement planning, investment management, and insurance. David is also a registered representative for Ultimate Retirement Products, Inc. and Fortune Financial Services, Inc. offering securities products and services.

SPECIALIZATIONS