ADVISOR BIO

Daniel Aaron Benjamin is a financial advisor at Schwab Wealth Advisory, Inc. Daniel has over 20 years of experience in the financial services industry and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) in multiple states. Daniel also holds the Series 63, Series 66, and Series 7 licenses, as well as the SIE exam. He is a Certified Financial Planner and specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Daniel Baldwin is a financial advisor registered with MML Investors Services, LLC and has been in the industry since December 2014. Daniel holds a Series 65 and Series 66 license along with the Series 7 and SIE. He has a total of two state registrations, two IA registrations and is currently registered in Arizona and Texas. Daniel holds a Certified Financial Planner designation. Previously, Daniel worked at MML STRATEGIC DISTRIBUTORS, LLC and AXA ADVISORS, LLC. Daniel is also a registered investment advisor representative with MML Investors Services, LLC.

SPECIALIZATIONS

ADVISOR BIO

Daniel Wellman is a financial advisor at Schwab Wealth Advisory, Inc. Daniel has been in the financial services industry since 2007 and has a broad range of experience in investment management and financial planning. Daniel holds Series 3, 7, 9, 10, 55, 57TO, and 66 licenses. Daniel provides financial planning and portfolio management services to both individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Daniel Ceschin is a financial advisor with over 23 years of experience in the financial services industry. Daniel is currently registered with MWA Financial Services Inc., and is a Registered Representative and Investment Advisor Representative. Daniel's previous experience includes roles with Northwestern Mutual Investment Services, LLC, MML Investors Services, LLC, Mutual of Omaha Investor Services, Inc., New England Securities, and NYLIFE Securities Inc. Daniel holds a variety of licenses and certifications, including Series 6, 7, 24, 63, and 65. Daniel specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Daniel Harlan Welker is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Daniel Welker has been in the financial services industry for 25 years. Daniel Welker has passed the Series 7, Series 63, Series 65 and SIE exams. Daniel Welker is registered in 28 states including Arizona, California, Colorado, Florida and Texas. Daniel Welker was previously registered with UBS Financial Services Inc. Daniel Welker also holds the Certified Financial Planner designation.

SPECIALIZATIONS

ADVISOR BIO

Daniel Anstett is a financial advisor at Osaic Wealth, Inc. in Phoenix, Arizona, and has been in the industry since 1992. Daniel specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. He is licensed in several states and holds the Series 6, 7, and 63 licenses, as well as the SIE designation. Daniel is passionate about helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Daniel Ryan Martell is a financial advisor with Schwab Wealth Advisory, Inc. Daniel has been in the industry since 2021 and is licensed in 53 states as well as the District of Columbia and Puerto Rico. Daniel has Series 63, 66 and 7TO licenses. Daniel also has a SIE license. Daniel's experience is in Portfolio Management for Individuals and Businesses and Financial Planning. Daniel's previous employer was MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

SPECIALIZATIONS

ADVISOR BIO

Daniel Gimmelli is an investment advisor representative at Edelman Financial Engines. Daniel is a registered investment advisor in Arizona and Texas. Daniel's areas of expertise include retirement planning, college savings planning, and investment management. Prior to joining Edelman Financial Engines, Daniel worked at USAA Financial Advisors, Inc. and Morgan Stanley Smith Barney. Daniel has been in the financial services industry for over 15 years.

SPECIALIZATIONS

ADVISOR BIO

Daniel Martin is a financial advisor with Schwab Wealth Advisory, Inc. He is a Certified Financial Planner and has over 9 years of experience in the financial services industry. Daniel is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Certified Financial Planner Board of Standards Inc. He is also licensed in 33 states, including Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Nebraska, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.

SPECIALIZATIONS

ADVISOR BIO

Daniel Roether is an investment advisor representative with MML Investors Services, LLC. Daniel has been in the industry since 1997. Daniel's primary office is located at 2415 E CAMELBACK ROAD, SUITE 700 in Phoenix, AZ. Daniel has been registered with the state of Arizona since 2000.

SPECIALIZATIONS