BWM | Identifying & Preventing Fraud | 8.26.26 | 4:30 PM PT | 7:30 PM ET

Justin Hurd is a wealth management professional with over 40 years of experience in the financial industry. Justin's extensive experience in financial planning has shown him the importance of tailoring financial plans to fit each investor's unique circumstances; he appreciates that not one size fits all. Justin identifies resources and strives to maximize current and future wealth. He also knows there will be market turbulence and stands ready to help his clients find their level of comfort regarding risk. Justin is committed to creating and maintaining relationships and knows how to steady the ship in the sometimes choppy waters of a challenging economy. He even serves as a bridge between the generations for their family's financial future. Justin helps families seek to preserve and grow their wealth through generations, from fundamental financial and retirement planning to legacy planning. He and his team are diligent, steadfast and always available to assist. Justin enjoys spending time with his wife, golfing, and boating when he is not in the financial advisor role. Additionally, he is a proud dad of two daughters working in the healthcare profession.

David Earl Spencer is a skilled and compassionate financial advisor. He has over two decades of extensive experience in product development and marketing in the banking industry, including that for credit unions and insurance companies nationwide. David has access to many different resources, which help him create a customized wealth management strategy for each client. He is excellent at helping his clients identify and establish realistic, obtainable wealth management goals. David is particularly passionate about assisting clients who work in various parts of the healthcare industry to manage their short-term and long-term financial goals, from purchasing their first home to retirement planning. He has years of experience working with these individuals and feels passionate about giving back to the helpers, providing them with guidance on their current and future finances. This allows his clients to spend more quality time with families and recreational interests. He knows everyone is unique and that it’s essential to equip his clients with customized, workable strategies. In addition to his extensive education, David is proud to hold the Chartered Financial Consultant (ChFC®) designation. He describes himself as highly organized, efficient, and passionate about his work as a financial advisor for Broadway Wealth Management of LPL Financial. Outside of his financial planning career, David enjoys spending time with his wife of 25 years and his three children. He also loves participating in his church and community service projects.

George Alessandria is an experienced financial advisor who specializes in helping his clients with everything from investing to retirement planning. He has been a member of Broadway Wealth Management team for the last five years, assisting numerous clients in building their financial futures. He enjoys getting to know his clients across all fields of employment, including those working in technology, sales, and marketing. As a part of the team, George contributes with his strong interpersonal skills. He teams up with financial advisors of various backgrounds to research tactics and get the necessary information for his client's financial portfolios. He loves finding individualized solutions for his client's unique financial needs. Communication is one of his strong suits and adds to his ability to work with clients on a more personalized level while understanding their concerns. His knowledge and experience in the industry have led him to take a more one-on-one approach as he coaches his clients in both their long-term and short-term financial goals. George is a family man and understands the importance of supporting loved ones through financial planning practices. His friendly nature and focus on his clients shine through in all he does.