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 Bjorklund is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the industry since September 2018. David has passed the Series 66, Series 7 and SIE exams. David is registered to provide investment advice and securities services in several states.

SPECIALIZATIONS

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

Davis Clifton Boyd is a financial advisor with Ameriprise Financial Services, LLC, located in Midlothian, VA. Davis has been in the industry since 2021 and has a Series 66, Series 7TO and SIE licenses. Davis is registered with FINRA and the states of Arizona, California, Colorado, Florida, Hawaii, Maryland, Massachusetts, New Jersey, North Carolina, South Carolina, Texas, and Virginia. Davis specializes in providing financial planning, asset allocation services, educational seminars, and portfolio management services.

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ADVISOR BIO

Davis Britt Gardner is a CERTIFIED FINANCIAL PLANNER™ professional with over 5 years of experience in the financial services industry. Davis is currently registered as an Investment Advisor Representative with Omega Wealth Management LLC in Arlington, VA. Davis's experience includes working with both individuals and high-net-worth clients to develop comprehensive financial plans that address their unique needs. Davis is committed to providing personalized advice and guidance to help clients achieve their financial goals.

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ADVISOR BIO

Dawn Renee Lewis is a financial advisor who is registered with the state of Virginia and West Virginia. Dawn works with LPL Financial LLC in Winchester, Virginia, and has been in the financial services industry since September 1, 2007. Dawn has Series 6 and Series 63 licenses and has worked for LPL Financial LLC, M&T Securities, Inc. in the past.

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ADVISOR BIO

Dawn Thompson-mayfield is a financial advisor with over 8 years of experience in the industry. Dawn is currently registered with Steward Partners Investment Advisory, LLC, based in Chesapeake, Virginia. Dawn is a Series 7, Series 24, and Series 66 licensed professional. In addition, Dawn is registered with the state of Virginia as an Investment Advisor Representative. Prior to joining Steward Partners, Dawn was registered with UBS Financial Services Inc and Raymond James Financial Services, Inc.. Dawn's areas of expertise include financial planning, pension consulting and selection of other advisors. Dawn also provides financial consulting services for individuals and businesses.

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ADVISOR BIO

Dawn Marie Darrall is a financial advisor associated with Wells Fargo Clearing Services, LLC. Dawn is registered with the state of Virginia and has been in the industry since 2007. Dawn has several licenses and certifications, including the Series 66, SIE, and Series 7. Dawn specializes in offering investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses. Dawn is also registered with the state of Texas as an investment advisor representative.

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ADVISOR BIO

Dawn Burke is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Dawn has over 14 years of experience in the financial services industry, with a background in investment advisory. Previously, Dawn held positions with RBC Capital Markets, LLC, Wells Fargo Clearing Services, LLC and Morgan Stanley. Dawn holds multiple licenses including Series 3, 7, 9, 10, 66 and SIE, which allows Dawn to provide a wide range of financial services to clients. Dawn is also a church board member at Westminster Presbyterian Church in Alexandria, Virginia.

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ADVISOR BIO

Dawn Wheeler is a registered investment advisor representative with MML Investors Services, LLC. Dawn Wheeler has been in the industry since January 10, 2017. Dawn Wheeler is registered in several states including Virginia, Nevada, Texas, and North Carolina. Dawn Wheeler has passed the Series 6, Series 63, and Series 65 exams. Dawn Wheeler has specializations in several areas including asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors. Dawn Wheeler also owns rental property in Norfolk, VA.

SPECIALIZATIONS