ADVISOR BIO

David Perry is a financial advisor with Fidelity Personal And Workplace Advisors. David has been working in the financial services industry since 2015. David holds Series 66, Series 7, Series 9, Series 10, and SIE licenses. David is registered to offer investment advisory services in North Carolina, Texas and Virginia. David has previously worked with Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, Fidelity Investments, and News and Observer.

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ADVISOR BIO

David Neal Hainsworth is a Certified Financial Planner and has been a financial advisor since 1989. David is currently registered with the state of Virginia and has been with David N. Hainsworth, C.P.A., P.C. since December of 1989. David has experience working with high-net-worth individuals, corporations, and pension plans. David N. Hainsworth, C.P.A., P.C. has a total of 74 clients. The firm provides financial planning services and portfolio management for individuals. The firm charges fixed fees, hourly charges, and a percentage of assets. The firm also charges fees for the selection of other advisors.

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ADVISOR BIO

David Nash Mucciaro is a financial advisor with Doxa Capital, LLC. David has been in the financial industry since 2010. David has Series 7, Series 31, and Series 66 licenses and a SIE license.

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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 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 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.

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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 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 Peters is a financial advisor with over 24 years of experience in the industry. Dawn is currently registered with J.p. Morgan Securities LLC and has been with the firm since January 2023. Dawn holds the Series 63, Series 65, Series 7, and SIE licenses. Dawn has been a registered representative for the following firms in the past: Lincoln Financial Advisors Corporation, LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Dawn is registered in 15 states and the District of Columbia. Dawn specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.

SPECIALIZATIONS