ADVISOR BIO

David James Lewis is a Registered Investment Advisor in Virginia. David Lewis is currently employed by Lewis-berkeley Asset Management, where he has been since July 2003. David Lewis has also held positions at CW Capital, Inc. in Washington, DC. David Lewis is registered with the state of Virginia. David Lewis is a Chartered Financial Analyst. David Lewis also manages a real estate management company called GSR Partners LLC.

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ADVISOR BIO

David Henry Kraft is a financial advisor who has been in the industry since 1997. David Henry Kraft is currently registered with Wells Fargo Clearing Services, LLC and has offices in RICHMOND, VA. David Henry Kraft is licensed to provide financial advice in 33 states. David Henry Kraft has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the General Securities Representative Examination, the Securities Industry Essentials Examination, and the Registered Options Principal Examination. David Henry Kraft has previously been employed with FIRST UNION CAPITAL MARKETS CORP. in CHARLOTTE, NC.

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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 Cameron Schaap is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Lynchburg, Virginia. David has been in the industry since May 2008. David holds Series 6, 7, 63, and 66 securities licenses. David also holds a SIE exam. David is registered to provide investment advice in 17 states. David previously worked for WELLS FARGO CLEARING SERVICES, LLC. David is a Registered Representative and Investment Advisor Representative of Wells Fargo Advisors Financial Network, LLC.

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ADVISOR BIO

David John Guido is a financial advisor based in LEESBURG, VA. David has over 15 years of experience in the financial services industry. David is currently registered as an investment advisor representative with Summit Financial, LLC. David specializes in providing financial planning and investment management services to individuals, corporations, and other entities. David has also served as an investment advisor representative for other firms including Cambridge Investment Research, Inc., MetLife Securities Inc., Lincoln Financial Advisors Corporation, MML Investors Services, LLC, Park Avenue Securities LLC, United Brokerage Services, Inc., and Morgan Stanley & Co., Incorporated.

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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 Emery is an experienced financial advisor who has been in the industry since 1990. Currently, David is a Managing Partner at Osaic Wealth, Inc. David has a deep understanding of the financial markets and is committed to helping his clients achieve their financial goals. He has a diverse range of experience in the financial services industry, having worked at several prominent firms including TRIAD ADVISORS LLC and KESTRA INVESTMENT SERVICES, LLC. David offers a comprehensive suite of financial services, including financial planning, portfolio management, and investment advisory services. His expertise and dedication to client satisfaction make him a valuable resource for individuals and families seeking personalized financial guidance.

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ADVISOR BIO

David Allen Bos is an active investment advisor and registered representative with Wells Fargo Clearing Services, LLC. David Bos has over 40 years of experience in the financial services industry, and is licensed in several states. David Bos has a strong background in portfolio management and financial planning, working with a wide range of clients, including individuals, families, businesses, and institutions. Prior to joining Wells Fargo, David Bos held senior positions at Morgan Stanley. David Bos provides a variety of services, including investment consulting, financial planning, and portfolio management.

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ADVISOR BIO

David Douglas Williams is a financial advisor with over 4 years of experience. David is registered with Morgan Stanley in Alexandria, Virginia. David is licensed to provide investment advice in 47 states and the District of Columbia.

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ADVISOR BIO

David Leuschen is a financial advisor with Commonwealth Financial Network. David is a registered representative and investment advisor representative. David has been in the financial industry since 1984, holding registrations with several firms including Anderson & Strudwick, Incorporated, RBC Dain Rauscher Inc., Tucker Anthony Incorporated, Scott & Stringfellow, Inc., and Dean Witter Reynolds Inc. David is also a member and owner of Retirement & Estate Investment Services, LLC, a private entity established to facilitate securities, advisory, and insurance business.

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