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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David Ross Clemens is a financial advisor with over 20 years of experience in the industry. David has a Series 7, 9, 10, 31, and 66 licenses and is registered with Morgan Stanley in both Virginia and Texas. David is a registered investment advisor in Virginia and Texas. Prior to joining Morgan Stanley, David worked at Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. David's specialties include portfolio management, financial planning, and asset allocation advice. David has been involved with the Williamsburg House of Mercy for over 6 years and is currently on the board of directors and finance committee.

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David Blevins is a registered Investment Advisor Representative with State Farm Investment Management Corp., based in Floyd, Virginia. David is also a licensed insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. David has a strong background in the financial services industry, having previously worked with The Wolf Organization in York, Pennsylvania. David holds a Series 63, Series 65 and Series 6TO licenses, as well as the SIE exam, demonstrating a commitment to providing comprehensive financial services to clients. David is passionate about helping clients achieve their financial goals.

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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.

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David L. Ellis Jr. is a financial advisor with Morgan Stanley. David has been in the industry since 2006 and has held registrations with both Citigroup Global Markets Inc. and Morgan Stanley. David's primary office is located in Roanoke, VA. David is registered with 26 states and is active in both the Broker/Dealer and Investment Advisor channels.

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David Anthony Morgante is a financial advisor with Variant Private Wealth LLC, registered in Virginia and Texas. David Anthony Morgante has over 17 years of experience in the financial services industry. Previously, David Anthony Morgante was employed at Ameriprise Financial Services, Inc. in Vienna, Virginia. David Anthony Morgante is a Certified Financial Planner and holds the Series 66, SIE and Series 7 licenses.

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David Michael Thome is a financial advisor currently registered with Fiducient Advisors LLC. David has been in the industry since 2004 and holds the Series 66, Series 7, and SIE exams. David is also a Certified Financial Planner. David's previous employment history includes positions with firms such as Morgan Stanley, PURSHE KAPLAN STERLING INVESTMENTS, Orion Investment Advisors, and SunTrust Investment Services, Inc.

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David Houck is a financial advisor with Ameriprise Financial Services, LLC. David has been in the financial industry for 22 years. David holds both a Series 7TO and Series 66 license and is licensed to sell securities and provide investment advice in Texas and Virginia. Ameriprise Financial Services, LLC is a large firm with offices in Minneapolis, Minnesota.

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David Matthew Henderson is an active investment advisor representative with Davenport & Co. LLC. David Henderson has been in the industry since June 23, 2004. David Henderson is registered in Virginia and has been with Davenport & Co. LLC since March 2000. Davenport & Co. LLC has a main office in Richmond, Virginia.

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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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