ADVISOR BIO

David Walker Black is an Investment Advisor Representative associated with Beacon Wealth Consultants, Inc. David has been in the industry since 2014. David has a Series 65 license and is registered with Oregon. David's firm offers a range of services including financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. David is also registered with the state of Oregon, having been registered there since February of 2022.

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ADVISOR BIO

David Steven Rasdolsky is a registered investment advisor representative with Morgan Stanley. David has been in the financial services industry since August 1993. He has a total of 19 state securities licenses. David holds the Series 63, Series 65, Series 7 and SIE exams. David was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

David Buterbaugh is an Investment Advisor Representative at Wells Fargo Clearing Services, LLC. David has been in the industry since 2016 and is registered with the state of Virginia and the District of Columbia. David has passed a number of exams, including the Series 63, Series 65 and Series 6TO. David specializes in providing investment consulting services to institutional clients, financial planning, portfolio management for businesses and individuals.

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ADVISOR BIO

David Tebor is an Investment Advisor Representative associated with Rembert Pendleton Jackson. David has been in the industry since 2015. David earned his Series 65 license in 2019 and is registered with the state of Virginia. David has worked at several firms in the past including Virginia Tech University, Bingham Osborn & Scarborough, and Secondary Education. David is a Certified Financial Planner. David specializes in financial planning, pension consulting, business consulting, selection of other advisors, and portfolio management for both individuals and businesses.

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ADVISOR BIO

David Dunwody is a registered investment advisor representative with Davenport & Co. LLC, based in Charlottesville, VA. David Dunwody has been in the financial services industry since 2012.

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ADVISOR BIO

David Cunningham is an Investment Advisor Representative at Sherpa Financial Guides, Inc. in Afton, Virginia. David has over 30 years of experience in the financial industry, beginning their career in 1984. David has been with Sherpa Financial Guides, Inc. since 2013 and has been involved in providing financial planning and investment management services to individuals. David provides services to clients in Virginia, Kansas and other states.

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ADVISOR BIO

David Satterfield is an investment advisor representative at State Farm Investment Management Corp. David is licensed to provide investment advice in North Carolina and Virginia. David has been in the financial services industry since 1998. David holds the Series 6, Series 63, and Series 65 licenses. David also holds the SIE license. In addition to David's role as an investment advisor representative, David is also the owner and agent of David Satterfield's Insurance Agency, an insurance agency that is affiliated with State Farm Mutual Automobile Insurance Company and its affiliates.

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ADVISOR BIO

David Thorn Huddleston is a registered Investment Advisor Representative with Bishopsgate Investment Co. David is a Chartered Financial Analyst. David has been an Investment Advisor Representative since July 1992 and has been working in the financial industry since September 1988. David has a Series 65 license and is licensed in Virginia. David has an active registration with the Investment Advisor Association. David's firm, Bishopsgate Investment Co. manages approximately $1,250,000 in assets for 2 clients.

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ADVISOR BIO

David Brown is an active investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. David is registered in 16 states and has been in the industry for 1 year. David has passed both the Series 7TO and Series 66 exams and holds a license to offer investment advice in Virginia, Texas, and the District of Columbia.

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ADVISOR BIO

David Lewis is a registered investment advisor representative with Kuleana Capital Management LLC. David has been in the industry since 2007, and has been with the firm since 2021. David has a Series 65 license. David's firm provides financial planning services, portfolio management services for individuals, and portfolio management for pooled investment vehicles. Kuleana Capital Management LLC also provides other services including AD-HOC FINANCIAL CONSULTING SERVICES. The firm has a total of $62,842,040 under management and has 32 clients. David's firm uses hourly charges, a percentage of assets, and performance-based fees to compensate the firm.

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